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 |
|---|---|---|---|---|---|
| Kingswood Wealth Advisors, LLC | 23,751 | $170.4 萬 | 0.20% | −2,211−8.5% | 減碼 |
| Linden Thomas Advisory Services, LLC | 23,844 | $171.1 萬 | 0.27% | +65+0.3% | 加碼 |
| Claro Advisors LLC | 24,064 | $172.6 萬 | 0.30% | +864+3.7% | 加碼 |
| Tyche Wealth Partners LLC | 24,185 | $173.5 萬 | 0.42% | +635+2.7% | 加碼 |
| Citizens National Bank Trust Department | 24,271 | $174.1 萬 | 0.40% | +140+0.6% | 加碼 |
| Capstone Investment Advisors, LLC | 24,305 | $174.4 萬 | 0.03% | +18,952+354.0% | 加碼 |
| Leo Wealth, LLC | 24,446 | $174.9 萬 | 0.18% | +16,962+226.6% | 加碼 |
| Financial Advisory Service, Inc. | 24,495 | $175.7 萬 | 0.16% | +133+0.5% | 加碼 |
| Stolper Co | 24,569 | $176.3 萬 | 0.64% | +52+0.2% | 加碼 |
| Perigon Wealth Management, LLC | 24,634 | $176.7 萬 | 0.05% | +2,174+9.7% | 加碼 |
| Toroso Investments, LLC | 24,849 | $178.3 萬 | 0.03% | −3,843−13.4% | 減碼 |
| American Assets Investment Management, LLC | 25,000 | $179.3 萬 | 0.17% | 00.0% | 不變 |
| Ascent Wealth Partners, LLC | 25,177 | $180.6 萬 | 0.27% | +307+1.2% | 加碼 |
| IHT Wealth Management, LLC | 25,234 | $181.0 萬 | 0.07% | +276+1.1% | 加碼 |
| Capital Square, LLC | 25,279 | $181.4 萬 | 1.28% | +782+3.2% | 加碼 |
| Edgestream Partners, L.P. | 25,641 | $183.9 萬 | 0.09% | +525+2.1% | 加碼 |
| Degroof Petercam Asset Management | 25,679 | $184.2 萬 | 0.02% | 00.0% | 不變 |
| Huber Capital Management LLC | 25,691 | $184.3 萬 | 0.41% | +4,391+20.6% | 加碼 |
| John G Ullman & Associates Inc | 25,800 | $185.1 萬 | 0.28% | +100+0.4% | 加碼 |
| Donaldson Capital Management, LLC | 25,816 | $185.2 萬 | 0.08% | −3,194−11.0% | 減碼 |
| Keene & Associates, Inc. | 25,833 | $185.3 萬 | 1.38% | +257+1.0% | 加碼 |
| EverSource Wealth Advisors, LLC | 25,473 | $187.2 萬 | 0.15% | −1,085−4.1% | 減碼 |
| Equitable Trust Co | 26,170 | $187.7 萬 | 0.13% | −2,475−8.6% | 減碼 |
| First County Bank | 26,180 | $187.8 萬 | 0.92% | −2,502−8.7% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 26,191 | $187.9 萬 | 0.08% | −35,983−57.9% | 減碼 |
| Essex LLC | 26,200 | $188.0 萬 | 0.43% | −775−2.9% | 減碼 |
| Simplicity Wealth,LLC | 26,205 | $188.0 萬 | 0.04% | +26,205 | 新進 |
| Private Trust Co NA | 26,228 | $188.2 萬 | 0.20% | −240−0.9% | 減碼 |
| PFG Investments, LLC | 26,487 | $190.0 萬 | 0.11% | +19,350+271.1% | 加碼 |
| Mutual Advisors, LLC | 26,698 | $191.5 萬 | 0.06% | −234−0.9% | 減碼 |
| S.E.E.D. Planning Group LLC | 26,714 | $191.6 萬 | 0.70% | +20,888+358.5% | 加碼 |
| Bank Ozk | 26,850 | $192.6 萬 | 0.86% | +11,875+79.3% | 加碼 |
| Bailard, Inc. | 26,950 | $193.3 萬 | 0.05% | −9,098−25.2% | 減碼 |
