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 |
|---|---|---|---|---|---|
| TruWealth Advisors, LLC | 5,332 | $38.3 萬 | 0.03% | +257+5.1% | 加碼 |
| Pinnacle West Asset Management, Inc. | 5,355 | $38.4 萬 | 0.30% | +20+0.4% | 加碼 |
| Bill Few Associates, Inc. | 5,373 | $38.5 萬 | 0.16% | +1,300+31.9% | 加碼 |
| ML & R Wealth Management LLC | 5,386 | $38.6 萬 | 0.09% | −13−0.2% | 減碼 |
| Gratus Wealth Advisors, LLC | 5,487 | $38.7 萬 | 0.07% | +5,487 | 新進 |
| United Capital Management of KS, Inc. | 5,399 | $38.7 萬 | 0.09% | +78+1.5% | 加碼 |
| Bienville Capital Management, LLC | 5,400 | $38.7 萬 | 0.12% | 00.0% | 不變 |
| Wilkins Investment Counsel Inc | 5,400 | $38.7 萬 | 0.06% | +2,500+86.2% | 加碼 |
| JB Capital LLC | 5,421 | $38.9 萬 | 0.03% | +6+0.1% | 加碼 |
| Pinnacle Wealth Management Group, Inc. | 5,424 | $38.9 萬 | 0.29% | +600+12.4% | 加碼 |
| Haverford Trust Co | 5,426 | $38.9 萬 | 0.00% | −1,750−24.4% | 減碼 |
| BBR Partners, LLC | 5,426 | $38.9 萬 | 0.03% | +5,426 | 新進 |
| Wealth Quarterback LLC | 5,446 | $39.1 萬 | 0.22% | +296+5.7% | 加碼 |
| Mathes Company, Inc. | 5,450 | $39.1 萬 | 0.15% | −1,050−16.2% | 減碼 |
| Lebenthal Global Advisors, LLC | 5,468 | $39.2 萬 | 0.09% | +209+4.0% | 加碼 |
| Royal Fund Management, LLC | 5,478 | $39.3 萬 | 0.05% | +583+11.9% | 加碼 |
| AlphaCore Capital LLC | 5,481 | $39.3 萬 | 0.10% | +163+3.1% | 加碼 |
| Donald L. Hagan, LLC | 5,484 | $39.3 萬 | 0.21% | 00.0% | 不變 |
| Wrapmanager Inc | 5,492 | $39.4 萬 | 0.11% | −2,066−27.3% | 減碼 |
| Keystone Financial Planning, Inc. | 5,508 | $39.5 萬 | 0.13% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 5,514 | $39.6 萬 | 0.01% | −20.0% | 減碼 |
| Arcus Capital Partners, LLC | 5,542 | $39.8 萬 | 0.13% | +44+0.8% | 加碼 |
| Qsemble Capital Management, LP | 5,548 | $39.8 萬 | 0.09% | −9,420−62.9% | 減碼 |
| St Germain D J Co Inc | 5,581 | $40.0 萬 | 0.02% | −20−0.4% | 減碼 |
| Glass Jacobson Investment Advisors llc | 5,584 | $40.1 萬 | 0.15% | 00.0% | 不變 |
| Cornerstone Advisory, LLC | 5,600 | $40.2 萬 | 0.06% | +525+10.3% | 加碼 |
| Cornerstone Wealth Management, LLC | 5,606 | $40.2 萬 | 0.03% | −137−2.4% | 減碼 |
| Colonial Trust Advisors | 5,624 | $40.3 萬 | 0.04% | −6−0.1% | 減碼 |
| KC Investment Advisors, LLC | 5,627 | $40.4 萬 | 0.21% | +893+18.9% | 加碼 |
| Connectus Wealth, LLC | 5,633 | $40.4 萬 | 0.01% | −10,277−64.6% | 減碼 |
| Kovitz Investment Group Partners, LLC | 5,641 | $40.5 萬 | 0.01% | +5,641 | 新進 |
| Breakwater Capital Group | 5,644 | $40.5 萬 | 0.10% | +368+7.0% | 加碼 |
