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 |
|---|---|---|---|---|---|
| LMG Wealth Partners, LLC | 18,358 | $131.7 萬 | 0.33% | +1,858+11.3% | 加碼 |
| Regent Peak Wealth Advisors LLC | 18,314 | $131.4 萬 | 0.33% | +49+0.3% | 加碼 |
| Geneos Wealth Management Inc. | 18,304 | $131.3 萬 | 0.06% | +40+0.2% | 加碼 |
| Aigen Investment Management, LP | 18,296 | $131.3 萬 | 0.29% | +18,296 | 新進 |
| Mather Group, LLC. | 18,658 | $130.8 萬 | 0.02% | −1,014−5.2% | 減碼 |
| Quantitative Investment Management, LLC | 18,178 | $130.4 萬 | 0.08% | −17,848−49.5% | 減碼 |
| ICW Investment Advisors LLC | 18,137 | $130.1 萬 | 0.58% | +133+0.7% | 加碼 |
| Glenview Trust Co | 18,124 | $130.0 萬 | 0.03% | −1,855−9.3% | 減碼 |
| Moody National Bank Trust Division | 18,070 | $129.6 萬 | 0.10% | −186−1.0% | 減碼 |
| Monte Financial Group, LLC | 18,065 | $129.6 萬 | 0.57% | −59−0.3% | 減碼 |
| Venture Visionary Partners LLC | 17,964 | $128.9 萬 | 0.06% | −11,782−39.6% | 減碼 |
| Pacitti Group Inc. | 17,962 | $128.9 萬 | 0.70% | +362+2.1% | 加碼 |
| Summit Financial, LLC | 17,954 | $128.8 萬 | 0.08% | +17,954 | 新進 |
| Axxcess Wealth Management, LLC | 17,942 | $128.7 萬 | 0.04% | +2,508+16.2% | 加碼 |
| NorthRock Partners, LLC | 17,897 | $128.4 萬 | 0.05% | −985−5.2% | 減碼 |
| Boston Private Wealth LLC | 17,811 | $127.8 萬 | 0.03% | +100+0.6% | 加碼 |
| Reuter James Wealth Management, LLC | 17,791 | $127.6 萬 | 0.89% | −286−1.6% | 減碼 |
| Benedict Financial Advisors Inc | 17,717 | $127.1 萬 | 0.32% | −40.0% | 減碼 |
| Investment Management Corp of Ontario | 17,642 | $126.6 萬 | 0.04% | −7,800−30.7% | 減碼 |
| Register Financial Advisors LLC | 17,590 | $126.2 萬 | 0.65% | +2,246+14.6% | 加碼 |
| Strategic Planning Group, LLC | 17,517 | $125.7 萬 | 0.31% | +3,032+20.9% | 加碼 |
| Baillie Gifford & Co | 17,500 | $125.5 萬 | 0.00% | +17,500 | 新進 |
| Farmers National Bank | 17,469 | $125.3 萬 | 0.37% | −1,880−9.7% | 減碼 |
| HHM Wealth Advisors, LLC | 17,333 | $124.3 萬 | 0.20% | +136+0.8% | 加碼 |
| Wellington Shields & Co., LLC | 17,284 | $124.0 萬 | 0.42% | −3,202−15.6% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 17,278 | $124.0 萬 | 0.17% | +7,564+77.9% | 加碼 |
| Delta Asset Management LLC | 17,248 | $123.7 萬 | 0.11% | −267−1.5% | 減碼 |
| Hills Bank & Trust Co | 17,228 | $123.6 萬 | 0.10% | +576+3.5% | 加碼 |
| Verition Fund Management LLC | 17,105 | $122.7 萬 | 0.01% | −21,959−56.2% | 減碼 |
| Aviva PLC | 17,005 | $122.0 萬 | 0.00% | +433+2.6% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 17,000 | $122.0 萬 | 0.15% | 00.0% | 不變 |
| High Net Worth Advisory Group LLC | 16,981 | $121.8 萬 | 0.38% | +617+3.8% | 加碼 |
| Jeppson Wealth Management, LLC | 16,957 | $121.6 萬 | 0.47% | −80.0% | 減碼 |
