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 |
|---|---|---|---|---|---|
| Detalus Advisors, LLC | 10,731 | $77.0 萬 | 0.27% | −350−3.2% | 減碼 |
| Midland Wealth Advisors LLC | 10,665 | $76.5 萬 | 0.05% | +1,995+23.0% | 加碼 |
| Jackson Thornton Asset Management, LLC | 10,661 | $76.5 萬 | 0.13% | +15+0.1% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 10,601 | $76.1 萬 | 0.19% | −502−4.5% | 減碼 |
| Sunburst Financial Group, LLC | 10,620 | $75.5 萬 | 0.21% | −407−3.7% | 減碼 |
| Chesley Taft & Associates LLC | 10,515 | $75.4 萬 | 0.04% | −114−1.1% | 減碼 |
| Visionary Horizons, LLC | 10,972 | $75.4 萬 | 0.59% | −579−5.0% | 減碼 |
| Morningstar Investment Management LLC | 10,487 | $75.2 萬 | 0.08% | 00.0% | 不變 |
| Citizens Financial Group Inc | 10,476 | $75.2 萬 | 0.03% | −4,656−30.8% | 減碼 |
| Firethorn Wealth Partners, LLC | 10,474 | $75.1 萬 | 0.44% | −217−2.0% | 減碼 |
| Eudaimonia Partners, LLC | 10,451 | $75.0 萬 | 0.18% | −268−2.5% | 減碼 |
| Farther Finance Advisors, LLC | 10,521 | $74.8 萬 | 0.05% | +1,143+12.2% | 加碼 |
| HBK Sorce Advisory LLC | 10,374 | $74.4 萬 | 0.03% | +98+1.0% | 加碼 |
| Wedmont Private Capital | 10,502 | $74.1 萬 | 0.05% | −839−7.4% | 減碼 |
| Acorn Wealth Advisors, LLC | 10,329 | $74.1 萬 | 0.39% | +732+7.6% | 加碼 |
| St. Johns Investment Management Company, LLC | 10,328 | $74.1 萬 | 0.36% | +958+10.2% | 加碼 |
| Investment Partners Asset Management, Inc. | 10,291 | $73.8 萬 | 0.67% | 00.0% | 不變 |
| Balboa Wealth Partners | 10,282 | $73.8 萬 | 0.23% | +1,051+11.4% | 加碼 |
| Court Place Advisors, LLC | 10,279 | $73.7 萬 | 0.24% | −500−4.6% | 減碼 |
| EPG Wealth Management LLC | 10,273 | $73.7 萬 | 0.18% | +24+0.2% | 加碼 |
| Ancora Advisors, LLC | 10,245 | $73.5 萬 | 0.02% | +352+3.6% | 加碼 |
| NovaPoint Capital, LLC | 10,223 | $73.3 萬 | 0.26% | −1,532−13.0% | 減碼 |
| Marco Investment Management LLC | 10,159 | $72.9 萬 | 0.07% | +22+0.2% | 加碼 |
| Centre Asset Management, LLC | 10,143 | $72.8 萬 | 0.17% | −354−3.4% | 減碼 |
| North Star Investment Management Corp. | 10,144 | $72.8 萬 | 0.05% | +11+0.1% | 加碼 |
| Verity Asset Management, Inc. | 10,118 | $72.6 萬 | 0.40% | +20.0% | 加碼 |
| Mendel Money Management | 10,101 | $72.5 萬 | 0.34% | +418+4.3% | 加碼 |
| Prosperity Consulting Group, LLC | 10,062 | $72.2 萬 | 0.09% | +3,524+53.9% | 加碼 |
| Journey Advisory Group, LLC | 10,033 | $72.0 萬 | 0.09% | 00.0% | 不變 |
| Park Place Capital Corp | 10,008 | $71.8 萬 | 0.26% | −1,502−13.0% | 減碼 |
| Arrow Financial Corp | 10,000 | $71.7 萬 | 0.07% | −11−0.1% | 減碼 |
| Excalibur Management Corp | 9,935 | $71.3 萬 | 0.30% | 00.0% | 不變 |
