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、6 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。
2024 年第 1 季 13F 持有人
Southern Co 在 2024/3/31 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
- 1,825
- 較 2023 年第 4 季 +14 家
- 持有股數
- 7.11 億
- 較 2023 年第 4 季 +1,102 萬 (+1.6%)
- 總市值
- $510.1 億
- 較 2023 年第 4 季 +$19.1 億 (+3.9%)
- 新進機構
- 127
- 另有 731 家加碼
- 清倉機構
- 113
- 另有 690 家減碼
另有 27 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 10,144 | $72.8 萬 | 0.05% | +11+0.1% | 加碼 |
| Centre Asset Management, LLC | 10,143 | $72.8 萬 | 0.17% | −354−3.4% | 減碼 |
| Marco Investment Management LLC | 10,159 | $72.9 萬 | 0.07% | +22+0.2% | 加碼 |
| NovaPoint Capital, LLC | 10,223 | $73.3 萬 | 0.26% | −1,532−13.0% | 減碼 |
| Ancora Advisors, LLC | 10,245 | $73.5 萬 | 0.02% | +352+3.6% | 加碼 |
| EPG Wealth Management LLC | 10,273 | $73.7 萬 | 0.18% | +24+0.2% | 加碼 |
| Court Place Advisors, LLC | 10,279 | $73.7 萬 | 0.24% | −500−4.6% | 減碼 |
| Balboa Wealth Partners | 10,282 | $73.8 萬 | 0.23% | +1,051+11.4% | 加碼 |
| Investment Partners Asset Management, Inc. | 10,291 | $73.8 萬 | 0.67% | 00.0% | 不變 |
| St. Johns Investment Management Company, LLC | 10,328 | $74.1 萬 | 0.36% | +958+10.2% | 加碼 |
| Acorn Wealth Advisors, LLC | 10,329 | $74.1 萬 | 0.39% | +732+7.6% | 加碼 |
| Wedmont Private Capital | 10,502 | $74.1 萬 | 0.05% | −839−7.4% | 減碼 |
| HBK Sorce Advisory LLC | 10,374 | $74.4 萬 | 0.03% | +98+1.0% | 加碼 |
| Farther Finance Advisors, LLC | 10,521 | $74.8 萬 | 0.05% | +1,143+12.2% | 加碼 |
| Eudaimonia Partners, LLC | 10,451 | $75.0 萬 | 0.18% | −268−2.5% | 減碼 |
| Firethorn Wealth Partners, LLC | 10,474 | $75.1 萬 | 0.44% | −217−2.0% | 減碼 |
| Citizens Financial Group Inc | 10,476 | $75.2 萬 | 0.03% | −4,656−30.8% | 減碼 |
| Morningstar Investment Management LLC | 10,487 | $75.2 萬 | 0.08% | 00.0% | 不變 |
| Visionary Horizons, LLC | 10,972 | $75.4 萬 | 0.59% | −579−5.0% | 減碼 |
| Chesley Taft & Associates LLC | 10,515 | $75.4 萬 | 0.04% | −114−1.1% | 減碼 |
| Sunburst Financial Group, LLC | 10,620 | $75.5 萬 | 0.21% | −407−3.7% | 減碼 |
| Bedell Frazier Investment Counseling, LLC | 10,601 | $76.1 萬 | 0.19% | −502−4.5% | 減碼 |
| Jackson Thornton Asset Management, LLC | 10,661 | $76.5 萬 | 0.13% | +15+0.1% | 加碼 |
| Midland Wealth Advisors LLC | 10,665 | $76.5 萬 | 0.05% | +1,995+23.0% | 加碼 |
| Detalus Advisors, LLC | 10,731 | $77.0 萬 | 0.27% | −350−3.2% | 減碼 |
| Sterling Investment Counsel, LLC | 10,732 | $77.0 萬 | 0.36% | +1,432+15.4% | 加碼 |
| Plimoth Trust Co LLC | 10,732 | $77.0 萬 | 0.21% | −380−3.4% | 減碼 |
| Fidelis Capital Partners, LLC | 10,763 | $77.2 萬 | 0.12% | +1,147+11.9% | 加碼 |
| MEMBERS Trust Co | 10,780 | $77.3 萬 | 0.02% | +433+4.2% | 加碼 |