| Pacific Wealth Strategies Group, Inc. | 16,954 | $121.6 萬 | 1.01% | +953+6.0% | 加碼 |
| Centennial Bank | 16,929 | $121.4 萬 | 0.62% | −269−1.6% | 減碼 |
| Coastal Investment Advisors, Inc. | 16,863 | $121.0 萬 | 0.25% | +3,033+21.9% | 加碼 |
| Accurate Wealth Management, LLC | 16,760 | $120.9 萬 | 0.35% | −125−0.7% | 減碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 16,858 | $120.9 萬 | 0.50% | +2,892+20.7% | 加碼 |
| Clifford Swan Investment Counsel LLC | 16,852 | $120.9 萬 | 0.04% | 00.0% | 不變 |
| Assetmark, Inc | 16,809 | $120.6 萬 | 0.00% | −1,896−10.1% | 減碼 |
| SeaCrest Wealth Management, LLC | 16,774 | $120.3 萬 | 0.15% | −3,312−16.5% | 減碼 |
| Bard Financial Services, Inc. | 16,585 | $119.0 萬 | 0.13% | 00.0% | 不變 |
| Great Lakes Retirement, Inc. | 16,560 | $118.8 萬 | 0.18% | +16,560 | 新進 |
| LVZ Advisors, Inc. | 16,461 | $118.1 萬 | 0.16% | −26−0.2% | 減碼 |
| Gleason Group, Inc. | 16,423 | $117.8 萬 | 0.25% | +167+1.0% | 加碼 |
| Ipswich Investment Management Co., Inc. | 16,421 | $117.8 萬 | 0.28% | 00.0% | 不變 |
| Sculati Wealth Management, LLC | 16,410 | $117.7 萬 | 0.51% | −2,195−11.8% | 減碼 |
| Adirondack Trust Co | 16,349 | $117.3 萬 | 0.49% | −206−1.2% | 減碼 |
| Quadrature Capital Ltd | 16,280 | $116.8 萬 | 0.02% | +16,280 | 新進 |
| Kovack Advisors, Inc. | 16,267 | $116.7 萬 | 0.14% | +1,498+10.1% | 加碼 |
| DMG Group, LLC | 16,253 | $116.6 萬 | 1.01% | +1,624+11.1% | 加碼 |
| Creative Financial Designs Inc | 16,226 | $116.4 萬 | 0.11% | −2,555−13.6% | 減碼 |
| Atomi Financial Group, Inc. | 16,213 | $116.3 萬 | 0.11% | +8,128+100.5% | 加碼 |
| Vinva Investment Management Ltd | 16,183 | $116.1 萬 | 0.07% | +6,506+67.2% | 加碼 |
| CapWealth Advisors, LLC | 16,177 | $116.1 萬 | 0.13% | −93−0.6% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 16,141 | $115.8 萬 | 0.46% | +144+0.9% | 加碼 |
| RDA Financial Network | 16,128 | $115.7 萬 | 0.40% | +1,119+7.5% | 加碼 |
| Sandy Spring Bank | 16,096 | $115.5 萬 | 0.05% | −1,216−7.0% | 減碼 |
| Means Investment Co., Inc. | 15,838 | $113.6 萬 | 0.15% | −1,386−8.0% | 減碼 |
| Stokes Family Office, LLC | 15,829 | $113.6 萬 | 0.14% | +19+0.1% | 加碼 |
| International Assets Investment Management, LLC | 15,826 | $112.5 萬 | 0.12% | −1,281−7.5% | 減碼 |
| Cullen/Frost Bankers, Inc. | 15,685 | $112.5 萬 | 0.02% | −1,106−6.6% | 減碼 |
| FinTrust Capital Advisors, LLC | 15,682 | $112.5 萬 | 0.22% | +74+0.5% | 加碼 |
| Griffin Asset Management, Inc. | 15,668 | $112.4 萬 | 0.13% | −700−4.3% | 減碼 |
| TrinityPoint Wealth, LLC | 15,666 | $112.4 萬 | 0.19% | +226+1.5% | 加碼 |
| Global Retirement Partners, LLC | 15,616 | $112.0 萬 | 0.04% | +760+5.1% | 加碼 |
