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 |
|---|---|---|---|---|---|
| Wellington Shields & Co., LLC | 17,284 | $124.0 萬 | 0.42% | −3,202−15.6% | 減碼 |
| HHM Wealth Advisors, LLC | 17,333 | $124.3 萬 | 0.20% | +136+0.8% | 加碼 |
| Farmers National Bank | 17,469 | $125.3 萬 | 0.37% | −1,880−9.7% | 減碼 |
| Baillie Gifford & Co | 17,500 | $125.5 萬 | 0.00% | +17,500 | 新進 |
| Strategic Planning Group, LLC | 17,517 | $125.7 萬 | 0.31% | +3,032+20.9% | 加碼 |
| Register Financial Advisors LLC | 17,590 | $126.2 萬 | 0.65% | +2,246+14.6% | 加碼 |
| Investment Management Corp of Ontario | 17,642 | $126.6 萬 | 0.04% | −7,800−30.7% | 減碼 |
| Benedict Financial Advisors Inc | 17,717 | $127.1 萬 | 0.32% | −40.0% | 減碼 |
| Reuter James Wealth Management, LLC | 17,791 | $127.6 萬 | 0.89% | −286−1.6% | 減碼 |
| Boston Private Wealth LLC | 17,811 | $127.8 萬 | 0.03% | +100+0.6% | 加碼 |
| NorthRock Partners, LLC | 17,897 | $128.4 萬 | 0.05% | −985−5.2% | 減碼 |
| Axxcess Wealth Management, LLC | 17,942 | $128.7 萬 | 0.04% | +2,508+16.2% | 加碼 |
| Summit Financial, LLC | 17,954 | $128.8 萬 | 0.08% | +17,954 | 新進 |
| Pacitti Group Inc. | 17,962 | $128.9 萬 | 0.70% | +362+2.1% | 加碼 |
| Venture Visionary Partners LLC | 17,964 | $128.9 萬 | 0.06% | −11,782−39.6% | 減碼 |
| Monte Financial Group, LLC | 18,065 | $129.6 萬 | 0.57% | −59−0.3% | 減碼 |
| Moody National Bank Trust Division | 18,070 | $129.6 萬 | 0.10% | −186−1.0% | 減碼 |
| Glenview Trust Co | 18,124 | $130.0 萬 | 0.03% | −1,855−9.3% | 減碼 |
| ICW Investment Advisors LLC | 18,137 | $130.1 萬 | 0.58% | +133+0.7% | 加碼 |
| Quantitative Investment Management, LLC | 18,178 | $130.4 萬 | 0.08% | −17,848−49.5% | 減碼 |
| Mather Group, LLC. | 18,658 | $130.8 萬 | 0.02% | −1,014−5.2% | 減碼 |
| Aigen Investment Management, LP | 18,296 | $131.3 萬 | 0.29% | +18,296 | 新進 |
| Geneos Wealth Management Inc. | 18,304 | $131.3 萬 | 0.06% | +40+0.2% | 加碼 |
| Regent Peak Wealth Advisors LLC | 18,314 | $131.4 萬 | 0.33% | +49+0.3% | 加碼 |
| LMG Wealth Partners, LLC | 18,358 | $131.7 萬 | 0.33% | +1,858+11.3% | 加碼 |
| BancorpSouth Bank | 18,365 | $131.8 萬 | 0.10% | −752−3.9% | 減碼 |
| Twin Capital Management Inc | 18,383 | $131.9 萬 | 0.16% | +6,365+53.0% | 加碼 |
| Wealth Alliance | 18,412 | $132.1 萬 | 0.17% | +460+2.6% | 加碼 |
| SWAN Capital LLC | 18,436 | $132.3 萬 | 0.75% | +190+1.0% | 加碼 |
| Smith Group Asset Management, LLC | 18,478 | $132.6 萬 | 0.08% | −7,700−29.4% | 減碼 |
| Arete Wealth Advisors, LLC | 18,510 | $132.8 萬 | 0.12% | +49+0.3% | 加碼 |
| Spreng Capital Management, Inc. | 18,523 | $132.9 萬 | 0.72% | 00.0% | 不變 |
| Strategic Blueprint, LLC | 18,544 | $133.0 萬 | 0.09% | +905+5.1% | 加碼 |
