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 |
|---|---|---|---|---|---|
| Sonora Investment Management Group, LLC | 6,410 | $46.0 萬 | 0.04% | −767−10.7% | 減碼 |
| Forum Financial Management, LP | 6,451 | $46.3 萬 | 0.01% | +306+5.0% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 6,457 | $46.3 萬 | 0.05% | −80−1.2% | 減碼 |
| Moloney Securities Asset Management, LLC | 6,464 | $46.4 萬 | 0.07% | −390−5.7% | 減碼 |
| Novare Capital Management LLC | 6,471 | $46.4 萬 | 0.04% | +193+3.1% | 加碼 |
| Burke & Herbert Bank & Trust Co | 6,504 | $46.7 萬 | 0.35% | −1,254−16.2% | 減碼 |
| BCR Wealth Strategies, LLC | 6,518 | $46.8 萬 | 0.32% | +13+0.2% | 加碼 |
| Lowe Brockenbrough & Co Inc | 6,525 | $46.8 萬 | 0.03% | −1,450−18.2% | 減碼 |
| Prosperity Financial Group, Inc. | 6,542 | $46.9 萬 | 0.29% | +713+12.2% | 加碼 |
| Grey Street Capital, LLC | 6,542 | $46.9 萬 | 0.06% | +6,542 | 新進 |
| Brady Family Wealth, LLC | 6,580 | $47.2 萬 | 0.15% | 00.0% | 不變 |
| Abel Hall, LLC | 6,595 | $47.3 萬 | 0.35% | +137+2.1% | 加碼 |
| Probity Advisors, Inc. | 6,600 | $47.3 萬 | 0.10% | 00.0% | 不變 |
| IVC Wealth Advisors LLC | 6,601 | $47.4 萬 | 0.27% | +258+4.1% | 加碼 |
| AdvisorNet Financial, Inc | 6,625 | $47.5 萬 | 0.05% | −1,062−13.8% | 減碼 |
| Congress Asset Management Co | 6,647 | $47.7 萬 | 0.00% | −64−1.0% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 6,652 | $47.7 萬 | 0.29% | +6,652 | 新進 |
| Cozad Asset Management Inc | 6,699 | $48.1 萬 | 0.05% | −86−1.3% | 減碼 |
| Summit Financial Wealth Advisors, LLC | 6,721 | $48.2 萬 | 0.10% | +321+5.0% | 加碼 |
| Builder Investment Group Inc | 6,729 | $48.3 萬 | 0.14% | 00.0% | 不變 |
| Longfellow Investment Management Co LLC | 6,753 | $48.4 萬 | 0.11% | +45+0.7% | 加碼 |
| Stokes Capital Advisors, LLC | 6,794 | $48.7 萬 | 0.14% | −125−1.8% | 減碼 |
| Client 1st Advisory Group, LLC | 6,803 | $48.8 萬 | 0.22% | 00.0% | 不變 |
| Berger Financial Group, Inc | 6,840 | $49.1 萬 | 0.04% | +390+6.0% | 加碼 |
| Angeles Investment Advisors, LLC | 6,855 | $49.2 萬 | 0.03% | +1,653+31.8% | 加碼 |
| Van Hulzen Asset Management, LLC | 6,864 | $49.2 萬 | 0.03% | −296−4.1% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 6,884 | $49.4 萬 | 0.11% | 00.0% | 不變 |
| Lathrop Investment Management Corp | 6,890 | $49.4 萬 | 0.10% | 00.0% | 不變 |
| Keystone Financial Group | 6,890 | $49.4 萬 | 0.07% | +1,213+21.4% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 6,890 | $49.4 萬 | 0.09% | 00.0% | 不變 |
| Slagle Financial, LLC | 6,899 | $49.5 萬 | 0.27% | −7,351−51.6% | 減碼 |
