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、5 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 |
|---|---|---|---|---|---|
| Warren Averett Asset Management, LLC | 91,668 | $657.6 萬 | 0.15% | +16,685+22.3% | 加碼 |
| Fisher Asset Management, LLC | 91,608 | $657.2 萬 | 0.00% | +7,021+8.3% | 加碼 |
| Thomasville National Bank | 91,512 | $656.5 萬 | 0.54% | +466+0.5% | 加碼 |
| Windle Wealth, LLC | 90,191 | $647.0 萬 | 4.12% | +3,672+4.2% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 89,748 | $643.9 萬 | 0.69% | −2,755−3.0% | 減碼 |
| QRG Capital Management, Inc. | 89,558 | $642.5 萬 | 0.08% | −5,900−6.2% | 減碼 |
| IFG Advisory, LLC | 89,497 | $642.1 萬 | 0.48% | +1,906+2.2% | 加碼 |
| Lido Advisors, LLC | 89,310 | $640.7 萬 | 0.06% | +19,495+27.9% | 加碼 |
| First PREMIER Bank | 89,255 | $640.3 萬 | 1.69% | −2,716−3.0% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 88,641 | $636.0 萬 | 0.06% | −4,615−4.9% | 減碼 |
| Keel Point, LLC | 88,648 | $636.0 萬 | 0.66% | +678+0.8% | 加碼 |
| Aull & Monroe Investment Management Corp | 88,481 | $634.8 萬 | 2.90% | −885−1.0% | 減碼 |
| Cornerstone Advisors, LLC | 87,800 | $629.9 萬 | 0.26% | −2,200−2.4% | 減碼 |
| Wealthfront Advisers LLC | 87,729 | $629.4 萬 | 0.02% | −2,076−2.3% | 減碼 |
| Massmutual Trust Co FSB | 87,097 | $624.8 萬 | 0.19% | +915+1.1% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 84,477 | $621.8 萬 | 4.42% | +84,477 | 新進 |
| MainStreet Investment Advisors LLC | 86,203 | $618.4 萬 | 0.74% | −980−1.1% | 減碼 |
| Avantax Advisory Services, Inc. | 86,063 | $617.4 萬 | 0.05% | −2,280−2.6% | 減碼 |
| GLOBALT Investments LLC | 85,733 | $615.0 萬 | 0.24% | −1,162−1.3% | 減碼 |
| Chronos Wealth Management, LLC | 83,943 | $602.2 萬 | 3.52% | +3,471+4.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 83,471 | $598.8 萬 | 0.07% | +9,917+13.5% | 加碼 |
| Central Trust Co | 83,093 | $596.1 萬 | 0.15% | −223−0.3% | 減碼 |
| Kentucky Retirement Systems | 82,825 | $594.2 萬 | 0.18% | −4,436−5.1% | 減碼 |
| Sky Investment Group LLC | 82,232 | $589.9 萬 | 1.14% | +115+0.1% | 加碼 |
| Dynamic Advisor Solutions LLC | 81,783 | $586.7 萬 | 0.20% | +5,098+6.6% | 加碼 |
| Am Investment Strategies LLC | 81,655 | $585.8 萬 | 1.49% | +14,354+21.3% | 加碼 |
| Maryland State Retirement & Pension System | 84,832 | $585.8 萬 | 0.12% | 00.0% | 不變 |
| Old Point Trust & Financial Services N A | 80,426 | $577.0 萬 | 2.10% | −480−0.6% | 減碼 |
| King Luther Capital Management Corp | 80,325 | $576.3 萬 | 0.03% | +13,975+21.1% | 加碼 |
| JustInvest LLC | 79,643 | $571.4 萬 | 0.12% | +8,385+11.8% | 加碼 |
| Brookstone Capital Management | 79,414 | $569.7 萬 | 0.10% | +12,247+18.2% | 加碼 |
| Credit Agricole S A | 80,639 | $569.1 萬 | 0.10% | +80,639 | 新進 |
