Southern Co
SO- 交易所
- NYSE
- 產業
- Electric Services
- SEC CIK
- 0000092122
近 90 天，Southern Co 內部人申報 0 筆公開市場買進、5 筆賣出；2026 年第 2 季末有 2,371 家機構在 13F 申報持有，市值合計 $798.9 億；沒有大師持有。
2023 年第 4 季 13F 持有人
Southern Co 在 2023/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,838
- 較 2023 年第 3 季 +155 家
- 持有股數
- 7.01 億
- 較 2023 年第 3 季 +838.1 萬 (+1.2%)
- 總市值
- $491.5 億
- 較 2023 年第 3 季 +$43.2 億 (+9.6%)
- 新進機構
- 241
- 另有 648 家加碼
- 清倉機構
- 86
- 另有 711 家減碼
另有 30 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SO 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,371 | $798.9 億 |
| 2026 年第 1 季 | 2,367 | $762.2 億 |
| 2025 年第 4 季 | 2,273 | $695.7 億 |
| 2025 年第 3 季 | 2,222 | $745.5 億 |
| 2025 年第 2 季 | 2,184 | $708.1 億 |
| 2025 年第 1 季 | 2,207 | $690.2 億 |
| 2024 年第 4 季 | 2,126 | $614.5 億 |
| 2024 年第 3 季 | 2,010 | $668.7 億 |
| 2024 年第 2 季 | 1,888 | $568.0 億 |
| 2024 年第 1 季 | 1,825 | $510.1 億 |
| 2023 年第 4 季 | 1,838 | $491.5 億 |
| 2023 年第 3 季 | 1,713 | $448.6 億 |
| 2023 年第 2 季 | 1,728 | $487.6 億 |
| 2023 年第 1 季 | 1,706 | $488.1 億 |
| 2022 年第 4 季 | 1,737 | $490.8 億 |
| 2022 年第 3 季 | 1,661 | $460.4 億 |
| 2022 年第 2 季 | 1,683 | $471.5 億 |
| 2022 年第 1 季 | 1,700 | $473.3 億 |
| 2021 年第 4 季 | 1,654 | $439.2 億 |
| 2021 年第 3 季 | 1,492 | $391.1 億 |
| 2021 年第 2 季 | 1,508 | $382.7 億 |
| 2021 年第 1 季 | 1,491 | $392.3 億 |
2023 年第 4 季持有機構
每家機構持有 Southern Co 的股數、市值與佔組合比重；股數變化跟 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Nepsis, Inc. | 24,844 | $174.2 萬 | 0.50% | −918−3.6% | 減碼 |
| Asset Dedication, LLC | 24,815 | $174.1 萬 | 0.14% | −312−1.2% | 減碼 |
| Azimuth Capital Investment Management LLC | 24,809 | $174.0 萬 | 0.08% | −851−3.3% | 減碼 |
| LBMC Investment Advisors, LLC | 24,611 | $172.6 萬 | 0.16% | −3,024−10.9% | 減碼 |
| Stolper Co | 24,517 | $171.9 萬 | 0.69% | −279−1.1% | 減碼 |
| Capital Square, LLC | 24,497 | $171.8 萬 | 1.94% | −499−2.0% | 減碼 |
| Capital Investment Advisory Services, LLC | 24,411 | $171.2 萬 | 0.16% | +4,351+21.7% | 加碼 |
| Financial Advisory Service, Inc. | 24,362 | $170.8 萬 | 0.16% | +21,250+682.8% | 加碼 |
| Sawtooth Solutions, LLC | 24,352 | $170.8 萬 | 0.05% | −44−0.2% | 減碼 |
| Bleakley Financial Group, LLC | 24,352 | $170.8 萬 | 0.05% | −44−0.2% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 24,273 | $170.2 萬 | 0.16% | −10,142−29.5% | 減碼 |
| Citizens National Bank Trust Department | 24,131 | $169.2 萬 | 0.43% | −125−0.5% | 減碼 |
| apricus wealth, LLC | 23,970 | $168.1 萬 | 1.28% | +16,865+237.4% | 加碼 |
| Allworth Financial LP | 23,904 | $167.6 萬 | 0.01% | +704+3.0% | 加碼 |
| Linden Thomas Advisory Services, LLC | 23,779 | $166.7 萬 | 0.31% | +1,115+4.9% | 加碼 |
| NTV Asset Management LLC | 23,771 | $166.7 萬 | 0.28% | −890−3.6% | 減碼 |
| Pearl River Capital, LLC | 23,663 | $165.9 萬 | 0.27% | +23,663 | 新進 |
| Stock Yards Bank & Trust Co | 23,575 | $165.3 萬 | 0.06% | −999−4.1% | 減碼 |
| Tyche Wealth Partners LLC | 23,550 | $165.1 萬 | 0.40% | +23,550 | 新進 |
| Peoples Financial Services Corp. | 23,325 | $163.5 萬 | 0.71% | −257−1.1% | 減碼 |
| Concord Wealth Partners | 23,308 | $163.4 萬 | 0.33% | +2,611+12.6% | 加碼 |
