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 |
|---|---|---|---|---|---|
| Goelzer Investment Management, Inc. | 62,758 | $486.8 萬 | 0.27% | −1,105−1.7% | 減碼 |
| BCJ Capital Management, LLC | 62,556 | $485.2 萬 | 0.39% | +62,556 | 新進 |
| Schaper Benz & Wise Investment Counsel Inc | 62,199 | $482.5 萬 | 0.42% | −7,320−10.5% | 減碼 |
| Stratos Wealth Partners, LTD. | 62,186 | $482.4 萬 | 0.08% | +353+0.6% | 加碼 |
| SpiderRock Advisors, LLC | 61,910 | $480.2 萬 | 0.13% | −50−0.1% | 減碼 |
| Louisiana State Employees Retirement System | 61,900 | $480.2 萬 | 0.09% | −1,600−2.5% | 減碼 |
| First Citizens Bank & Trust Co | 61,607 | $477.9 萬 | 0.09% | −572−0.9% | 減碼 |
| American Trust Investment Advisors, LLC | 60,782 | $471.5 萬 | 2.29% | +4,637+8.3% | 加碼 |
| Clearbridge Investments, LLC | 60,765 | $471.4 萬 | 0.00% | −1,725−2.8% | 減碼 |
| Profund Advisors LLC | 60,376 | $468.3 萬 | 0.17% | +19,682+48.4% | 加碼 |
| Schnieders Capital Management LLC | 60,274 | $467.5 萬 | 0.94% | +2,175+3.7% | 加碼 |
| Bridge Creek Capital Management LLC | 59,715 | $463.2 萬 | 1.49% | −198−0.3% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 59,467 | $461.3 萬 | 0.47% | −7,618−11.4% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 58,646 | $454.9 萬 | 0.05% | −2,888−4.7% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 58,067 | $450.4 萬 | 0.23% | −12,555−17.8% | 減碼 |
| Clearstead Advisors, LLC | 57,977 | $449.7 萬 | 0.08% | +49,643+595.7% | 加碼 |
| Bayesian Capital Management, LP | 57,300 | $444.5 萬 | 0.51% | +57,300 | 新進 |
| Park Avenue Securities LLC | 57,214 | $443.8 萬 | 0.05% | +1,045+1.9% | 加碼 |
| Great Valley Advisor Group, Inc. | 56,988 | $442.1 萬 | 0.12% | +4,927+9.5% | 加碼 |
| United Bank | 56,508 | $438.3 萬 | 2.19% | +346+0.6% | 加碼 |
| First Personal Financial Services | 55,954 | $434.0 萬 | 0.98% | +2,086+3.9% | 加碼 |
| Pathway Financial Advisers, LLC | 56,007 | $433.6 萬 | 1.55% | −584−1.0% | 減碼 |
| Trinity Legacy Partners, LLC | 55,587 | $431.2 萬 | 1.23% | +434+0.8% | 加碼 |
| UniSuper Management Pty Ltd | 55,425 | $429.9 萬 | 0.04% | +27,248+96.7% | 加碼 |
| Nordea Investment Management AB | 55,019 | $426.7 萬 | 0.01% | +2,166+4.1% | 加碼 |
| New Mexico Educational Retirement Board | 54,987 | $426.5 萬 | 0.15% | 00.0% | 不變 |
| Trajan Wealth LLC | 54,804 | $425.1 萬 | 0.27% | −583−1.1% | 減碼 |
| First Bank & Trust | 54,775 | $424.9 萬 | 0.87% | −271−0.5% | 減碼 |
| Kestra Private Wealth Services, LLC | 54,771 | $424.9 萬 | 0.09% | −2,172−3.8% | 減碼 |
| Planning Capital Management Corp | 53,690 | $416.5 萬 | 2.94% | −2,243−4.0% | 減碼 |
| Wealthcare Advisory Partners LLC | 53,445 | $414.6 萬 | 0.13% | −1,589−2.9% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 78,437 | $412.0 萬 | 0.02% | −95,675−55.0% | 減碼 |
