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 |
|---|---|---|---|---|---|
| Financial Partners Group, Inc | 4,431 | $31.8 萬 | 0.05% | +4,431 | 新進 |
| Financial Management Professionals, Inc. | 4,440 | $31.9 萬 | 0.05% | −71−1.6% | 減碼 |
| Dogwood Wealth Management LLC | 4,447 | $31.9 萬 | 0.22% | +710+19.0% | 加碼 |
| Investment House LLC | 4,452 | $31.9 萬 | 0.02% | +28+0.6% | 加碼 |
| Trilogy Capital Inc. | 4,456 | $32.0 萬 | 0.02% | +4,456 | 新進 |
| Veracity Capital LLC | 4,457 | $32.0 萬 | 0.12% | −167−3.6% | 減碼 |
| Hanson & Doremus Investment Management | 4,461 | $32.0 萬 | 0.06% | −230−4.9% | 減碼 |
| TCI Wealth Advisors, Inc. | 4,492 | $32.2 萬 | 0.03% | −213−4.5% | 減碼 |
| Scotia Capital Inc. | 4,495 | $32.2 萬 | 0.00% | −309−6.4% | 減碼 |
| Capital Investment Counsel, Inc | 4,497 | $32.3 萬 | 0.06% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 4,500 | $32.3 萬 | 0.02% | +3+0.1% | 加碼 |
| Waldron Private Wealth LLC | 4,502 | $32.3 萬 | 0.01% | −574−11.3% | 減碼 |
| Brandywine Oak Private Wealth LLC | 4,502 | $32.3 萬 | 0.03% | +340+8.2% | 加碼 |
| Radnor Capital Management, LLC | 4,500 | $32.3 萬 | 0.06% | 00.0% | 不變 |
| Seelaus Asset Management LLC | 4,513 | $32.4 萬 | 0.32% | 00.0% | 不變 |
| Fusion Capital, LLC | 4,529 | $32.5 萬 | 0.15% | +47+1.0% | 加碼 |
| Citizens Business Bank | 4,533 | $32.5 萬 | 0.07% | +491+12.1% | 加碼 |
| Madison Park Capital Advisors, LLC | 4,574 | $32.8 萬 | 0.29% | +47+1.0% | 加碼 |
| Violich Capital Management, Inc. | 4,595 | $33.0 萬 | 0.05% | 00.0% | 不變 |
| Duncker Streett & Co Inc | 4,615 | $33.1 萬 | 0.07% | −200−4.2% | 減碼 |
| Meridian Financial, LLC | 4,627 | $33.2 萬 | 0.25% | −299−6.1% | 減碼 |
| CSM Advisors, LLC | 4,626 | $33.2 萬 | 0.02% | −1,100−19.2% | 減碼 |
| NSI Retail Advisors, LLC | 4,626 | $33.2 萬 | 0.05% | −1,100−19.2% | 減碼 |
| Altfest L J & Co Inc | 4,628 | $33.2 萬 | 0.05% | 00.0% | 不變 |
| McGowan Group Asset Management, Inc. | 4,632 | $33.2 萬 | 0.05% | +3+0.1% | 加碼 |
| Avestar Capital, LLC | 4,634 | $33.2 萬 | 0.04% | +273+6.3% | 加碼 |
| Independence Bank of Kentucky | 4,640 | $33.3 萬 | 0.10% | 00.0% | 不變 |
| Thomas Story & Son LLC | 4,650 | $33.4 萬 | 0.14% | 00.0% | 不變 |
| Bedel Financial Consulting, Inc. | 4,660 | $33.4 萬 | 0.05% | 00.0% | 不變 |
| FineMark National Bank & Trust | 4,662 | $33.4 萬 | 0.01% | −635−12.0% | 減碼 |
| Fonville Wealth Management LLC | 4,662 | $33.4 萬 | 0.15% | +4,662 | 新進 |
| Beacon Investment Advisory Services, Inc. | 4,664 | $33.5 萬 | 0.01% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 4,664 | $33.5 萬 | 0.06% | −165−3.4% | 減碼 |