| Graves-Light Private Wealth Management, Inc. | 9,929 | $71.2 萬 | 0.08% | +10.0% | 加碼 |
| HM Payson & Co | 9,833 | $70.5 萬 | 0.01% | −348−3.4% | 減碼 |
| Trueblood Wealth Management, LLC | 9,815 | $70.4 萬 | 0.40% | −72−0.7% | 減碼 |
| Allred Capital Management, LLC | 9,765 | $70.1 萬 | 0.27% | −154−1.6% | 減碼 |
| Summit Financial Group Inc | 9,734 | $69.8 萬 | 0.25% | −300−3.0% | 減碼 |
| WSFS Capital Management, LLC | 9,693 | $69.5 萬 | 0.04% | +14+0.1% | 加碼 |
| Quadrant Capital Group LLC | 9,644 | $69.2 萬 | 0.05% | −513−5.1% | 減碼 |
| Park National Corp | 9,637 | $69.1 萬 | 0.03% | −262−2.6% | 減碼 |
| CWS Financial Advisors, LLC | 9,623 | $69.0 萬 | 0.28% | −11,020−53.4% | 減碼 |
| Stiles Financial Services Inc | 9,615 | $69.0 萬 | 0.28% | +2,408+33.4% | 加碼 |
| Gratus Capital LLC | 9,589 | $68.8 萬 | 0.03% | −203−2.1% | 減碼 |
| Monetary Management Group Inc | 9,576 | $68.7 萬 | 0.19% | −300−3.0% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 9,550 | $68.5 萬 | 0.05% | −276−2.8% | 減碼 |
| Parallel Advisors, LLC | 9,548 | $68.5 萬 | 0.02% | +555+6.2% | 加碼 |
| Retirement Guys Formula LLC | 9,543 | $68.5 萬 | 0.33% | +9,543 | 新進 |
| Beaumont Financial Advisors, LLC | 9,519 | $68.3 萬 | 0.06% | −245−2.5% | 減碼 |
| Resolution Capital Ltd | 9,514 | $68.3 萬 | 0.01% | +900+10.4% | 加碼 |
| Benin Management CORP | 9,491 | $68.1 萬 | 0.22% | +29+0.3% | 加碼 |
| Baldwin Investment Management, LLC | 9,475 | $68.0 萬 | 0.09% | +675+7.7% | 加碼 |
| Qtron Investments LLC | 9,446 | $67.8 萬 | 0.10% | +2,529+36.6% | 加碼 |
| First Hawaiian Bank | 9,440 | $67.7 萬 | 0.02% | +229+2.5% | 加碼 |
| Edge Financial Advisors LLC | 9,438 | $67.7 萬 | 0.60% | +9,438 | 新進 |
| Affinity Wealth Management LLC | 9,433 | $67.7 萬 | 0.13% | 00.0% | 不變 |
| BlueChip Wealth Advisors LLC | 9,397 | $67.4 萬 | 0.43% | −1,474−13.6% | 減碼 |
| First National Corp | 9,611 | $67.4 萬 | 0.17% | 00.0% | 不變 |
| Essex Savings Bank | 9,588 | $67.2 萬 | 0.20% | 00.0% | 不變 |
| West Family Investments, Inc. | 9,340 | $67.0 萬 | 0.21% | +638+7.3% | 加碼 |
| Bradley Foster & Sargent Inc | 9,320 | $66.9 萬 | 0.01% | −265−2.8% | 減碼 |
| Madden Securities Corp | 9,296 | $66.7 萬 | 0.31% | 00.0% | 不變 |
| Intrua Financial, LLC | 9,267 | $66.5 萬 | 0.10% | −231−2.4% | 減碼 |
| Linscomb & Williams, Inc. | 9,237 | $66.3 萬 | 0.03% | −657−6.6% | 減碼 |
| ProVise Management Group, LLC | 9,204 | $66.0 萬 | 0.06% | −779−7.8% | 減碼 |
| Walter & Keenan Financial Consulting Co | 9,189 | $65.9 萬 | 0.22% | +12+0.1% | 加碼 |
| Xcel Wealth Management, LLC | 9,181 | $65.9 萬 | 0.21% | +2,113+29.9% | 加碼 |
| Skopos Labs, Inc. | 9,242 | $65.7 萬 | 0.28% | −625−6.3% | 減碼 |
