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 2,370 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 3 季 13F 持有人
Southern Co 在 2024/9/30 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
- 2,010
- 較 2024 年第 2 季 +144 家
- 持有股數
- 7.43 億
- 較 2024 年第 2 季 +8,951 萬 (+13.7%)
- 總市值
- $668.7 億
- 較 2024 年第 2 季 +$161.5 億 (+31.8%)
- 新進機構
- 218
- 另有 777 家加碼
- 清倉機構
- 74
- 另有 702 家減碼
另有 22 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 | 2,370 | $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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Aldebaran Financial Inc. | 3,450 | $31.1 萬 | 0.37% | 00.0% | 不變 |
| Spirit of America Management Corp | 3,450 | $31.1 萬 | 0.06% | +200+6.2% | 加碼 |
| Premier Path Wealth Partners, LLC | 3,458 | $31.2 萬 | 0.05% | +143+4.3% | 加碼 |
| Tennessee Valley Asset Management Partners | 3,425 | $31.2 萬 | 0.05% | +3,425 | 新進 |
| WealthBridge Capital Management, LLC | 3,460 | $31.2 萬 | 0.09% | −195−5.3% | 減碼 |
| Quotient Wealth Partners, LLC | 3,460 | $31.2 萬 | 0.01% | +219+6.8% | 加碼 |
| Old Second National Bank of Aurora | 3,471 | $31.3 萬 | 0.08% | +63+1.8% | 加碼 |
| Zullo Investment Group, Inc. | 3,475 | $31.3 萬 | 0.13% | +118+3.5% | 加碼 |
| First Citizens Financial Corp | 3,492 | $31.5 萬 | 0.17% | −35−1.0% | 減碼 |
| United Advisor Group, LLC | 3,492 | $31.5 萬 | 0.07% | +697+24.9% | 加碼 |
| St. Louis Trust Co | 3,500 | $31.6 萬 | 0.04% | 00.0% | 不變 |
| Rainey & Randall Investment Management Inc. | 3,506 | $31.6 萬 | 0.07% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 3,524 | $31.8 萬 | 0.13% | +2,592+278.1% | 加碼 |
| Syntegra Private Wealth Group, LLC | 3,546 | $32.0 萬 | 0.04% | 00.0% | 不變 |
| Kapitalo Investimentos Ltda | 3,556 | $32.1 萬 | 0.08% | +3,556 | 新進 |
| Auxano Advisors, LLC | 3,558 | $32.1 萬 | 0.08% | +16+0.5% | 加碼 |
| Fortitude Advisory Group L.L.C. | 3,560 | $32.1 萬 | 0.20% | −147−4.0% | 減碼 |
| Wela Strategies, Inc. | 3,563 | $32.1 萬 | 0.14% | +2+0.1% | 加碼 |
| Glass Wealth Management Co LLC | 3,565 | $32.1 萬 | 0.18% | 00.0% | 不變 |
| Willis Investment Counsel | 3,567 | $32.2 萬 | 0.02% | −150−4.0% | 減碼 |
| New Hampshire Trust | 3,569 | $32.2 萬 | 0.07% | +458+14.7% | 加碼 |
| FDx Advisors, Inc. | 3,566 | $32.2 萬 | 0.09% | −907−20.3% | 減碼 |
| Enclave Advisors LLC | 3,572 | $32.2 萬 | 0.05% | +3,572 | 新進 |
| King Wealth | 3,583 | $32.3 萬 | 0.05% | −126−3.4% | 減碼 |
| Tyler-Stone Wealth Management | 3,586 | $32.3 萬 | 0.06% | +2,175+154.1% | 加碼 |
| Philip James Wealth Mangement, LLC | 3,594 | $32.4 萬 | 0.04% | +3,594 | 新進 |
| Integris Wealth Management, LLC | 3,600 | $32.5 萬 | 0.09% | 00.0% | 不變 |
| Cooper Financial Group | 3,602 | $32.5 萬 | 0.04% | +374+11.6% | 加碼 |