| Wesbanco Bank Inc | 52,589 | $407.9 萬 | 0.15% | −795−1.5% | 減碼 |
| Ameritas Investment Partners, Inc. | 51,800 | $401.8 萬 | 0.14% | −245−0.5% | 減碼 |
| Main Street Financial Solutions, LLC | 51,599 | $400.3 萬 | 0.38% | +1,844+3.7% | 加碼 |
| Oakworth Capital, Inc. | 51,583 | $400.1 萬 | 0.29% | +1,185+2.4% | 加碼 |
| Montag A & Associates Inc | 51,551 | $399.9 萬 | 0.20% | +100.0% | 加碼 |
| Birmingham Capital Management Co Inc | 51,400 | $398.7 萬 | 1.56% | −8,250−13.8% | 減碼 |
| Summit Financial, LLC | 51,017 | $395.7 萬 | 0.18% | +33,063+184.2% | 加碼 |
| Advisors Asset Management, Inc. | 50,908 | $394.9 萬 | 0.08% | −2,012−3.8% | 減碼 |
| Sequoia Financial Advisors, LLC | 50,652 | $392.9 萬 | 0.05% | +5,201+11.4% | 加碼 |
| Money Concepts Capital Corp | 50,585 | $392.4 萬 | 0.33% | −328−0.6% | 減碼 |
| Sugarloaf Wealth Management, LLC | 49,860 | $386.8 萬 | 0.78% | −150.0% | 減碼 |
| Bremer Bank National Association | 49,759 | $386.0 萬 | 0.75% | −1,921−3.7% | 減碼 |
| Essex Financial Services, Inc. | 44,442 | $384.3 萬 | 0.29% | +10,106+29.4% | 加碼 |
| All Terrain Financial Advisors, LLC | 49,498 | $384.0 萬 | 1.61% | +374+0.8% | 加碼 |
| Apollon Wealth Management, LLC | 49,079 | $380.7 萬 | 0.12% | +2,919+6.3% | 加碼 |
| Caxton Associates LP | 48,547 | $376.6 萬 | 0.15% | +48,547 | 新進 |
| Csenge Advisory Group | 48,445 | $375.8 萬 | 0.21% | +3,771+8.4% | 加碼 |
| Greatmark Investment Partners, Inc. | 48,105 | $373.2 萬 | 0.54% | −248−0.5% | 減碼 |
| Shorepoint Capital Partners LLC | 47,955 | $372.0 萬 | 0.87% | +1,013+2.2% | 加碼 |
| Signaturefd, LLC | 47,882 | $371.4 萬 | 0.08% | +1,541+3.3% | 加碼 |
| Laurel Wealth Advisors LLC | 47,609 | $369.3 萬 | 0.65% | −2,496−5.0% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 46,965 | $364.3 萬 | 0.17% | +2,111+4.7% | 加碼 |
| Argent Trust Co | 46,655 | $361.9 萬 | 0.16% | +5,733+14.0% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 46,293 | $359.1 萬 | 0.19% | +531+1.2% | 加碼 |
| Resources Investment Advisors, LLC. | 46,111 | $357.7 萬 | 0.04% | +9,631+26.4% | 加碼 |
| Morton Community Bank | 45,835 | $355.5 萬 | 1.00% | +3,180+7.5% | 加碼 |
| Equitable Holdings, Inc. | 45,804 | $355.3 萬 | 0.04% | −894−1.9% | 減碼 |
| Prime Capital Investment Advisors, LLC | 45,512 | $353.0 萬 | 0.05% | +4,515+11.0% | 加碼 |
| Virginia Wealth Management Group, Inc. | 45,421 | $352.3 萬 | 2.89% | −313−0.7% | 減碼 |
| Palisade Asset Management, LLC | 45,394 | $352.1 萬 | 0.36% | 00.0% | 不變 |
| Red Cedar Investment Management, LLC | 44,897 | $348.3 萬 | 0.47% | 00.0% | 不變 |
| Bessemer Group Inc | 44,887 | $348.1 萬 | 0.01% | +647+1.5% | 加碼 |
| Hengehold Capital Management LLC | 44,839 | $347.8 萬 | 0.36% | +179+0.4% | 加碼 |
| Parkside Investments, LLC | 44,800 | $347.5 萬 | 0.55% | +44,800 | 新進 |