| Bristlecone Advisors, LLC | 18,582 | $133.3 萬 | 0.12% | +998+5.7% | 加碼 |
| Abbrea Capital, LLC | 18,627 | $133.6 萬 | 0.18% | −400−2.1% | 減碼 |
| Hilltop Holdings Inc. | 18,639 | $133.7 萬 | 0.15% | −1,253−6.3% | 減碼 |
| Salem Investment Counselors Inc | 18,806 | $134.9 萬 | 0.04% | +74+0.4% | 加碼 |
| Northern Oak Wealth Management Inc | 18,878 | $135.4 萬 | 0.16% | −2,376−11.2% | 減碼 |
| Cullen Investment Group, Ltd. | 19,012 | $135.6 萬 | 0.21% | −858−4.3% | 減碼 |
| Brooks, Moore & Associates, Inc. | 18,956 | $136.0 萬 | 0.87% | −402−2.1% | 減碼 |
| Ethic Inc. | 18,968 | $136.1 萬 | 0.03% | −1,480−7.2% | 減碼 |
| Cohen Capital Management, Inc. | 19,000 | $136.3 萬 | 0.24% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 19,144 | $137.3 萬 | 0.02% | −11,962−38.5% | 減碼 |
| Principal Securities, Inc. | 19,155 | $137.4 萬 | 0.04% | +259+1.4% | 加碼 |
| MSH Capital Advisors LLC | 19,186 | $137.6 萬 | 0.48% | −436−2.2% | 減碼 |
| Hilltop National Bank | 19,214 | $137.8 萬 | 0.47% | +19,214 | 新進 |
| Burns J W & Co Inc | 19,340 | $138.7 萬 | 0.19% | −1,075−5.3% | 減碼 |
| Empowered Funds, LLC | 19,369 | $139.0 萬 | 0.03% | +1,416+7.9% | 加碼 |
| Eagle Rock Investment Company, LLC | 19,435 | $139.4 萬 | 0.26% | +562+3.0% | 加碼 |
| Wetherby Asset Management Inc | 19,521 | $140.0 萬 | 0.07% | +722+3.8% | 加碼 |
| Mystic Asset Management, Inc. | 19,556 | $140.3 萬 | 0.58% | +1,098+5.9% | 加碼 |
| Derbend Asset Management | 19,628 | $140.8 萬 | 0.69% | +2,597+15.2% | 加碼 |
| Romano Brothers and Company | 19,729 | $141.5 萬 | 0.19% | −50−0.3% | 減碼 |
| Westpac Banking Corp | 19,737 | $141.6 萬 | 0.11% | +1,015+5.4% | 加碼 |
| Mayfair Advisory Group, LLC | 19,776 | $141.9 萬 | 1.03% | +167+0.9% | 加碼 |
| Weaver Capital Management LLC | 19,839 | $142.3 萬 | 0.49% | +3,047+18.1% | 加碼 |
| Smith, Moore & Co. | 19,883 | $142.6 萬 | 0.15% | −726−3.5% | 減碼 |
| First United Bank Trust | 19,903 | $142.8 萬 | 0.53% | +2,110+11.9% | 加碼 |
| SevenBridge Financial Group, LLC | 18,882 | $143.2 萬 | 0.32% | 00.0% | 不變 |
| Canal Insurance CO | 20,000 | $143.5 萬 | 0.37% | 00.0% | 不變 |
| Good Life Advisors, LLC | 20,210 | $145.0 萬 | 0.13% | +254+1.3% | 加碼 |
| Sumitomo Life Insurance Co | 20,332 | $145.9 萬 | 0.04% | −895−4.2% | 減碼 |
| CAPROCK Group, Inc. | 20,358 | $146.0 萬 | 0.08% | +1,021+5.3% | 加碼 |
| Horizon Investments, LLC | 20,508 | $147.1 萬 | 0.04% | +516+2.6% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 20,517 | $147.2 萬 | 0.17% | +9,761+90.7% | 加碼 |
| Parsons Capital Management Inc | 20,653 | $148.2 萬 | 0.10% | 00.0% | 不變 |
| Ci Investments Inc. | 20,784 | $149.1 萬 | 0.01% | +2,453+13.4% | 加碼 |