| Tucker Asset Management LLC | 5,670 | $40.7 萬 | 0.09% | −3,194−36.0% | 減碼 |
| Summit Asset Management, LLC | 5,686 | $40.8 萬 | 0.09% | +18+0.3% | 加碼 |
| Wealth Group, Ltd. | 5,692 | $40.8 萬 | 0.31% | +5,692 | 新進 |
| Doliver Advisors, LP | 5,698 | $40.9 萬 | 0.12% | −220−3.7% | 減碼 |
| Cantor Fitzgerald Investment Adviser L.P. | 5,700 | $40.9 萬 | 0.03% | 00.0% | 不變 |
| Beta Wealth Group, Inc. | 5,715 | $41.0 萬 | 0.20% | +205+3.7% | 加碼 |
| Thoroughbred Financial Services, LLC | 5,736 | $41.1 萬 | 0.04% | −4,005−41.1% | 減碼 |
| FDx Advisors, Inc. | 5,742 | $41.2 萬 | 0.06% | −1,686−22.7% | 減碼 |
| Graypoint LLC | 5,743 | $41.2 萬 | 0.03% | −832−12.7% | 減碼 |
| O'Rourke & Company, Inc | 5,758 | $41.3 萬 | 0.24% | +133+2.4% | 加碼 |
| Juncture Wealth Strategies, LLC | 5,766 | $41.4 萬 | 0.18% | −3,009−34.3% | 減碼 |
| Trust Co of Toledo NA | 5,786 | $41.5 萬 | 0.06% | −1,374−19.2% | 減碼 |
| Petrus Trust Company, LTA | 5,798 | $41.6 萬 | 0.04% | +5,798 | 新進 |
| Red Wave Investments LLC | 5,810 | $41.7 萬 | 0.16% | +87+1.5% | 加碼 |
| Paloma Partners Management Co | 5,831 | $41.8 萬 | 0.06% | +5,831 | 新進 |
| Cross Staff Investments Inc | 5,835 | $41.9 萬 | 0.35% | −200−3.3% | 減碼 |
| Moneta Group Investment Advisors LLC | 5,861 | $42.0 萬 | 0.01% | +1,002+20.6% | 加碼 |
| OMC Financial Services LTD | 5,867 | $42.1 萬 | 0.21% | +5,867 | 新進 |
| Evergreen Capital Management LLC | 5,875 | $42.1 萬 | 0.02% | +336+6.1% | 加碼 |
| Diligent Investors, LLC | 5,940 | $42.6 萬 | 0.11% | +4+0.1% | 加碼 |
| Verus Financial Partners, Inc. | 5,950 | $42.7 萬 | 0.05% | −258−4.2% | 減碼 |
| Kapstone Financial Advisors LLC | 5,952 | $42.7 萬 | 0.29% | 00.0% | 不變 |
| Kingfisher Capital LLC | 5,946 | $42.7 萬 | 0.10% | +28+0.5% | 加碼 |
| Key Client Fiduciary Advisors, LLC | 5,987 | $43.0 萬 | 0.23% | −10.0% | 減碼 |
| Tradition Wealth Management, LLC | 5,988 | $43.0 萬 | 0.04% | −222−3.6% | 減碼 |
| Girard Partners Ltd. | 5,989 | $43.0 萬 | 0.04% | −563−8.6% | 減碼 |
| Schulhoff & Co Inc | 6,000 | $43.0 萬 | 0.19% | 00.0% | 不變 |
| Charles Schwab Trust Co | 6,007 | $43.1 萬 | 0.04% | +6,007 | 新進 |
| BOS Asset Management, LLC | 6,012 | $43.1 萬 | 0.23% | 00.0% | 不變 |
| American Financial Advisors, LLC | 6,017 | $43.2 萬 | 0.06% | +46+0.8% | 加碼 |
| Magnolia Wealth Management, LLC | 6,052 | $43.2 萬 | 0.18% | +3,026+100.0% | 加碼 |
| Cranbrook Wealth Management, LLC | 6,036 | $43.3 萬 | 0.11% | 00.0% | 不變 |
| FSA Advisors, Inc. | 6,043 | $43.4 萬 | 0.46% | +24+0.4% | 加碼 |
| Abound Wealth Management | 6,054 | $43.4 萬 | 0.17% | −8−0.1% | 減碼 |
