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 2 季 13F 持有人
Southern Co 在 2024/6/30 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
- 1,888
- 較 2024 年第 1 季 +88 家
- 持有股數
- 7.32 億
- 較 2024 年第 1 季 +2,360 萬 (+3.3%)
- 總市值
- $568.0 億
- 較 2024 年第 1 季 +$59.6 億 (+11.7%)
- 新進機構
- 177
- 另有 740 家加碼
- 清倉機構
- 89
- 另有 653 家減碼
另有 25 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Perpetual Ltd | 6,984 | $54.2 萬 | 0.01% | −1,500−17.7% | 減碼 |
| Union Savings Bank | 6,986 | $54.2 萬 | 0.28% | 00.0% | 不變 |
| Benjamin Edwards Inc | 7,008 | $54.4 萬 | 0.10% | +3,768+116.3% | 加碼 |
| Nations Financial Group Inc, | 7,015 | $54.4 萬 | 0.04% | +11+0.2% | 加碼 |
| City State Bank | 7,027 | $54.5 萬 | 0.22% | −49−0.7% | 減碼 |
| Keystone Financial Group | 7,034 | $54.6 萬 | 0.20% | +144+2.1% | 加碼 |
| NFP Retirement, Inc. | 7,072 | $54.9 萬 | 0.05% | +20+0.3% | 加碼 |
| Allegheny Financial Group LTD | 7,078 | $54.9 萬 | 0.16% | +96+1.4% | 加碼 |
| Beacon Investment Advisors LLC | 7,084 | $54.9 萬 | 0.28% | +24+0.3% | 加碼 |
| Peninsula Asset Management Inc | 7,090 | $55.0 萬 | 0.30% | −100−1.4% | 減碼 |
| Sentry LLC | 7,114 | $55.2 萬 | 0.10% | +5+0.1% | 加碼 |
| Country Trust Bank | 7,138 | $55.4 萬 | 0.01% | +3,505+96.5% | 加碼 |
| David J Yvars Group | 7,156 | $55.5 萬 | 0.35% | +4+0.1% | 加碼 |
| Sage Mountain Advisors LLC | 7,159 | $55.5 萬 | 0.05% | +2,391+50.1% | 加碼 |
| Norden Group LLC | 7,255 | $56.3 萬 | 0.11% | +2,011+38.3% | 加碼 |
| Formidable Asset Management, LLC | 7,278 | $56.5 萬 | 0.09% | +143+2.0% | 加碼 |
| Fiduciary Trust Co | 7,279 | $56.5 萬 | 0.01% | −133−1.8% | 減碼 |
| Beaumont Asset Management, L.L.C. | 7,332 | $56.9 萬 | 0.37% | +198+2.8% | 加碼 |
| Cidel Asset Management Inc | 7,346 | $57.0 萬 | 0.04% | +193+2.7% | 加碼 |
| Strategic Wealth Partners, Ltd. | 7,354 | $57.0 萬 | 0.06% | −26−0.4% | 減碼 |
| Wulff, Hansen & Co. | 7,363 | $57.1 萬 | 0.56% | 00.0% | 不變 |
| Asset Planning Corporation | 7,400 | $57.4 萬 | 0.43% | +7,400 | 新進 |
| Atlas Brown,Inc. | 7,415 | $57.5 萬 | 0.21% | +56+0.8% | 加碼 |
| Novak & Powell Financial Services, Inc. | 7,436 | $57.7 萬 | 0.36% | 00.0% | 不變 |
| Archer Investment Corp | 7,457 | $57.8 萬 | 0.17% | +107+1.5% | 加碼 |
| Conning Inc. | 7,457 | $57.8 萬 | 0.02% | +356+5.0% | 加碼 |
| Sar Wealth Management Group, LLC | 7,459 | $57.9 萬 | 0.41% | +69+0.9% | 加碼 |
| Lakeshore Financial Planning, Inc. | 7,465 | $57.9 萬 | 0.28% | +54+0.7% | 加碼 |
| Aviance Capital Partners, LLC | 7,487 | $58.1 萬 | 0.08% | +102+1.4% | 加碼 |
| Skyline Advisors, Inc. | 7,507 | $58.2 萬 | 0.25% | 00.0% | 不變 |
| Firestone Capital Management | 7,524 | $58.4 萬 | 0.16% | 00.0% | 不變 |
