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 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 |
|---|---|---|---|---|---|
| Lokken Investment Group LLC | 4,785 | $37.1 萬 | 0.17% | 00.0% | 不變 |
| Wealth Management Associates, Inc. | 4,767 | $37.0 萬 | 0.17% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 4,785 | $36.8 萬 | 0.11% | +63+1.3% | 加碼 |
| Tranquility Partners, LLC | 4,746 | $36.8 萬 | 0.14% | 00.0% | 不變 |
| MKT Advisors LLC | 4,700 | $36.7 萬 | 0.18% | −375−7.4% | 減碼 |
| Cornerstone Wealth Management, LLC | 4,714 | $36.6 萬 | 0.03% | −892−15.9% | 減碼 |
| Boston Research & Management Inc | 4,710 | $36.5 萬 | 0.09% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 4,702 | $36.5 萬 | 0.03% | +34+0.7% | 加碼 |
| FineMark National Bank & Trust | 4,702 | $36.5 萬 | 0.01% | +40+0.9% | 加碼 |
| Argent Advisors, Inc. | 4,687 | $36.4 萬 | 0.14% | 00.0% | 不變 |
| Cutter & CO Brokerage, Inc. | 4,678 | $36.3 萬 | 0.09% | −252−5.1% | 減碼 |
| McGowan Group Asset Management, Inc. | 4,677 | $36.3 萬 | 0.05% | +45+1.0% | 加碼 |
| Bedel Financial Consulting, Inc. | 4,660 | $36.1 萬 | 0.05% | 00.0% | 不變 |
| Charles Schwab Trust Co | 4,659 | $36.1 萬 | 0.03% | −1,348−22.4% | 減碼 |
| EWG Elevate Inc. | 4,655 | $36.1 萬 | 0.13% | +632+15.7% | 加碼 |
| Thomas Story & Son LLC | 4,650 | $36.1 萬 | 0.16% | 00.0% | 不變 |
| Southland Equity Partners LLC | 4,650 | $36.1 萬 | 0.10% | −178−3.7% | 減碼 |
| Independence Bank of Kentucky | 4,640 | $36.0 萬 | 0.10% | 00.0% | 不變 |
| Howe & Rusling Inc | 4,639 | $36.0 萬 | 0.03% | +1,374+42.1% | 加碼 |
| Meridian Financial, LLC | 4,627 | $35.9 萬 | 0.26% | 00.0% | 不變 |
| Bridges Investment Management Inc | 4,625 | $35.9 萬 | 0.01% | +300+6.9% | 加碼 |
| Camden Capital, LLC | 4,619 | $35.8 萬 | 0.03% | −150−3.1% | 減碼 |
| Duncker Streett & Co Inc | 4,615 | $35.8 萬 | 0.07% | 00.0% | 不變 |
| Cape Cod Five Cents Savings Bank | 4,612 | $35.8 萬 | 0.03% | −359−7.2% | 減碼 |
| Aaron Wealth Advisors | 4,601 | $35.7 萬 | 0.05% | +1,276+38.4% | 加碼 |
| Violich Capital Management, Inc. | 4,595 | $35.6 萬 | 0.05% | 00.0% | 不變 |
| Robertson Stephens Wealth Management, LLC | 4,585 | $35.6 萬 | 0.02% | +740+19.2% | 加碼 |
| Madison Park Capital Advisors, LLC | 4,578 | $35.5 萬 | 0.30% | +4+0.1% | 加碼 |
| GHP Investment Advisors, Inc. | 4,555 | $35.3 萬 | 0.02% | +55+1.2% | 加碼 |
| Hummer Financial Advisory Services Inc | 4,550 | $35.3 萬 | 0.31% | −300−6.2% | 減碼 |
| CSM Advisors, LLC | 4,526 | $35.1 萬 | 0.02% | −100−2.2% | 減碼 |
| NSI Retail Advisors, LLC | 4,526 | $35.1 萬 | 0.06% | −100−2.2% | 減碼 |