| MBM Wealth Consultants, LLC | 3,606 | $32.5 萬 | 0.10% | −5−0.1% | 減碼 |
| Ascent Group, LLC | 3,607 | $32.5 萬 | 0.02% | +221+6.5% | 加碼 |
| Values First Advisors, Inc. | 3,617 | $32.6 萬 | 0.18% | −451−11.1% | 減碼 |
| Klingman & Associates, LLC | 3,621 | $32.7 萬 | 0.02% | +34+0.9% | 加碼 |
| Meadow Creek Wealth Advisors LLC | 3,623 | $32.7 萬 | 0.26% | +387+12.0% | 加碼 |
| Fulcrum Equity Management | 3,627 | $32.7 萬 | 0.28% | −365−9.1% | 減碼 |
| Enterprise Financial Services Corp | 3,648 | $32.9 萬 | 0.19% | −166−4.4% | 減碼 |
| Stonebridge Capital Advisors LLC | 3,650 | $32.9 萬 | 0.03% | +187+5.4% | 加碼 |
| Nikulski Financial, Inc. | 3,655 | $33.0 萬 | 0.10% | +3,655 | 新進 |
| Brown, Lisle/Cummings, Inc. | 3,657 | $33.0 萬 | 0.10% | −121−3.2% | 減碼 |
| Strategic Advisors LLC | 3,661 | $33.0 萬 | 0.06% | 00.0% | 不變 |
| Woodard & Co Asset Management Group Inc | 3,670 | $33.1 萬 | 0.07% | 00.0% | 不變 |
| MidWestOne Financial Group, Inc. | 3,672 | $33.1 萬 | 0.05% | 00.0% | 不變 |
| Retirement Income Solutions, Inc | 3,673 | $33.1 萬 | 0.08% | −200−5.2% | 減碼 |
| Kingdom Financial Group LLC. | 3,683 | $33.2 萬 | 0.25% | −10.0% | 減碼 |
| MBB Public Markets I LLC | 3,690 | $33.3 萬 | 0.03% | −75,730−95.4% | 減碼 |
| PDS Planning, Inc | 3,717 | $33.5 萬 | 0.03% | +724+24.2% | 加碼 |
| Wealth Group, Ltd. | 3,738 | $33.7 萬 | 0.23% | −1,954−34.3% | 減碼 |
| HC Advisors, LLC | 3,737 | $33.7 萬 | 0.28% | +3,737 | 新進 |
| WMG Financial Advisors, LLC | 3,739 | $33.7 萬 | 0.15% | +6+0.2% | 加碼 |
| Lloyd Advisory Services, LLC. | 3,740 | $33.7 萬 | 0.16% | −1,109−22.9% | 減碼 |
| O'Brien Greene & Co. Inc | 3,750 | $33.8 萬 | 0.11% | −71−1.9% | 減碼 |
| Johnson Financial Group, Inc. | 3,760 | $33.9 萬 | 0.02% | −367−8.9% | 減碼 |
| Catalina Capital Group, LLC | 3,767 | $34.0 萬 | 0.12% | +464+14.0% | 加碼 |
| Fulton Breakefield Broenniman LLC | 3,778 | $34.1 萬 | 0.02% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 3,787 | $34.2 萬 | 0.07% | +666+21.3% | 加碼 |
| Plato Investment Management Ltd | 3,792 | $34.2 萬 | 0.03% | +434+12.9% | 加碼 |
| Geller Advisors LLC | 3,791 | $34.2 萬 | 0.02% | +171+4.7% | 加碼 |
| Cornerstone Management, Inc. | 3,794 | $34.2 萬 | 0.07% | −8,498−69.1% | 減碼 |
| Meridian Investment Counsel Inc. | 3,802 | $34.3 萬 | 0.10% | 00.0% | 不變 |
| Bey-Douglas LLC | 4,298 | $34.4 萬 | 0.30% | 00.0% | 不變 |
| Trinity Financial Advisors LLC | 3,635 | $34.5 萬 | 0.15% | +11+0.3% | 加碼 |
| Engineers Gate Manager LP | 3,826 | $34.5 萬 | 0.01% | +3,826 | 新進 |
| Quent Capital, LLC | 3,838 | $34.6 萬 | 0.04% | −36−0.9% | 減碼 |
| FLC Capital Advisors | 3,840 | $34.6 萬 | 0.08% | 00.0% | 不變 |
| Colonial Trust Co | 3,844 | $34.7 萬 | 0.05% | +2,401+166.4% | 加碼 |