| Wright Investors Service Inc | 10,816 | $77.6 萬 | 0.20% | −323−2.9% | 減碼 |
| Boston Financial Mangement LLC | 10,822 | $77.6 萬 | 0.02% | +725+7.2% | 加碼 |
| Andra AP-fonden | 10,900 | $78.2 萬 | 0.01% | +10,900 | 新進 |
| Wintrust Investments LLC | 10,903 | $78.2 萬 | 0.07% | +53+0.5% | 加碼 |
| Farmers Trust Co | 10,935 | $78.4 萬 | 0.16% | 00.0% | 不變 |
| Kuhn & Co Investment Counsel | 10,939 | $78.5 萬 | 0.74% | 00.0% | 不變 |
| BIP Wealth, LLC | 10,950 | $78.6 萬 | 0.06% | +692+6.7% | 加碼 |
| Aberdeen Wealth Management LLC | 11,029 | $79.1 萬 | 0.46% | +305+2.8% | 加碼 |
| 1620 Investment Advisors, Inc. | 600 | $79.2 萬 | 0.81% | −10,030−94.4% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 11,099 | $79.6 萬 | 0.05% | −1,197−9.7% | 減碼 |
| Venturi Wealth Management, LLC | 11,184 | $80.2 萬 | 0.05% | −842−7.0% | 減碼 |
| Cannon Financial Strategists, Inc. | 11,185 | $80.2 萬 | 0.16% | 00.0% | 不變 |
| Gilbert & Cook, Inc. | 11,194 | $80.3 萬 | 0.11% | −8−0.1% | 減碼 |
| RIA Advisory Group LLC | 11,250 | $80.7 萬 | 0.33% | +4,908+77.4% | 加碼 |
| Silverlake Wealth Management LLC | 11,264 | $80.8 萬 | 0.41% | +612+5.7% | 加碼 |
| Legacy Wealth Asset Management, LLC | 11,283 | $80.9 萬 | 0.23% | +124+1.1% | 加碼 |
| Cobblestone Capital Advisors LLC | 11,316 | $81.2 萬 | 0.05% | +244+2.2% | 加碼 |
| Viawealth, LLC | 11,319 | $81.2 萬 | 0.51% | 00.0% | 不變 |
| LaFleur & Godfrey LLC | 11,340 | $81.4 萬 | 0.12% | +9+0.1% | 加碼 |
| Lazard Asset Management LLC | 11,356 | $81.4 萬 | 0.00% | −1,928−14.5% | 減碼 |
| Valmark Advisers, Inc. | 11,359 | $81.5 萬 | 0.01% | +50+0.4% | 加碼 |
| Nicollet Investment Management, Inc. | 11,461 | $82.2 萬 | 0.30% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 11,467 | $82.3 萬 | 0.06% | −482−4.0% | 減碼 |
| Cigna Investments Inc | 11,513 | $82.6 萬 | 0.16% | −35−0.3% | 減碼 |
| Bush Investment Group, LLC | 11,594 | $83.2 萬 | 0.73% | +4,896+73.1% | 加碼 |
| Bangor Savings Bank | 11,611 | $83.3 萬 | 0.09% | −258−2.2% | 減碼 |
| Blue Fin Capital, Inc. | 11,642 | $83.5 萬 | 0.19% | −338−2.8% | 減碼 |
| GSB Wealth Management, LLC | 11,651 | $83.6 萬 | 0.24% | −521−4.3% | 減碼 |
| Rogco, LP | 11,679 | $83.8 萬 | 0.34% | −373−3.1% | 減碼 |
| Cassaday & Co Wealth Management LLC | 11,711 | $84.0 萬 | 0.03% | +209+1.8% | 加碼 |
| Baker Boyer National Bank | 11,741 | $84.2 萬 | 0.29% | 00.0% | 不變 |
| Ami Asset Management Corp | 11,837 | $84.9 萬 | 0.04% | +11,837 | 新進 |
| Eqis Capital Management, Inc. | 11,851 | $85.0 萬 | 0.07% | +1,344+12.8% | 加碼 |
| Resources Management Corp | 11,860 | $85.1 萬 | 0.12% | 00.0% | 不變 |
| Intrust Bank NA | 11,915 | $85.5 萬 | 0.09% | +164+1.4% | 加碼 |
| Shepherd Financial Partners LLC | 11,922 | $85.5 萬 | 0.11% | +21+0.2% | 加碼 |
