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 |
|---|---|---|---|---|---|
| United Services Automobile Association | 32,889 | $235.9 萬 | 0.06% | 00.0% | 不變 |
| Nicholas Hoffman & Company, LLC. | 33,300 | $238.9 萬 | 0.12% | −896−2.6% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 33,660 | $241.5 萬 | 0.03% | −2,906−7.9% | 減碼 |
| KCM Investment Advisors LLC | 34,038 | $244.2 萬 | 0.09% | +941+2.8% | 加碼 |
| Buckingham Strategic Wealth, LLC | 34,187 | $245.3 萬 | 0.03% | +4,758+16.2% | 加碼 |
| Essex Financial Services, Inc. | 34,336 | $246.3 萬 | 0.23% | −1,156−3.3% | 減碼 |
| Peapack Gladstone Financial Corp | 34,424 | $247.0 萬 | 0.04% | −965−2.7% | 減碼 |
| Compagnie Lombard Odier SCmA | 34,500 | $247.5 萬 | 0.04% | 00.0% | 不變 |
| Harbour Trust & Investment Management Co | 34,546 | $247.8 萬 | 0.31% | −2,001−5.5% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 34,607 | $248.3 萬 | 0.06% | +86+0.2% | 加碼 |
| Rothschild Investment LLC | 34,733 | $249.2 萬 | 0.18% | +874+2.6% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 35,193 | $252.5 萬 | 1.47% | −1,128−3.1% | 減碼 |
| Eudaimonia Advisors LLC | 35,364 | $253.7 萬 | 1.35% | −2,285−6.1% | 減碼 |
| Gladstone Institutional Advisory LLC | 35,465 | $254.4 萬 | 0.14% | +26,442+293.1% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 35,991 | $258.2 萬 | 0.18% | −2,863−7.4% | 減碼 |
| Raleigh Capital Management Inc. | 36,033 | $258.5 萬 | 1.12% | −3,801−9.5% | 減碼 |
| Imprint Wealth LLC | 36,371 | $258.6 萬 | 0.63% | +8,468+30.3% | 加碼 |
| Woodmont Investment Counsel LLC | 36,088 | $258.9 萬 | 0.22% | −654−1.8% | 減碼 |
| Woodstock Corp | 36,193 | $259.6 萬 | 0.27% | +17,633+95.0% | 加碼 |
| Bokf, NA | 36,592 | $260.2 萬 | 0.05% | −483−1.3% | 減碼 |
| Norinchukin Bank, The | 36,293 | $260.4 萬 | 0.08% | −471−1.3% | 減碼 |
| Great Lakes Advisors, LLC | 36,306 | $260.5 萬 | 0.02% | −2,284−5.9% | 減碼 |
| Forte Capital LLC | 36,315 | $260.5 萬 | 0.32% | +4,995+15.9% | 加碼 |
| Resources Investment Advisors, LLC. | 36,480 | $261.7 萬 | 0.04% | +135+0.4% | 加碼 |
| Family Legacy, Inc. | 36,773 | $263.8 萬 | 0.95% | −765−2.0% | 減碼 |
| Pettyjohn, Wood & White, Inc | 36,835 | $264.3 萬 | 0.53% | −2,075−5.3% | 減碼 |
| Lantz Financial LLC | 36,866 | $264.5 萬 | 0.85% | −180.0% | 減碼 |
| McRae Capital Management Inc | 37,129 | $266.4 萬 | 0.58% | −25−0.1% | 減碼 |
| Brown Advisory Inc | 38,197 | $274.0 萬 | 0.00% | +1,698+4.7% | 加碼 |
| TrueWealth Advisors, LLC | 38,387 | $275.4 萬 | 1.06% | +1,326+3.6% | 加碼 |
| Brick & Kyle, Associates | 38,794 | $275.4 萬 | 1.22% | −740−1.9% | 減碼 |
| Empirical Finance, LLC | 38,898 | $279.1 萬 | 0.17% | +1,327+3.5% | 加碼 |
| Dearborn Partners LLC | 39,180 | $281.1 萬 | 0.12% | −649−1.6% | 減碼 |