| Southeast Asset Advisors Inc. | 20,791 | $149.2 萬 | 0.18% | −153−0.7% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 20,793 | $149.2 萬 | 0.46% | +19+0.1% | 加碼 |
| Advisors Capital Management, LLC | 20,878 | $149.8 萬 | 0.03% | −689−3.2% | 減碼 |
| Farmers & Merchants Investments Inc | 20,944 | $150.3 萬 | 0.05% | −1,064−4.8% | 減碼 |
| Peoples Financial Services Corp. | 21,027 | $150.8 萬 | 0.65% | −2,298−9.9% | 減碼 |
| We Are One Seven, LLC | 21,104 | $151.4 萬 | 0.08% | +409+2.0% | 加碼 |
| RFP Financial Group LLC | 21,372 | $153.3 萬 | 0.60% | +278+1.3% | 加碼 |
| Brown Brothers Harriman & Co | 21,386 | $153.4 萬 | 0.01% | −1,233−5.5% | 減碼 |
| Versor Investments LP | 21,400 | $153.5 萬 | 0.31% | +21,400 | 新進 |
| Old North State Trust, LLC | 21,473 | $154.0 萬 | 1.30% | +21,473 | 新進 |
| Hudson Valley Investment Advisors Inc | 21,504 | $154.3 萬 | 0.18% | −150−0.7% | 減碼 |
| Capital Investment Advisory Services, LLC | 21,566 | $154.7 萬 | 0.17% | −2,845−11.7% | 減碼 |
| Change Path, LLC | 21,634 | $155.2 萬 | 0.06% | +8,451+64.1% | 加碼 |
| ZWJ Investment Counsel Inc | 21,695 | $155.6 萬 | 0.07% | −317−1.4% | 減碼 |
| Alberta Investment Management Corp | 21,700 | $155.7 萬 | 0.02% | 00.0% | 不變 |
| Cohen Klingenstein LLC | 21,800 | $156.4 萬 | 0.06% | 00.0% | 不變 |
| Wedbush Securities Inc | 21,923 | $157.3 萬 | 0.06% | +2,282+11.6% | 加碼 |
| Consolidated Planning Corp | 21,973 | $157.6 萬 | 0.27% | −472−2.1% | 減碼 |
| Davis Capital Management | 22,284 | $158.4 萬 | 1.41% | +831+3.9% | 加碼 |
| Patten & Patten Inc | 22,092 | $158.5 萬 | 0.11% | +1,356+6.5% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 22,400 | $160.7 萬 | 0.07% | +22,400 | 新進 |
| Naviter Wealth, LLC | 22,468 | $161.2 萬 | 0.26% | +2,209+10.9% | 加碼 |
| Stock Yards Bank & Trust Co | 22,521 | $161.6 萬 | 0.05% | −1,054−4.5% | 減碼 |
| NTV Asset Management LLC | 22,704 | $162.9 萬 | 0.25% | −1,067−4.5% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 22,732 | $163.1 萬 | 0.03% | +3,255+16.7% | 加碼 |
| First City Capital Management, Inc. | 22,825 | $163.7 萬 | 0.91% | −5,447−19.3% | 減碼 |
| Vectors Research Management, LLC | 23,135 | $166.0 萬 | 0.47% | −9,462−29.0% | 減碼 |
| Teza Capital Management LLC | 23,213 | $166.5 萬 | 0.22% | +12,412+114.9% | 加碼 |
| HF Advisory Group, LLC | 23,255 | $166.8 萬 | 0.93% | +926+4.1% | 加碼 |
| Bleakley Financial Group, LLC | 23,399 | $167.9 萬 | 0.05% | −953−3.9% | 減碼 |
| LBMC Investment Advisors, LLC | 23,499 | $168.6 萬 | 0.15% | −1,112−4.5% | 減碼 |
| Trust Co of Vermont | 23,721 | $170.2 萬 | 0.09% | +2,342+11.0% | 加碼 |
| Concord Asset Management, LLC | 23,742 | $170.3 萬 | 0.45% | +4,707+24.7% | 加碼 |