| Smith Anglin Financial, LLC | 4,499 | $34.9 萬 | 0.04% | −665−12.9% | 減碼 |
| Capital Investment Counsel, Inc | 4,497 | $34.9 萬 | 0.05% | 00.0% | 不變 |
| World Equity Group, Inc. | 4,481 | $34.8 萬 | 0.10% | −3,439−43.4% | 減碼 |
| Semmax Financial Advisors Inc. | 3,980 | $34.7 萬 | 0.10% | +32+0.8% | 加碼 |
| FDx Advisors, Inc. | 4,473 | $34.7 萬 | 0.10% | −1,269−22.1% | 減碼 |
| Veracity Capital LLC | 4,471 | $34.7 萬 | 0.14% | +14+0.3% | 加碼 |
| Callan Family Office, LLC | 4,463 | $34.6 萬 | 0.07% | +4,463 | 新進 |
| Dorsey & Whitney Trust CO LLC | 4,462 | $34.6 萬 | 0.02% | +364+8.9% | 加碼 |
| Hanson & Doremus Investment Management | 4,461 | $34.6 萬 | 0.06% | 00.0% | 不變 |
| Investment House LLC | 4,455 | $34.6 萬 | 0.02% | +3+0.1% | 加碼 |
| Tucker Asset Management LLC | 4,454 | $34.5 萬 | 0.08% | −1,216−21.4% | 減碼 |
| Davis R M Inc | 4,452 | $34.5 萬 | 0.01% | +799+21.9% | 加碼 |
| Live Oak Private Wealth LLC | 4,449 | $34.5 萬 | 0.06% | +613+16.0% | 加碼 |
| J. L. Bainbridge & Co., Inc. | 4,441 | $34.4 萬 | 0.03% | +16+0.4% | 加碼 |
| SNS Financial Group, LLC | 4,437 | $34.4 萬 | 0.04% | +43+1.0% | 加碼 |
| Bey-Douglas LLC | 4,298 | $34.4 萬 | 0.32% | +14+0.3% | 加碼 |
| Austin Private Wealth, LLC | 4,432 | $34.4 萬 | 0.04% | +441+11.0% | 加碼 |
| Thompson Investment Management, Inc. | 4,424 | $34.3 萬 | 0.05% | 00.0% | 不變 |
| Ferguson Wellman Capital Management, Inc | 4,417 | $34.3 萬 | 0.01% | 00.0% | 不變 |
| Douglass Winthrop Advisors, LLC | 4,404 | $34.2 萬 | 0.01% | +204+4.9% | 加碼 |
| CTC Alternative Strategies, Ltd. | 4,398 | $34.1 萬 | 0.14% | +4,398 | 新進 |
| Wealthspan Partners, LLC | 4,382 | $34.0 萬 | 0.19% | +3+0.1% | 加碼 |
| TCI Wealth Advisors, Inc. | 4,380 | $34.0 萬 | 0.03% | −112−2.5% | 減碼 |
| Seelaus Asset Management LLC | 4,363 | $33.8 萬 | 0.34% | −150−3.3% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 4,346 | $33.7 萬 | 0.11% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 4,321 | $33.5 萬 | 0.10% | 00.0% | 不變 |
| Fonville Wealth Management LLC | 4,310 | $33.4 萬 | 0.13% | −352−7.6% | 減碼 |
| Trust Co of the South | 4,309 | $33.4 萬 | 0.08% | −81−1.8% | 減碼 |
| Longview Financial Advisors, Inc. | 4,304 | $33.4 萬 | 0.25% | +4+0.1% | 加碼 |
| Ascension Asset Management LLC | 4,302 | $33.4 萬 | 0.17% | 00.0% | 不變 |
| Commerzbank Aktiengesellschaft | 4,289 | $33.3 萬 | 0.01% | +221+5.4% | 加碼 |
| Walkner Condon Financial Advisors LLC | 4,291 | $33.3 萬 | 0.07% | +4,291 | 新進 |
| Inscription Capital, LLC | 4,282 | $33.2 萬 | 0.05% | +4+0.1% | 加碼 |
| St Germain D J Co Inc | 4,270 | $33.1 萬 | 0.02% | −1,311−23.5% | 減碼 |