| Concentric Capital Strategies, LP | 39,357 | $282.3 萬 | 0.18% | +39,357 | 新進 |
| GYL Financial Synergies, LLC | 39,440 | $282.9 萬 | 0.22% | −635−1.6% | 減碼 |
| Mainstay Capital Management LLC | 39,621 | $284.2 萬 | 0.54% | +1,629+4.3% | 加碼 |
| Providence Capital Advisors, LLC | 39,957 | $286.7 萬 | 0.63% | +865+2.2% | 加碼 |
| Tiaa Trust, National Association | 40,021 | $287.1 萬 | 0.01% | +179+0.4% | 加碼 |
| LongView Wealth Management | 40,151 | $288.0 萬 | 1.14% | −1,986−4.7% | 減碼 |
| Clarkston Capital Partners, LLC | 40,262 | $288.8 萬 | 0.05% | 00.0% | 不變 |
| First National Trust Co | 40,481 | $290.4 萬 | 0.12% | −6,528−13.9% | 減碼 |
| Jacobs Levy Equity Management, Inc | 40,501 | $290.6 萬 | 0.01% | +32,745+422.2% | 加碼 |
| Los Angeles Capital Management LLC | 40,533 | $290.8 萬 | 0.01% | −101−0.2% | 減碼 |
| Profund Advisors LLC | 40,694 | $291.9 萬 | 0.11% | −3,397−7.7% | 減碼 |
| HighPoint Advisor Group LLC | 37,102 | $292.0 萬 | 0.21% | +40+0.1% | 加碼 |
| OneAscent Wealth Management LLC | 40,854 | $293.1 萬 | 1.12% | −1,351−3.2% | 減碼 |
| Argent Trust Co | 40,922 | $293.6 萬 | 0.13% | +845+2.1% | 加碼 |
| Prime Capital Investment Advisors, LLC | 40,997 | $294.1 萬 | 0.04% | −3,774−8.4% | 減碼 |
| Sovereign Financial Group, Inc. | 41,216 | $295.7 萬 | 0.78% | +2,473+6.4% | 加碼 |
| Everence Capital Management Inc | 41,691 | $299.1 萬 | 0.20% | +5,630+15.6% | 加碼 |
| Intech Investment Management LLC | 41,790 | $299.8 萬 | 0.04% | +33,120+382.0% | 加碼 |
| Sagefield Capital LP | 41,797 | $299.9 萬 | 0.37% | +28,893+223.9% | 加碼 |
| Nepsis, Inc. | 42,133 | $302.3 萬 | 0.82% | +17,289+69.6% | 加碼 |
| Ronald Blue Trust, Inc. | 42,323 | $303.6 萬 | 0.04% | +278+0.7% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 42,390 | $304.1 萬 | 0.13% | −640−1.5% | 減碼 |
| Morton Community Bank | 42,655 | $306.0 萬 | 0.88% | +1,470+3.6% | 加碼 |
| Lakeview Capital Partners, LLC | 42,738 | $306.6 萬 | 0.50% | −471−1.1% | 減碼 |
| Waters Parkerson & Co., LLC | 42,798 | $307.0 萬 | 0.16% | −2,868−6.3% | 減碼 |
| Alpine Woods Capital Investors, LLC | 41,801 | $307.2 萬 | 0.61% | −12,319−22.8% | 減碼 |
| Patrick Mauro Investment Advisor, INC. | 43,073 | $309.0 萬 | 1.76% | −1,634−3.7% | 減碼 |
| Avantax Planning Partners, Inc. | 43,256 | $310.3 萬 | 0.10% | +32,413+298.9% | 加碼 |
| Rench Wealth Management, Inc. | 43,320 | $310.8 萬 | 1.19% | +683+1.6% | 加碼 |
| Richard Bernstein Advisors LLC | 43,628 | $313.0 萬 | 0.07% | 00.0% | 不變 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 43,793 | $314.2 萬 | 0.32% | 00.0% | 不變 |
| Canandaigua National Bank & Trust Co | 43,804 | $314.2 萬 | 0.46% | −299−0.7% | 減碼 |
| MTM Investment Management, LLC | 43,889 | $314.9 萬 | 1.30% | +37+0.1% | 加碼 |
| Entropy Technologies, LP | 43,926 | $315.1 萬 | 0.34% | +30,539+228.1% | 加碼 |