| Aft, Forsyth & Company, Inc. | 11,998 | $86.1 萬 | 0.49% | 00.0% | 不變 |
| Advisor OS, LLC | 12,068 | $86.6 萬 | 0.10% | +3,829+46.5% | 加碼 |
| TownSquare Capital, LLC | 12,088 | $86.7 萬 | 0.01% | +4,605+61.5% | 加碼 |
| Marino, Stram & Associates LLC | 12,112 | $86.9 萬 | 0.21% | +7+0.1% | 加碼 |
| Private Capital Management, LLC | 12,122 | $87.0 萬 | 0.10% | −23,460−65.9% | 減碼 |
| Smith, Salley & Associates | 12,180 | $87.4 萬 | 0.07% | +9,028+286.4% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 12,187 | $87.4 萬 | 0.01% | −73−0.6% | 減碼 |
| Keudell/Morrison Wealth Management | 12,191 | $87.5 萬 | 0.26% | +40.0% | 加碼 |
| Smartleaf Asset Management LLC | 12,346 | $87.7 萬 | 0.17% | +3,223+35.3% | 加碼 |
| Symphony Financial, Ltd. Co. | 12,247 | $87.9 萬 | 0.20% | −5,056−29.2% | 減碼 |
| ICA Group Wealth Management, LLC | 12,264 | $88.0 萬 | 0.18% | +4,593+59.9% | 加碼 |
| LVW Advisors, LLC | 12,278 | $88.1 萬 | 0.15% | +1,684+15.9% | 加碼 |
| Cornerstone Management, Inc. | 12,290 | $88.2 萬 | 0.20% | +10.0% | 加碼 |
| RS Crum Inc. | 12,312 | $88.3 萬 | 0.24% | 00.0% | 不變 |
| Guardian Wealth Advisors, LLC | 12,360 | $88.7 萬 | 0.11% | +593+5.0% | 加碼 |
| Financial Advocates Investment Management | 12,362 | $88.7 萬 | 0.05% | +285+2.4% | 加碼 |
| Nwam LLC | 11,605 | $89.0 萬 | 0.07% | +937+8.8% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 12,410 | $89.0 萬 | 0.02% | +710+6.1% | 加碼 |
| Meiji Yasuda Life Insurance Co | 12,439 | $89.2 萬 | 0.02% | 00.0% | 不變 |
| Rocky Mountain Advisers, LLC | 12,525 | $89.9 萬 | 0.28% | 00.0% | 不變 |
| Columbia Asset Management | 12,818 | $89.9 萬 | 0.18% | 00.0% | 不變 |
| Waterfront Wealth Inc. | 12,116 | $90.1 萬 | 0.25% | +293+2.5% | 加碼 |
| Widmann Financial Services, Inc. | 12,565 | $90.1 萬 | 0.76% | −190−1.5% | 減碼 |
| Schechter Investment Advisors, LLC | 12,658 | $90.8 萬 | 0.07% | +577+4.8% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 12,681 | $91.0 萬 | 0.08% | −585−4.4% | 減碼 |
| Koshinski Asset Management, Inc. | 12,782 | $91.7 萬 | 0.09% | +2,053+19.1% | 加碼 |
| Silver Oak Securities, Inc | 12,832 | $92.1 萬 | 0.14% | −1,079−7.8% | 減碼 |
| Western Wealth Management, LLC | 12,837 | $92.1 萬 | 0.07% | −6,730−34.4% | 減碼 |
| Rollins Financial Advisors, LLC | 12,880 | $92.4 萬 | 0.17% | +1,456+12.7% | 加碼 |
| Nilsine Partners, LLC | 12,932 | $92.8 萬 | 0.13% | +37+0.3% | 加碼 |
| Evercore Wealth Management, LLC | 12,955 | $92.9 萬 | 0.01% | −745−5.4% | 減碼 |
| Carnegie Capital Asset Management, LLC | 13,030 | $93.5 萬 | 0.03% | +338+2.7% | 加碼 |
| Columbus Macro, LLC | 13,031 | $93.5 萬 | 0.35% | −673−4.9% | 減碼 |
| Country Club Bank | 13,082 | $93.9 萬 | 0.07% | −333−2.5% | 減碼 |
| Burney Co | 13,266 | $95.2 萬 | 0.04% | −800−5.7% | 減碼 |