| Cabot Wealth Management Inc | 3,855 | $34.8 萬 | 0.04% | 00.0% | 不變 |
| Coastal Investment Advisors, Inc. | 3,871 | $34.8 萬 | 0.16% | −11,209−74.3% | 減碼 |
| Searle & Co. | 3,858 | $34.8 萬 | 0.09% | −1,914−33.2% | 減碼 |
| Narwhal Capital Management | 3,859 | $34.8 萬 | 0.03% | 00.0% | 不變 |
| LCM Capital Management Inc | 3,864 | $34.8 萬 | 0.20% | −110−2.8% | 減碼 |
| Peak Asset Management, LLC | 3,870 | $34.9 萬 | 0.07% | −340−8.1% | 減碼 |
| Fusion Capital, LLC | 3,876 | $35.0 萬 | 0.15% | +10+0.3% | 加碼 |
| Armstrong, Fleming & Moore, Inc | 3,879 | $35.0 萬 | 0.20% | 00.0% | 不變 |
| Palumbo Wealth Management LLC | 3,881 | $35.0 萬 | 0.14% | +377+10.8% | 加碼 |
| Douglass Winthrop Advisors, LLC | 3,881 | $35.0 萬 | 0.01% | −523−11.9% | 減碼 |
| BLB&B Advisors, LLC | 3,888 | $35.1 萬 | 0.02% | 00.0% | 不變 |
| Oxford Financial Group Ltd | 3,890 | $35.1 萬 | 0.02% | −1,429−26.9% | 減碼 |
| Coppell Advisory Solutions LLC | 3,894 | $35.1 萬 | 0.05% | −14−0.4% | 減碼 |
| Ellis Investment Partners, LLC | 3,891 | $35.1 萬 | 0.07% | +20+0.5% | 加碼 |
| Heartland Bank & Trust Co | 3,895 | $35.1 萬 | 0.19% | +15+0.4% | 加碼 |
| Semmax Financial Advisors Inc. | 4,008 | $35.2 萬 | 0.10% | +28+0.7% | 加碼 |
| Beck Mack & Oliver LLC | 3,900 | $35.2 萬 | 0.01% | 00.0% | 不變 |
| Colton Groome Financial Advisors, LLC | 3,900 | $35.2 萬 | 0.13% | 00.0% | 不變 |
| Plancorp, LLC | 3,909 | $35.3 萬 | 0.01% | +10.0% | 加碼 |
| Byrne Asset Management LLC | 3,925 | $35.4 萬 | 0.24% | – | – |
| OMNI 360 Wealth, Inc. | 3,930 | $35.4 萬 | 0.24% | 00.0% | 不變 |
| Bourne Lent Asset Management Inc | 3,931 | $35.4 萬 | 0.13% | 00.0% | 不變 |
| Morningstar Investment Services LLC | 3,950 | $35.6 萬 | 0.00% | +376+10.5% | 加碼 |
| Paces Ferry Wealth Advisors, LLC | 3,952 | $35.6 萬 | 0.21% | −55−1.4% | 減碼 |
| Altus Wealth Management, LLC | 3,973 | $35.8 萬 | 0.17% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 3,985 | $35.9 萬 | 0.05% | −235−5.6% | 減碼 |
| EntryPoint Capital, LLC | 3,997 | $36.0 萬 | 0.21% | +3,997 | 新進 |
| Elmwood Wealth Management, Inc. | 4,000 | $36.1 萬 | 0.15% | 00.0% | 不變 |
| Alps Advisors Inc | 4,000 | $36.1 萬 | 0.00% | +4,000 | 新進 |
| Inscription Capital, LLC | 4,008 | $36.1 萬 | 0.05% | −274−6.4% | 減碼 |
| Fagan Associates, Inc. | 4,011 | $36.2 萬 | 0.06% | 00.0% | 不變 |
| Drive Wealth Management, LLC | 4,012 | $36.2 萬 | 0.09% | +105+2.7% | 加碼 |
| Gentry Private Wealth, LLC | 4,029 | $36.3 萬 | 0.30% | −176−4.2% | 減碼 |
| Mogy Joel R Investment Counsel Inc | 4,033 | $36.4 萬 | 0.02% | −1,300−24.4% | 減碼 |
| Latitude Advisors, LLC | 4,046 | $36.5 萬 | 0.21% | +139+3.6% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 4,049 | $36.5 萬 | 0.06% | +45+1.1% | 加碼 |