| Metropolitan Life Insurance Co | 43,987 | $315.6 萬 | 0.14% | −406−0.9% | 減碼 |
| Fulton Bank, N.A. | 44,139 | $316.7 萬 | 0.13% | +23+0.1% | 加碼 |
| Bessemer Group Inc | 44,240 | $317.3 萬 | 0.01% | +31,292+241.7% | 加碼 |
| TD Private Client Wealth LLC | 44,231 | $317.3 萬 | 0.10% | −7,486−14.5% | 減碼 |
| Hengehold Capital Management LLC | 44,660 | $320.4 萬 | 0.34% | −216−0.5% | 減碼 |
| Csenge Advisory Group | 44,674 | $320.5 萬 | 0.18% | −664−1.5% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 44,854 | $321.8 萬 | 0.16% | +1,107+2.5% | 加碼 |
| Red Cedar Investment Management, LLC | 44,897 | $322.1 萬 | 0.40% | 00.0% | 不變 |
| Merit Financial Group, LLC | 42,900 | $325.4 萬 | 0.08% | +2,557+6.3% | 加碼 |
| Palisade Asset Management, LLC | 45,394 | $325.7 萬 | 0.32% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 45,451 | $326.1 萬 | 0.04% | −5,861−11.4% | 減碼 |
| Virginia Wealth Management Group, Inc. | 45,734 | $328.1 萬 | 2.68% | +3,954+9.5% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 45,762 | $328.3 萬 | 0.18% | −3,236−6.6% | 減碼 |
| Apollon Wealth Management, LLC | 46,160 | $331.2 萬 | 0.10% | −2,916−5.9% | 減碼 |
| Signaturefd, LLC | 46,341 | $332.4 萬 | 0.07% | +793+1.7% | 加碼 |
| Equitable Holdings, Inc. | 46,698 | $335.0 萬 | 0.04% | +6,082+15.0% | 加碼 |
| Shorepoint Capital Partners LLC | 46,942 | $336.8 萬 | 0.82% | +3,550+8.2% | 加碼 |
| First National Bank of Omaha | 37,051 | $340.7 萬 | 0.23% | +37,051 | 新進 |
| Greatmark Investment Partners, Inc. | 48,353 | $346.9 萬 | 0.49% | +26+0.1% | 加碼 |
| Shelton Capital Management | 48,509 | $348.0 萬 | 0.10% | −500−1.0% | 減碼 |
| All Terrain Financial Advisors, LLC | 49,124 | $352.4 萬 | 1.52% | −48−0.1% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 49,178 | $352.8 萬 | 0.10% | −979−2.0% | 減碼 |
| Main Street Financial Solutions, LLC | 49,755 | $356.9 萬 | 0.38% | +3,544+7.7% | 加碼 |
| Sugarloaf Wealth Management, LLC | 49,875 | $357.8 萬 | 0.74% | +1,018+2.1% | 加碼 |
| Concurrent Investment Advisors, LLC | 50,010 | $358.8 萬 | 0.15% | −2,218−4.2% | 減碼 |
| Laurel Wealth Advisors LLC | 50,105 | $359.4 萬 | 0.62% | +354+0.7% | 加碼 |
| Oakworth Capital, Inc. | 50,398 | $361.6 萬 | 0.27% | +593+1.2% | 加碼 |
| Money Concepts Capital Corp | 50,913 | $365.2 萬 | 0.34% | +180+0.4% | 加碼 |
| Steward Partners Investment Solutions, LLC | 51,327 | $368.2 萬 | 0.62% | +3,093+6.4% | 加碼 |
| Montag A & Associates Inc | 51,541 | $369.8 萬 | 0.18% | −10,787−17.3% | 減碼 |
| Bremer Bank National Association | 51,680 | $370.8 萬 | 0.69% | +48,565+1,559.1% | 加碼 |
| Ameritas Investment Partners, Inc. | 52,045 | $373.4 萬 | 0.13% | +696+1.4% | 加碼 |
| Great Valley Advisor Group, Inc. | 52,061 | $373.5 萬 | 0.11% | +18,147+53.5% | 加碼 |