| NBT Bank N A | 27,054 | $194.1 萬 | 0.14% | −789−2.8% | 減碼 |
| Tower Research Capital LLC (TRC) | 27,078 | $194.3 萬 | 0.05% | −116,417−81.1% | 減碼 |
| Hancock Whitney Corp | 27,122 | $194.6 萬 | 0.07% | −768−2.8% | 減碼 |
| Kavar Capital Partners Group, LLC | 27,193 | $195.1 萬 | 0.36% | −29,043−51.6% | 減碼 |
| Armor Investment Advisors, LLC | 27,225 | $195.3 萬 | 0.94% | −5,397−16.5% | 減碼 |
| J.W. Cole Advisors, Inc. | 27,285 | $195.5 萬 | 0.10% | +264+1.0% | 加碼 |
| Veriti Management LLC | 27,322 | $196.0 萬 | 0.15% | −568−2.0% | 減碼 |
| Jacobi Capital Management LLC | 27,373 | $196.4 萬 | 0.18% | −1,875−6.4% | 減碼 |
| NEOS Investment Management LLC | 27,420 | $196.7 萬 | 0.12% | +11,957+77.3% | 加碼 |
| Greenleaf Trust | 27,463 | $197.0 萬 | 0.02% | −3,649−11.7% | 減碼 |
| Miller Howard Investments Inc | 27,503 | $197.3 萬 | 0.06% | −10,962−28.5% | 減碼 |
| JPL Wealth Management, LLC | 27,562 | $197.7 萬 | 1.09% | +4,287+18.4% | 加碼 |
| Americana Partners, LLC | 27,621 | $198.2 萬 | 0.17% | +16,967+159.3% | 加碼 |
| Allworth Financial LP | 27,626 | $198.2 萬 | 0.01% | +3,722+15.6% | 加碼 |
| Centaurus Financial, Inc. | 27,629 | $198.2 萬 | 0.14% | −1,467−5.0% | 減碼 |
| Regal Investment Advisors LLC | 27,635 | $198.3 萬 | 0.14% | +1,170+4.4% | 加碼 |
| Old Port Advisors | 27,814 | $199.5 萬 | 0.61% | +2,008+7.8% | 加碼 |
| Adalta Capital Management LLC | 27,896 | $200.1 萬 | 1.11% | +635+2.3% | 加碼 |
| TFG Advisers LLC | 27,902 | $200.2 萬 | 0.78% | +329+1.2% | 加碼 |
| Kingsview Wealth Management, LLC | 27,957 | $200.6 萬 | 0.05% | +1,298+4.9% | 加碼 |
| UniSuper Management Pty Ltd | 28,177 | $202.1 萬 | 0.02% | +19,248+215.6% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 28,250 | $202.7 萬 | 0.08% | −796−2.7% | 減碼 |
| Diversified, LLC | 28,381 | $203.6 萬 | 0.28% | +140.0% | 加碼 |
| Rockline Wealth Management, LLC | 28,475 | $204.3 萬 | 0.71% | +731+2.6% | 加碼 |
| Harbor Capital Advisors, Inc. | 28,521 | $204.6 萬 | 0.27% | +6,893+31.9% | 加碼 |
| Snowden Capital Advisors LLC | 28,687 | $205.8 萬 | 0.06% | +1,106+4.0% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 28,802 | $206.6 萬 | 0.36% | +3,074+11.9% | 加碼 |
| Hartline Investment Corp | 28,802 | $206.6 萬 | 0.36% | +24,018+502.0% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 29,029 | $208.3 萬 | 0.13% | +8,044+38.3% | 加碼 |
| Pullen Investment Management, LLC | 29,044 | $208.4 萬 | 1.76% | +29,044 | 新進 |
| Capital Group Investment Management Pte. Ltd. | 29,046 | $208.4 萬 | 0.37% | −128,465−81.6% | 減碼 |
| United Community Bank | 29,059 | $208.5 萬 | 0.81% | −959−3.2% | 減碼 |
| Proequities, Inc. | 29,095 | $208.7 萬 | 0.13% | +152+0.5% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 29,575 | $212.2 萬 | 0.23% | +101+0.3% | 加碼 |