| Northstar Advisory Group, LLC | 7,556 | $58.6 萬 | 0.34% | −38−0.5% | 減碼 |
| SageView Advisory Group, LLC | 7,604 | $59.0 萬 | 0.03% | +7,604 | 新進 |
| Grove Bank & Trust | 7,606 | $59.0 萬 | 0.09% | −523−6.4% | 減碼 |
| Centre Asset Management, LLC | 7,603 | $59.0 萬 | 0.14% | −2,540−25.0% | 減碼 |
| Mainsail Asset Management, LLC | 7,632 | $59.2 萬 | 0.47% | 00.0% | 不變 |
| JT Stratford LLC | 7,647 | $59.3 萬 | 0.11% | −907−10.6% | 減碼 |
| Chicago Trust Co NA | 7,704 | $59.8 萬 | 0.12% | −611−7.3% | 減碼 |
| Bath Savings Trust Co | 7,708 | $59.8 萬 | 0.06% | −300−3.7% | 減碼 |
| Prairie Sky Financial Group LLC | 7,745 | $60.1 萬 | 0.37% | 00.0% | 不變 |
| Richwood Investment Advisors, LLC | 7,753 | $60.1 萬 | 0.53% | −300−3.7% | 減碼 |
| Ambassador Advisors, LLC | 7,781 | $60.4 萬 | 0.11% | +144+1.9% | 加碼 |
| Certified Advisory Corp | 7,787 | $60.4 萬 | 0.08% | +7,787 | 新進 |
| IVC Wealth Advisors LLC | 7,806 | $60.6 萬 | 0.34% | +1,205+18.3% | 加碼 |
| Thrive Wealth Management, LLC | 7,812 | $60.6 萬 | 0.12% | +238+3.1% | 加碼 |
| Baader Bank INC | 7,974 | $60.9 萬 | 0.05% | +7,974 | 新進 |
| Gotham Asset Management, LLC | 7,869 | $61.0 萬 | 0.01% | +2,355+42.7% | 加碼 |
| Ameritas Advisory Services, LLC | 7,872 | $61.1 萬 | 0.02% | −638−7.5% | 減碼 |
| Wealth Dimensions Group, Ltd. | 7,890 | $61.2 萬 | 0.17% | −630−7.4% | 減碼 |
| W Advisors, LLC | 7,901 | $61.3 萬 | 0.40% | +51+0.6% | 加碼 |
| Park Place Capital Corp | 7,936 | $61.6 萬 | 0.20% | −2,072−20.7% | 減碼 |
| Aprio Wealth Management, LLC | 7,936 | $61.6 萬 | 0.11% | +3,999+101.6% | 加碼 |
| McLean Asset Management Corp | 7,854 | $61.6 萬 | 0.20% | +216+2.8% | 加碼 |
| First Command Advisory Services, Inc. | 7,984 | $61.9 萬 | 0.01% | −202−2.5% | 減碼 |
| Geometric Wealth Advisors | 8,004 | $62.1 萬 | 0.13% | +8,004 | 新進 |
| Baker Boyer National Bank | 8,041 | $62.4 萬 | 0.22% | −3,700−31.5% | 減碼 |
| Diversify Advisory Services, LLC | 7,985 | $62.4 萬 | 0.03% | +496+6.6% | 加碼 |
| GeoWealth Management, LLC | 8,066 | $62.6 萬 | 0.03% | +1,709+26.9% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 8,127 | $63.0 萬 | 0.09% | +21+0.3% | 加碼 |
| Element Wealth, LLC | 8,140 | $63.1 萬 | 0.36% | +601+8.0% | 加碼 |
| Autumn Glory Partners, LLC | 8,185 | $63.5 萬 | 0.32% | +1,190+17.0% | 加碼 |
| Franklin Street Advisors Inc | 8,184 | $63.5 萬 | 0.05% | +9+0.1% | 加碼 |
| Atlantic Union Bankshares Corp | 8,234 | $63.9 萬 | 0.04% | −10.0% | 減碼 |
| BIP Wealth, LLC | 8,236 | $63.9 萬 | 0.05% | −2,714−24.8% | 減碼 |
| Cullen/Frost Bankers, Inc. | 8,237 | $63.9 萬 | 0.01% | −7,448−47.5% | 減碼 |