| Davy Global Fund Management Ltd | 6,054 | $43.4 萬 | 0.05% | 00.0% | 不變 |
| Capital Asset Advisory Services LLC | 6,227 | $43.5 萬 | 0.02% | −845−11.9% | 減碼 |
| Mosley Wealth Management | 6,071 | $43.6 萬 | 0.41% | −65−1.1% | 減碼 |
| Lake Street Advisors Group, LLC | 6,093 | $43.7 萬 | 0.02% | +335+5.8% | 加碼 |
| Summitry LLC | 6,100 | $43.8 萬 | 0.02% | −1,350−18.1% | 減碼 |
| Heritage Wealth Advisors | 6,104 | $43.8 萬 | 0.02% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 6,111 | $43.8 萬 | 0.05% | +437+7.7% | 加碼 |
| Cyndeo Wealth Partners, LLC | 6,117 | $43.9 萬 | 0.04% | −179−2.8% | 減碼 |
| Cohen Investment Advisors LLC | 6,127 | $44.0 萬 | 0.28% | −255−4.0% | 減碼 |
| Armstrong Advisory Group, Inc | 6,270 | $44.0 萬 | 0.04% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 6,135 | $44.0 萬 | 0.07% | −1,222−16.6% | 減碼 |
| Patten Group, Inc. | 6,144 | $44.1 萬 | 0.11% | +428+7.5% | 加碼 |
| Fee-Only Financial Planning, L.C. | 6,150 | $44.1 萬 | 0.30% | 00.0% | 不變 |
| PFW Advisors LLC | 6,151 | $44.1 萬 | 0.13% | −356−5.5% | 減碼 |
| Virtue Capital Management, LLC | 6,369 | $44.2 萬 | 0.08% | −2,996−32.0% | 減碼 |
| Hexagon Capital Partners LLC | 6,164 | $44.2 萬 | 0.10% | −132−2.1% | 減碼 |
| CX Institutional | 6,179 | $44.3 萬 | 0.02% | −191−3.0% | 減碼 |
| SFMG, LLC | 6,203 | $44.5 萬 | 0.04% | +31+0.5% | 加碼 |
| Valued Retirements, Inc. | 6,205 | $44.5 萬 | 0.71% | +13+0.2% | 加碼 |
| TBH Global Asset Management, LLC | 6,220 | $44.6 萬 | 0.09% | −908−12.7% | 減碼 |
| Elwood & Goetz Wealth Advisory Group, LLC | 6,224 | $44.7 萬 | 0.11% | +541+9.5% | 加碼 |
| Avidian Wealth Solutions, LLC | 6,231 | $44.7 萬 | 0.02% | +180+3.0% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 6,237 | $44.7 萬 | 0.03% | −375−5.7% | 減碼 |
| Moseley Investment Management Inc | 6,238 | $44.8 萬 | 0.22% | −655−9.5% | 減碼 |
| Charter Trust Co | 6,264 | $44.9 萬 | 0.03% | −188−2.9% | 減碼 |
| Tritonpoint Wealth, LLC | 6,606 | $45.0 萬 | 0.05% | +132+2.0% | 加碼 |
| Brevan Howard Capital Management LP | 6,278 | $45.0 萬 | 0.04% | +3,026+93.1% | 加碼 |
| Trust Co of Virginia | 6,302 | $45.2 萬 | 0.04% | −251−3.8% | 減碼 |
| LCNB Corp | 6,321 | $45.3 萬 | 0.16% | 00.0% | 不變 |
| Ballew Advisors, Inc | 6,518 | $45.5 萬 | 0.31% | +17+0.3% | 加碼 |
| GeoWealth Management, LLC | 6,357 | $45.6 萬 | 0.02% | +541+9.3% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 6,380 | $45.8 萬 | 0.08% | +4+0.1% | 加碼 |
| OneAscent Financial Services LLC | 6,385 | $45.8 萬 | 0.05% | −110−1.7% | 減碼 |
| STAR Financial Bank | 6,385 | $45.8 萬 | 0.39% | 00.0% | 不變 |