| Sowell Financial Services LLC | 29,588 | $212.3 萬 | 0.10% | −2,637−8.2% | 減碼 |
| Green Square Capital Advisors LLC | 29,666 | $212.8 萬 | 0.28% | −1,428−4.6% | 減碼 |
| apricus wealth, LLC | 29,690 | $213.0 萬 | 1.50% | +5,720+23.9% | 加碼 |
| L & S Advisors Inc | 29,722 | $213.2 萬 | 0.24% | +29,722 | 新進 |
| Concord Wealth Partners | 29,847 | $214.1 萬 | 0.39% | +6,539+28.1% | 加碼 |
| Wills Financial Group, Inc. | 29,887 | $214.4 萬 | 1.01% | +119+0.4% | 加碼 |
| Mechanics Bank Trust Department | 30,000 | $215.2 萬 | 0.32% | −170−0.6% | 減碼 |
| Systematic Alpha Investments, LLC | 30,000 | $215.2 萬 | 0.09% | 00.0% | 不變 |
| Argyle Capital Management Inc. | 30,071 | $215.7 萬 | 0.83% | +3,600+13.6% | 加碼 |
| Broadwater Capital Management LLC | 30,180 | $216.5 萬 | 1.66% | −799−2.6% | 減碼 |
| Verdence Capital Advisors LLC | 30,269 | $217.1 萬 | 0.20% | +1,394+4.8% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 30,595 | $219.5 萬 | 0.17% | +20+0.1% | 加碼 |
| Courier Capital LLC | 30,618 | $219.7 萬 | 0.16% | −4,473−12.7% | 減碼 |
| Biltmore Family Office, LLC | 30,652 | $219.9 萬 | 0.43% | 00.0% | 不變 |
| 1832 Asset Management L.P. | 30,938 | $221.9 萬 | 0.00% | +3,293+11.9% | 加碼 |
| Holderness Investments Co | 30,957 | $222.1 萬 | 0.54% | −243−0.8% | 減碼 |
| Harbour Investments, Inc. | 30,975 | $222.2 萬 | 0.08% | +2,665+9.4% | 加碼 |
| Texas Yale Capital Corp. | 31,096 | $223.1 萬 | 0.10% | −19−0.1% | 減碼 |
| Bank of Hawaii | 31,168 | $223.6 萬 | 0.11% | +464+1.5% | 加碼 |
| South State Corp. | 31,254 | $224.2 萬 | 0.17% | +1,041+3.4% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 31,372 | $225.1 萬 | 0.01% | −6,948−18.1% | 減碼 |
| Daymark Wealth Partners, LLC | 31,641 | $227.0 萬 | 0.12% | −761−2.3% | 減碼 |
| IFP Advisors, Inc | 31,725 | $227.6 萬 | 0.10% | +16,326+106.0% | 加碼 |
| Hayek Kallen Investment Management | 31,885 | $228.7 萬 | 0.88% | −750−2.3% | 減碼 |
| Johnson Investment Counsel Inc | 31,959 | $229.3 萬 | 0.02% | −811−2.5% | 減碼 |
| Walleye Capital LLC | 32,132 | $230.5 萬 | 0.03% | −7,407−18.7% | 減碼 |
| Coastal Bridge Advisors, LLC | 32,141 | $230.6 萬 | 0.53% | +149+0.5% | 加碼 |
| CIBC World Markets Inc. | 32,395 | $232.4 萬 | 0.01% | +913+2.9% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 33,447 | $232.7 萬 | 0.45% | −1,819−5.2% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,400 | $232.7 萬 | 0.00% | 00.0% | 不變 |
| Hartford Financial Management Inc. | 32,447 | $232.8 萬 | 0.49% | 00.0% | 不變 |
| Leelyn Smith, LLC | 32,665 | $234.3 萬 | 0.47% | +58+0.2% | 加碼 |
| Robbins Farley LLC | 32,751 | $235.0 萬 | 1.29% | +1,201+3.8% | 加碼 |