| JPL Wealth Management, LLC | 23,275 | $163.2 萬 | 1.18% | +23,275 | 新進 |
| Claro Advisors LLC | 23,200 | $162.7 萬 | 0.35% | −1,150−4.7% | 減碼 |
| Brown Brothers Harriman & Co | 22,619 | $158.6 萬 | 0.01% | −726−3.1% | 減碼 |
| Weiss Asset Management LP | 22,551 | $158.1 萬 | 0.11% | −24,277−51.8% | 減碼 |
| Perigon Wealth Management, LLC | 22,460 | $157.5 萬 | 0.05% | +11,152+98.6% | 加碼 |
| Consolidated Planning Corp | 22,445 | $157.4 萬 | 0.29% | −148−0.7% | 減碼 |
| HF Advisory Group, LLC | 22,329 | $156.6 萬 | 1.00% | +303+1.4% | 加碼 |
| Hudson Valley Investment Advisors Inc | 21,654 | $156.3 萬 | 0.21% | +3,524+19.4% | 加碼 |
| Nomura Holdings Inc | 22,065 | $154.7 萬 | 0.01% | +22,065 | 新進 |
| ZWJ Investment Counsel Inc | 22,012 | $154.3 萬 | 0.08% | −41−0.2% | 減碼 |
| Farmers & Merchants Investments Inc | 22,008 | $154.3 萬 | 0.06% | +112+0.5% | 加碼 |
| Cohen Klingenstein LLC | 21,800 | $152.9 萬 | 0.06% | 00.0% | 不變 |
| Alberta Investment Management Corp | 21,700 | $152.2 萬 | 0.01% | 00.0% | 不變 |
| Harbor Capital Advisors, Inc. | 21,628 | $151.7 萬 | 0.29% | −12−0.1% | 減碼 |
| Advisors Capital Management, LLC | 21,567 | $151.2 萬 | 0.03% | +191+0.9% | 加碼 |
| Davis Capital Management | 21,453 | $150.4 萬 | 1.44% | +21,453 | 新進 |
| Trust Co of Vermont | 21,379 | $149.9 萬 | 0.10% | −1,399−6.1% | 減碼 |
| Huber Capital Management LLC | 21,300 | $149.4 萬 | 0.38% | −7,000−24.7% | 減碼 |
| Northern Oak Wealth Management Inc | 21,254 | $149.0 萬 | 0.18% | −213−1.0% | 減碼 |
| Sumitomo Life Insurance Co | 21,227 | $148.8 萬 | 0.05% | −1,102−4.9% | 減碼 |
| RFP Financial Group LLC | 21,094 | $147.9 萬 | 0.61% | +70.0% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 20,985 | $147.1 萬 | 0.10% | +18+0.1% | 加碼 |
| Gunn & Co Investment Management, Inc. | 20,985 | $147.1 萬 | 0.10% | +20,985 | 新進 |
| Southeast Asset Advisors Inc. | 20,944 | $146.9 萬 | 0.19% | −41−0.2% | 減碼 |
| Vident Advisory, LLC | 20,774 | $145.7 萬 | 0.04% | +5,090+32.5% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 20,774 | $145.7 萬 | 0.49% | −528−2.5% | 減碼 |
| Patten & Patten Inc | 20,736 | $145.4 萬 | 0.12% | +150+0.7% | 加碼 |
| We Are One Seven, LLC | 20,695 | $145.1 萬 | 0.08% | +5,359+34.9% | 加碼 |
| Parsons Capital Management Inc | 20,653 | $144.8 萬 | 0.10% | 00.0% | 不變 |
| CWS Financial Advisors, LLC | 20,643 | $144.8 萬 | 0.54% | +527+2.6% | 加碼 |
| Smith, Moore & Co. | 20,609 | $144.5 萬 | 0.17% | −817−3.8% | 減碼 |
| SeaCrest Wealth Management, LLC | 20,086 | $143.8 萬 | 0.18% | +402+2.0% | 加碼 |
| Wellington Shields & Co., LLC | 20,486 | $143.6 萬 | 0.53% | −260−1.3% | 減碼 |
| Ethic Inc. | 20,448 | $143.4 萬 | 0.04% | +569+2.9% | 加碼 |
| Burns J W & Co Inc | 20,415 | $143.2 萬 | 0.21% | −465−2.2% | 減碼 |
| Naviter Wealth, LLC | 20,259 | $142.1 萬 | 0.29% | +4,400+27.7% | 加碼 |
| Canal Insurance CO | 20,000 | $140.2 萬 | 0.39% | 00.0% | 不變 |
| Horizon Investments, LLC | 19,992 | $140.2 萬 | 0.04% | +11,979+149.5% | 加碼 |
| Glenview Trust Co | 19,979 | $140.1 萬 | 0.03% | −890−4.3% | 減碼 |
| Good Life Advisors, LLC | 19,956 | $139.9 萬 | 0.14% | +149+0.8% | 加碼 |