| Ritholtz Wealth Management | 9,156 | $65.7 萬 | 0.02% | −75−0.8% | 減碼 |
| Clearstead Advisors, LLC | 8,334 | $65.6 萬 | 0.03% | +324+4.0% | 加碼 |
| Wells Trecaso Financial Group, LLC | 9,055 | $65.0 萬 | 0.23% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 9,041 | $64.9 萬 | 0.00% | +4,590+103.1% | 加碼 |
| Bridgefront Capital, LLC | 9,008 | $64.6 萬 | 0.49% | +9,008 | 新進 |
| Chicago Partners Investment Group LLC | 8,818 | $64.6 萬 | 0.03% | −106−1.2% | 減碼 |
| Significant Wealth Partners LLC | 8,980 | $64.4 萬 | 0.42% | +5,671+171.4% | 加碼 |
| Danske Bank A/S | 8,963 | $64.3 萬 | 0.00% | +8,963 | 新進 |
| Carmichael Hill & Associates, Inc. | 8,953 | $64.2 萬 | 0.26% | +20.0% | 加碼 |
| Community Bank of Raymore | 8,950 | $64.2 萬 | 0.30% | −3,200−26.3% | 減碼 |
| Cypress Capital Group | 8,948 | $64.2 萬 | 0.08% | +245+2.8% | 加碼 |
| Modera Wealth Management, LLC | 8,924 | $64.0 萬 | 0.01% | +29+0.3% | 加碼 |
| KPP Advisory Services LLC | 8,903 | $63.9 萬 | 0.18% | −305−3.3% | 減碼 |
| Home Federal Bank of Tennessee | 8,890 | $63.8 萬 | 0.20% | −50−0.6% | 減碼 |
| Roberts Glore & Co Inc | 8,890 | $63.8 萬 | 0.19% | −100−1.1% | 減碼 |
| Wagner Wealth Management, LLC | 8,886 | $63.7 萬 | 0.19% | −607−6.4% | 減碼 |
| Successful Portfolios LLC | 8,868 | $63.6 萬 | 0.43% | −624−6.6% | 減碼 |
| Infrastructure Capital Advisors, LLC | 8,851 | $63.5 萬 | 0.08% | −2,555−22.4% | 減碼 |
| Exencial Wealth Advisors, LLC | 8,844 | $63.4 萬 | 0.02% | +2,247+34.1% | 加碼 |
| Rehmann Capital Advisory Group | 8,843 | $63.4 萬 | 0.05% | +720+8.9% | 加碼 |
| Clear Creek Financial Management, LLC | 8,834 | $63.4 萬 | 0.08% | +1,408+19.0% | 加碼 |
| Flputnam Investment Management Co | 8,826 | $63.3 萬 | 0.01% | −392−4.3% | 減碼 |
| Steel Peak Wealth Management LLC | 8,825 | $63.3 萬 | 0.03% | +181+2.1% | 加碼 |
| Woodward Diversified Capital, LLC | 8,825 | $63.3 萬 | 0.39% | +1,076+13.9% | 加碼 |
| Gables Capital Management Inc. | 8,796 | $63.1 萬 | 0.35% | +425+5.1% | 加碼 |
| Marietta Wealth Management, LLC | 8,783 | $63.0 萬 | 0.10% | +20+0.2% | 加碼 |
| Garner Asset Management Corp | 8,765 | $62.9 萬 | 0.32% | −1,036−10.6% | 減碼 |
| Ameritas Advisory Services, LLC | 8,510 | $62.9 萬 | 0.03% | −720−7.8% | 減碼 |
| Kennedy Investment Group | 8,721 | $62.6 萬 | 0.33% | +149+1.7% | 加碼 |
| Nomura Holdings Inc | 8,708 | $62.5 萬 | 0.01% | −13,357−60.5% | 減碼 |
| Insight Inv LLC | 8,705 | $62.4 萬 | 0.54% | −1,825−17.3% | 減碼 |
| Howard Capital Management Group, LLC | 8,698 | $62.4 萬 | 0.05% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 8,664 | $62.2 萬 | 0.07% | −175−2.0% | 減碼 |