| Baldwin Brothers Inc | 6,900 | $49.5 萬 | 0.04% | −629−8.4% | 減碼 |
| Syon Capital LLC | 6,938 | $49.8 萬 | 0.05% | +700+11.2% | 加碼 |
| Chicago Capital, LLC | 6,941 | $49.8 萬 | 0.02% | −667−8.8% | 減碼 |
| Sound Income Strategies, LLC | 6,941 | $49.8 萬 | 0.04% | +306+4.6% | 加碼 |
| Allegheny Financial Group LTD | 6,982 | $50.1 萬 | 0.15% | +10.0% | 加碼 |
| Union Savings Bank | 6,986 | $50.1 萬 | 0.26% | +225+3.3% | 加碼 |
| Epoch Investment Partners, Inc. | 6,988 | $50.1 萬 | 0.00% | −524−7.0% | 減碼 |
| Autumn Glory Partners, LLC | 6,995 | $50.2 萬 | 0.25% | 00.0% | 不變 |
| Nations Financial Group Inc, | 7,004 | $50.2 萬 | 0.04% | −314−4.3% | 減碼 |
| Islay Capital Management, LLC | 7,019 | $50.4 萬 | 0.37% | +353+5.3% | 加碼 |
| Plan Group Financial, LLC | 7,052 | $50.6 萬 | 0.33% | +2,140+43.6% | 加碼 |
| NFP Retirement, Inc. | 7,052 | $50.6 萬 | 0.04% | +12+0.2% | 加碼 |
| Beacon Investment Advisors LLC | 7,060 | $50.6 萬 | 0.29% | +27+0.4% | 加碼 |
| Clarius Group, LLC | 7,061 | $50.7 萬 | 0.03% | −2,032−22.3% | 減碼 |
| City State Bank | 7,076 | $50.8 萬 | 0.22% | 00.0% | 不變 |
| Conning Inc. | 7,101 | $50.9 萬 | 0.02% | −230−3.1% | 減碼 |
| Sentry LLC | 7,109 | $51.0 萬 | 0.10% | −30.0% | 減碼 |
| Welch & Forbes LLC | 7,110 | $51.0 萬 | 0.01% | −377−5.0% | 減碼 |
| Mogy Joel R Investment Counsel Inc | 7,131 | $51.2 萬 | 0.03% | 00.0% | 不變 |
| Beaumont Asset Management, L.L.C. | 7,134 | $51.2 萬 | 0.34% | +124+1.8% | 加碼 |
| Formidable Asset Management, LLC | 7,135 | $51.2 萬 | 0.08% | +1,060+17.4% | 加碼 |
| David J Yvars Group | 7,152 | $51.3 萬 | 0.35% | +5+0.1% | 加碼 |
| Cidel Asset Management Inc | 7,153 | $51.3 萬 | 0.04% | +147+2.1% | 加碼 |
| Cambridge Trust Co | 7,187 | $51.6 萬 | 0.02% | 00.0% | 不變 |
| Peninsula Asset Management Inc | 7,190 | $51.6 萬 | 0.28% | −200−2.7% | 減碼 |
| KG&L Capital Management,LLC | 7,256 | $52.0 萬 | 0.21% | +318+4.6% | 加碼 |
| Symmetry Partners, LLC | 7,274 | $52.2 萬 | 0.04% | +1,450+24.9% | 加碼 |
| Mission Wealth Management, LP | 7,301 | $52.4 萬 | 0.01% | +1,020+16.2% | 加碼 |
| Archer Investment Corp | 7,350 | $52.7 萬 | 0.16% | 00.0% | 不變 |
| Atlas Brown,Inc. | 7,359 | $52.8 萬 | 0.19% | −1,461−16.6% | 減碼 |
| Wulff, Hansen & Co. | 7,363 | $52.8 萬 | 0.53% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 7,380 | $52.9 萬 | 0.06% | +299+4.2% | 加碼 |
| Aviance Capital Partners, LLC | 7,385 | $53.0 萬 | 0.08% | +7,385 | 新進 |
| Delta Financial Group, Inc. | 7,394 | $53.0 萬 | 0.16% | +75+1.0% | 加碼 |
| Sar Wealth Management Group, LLC | 7,390 | $53.0 萬 | 0.48% | +77+1.1% | 加碼 |