| Waters Parkerson & Co., LLC | 44,454 | $344.8 萬 | 0.18% | +1,656+3.9% | 加碼 |
| Alpine Woods Capital Investors, LLC | 44,450 | $344.8 萬 | 0.53% | +2,649+6.3% | 加碼 |
| Level Four Advisory Services, LLC | 44,306 | $343.7 萬 | 0.15% | −21,923−33.1% | 減碼 |
| Rench Wealth Management, Inc. | 44,072 | $341.9 萬 | 1.23% | +752+1.7% | 加碼 |
| MTM Investment Management, LLC | 43,922 | $340.7 萬 | 1.40% | +33+0.1% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 43,726 | $339.2 萬 | 0.14% | +1,336+3.2% | 加碼 |
| Richard Bernstein Advisors LLC | 43,628 | $338.4 萬 | 0.07% | 00.0% | 不變 |
| Brown Advisory Inc | 43,569 | $338.0 萬 | 0.00% | +5,372+14.1% | 加碼 |
| Canandaigua National Bank & Trust Co | 43,413 | $336.8 萬 | 0.36% | −391−0.9% | 減碼 |
| Capital Fund Management S.A. | 43,111 | $334.4 萬 | 0.04% | −140,993−76.6% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 43,110 | $334.4 萬 | 0.15% | +25,832+149.5% | 加碼 |
| Tudor Investment Corp Et Al | 43,016 | $333.7 萬 | 0.04% | −15,539−26.5% | 減碼 |
| Fulton Bank, N.A. | 42,716 | $331.3 萬 | 0.13% | −1,423−3.2% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 41,716 | $323.6 萬 | 0.33% | −2,077−4.7% | 減碼 |
| Credit Agricole S A | 41,543 | $322.2 萬 | 0.02% | −39,096−48.5% | 減碼 |
| Nepsis, Inc. | 41,255 | $320.0 萬 | 0.86% | −878−2.1% | 減碼 |
| Panagora Asset Management Inc | 40,909 | $317.3 萬 | 0.02% | −38,191−48.3% | 減碼 |
| Merit Financial Group, LLC | 40,906 | $317.3 萬 | 0.07% | −1,994−4.6% | 減碼 |
| Mainstay Capital Management LLC | 40,830 | $316.7 萬 | 0.56% | +1,209+3.1% | 加碼 |
| TrueWealth Advisors, LLC | 40,818 | $316.6 萬 | 1.17% | +2,431+6.3% | 加碼 |
| Sovereign Financial Group, Inc. | 40,714 | $315.8 萬 | 0.79% | −502−1.2% | 減碼 |
| Patrick Mauro Investment Advisor, INC. | 40,592 | $314.9 萬 | 1.83% | −2,481−5.8% | 減碼 |
| Providence Capital Advisors, LLC | 40,535 | $314.4 萬 | 0.69% | +578+1.4% | 加碼 |
| NEOS Investment Management LLC | 40,368 | $313.1 萬 | 0.13% | +12,948+47.2% | 加碼 |
| HighPoint Advisor Group LLC | 37,314 | $311.1 萬 | 0.19% | +212+0.6% | 加碼 |
| Hodges Capital Management Inc. | 40,018 | $310.4 萬 | 0.21% | +40,018 | 新進 |
| Ronald Blue Trust, Inc. | 43,243 | $310.2 萬 | 0.04% | +920+2.2% | 加碼 |
| Intech Investment Management LLC | 39,926 | $309.7 萬 | 0.04% | −1,864−4.5% | 減碼 |
| RSM US Wealth Management LLC | 40,077 | $308.9 萬 | 0.05% | +24,777+161.9% | 加碼 |
| Great Lakes Advisors, LLC | 39,572 | $307.0 萬 | 0.03% | +3,266+9.0% | 加碼 |
| Lakeview Capital Partners, LLC | 42,738 | $306.6 萬 | 0.50% | 00.0% | 不變 |
| Everence Capital Management Inc | 41,691 | $306.4 萬 | 0.21% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 39,471 | $306.2 萬 | 0.10% | −4,760−10.8% | 減碼 |
| Avantax Planning Partners, Inc. | 39,194 | $304.0 萬 | 0.10% | −4,062−9.4% | 減碼 |