| Executive Wealth Management, LLC | 79,978 | $568.6 萬 | 0.50% | −1,116−1.4% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 79,161 | $567.9 萬 | 0.35% | +4,403+5.9% | 加碼 |
| Panagora Asset Management Inc | 79,100 | $567.5 萬 | 0.03% | +10,153+14.7% | 加碼 |
| M&G Plc | 78,438 | $564.8 萬 | 0.03% | +78,438 | 新進 |
| Prospera Financial Services Inc | 78,164 | $560.8 萬 | 0.17% | +1,106+1.4% | 加碼 |
| Albion Financial Group | 77,938 | $559.1 萬 | 0.43% | −51−0.1% | 減碼 |
| Trustmark National Bank Trust Department | 77,356 | $555.0 萬 | 0.45% | +375+0.5% | 加碼 |
| KBC Group NV | 77,352 | $554.9 萬 | 0.02% | +4,140+5.7% | 加碼 |
| Anchor Investment Management, LLC | 77,109 | $553.2 萬 | 0.58% | +1,497+2.0% | 加碼 |
| Peconic Partners LLC | 76,819 | $551.1 萬 | 0.24% | +76,819 | 新進 |
| Carret Asset Management, LLC | 76,309 | $547.4 萬 | 0.64% | +65+0.1% | 加碼 |
| Cornerstone Capital, Inc. | 75,871 | $544.3 萬 | 0.56% | −100,848−57.1% | 減碼 |
| Thrivent Financial for Lutherans | 75,764 | $543.5 萬 | 0.01% | −23,930−24.0% | 減碼 |
| Telos Capital Management, Inc. | 75,458 | $541.3 萬 | 0.61% | +946+1.3% | 加碼 |
| Naples Global Advisors, LLC | 74,126 | $531.8 萬 | 0.54% | +1,304+1.8% | 加碼 |
| Neuberger Berman Group LLC | 74,086 | $531.5 萬 | 0.00% | −9,258−11.1% | 減碼 |
| Kempen Capital Management N.V. | 73,382 | $526.4 萬 | 0.07% | −45,215−38.1% | 減碼 |
| D.A. Davidson & Co. | 73,286 | $525.8 萬 | 0.05% | +253+0.3% | 加碼 |
| Coston, McIsaac & Partners | 73,048 | $523.9 萬 | 1.68% | +2,807+4.0% | 加碼 |
| Coldstream Capital Management Inc | 71,782 | $515.0 萬 | 0.13% | +3,232+4.7% | 加碼 |
| South Dakota Investment Council | 71,106 | $510.1 萬 | 0.11% | 00.0% | 不變 |
| Umb Bank N A | 70,953 | $509.0 萬 | 0.08% | −14,644−17.1% | 減碼 |
| National Asset Management, Inc. | 78,636 | $508.9 萬 | 0.14% | +3,343+4.4% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 70,622 | $506.6 萬 | 0.27% | −3,454−4.7% | 減碼 |
| Hartford Investment Management Co | 70,502 | $505.8 萬 | 0.18% | −2,996−4.1% | 減碼 |
| Capital Investment Counsel, LLC | 70,423 | $505.2 萬 | 1.08% | +26,504+60.3% | 加碼 |
| Ieq Capital, LLC | 69,950 | $501.8 萬 | 0.07% | +7,232+11.5% | 加碼 |
| Carson Advisory Inc. | 69,945 | $501.8 萬 | 3.53% | −283−0.4% | 減碼 |
| Institutional & Family Asset Management, LLC | 69,546 | $498.9 萬 | 0.80% | +3,047+4.6% | 加碼 |
| Schaper Benz & Wise Investment Counsel Inc | 69,519 | $498.7 萬 | 0.42% | −1,840−2.6% | 減碼 |
| TD Waterhouse Canada Inc. | 55,779 | $495.9 萬 | 0.04% | +51,251+1,131.9% | 加碼 |
| Moors & Cabot, Inc. | 68,947 | $494.6 萬 | 0.27% | +1,982+3.0% | 加碼 |
| NBC Securities, Inc. | 68,210 | $489.3 萬 | 0.46% | +1,416+2.1% | 加碼 |
| Oppenheimer & Co Inc | 67,305 | $482.8 萬 | 0.08% | −7,117−9.6% | 減碼 |
| Intact Investment Management Inc. | 67,200 | $482.1 萬 | 0.19% | 00.0% | 不變 |