| Philadelphia Trust Co | 15,550 | $111.6 萬 | 0.09% | −2,545−14.1% | 減碼 |
| Cape Investment Advisory, Inc. | 15,550 | $111.6 萬 | 0.52% | +1,493+10.6% | 加碼 |
| Ignite Planners, LLC | 15,593 | $110.9 萬 | 0.31% | −2,265−12.7% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 15,361 | $110.2 萬 | 0.27% | −188−1.2% | 減碼 |
| Diversified Trust Co | 15,325 | $109.9 萬 | 0.03% | +272+1.8% | 加碼 |
| RSM US Wealth Management LLC | 15,300 | $109.8 萬 | 0.03% | +321+2.1% | 加碼 |
| Summit Global Investments | 15,275 | $109.6 萬 | 0.08% | +5,396+54.6% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 15,246 | $109.4 萬 | 0.00% | +15,246 | 新進 |
| L.M. Kohn & Company | 15,235 | $109.3 萬 | 0.31% | +495+3.4% | 加碼 |
| Buckingham Strategic Partners | 15,229 | $109.3 萬 | 0.03% | +8,808+137.2% | 加碼 |
| Highline Wealth Partners LLC | 15,172 | $108.8 萬 | 0.44% | +10.0% | 加碼 |
| Busey Wealth Management | 15,149 | $108.7 萬 | 0.04% | +55+0.4% | 加碼 |
| Focus Financial Network, Inc. | 15,395 | $108.6 萬 | 0.05% | +15,395 | 新進 |
| Valeo Financial Advisors, LLC | 14,681 | $108.5 萬 | 0.04% | −97−0.7% | 減碼 |
| Powers Advisory Group, LLC | 15,087 | $108.2 萬 | 0.62% | −261−1.7% | 減碼 |
| Archford Capital Strategies, LLC | 15,075 | $108.1 萬 | 0.18% | −204−1.3% | 減碼 |
| Confluence Wealth Services, Inc. | 14,932 | $107.1 萬 | 0.10% | +1,960+15.1% | 加碼 |
| Meeder Advisory Services, Inc. | 14,900 | $106.9 萬 | 0.11% | −1,191−7.4% | 減碼 |
| Miracle Mile Advisors, LLC | 14,871 | $106.7 萬 | 0.03% | +11,243+309.9% | 加碼 |
| Asset Dedication, LLC | 14,634 | $106.2 萬 | 0.08% | −10,181−41.0% | 減碼 |
| Mitchell Sinkler & Starr | 14,793 | $106.1 萬 | 0.27% | −23,057−60.9% | 減碼 |
| Trustco Bank Corp N Y | 14,718 | $105.6 萬 | 1.10% | −815−5.2% | 減碼 |
| Retirement Planning Co of New England, Inc. | 14,610 | $104.8 萬 | 0.57% | −2,608−15.1% | 減碼 |
| D L Carlson Investment Group Inc | 14,598 | $104.7 萬 | 0.20% | −511−3.4% | 減碼 |
| Rowland & Co Investment Counsel | 14,595 | $104.7 萬 | 0.22% | 00.0% | 不變 |
| Old National Bancorp | 14,559 | $104.4 萬 | 0.02% | −1,229−7.8% | 減碼 |
| Sheets Smith Wealth Management | 14,441 | $103.6 萬 | 0.12% | +82+0.6% | 加碼 |
| Chatham Capital Group, Inc. | 14,244 | $102.2 萬 | 0.19% | +51+0.4% | 加碼 |
| Asset Advisors Investment Management, LLC | 14,211 | $101.9 萬 | 0.11% | −348−2.4% | 減碼 |
| Ti-Trust, Inc | 14,210 | $101.9 萬 | 0.75% | 00.0% | 不變 |
| Brighton Jones LLC | 14,208 | $101.9 萬 | 0.04% | +1,390+10.8% | 加碼 |
| Spire Wealth Management | 14,154 | $101.5 萬 | 0.03% | +709+5.3% | 加碼 |
| Personal Cfo Solutions, LLC | 14,149 | $101.5 萬 | 0.16% | −792−5.3% | 減碼 |
| Earnest Partners LLC | 14,126 | $101.3 萬 | 0.00% | +380+2.8% | 加碼 |