| AlphaStar Capital Management, LLC | 4,248 | $33.0 萬 | 0.03% | +953+28.9% | 加碼 |
| Round Rock Advisors, LLC | 4,246 | $32.9 萬 | 0.08% | +125+3.0% | 加碼 |
| Aigen Investment Management, LP | 4,234 | $32.8 萬 | 0.06% | −14,062−76.9% | 減碼 |
| Institute for Wealth Management, LLC. | 4,220 | $32.7 萬 | 0.04% | +25+0.6% | 加碼 |
| Appleton Partners Inc | 4,220 | $32.7 萬 | 0.03% | −136−3.1% | 減碼 |
| Peak Asset Management, LLC | 4,210 | $32.7 萬 | 0.06% | −100−2.3% | 減碼 |
| Gentry Private Wealth, LLC | 4,205 | $32.6 萬 | 0.29% | +4,205 | 新進 |
| Moss Adams Wealth Advisors LLC | 4,203 | $32.6 萬 | 0.05% | +613+17.1% | 加碼 |
| Hall Capital Management Co Inc | 4,203 | $32.6 萬 | 0.16% | −45−1.1% | 減碼 |
| Gordian Capital Singapore Pte Ltd | 4,190 | $32.5 萬 | 0.19% | +4,190 | 新進 |
| Marex Group plc | 4,190 | $32.5 萬 | 0.01% | +4,190 | 新進 |
| L2 Asset Management, LLC | 4,178 | $32.4 萬 | 0.10% | +337+8.8% | 加碼 |
| Syverson Strege & Co | 4,177 | $32.4 萬 | 0.11% | +35+0.8% | 加碼 |
| Valued Retirements, Inc. | 4,169 | $32.3 萬 | 0.49% | −2,036−32.8% | 減碼 |
| Brandywine Oak Private Wealth LLC | 4,162 | $32.3 萬 | 0.03% | −340−7.6% | 減碼 |
| Buttonwood Financial Advisors Inc. | 4,143 | $32.1 萬 | 0.15% | −1,070−20.5% | 減碼 |
| Financial Engines Advisors L.L.C. | 4,138 | $32.1 萬 | 0.00% | +674+19.5% | 加碼 |
| Plante Moran Financial Advisors, LLC | 4,136 | $32.1 萬 | 0.03% | −87−2.1% | 減碼 |
| Willis Johnson & Associates, Inc. | 4,129 | $32.0 萬 | 0.03% | +15+0.4% | 加碼 |
| 1st Source Bank | 4,129 | $32.0 萬 | 0.02% | +10+0.2% | 加碼 |
| Johnson Financial Group, Inc. | 4,127 | $32.0 萬 | 0.02% | −701−14.5% | 減碼 |
| Patriot Investment Management Inc. | 4,110 | $31.9 萬 | 0.02% | −567−12.1% | 減碼 |
| Coastline Trust Co | 4,084 | $31.7 萬 | 0.04% | −300−6.8% | 減碼 |
| American State Bank (Iowa) | 4,081 | $31.7 萬 | 0.20% | +227+5.9% | 加碼 |
| ASB Consultores, LLC | 4,078 | $31.6 萬 | 0.11% | +20+0.5% | 加碼 |
| TRUE Private Wealth Advisors | 4,074 | $31.6 萬 | 0.04% | −52−1.3% | 減碼 |
| Values First Advisors, Inc. | 4,068 | $31.6 萬 | 0.19% | +661+19.4% | 加碼 |
| Wrapmanager Inc | 4,067 | $31.5 萬 | 0.09% | −1,425−25.9% | 減碼 |
| Flaharty Asset Management, LLC | 4,051 | $31.4 萬 | 0.05% | +401+11.0% | 加碼 |
| Penobscot Investment Management Company, Inc. | 4,050 | $31.4 萬 | 0.03% | 00.0% | 不變 |
| Lifeworks Advisors, LLC | 4,047 | $31.4 萬 | 0.09% | +579+16.7% | 加碼 |
| Apexium Financial, LP | 4,042 | $31.4 萬 | 0.02% | +572+16.5% | 加碼 |
| Fagan Associates, Inc. | 4,011 | $31.1 萬 | 0.05% | 00.0% | 不變 |
| Wayfinding Financial, LLC | 4,019 | $31.1 萬 | 0.18% | +97+2.5% | 加碼 |