| Transcend Wealth Collective, LLC | 4,668 | $33.5 萬 | 0.03% | +554+13.5% | 加碼 |
| Patriot Investment Management Inc. | 4,677 | $33.6 萬 | 0.03% | +334+7.7% | 加碼 |
| Rosenberg Matthew Hamilton | 4,722 | $33.6 萬 | 0.10% | −224−4.5% | 減碼 |
| Relative Value Partners Group, LLC | 4,832 | $33.6 萬 | 0.02% | 00.0% | 不變 |
| Argent Advisors, Inc. | 4,687 | $33.6 萬 | 0.13% | +360+8.3% | 加碼 |
| Elmwood Wealth Management, Inc. | 4,693 | $33.7 萬 | 0.14% | −5−0.1% | 減碼 |
| Pitcairn Co | 4,695 | $33.7 萬 | 0.02% | +881+23.1% | 加碼 |
| Boston Research & Management Inc | 4,710 | $33.7 萬 | 0.08% | 00.0% | 不變 |
| Childress Capital Advisors, LLC | 4,703 | $33.7 萬 | 0.10% | −438−8.5% | 減碼 |
| Tranquility Partners, LLC | 4,746 | $34.0 萬 | 0.13% | +48+1.0% | 加碼 |
| Williams Jones Wealth Management, LLC. | 4,766 | $34.2 萬 | 0.00% | −84−1.7% | 減碼 |
| Sage Mountain Advisors LLC | 4,768 | $34.2 萬 | 0.04% | −340−6.7% | 減碼 |
| Camden Capital, LLC | 4,769 | $34.2 萬 | 0.03% | −412−8.0% | 減碼 |
| Triton Wealth Management, PLLC | 4,681 | $34.3 萬 | 0.24% | −10−0.2% | 減碼 |
| Lokken Investment Group LLC | 4,785 | $34.3 萬 | 0.17% | −9−0.2% | 減碼 |
| Washington Trust Co | 4,785 | $34.3 萬 | 0.01% | +35+0.7% | 加碼 |
| Flagship Harbor Advisors, LLC | 4,787 | $34.3 萬 | 0.02% | +277+6.1% | 加碼 |
| Southland Equity Partners LLC | 4,828 | $34.6 萬 | 0.10% | +36+0.8% | 加碼 |
| Johnson Financial Group, Inc. | 4,828 | $34.6 萬 | 0.02% | +2,851+144.2% | 加碼 |
| Campion Asset Management LLC | 4,830 | $34.7 萬 | 0.27% | −90−1.8% | 減碼 |
| V-Square Quantitative Management LLC | 4,839 | $34.7 萬 | 0.06% | 00.0% | 不變 |
| Hummer Financial Advisory Services Inc | 4,850 | $34.8 萬 | 0.29% | +300+6.6% | 加碼 |
| Sunpointe, LLC | 4,871 | $34.9 萬 | 0.39% | +191+4.1% | 加碼 |
| CMG Global Holdings, LLC | 4,902 | $35.2 萬 | 0.24% | 00.0% | 不變 |
| Jentner Corp | 4,918 | $35.3 萬 | 0.12% | +46+0.9% | 加碼 |
| Cutter & CO Brokerage, Inc. | 4,930 | $35.4 萬 | 0.09% | +69+1.4% | 加碼 |
| MKT Advisors LLC | 5,075 | $35.4 萬 | 0.19% | +264+5.5% | 加碼 |
| Allen Capital Group, LLC | 4,942 | $35.5 萬 | 0.05% | +4,942 | 新進 |
| Abn Amro Investment Solutions | 4,948 | $35.5 萬 | 0.01% | −345−6.5% | 減碼 |
| Keynote Financial Services LLC | 4,958 | $35.6 萬 | 0.30% | +4,958 | 新進 |
| Cape Cod Five Cents Savings Bank | 4,971 | $35.7 萬 | 0.03% | −523−9.5% | 減碼 |
| Retirement Planning Group | 4,986 | $35.8 萬 | 0.03% | +4,986 | 新進 |
| Zhang Financial LLC | 4,991 | $35.8 萬 | 0.03% | +50+1.0% | 加碼 |
| Altus Wealth Group LLC | 4,994 | $35.8 萬 | 0.18% | 00.0% | 不變 |