| Hilltop Holdings Inc. | 19,892 | $139.5 萬 | 0.16% | −857−4.1% | 減碼 |
| Cullen Investment Group, Ltd. | 19,870 | $139.3 萬 | 0.24% | +19,870 | 新進 |
| Mayfair Advisory Group, LLC | 19,609 | $138.9 萬 | 1.18% | +18+0.1% | 加碼 |
| Romano Brothers and Company | 19,779 | $138.7 萬 | 0.21% | +375+1.9% | 加碼 |
| Mather Group, LLC. | 19,672 | $137.9 萬 | 0.02% | +1,173+6.3% | 加碼 |
| Wedbush Securities Inc | 19,641 | $137.7 萬 | 0.06% | +268+1.4% | 加碼 |
| MSH Capital Advisors LLC | 19,622 | $137.6 萬 | 0.51% | −154−0.8% | 減碼 |
| Western Wealth Management, LLC | 19,567 | $137.2 萬 | 0.10% | +1,352+7.4% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 19,477 | $136.6 萬 | 0.03% | −4,788−19.7% | 減碼 |
| Brooks, Moore & Associates, Inc. | 19,358 | $135.7 萬 | 0.93% | +52+0.3% | 加碼 |
| Farmers National Bank | 19,349 | $135.7 萬 | 0.44% | −1,460−7.0% | 減碼 |
| CAPROCK Group, Inc. | 19,337 | $135.6 萬 | 0.09% | +2,649+15.9% | 加碼 |
| BancorpSouth Bank | 19,117 | $134.0 萬 | 0.11% | +2,532+15.3% | 加碼 |
| Concord Asset Management, LLC | 19,035 | $133.5 萬 | 0.39% | +6,354+50.1% | 加碼 |
| Abbrea Capital, LLC | 19,027 | $133.4 萬 | 0.19% | +850+4.7% | 加碼 |
| Cohen Capital Management, Inc. | 19,000 | $133.2 萬 | 0.25% | 00.0% | 不變 |
| Principal Securities, Inc. | 18,896 | $132.5 萬 | 0.05% | +18,896 | 新進 |
| NorthRock Partners, LLC | 18,882 | $132.4 萬 | 0.06% | +9,834+108.7% | 加碼 |
| SevenBridge Financial Group, LLC | 18,882 | $132.4 萬 | 0.31% | −1,805−8.7% | 減碼 |
| Eagle Rock Investment Company, LLC | 18,873 | $132.3 萬 | 0.27% | −200−1.0% | 減碼 |
| Shell Asset Management Co | 18,825 | $132.0 萬 | 0.06% | −9,881−34.4% | 減碼 |
| Wetherby Asset Management Inc | 18,799 | $131.8 萬 | 0.07% | −1,184−5.9% | 減碼 |
| Creative Financial Designs Inc | 18,781 | $131.7 萬 | 0.13% | −216−1.1% | 減碼 |
| Salem Investment Counselors Inc | 18,732 | $131.3 萬 | 0.05% | −87−0.5% | 減碼 |
| Westpac Banking Corp | 18,722 | $131.3 萬 | 0.11% | +1,354+7.8% | 加碼 |
| Assetmark, Inc | 18,705 | $131.2 萬 | 0.00% | +3,367+22.0% | 加碼 |
| Sculati Wealth Management, LLC | 18,605 | $130.5 萬 | 0.61% | −1,610−8.0% | 減碼 |
| Woodstock Corp | 18,560 | $130.1 萬 | 0.15% | +472+2.6% | 加碼 |
| Spreng Capital Management, Inc. | 18,523 | $129.9 萬 | 0.81% | −422−2.2% | 減碼 |
| Arete Wealth Advisors, LLC | 18,461 | $129.4 萬 | 0.10% | +1,450+8.5% | 加碼 |
| Mystic Asset Management, Inc. | 18,458 | $129.4 萬 | 0.62% | +852+4.8% | 加碼 |
| Ci Investments Inc. | 18,331 | $128.5 萬 | 0.01% | +4,390+31.5% | 加碼 |
| Regent Peak Wealth Advisors LLC | 18,265 | $128.1 萬 | 0.35% | −4,649−20.3% | 減碼 |
| Geneos Wealth Management Inc. | 18,264 | $128.1 萬 | 0.06% | −5,518−23.2% | 減碼 |
| Moody National Bank Trust Division | 18,256 | $128.0 萬 | 0.10% | −10,382−36.3% | 減碼 |
| SWAN Capital LLC | 18,246 | $127.9 萬 | 0.81% | −20.0% | 減碼 |
| Monte Financial Group, LLC | 18,124 | $127.1 萬 | 0.59% | 00.0% | 不變 |
| Philadelphia Trust Co | 18,095 | $126.9 萬 | 0.12% | −1,450−7.4% | 減碼 |
| Reuter James Wealth Management, LLC | 18,077 | $126.8 萬 | 0.86% | −399−2.2% | 減碼 |