| Caldwell Trust Co | 7,404 | $53.1 萬 | 0.06% | +553+8.1% | 加碼 |
| Fiduciary Trust Co | 7,412 | $53.2 萬 | 0.01% | +1,865+33.6% | 加碼 |
| Lakeshore Financial Planning, Inc. | 7,411 | $53.2 萬 | 0.27% | +64+0.9% | 加碼 |
| Diversify Advisory Services, LLC | 7,489 | $53.2 萬 | 0.03% | +7,489 | 新進 |
| CoreCap Advisors, LLC | 7,423 | $53.3 萬 | 0.03% | +487+7.0% | 加碼 |
| Roundview Capital LLC | 7,435 | $53.3 萬 | 0.04% | +1,481+24.9% | 加碼 |
| Novak & Powell Financial Services, Inc. | 7,436 | $53.3 萬 | 0.40% | −200−2.6% | 減碼 |
| McGlone Suttner Wealth Management, Inc. | 7,464 | $53.5 萬 | 0.10% | +969+14.9% | 加碼 |
| Skyline Advisors, Inc. | 7,507 | $53.9 萬 | 0.24% | 00.0% | 不變 |
| McLean Asset Management Corp | 7,638 | $53.9 萬 | 0.18% | +15+0.2% | 加碼 |
| Firestone Capital Management | 7,524 | $54.0 萬 | 0.15% | 00.0% | 不變 |
| Element Wealth, LLC | 7,539 | $54.1 萬 | 0.32% | −313−4.0% | 減碼 |
| Yeomans Consulting Group, Inc. | 7,543 | $54.1 萬 | 0.24% | +486+6.9% | 加碼 |
| Thrive Wealth Management, LLC | 7,574 | $54.3 萬 | 0.11% | +154+2.1% | 加碼 |
| Mainsail Asset Management, LLC | 7,632 | $54.7 萬 | 0.45% | 00.0% | 不變 |
| Ambassador Advisors, LLC | 7,637 | $54.8 萬 | 0.10% | +4,339+131.6% | 加碼 |
| Optimum Investment Advisors | 7,706 | $55.3 萬 | 0.25% | +250+3.4% | 加碼 |
| Prairie Sky Financial Group LLC | 7,745 | $55.6 萬 | 0.33% | −150−1.9% | 減碼 |
| GAMMA Investing LLC | 7,819 | $56.1 萬 | 0.11% | +1,877+31.6% | 加碼 |
| Edge Capital Group, LLC | 7,839 | $56.2 萬 | 0.03% | −944−10.7% | 減碼 |
| W Advisors, LLC | 7,850 | $56.3 萬 | 0.39% | +36+0.5% | 加碼 |
| World Equity Group, Inc. | 7,920 | $56.8 萬 | 0.12% | +414+5.5% | 加碼 |
| Bath Savings Trust Co | 8,008 | $57.4 萬 | 0.06% | +70+0.9% | 加碼 |
| Atlantic Trust, LLC | 8,028 | $57.6 萬 | 0.15% | −2,977−27.1% | 減碼 |
| Belpointe Asset Management LLC | 8,048 | $57.7 萬 | 0.04% | −665−7.6% | 減碼 |
| BluePath Capital Management, LLC | 8,052 | $57.8 萬 | 0.45% | +51+0.6% | 加碼 |
| Richwood Investment Advisors, LLC | 8,053 | $57.8 萬 | 0.51% | 00.0% | 不變 |
| Groesbeck Investment Management Corp | 8,100 | $58.1 萬 | 0.62% | +8,100 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 8,106 | $58.2 萬 | 0.09% | +231+2.9% | 加碼 |
| Beacon Financial Group | 8,126 | $58.3 萬 | 0.07% | 00.0% | 不變 |
| Grove Bank & Trust | 8,129 | $58.3 萬 | 0.10% | −9,936−55.0% | 減碼 |
| Franklin Street Advisors Inc | 8,175 | $58.7 萬 | 0.04% | +6+0.1% | 加碼 |
| First Command Advisory Services, Inc. | 8,186 | $58.7 萬 | 0.01% | −159−1.9% | 減碼 |
| Constitution Capital LLC | 8,200 | $58.8 萬 | 0.33% | +1,392+20.4% | 加碼 |