| Bullock Wealth Management Group | 5,040 | $35.8 萬 | 0.24% | +5,040 | 新進 |
| Alpha Cubed Investments, LLC | 5,013 | $36.0 萬 | 0.02% | −696−12.2% | 減碼 |
| Legacy Financial Advisors, Inc. | 5,017 | $36.0 萬 | 0.06% | +142+2.9% | 加碼 |
| REDW Wealth LLC | 5,017 | $36.0 萬 | 0.10% | +45+0.9% | 加碼 |
| Chaney Capital Management, Inc. | 5,018 | $36.0 萬 | 0.29% | −148−2.9% | 減碼 |
| First Fiduciary Investment Counsel, Inc. | 5,060 | $36.3 萬 | 0.08% | −1,780−26.0% | 減碼 |
| Sigma Investment Counselors Inc | 5,078 | $36.4 萬 | 0.02% | +12+0.2% | 加碼 |
| Greylin Investment Mangement Inc | 5,085 | $36.5 萬 | 0.06% | 00.0% | 不變 |
| Rise Advisors, LLC | 5,085 | $36.5 萬 | 0.19% | +1,141+28.9% | 加碼 |
| BEAM Asset Management, LLC | 5,094 | $36.5 萬 | 0.22% | −303−5.6% | 減碼 |
| Cim Investment Mangement Inc | 5,114 | $36.7 萬 | 0.11% | 00.0% | 不變 |
| Requisite Capital Management, LLC | 5,128 | $36.8 萬 | 0.08% | 00.0% | 不變 |
| Wynn Capital, LLC | 5,129 | $36.8 萬 | 0.28% | +301+6.2% | 加碼 |
| WealthTrust Axiom LLC | 5,138 | $36.9 萬 | 0.12% | +10.0% | 加碼 |
| Davis Investment Partners, LLC | 5,284 | $36.9 萬 | 0.16% | +10.0% | 加碼 |
| Wealth Management Associates, Inc. | 4,767 | $37.0 萬 | 0.17% | +159+3.5% | 加碼 |
| Cladis Investment Advisory, LLC | 5,160 | $37.0 萬 | 0.27% | 00.0% | 不變 |
| Smith Anglin Financial, LLC | 5,164 | $37.0 萬 | 0.04% | +644+14.2% | 加碼 |
| RB Capital Management, LLC | 5,171 | $37.1 萬 | 0.10% | −164−3.1% | 減碼 |
| Eastover Investment Advisors LLC | 5,185 | $37.2 萬 | 0.18% | 00.0% | 不變 |
| Independent Financial Group, LLC | 5,191 | $37.2 萬 | 0.02% | −451−8.0% | 減碼 |
| Oppenheimer Asset Management Inc. | 5,192 | $37.2 萬 | 0.01% | −533−9.3% | 減碼 |
| Astoria Portfolio Advisors LLC. | 5,465 | $37.4 萬 | 0.14% | +582+11.9% | 加碼 |
| Buttonwood Financial Advisors Inc. | 5,213 | $37.4 萬 | 0.18% | −313−5.7% | 減碼 |
| Wolverine Trading, LLC | 5,215 | $37.4 萬 | 0.00% | +462+9.7% | 加碼 |
| NorthCrest Asset Manangement, LLC | 5,229 | $37.5 萬 | 0.01% | +21+0.4% | 加碼 |
| First National Bank & Trust Co of Newtown | 5,235 | $37.6 萬 | 0.08% | 00.0% | 不變 |
| Norden Group LLC | 5,244 | $37.6 萬 | 0.08% | +5,244 | 新進 |
| Correct Capital Wealth Management | 5,250 | $37.7 萬 | 0.09% | 00.0% | 不變 |
| David Loasby | 5,383 | $38.0 萬 | 0.04% | +1,753+48.3% | 加碼 |
| Mirador Capital Partners LP | 5,300 | $38.0 萬 | 0.07% | +327+6.6% | 加碼 |
| Balentine LLC | 5,302 | $38.0 萬 | 0.01% | −413−7.2% | 減碼 |
| TCG Advisory Services, LLC | 5,327 | $38.2 萬 | 0.02% | +13+0.2% | 加碼 |