| Lombard Odier Asset Management (Switzerland) SA | 67,085 | $481.3 萬 | 0.34% | +67,085 | 新進 |
| Community Bank & Trust, Waco, Texas | 66,706 | $478.5 萬 | 1.17% | +190+0.3% | 加碼 |
| Lumbard & Kellner, LLC | 66,401 | $476.4 萬 | 2.32% | −100−0.2% | 減碼 |
| Ellsworth Advisors, LLC | 69,257 | $476.0 萬 | 1.37% | +3,564+5.4% | 加碼 |
| Jackson Hole Capital Partners, LLC | 66,284 | $475.5 萬 | 1.09% | +59,978+951.1% | 加碼 |
| Millennium Management LLC | 66,121 | $474.4 萬 | 0.00% | −284,010−81.1% | 減碼 |
| Royal London Asset Management Ltd | 65,519 | $470.0 萬 | 0.01% | −31,171−32.2% | 減碼 |
| Sigma Planning Corp | 65,456 | $469.6 萬 | 0.15% | +35,124+115.8% | 加碼 |
| Integrated Wealth Concepts LLC | 65,019 | $466.5 萬 | 0.07% | +1,621+2.6% | 加碼 |
| Level Four Advisory Services, LLC | 66,229 | $464.4 萬 | 0.26% | 00.0% | 不變 |
| Mitchell McLeod Pugh & Williams Inc | 64,617 | $463.6 萬 | 1.12% | −3,072−4.5% | 減碼 |
| Metis Global Partners, LLC | 64,480 | $462.6 萬 | 0.17% | +974+1.5% | 加碼 |
| City Holding Co | 64,380 | $461.8 萬 | 0.69% | +1,374+2.2% | 加碼 |
| Securian Asset Management, Inc | 64,236 | $460.8 萬 | 0.14% | −4,787−6.9% | 減碼 |
| Goelzer Investment Management, Inc. | 63,863 | $458.2 萬 | 0.26% | −486−0.8% | 減碼 |
| Baugh & Associates, LLC | 63,714 | $457.1 萬 | 2.43% | −630−1.0% | 減碼 |
| Louisiana State Employees Retirement System | 63,500 | $455.5 萬 | 0.09% | −2,400−3.6% | 減碼 |
| Savant Capital, LLC | 63,166 | $453.2 萬 | 0.05% | −2,771−4.2% | 減碼 |
| Shilanski & Associates, Inc. | 62,679 | $449.7 萬 | 1.55% | −88−0.1% | 減碼 |
| Moody Lynn & Lieberson, LLC | 62,537 | $448.6 萬 | 0.30% | −42,004−40.2% | 減碼 |
| Clearbridge Investments, LLC | 62,490 | $448.3 萬 | 0.00% | −484−0.8% | 減碼 |
| First Citizens Bank & Trust Co | 62,179 | $446.1 萬 | 0.09% | +7,151+13.0% | 加碼 |
| Stratos Wealth Partners, LTD. | 61,833 | $443.6 萬 | 0.07% | +516+0.8% | 加碼 |
| Foundations Investment Advisors, LLC | 61,725 | $442.8 萬 | 0.12% | +1,719+2.9% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 61,534 | $441.4 萬 | 0.05% | +1,522+2.5% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 61,207 | $439.1 萬 | 1.08% | +5,102+9.1% | 加碼 |
| Cresset Asset Management, LLC | 60,618 | $434.9 萬 | 0.02% | +6,539+12.1% | 加碼 |
| BW Gestao de Investimentos Ltda. | 60,000 | $430.4 萬 | 0.39% | +60,000 | 新進 |
| SpiderRock Advisors, LLC | 61,960 | $430.1 萬 | 0.14% | +61,960 | 新進 |
| Bridge Creek Capital Management LLC | 59,913 | $429.8 萬 | 1.38% | −33−0.1% | 減碼 |
| Birmingham Capital Management Co Inc | 59,650 | $427.9 萬 | 1.57% | −1,600−2.6% | 減碼 |
| Spirepoint Private Client, LLC | 59,605 | $427.6 萬 | 0.65% | +59,605 | 新進 |
| Quantinno Capital Management LP | 58,875 | $422.4 萬 | 0.09% | +5,251+9.8% | 加碼 |