| Beacon Financial Group | 8,253 | $64.0 萬 | 0.07% | +127+1.6% | 加碼 |
| Successful Portfolios LLC | 8,323 | $64.6 萬 | 0.45% | −545−6.1% | 減碼 |
| AMG National Trust Bank | 8,328 | $64.6 萬 | 0.02% | +8,328 | 新進 |
| Montecito Bank & Trust | 8,338 | $64.7 萬 | 0.13% | −295−3.4% | 減碼 |
| Rodgers Brothers Inc. | 8,343 | $64.7 萬 | 0.09% | 00.0% | 不變 |
| Insight Inv LLC | 8,350 | $64.8 萬 | 0.56% | −355−4.1% | 減碼 |
| First Manhattan Co | 8,356 | $64.8 萬 | 0.00% | +34+0.4% | 加碼 |
| William Allan, LLC | 8,373 | $65.0 萬 | 0.43% | −110−1.3% | 減碼 |
| Adapt Wealth Advisors, LLC | 8,456 | $65.6 萬 | 0.41% | +4,994+144.3% | 加碼 |
| Skopos Labs, Inc. | 9,242 | $65.7 萬 | 0.28% | 00.0% | 不變 |
| MONECO Advisors, LLC | 8,474 | $65.7 萬 | 0.10% | +32+0.4% | 加碼 |
| Mechanics Financial Corp | 8,519 | $66.1 萬 | 0.34% | +10+0.1% | 加碼 |
| Kovitz Investment Group Partners, LLC | 8,526 | $66.2 萬 | 0.01% | +2,885+51.1% | 加碼 |
| First Dallas Securities Inc. | 8,570 | $66.5 萬 | 0.29% | +150+1.8% | 加碼 |
| Chicago Partners Investment Group LLC | 8,014 | $66.8 萬 | 0.03% | −804−9.1% | 減碼 |
| Valley Brook Capital Group | 8,650 | $67.1 萬 | 0.52% | +20.0% | 加碼 |
| Buck Wealth Strategies, LLC | 8,666 | $67.2 萬 | 0.20% | −89,961−91.2% | 減碼 |
| Carmichael Hill & Associates, Inc. | 8,669 | $67.2 萬 | 0.27% | −284−3.2% | 減碼 |
| Exencial Wealth Advisors, LLC | 8,683 | $67.4 萬 | 0.03% | −161−1.8% | 減碼 |
| Howard Capital Management Group, LLC | 8,698 | $67.5 萬 | 0.05% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 8,709 | $67.6 萬 | 0.02% | +274+3.2% | 加碼 |
| ProVise Management Group, LLC | 8,724 | $67.7 萬 | 0.06% | −480−5.2% | 減碼 |
| Retirement Guys Formula LLC | 8,726 | $67.7 萬 | 0.32% | −817−8.6% | 減碼 |
| Roberts Glore & Co Inc | 8,727 | $67.7 萬 | 0.20% | −163−1.8% | 減碼 |
| Vista Capital Partners, Inc. | 8,743 | $67.8 萬 | 0.08% | +118+1.4% | 加碼 |
| Shulman DeMeo Asset Management LLC | 8,787 | $68.2 萬 | 0.18% | +165+1.9% | 加碼 |
| Gables Capital Management Inc. | 8,796 | $68.2 萬 | 0.36% | 00.0% | 不變 |
| KPP Advisory Services LLC | 8,833 | $68.5 萬 | 0.18% | −70−0.8% | 減碼 |
| Rehmann Capital Advisory Group | 8,850 | $68.7 萬 | 0.05% | +7+0.1% | 加碼 |
| Cypress Capital Group | 8,948 | $69.4 萬 | 0.08% | 00.0% | 不變 |
| Community Bank of Raymore | 8,950 | $69.4 萬 | 0.54% | 00.0% | 不變 |
| Kennedy Investment Group | 8,956 | $69.5 萬 | 0.35% | +235+2.7% | 加碼 |
| Home Federal Bank of Tennessee | 8,990 | $69.7 萬 | 0.21% | +100+1.1% | 加碼 |
| Modera Wealth Management, LLC | 9,048 | $70.2 萬 | 0.01% | +124+1.4% | 加碼 |
| Wells Trecaso Financial Group, LLC | 9,055 | $70.2 萬 | 0.24% | 00.0% | 不變 |