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 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 | 2,371 | $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 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 |
|---|---|---|---|---|---|
| Kapstone Financial Advisors LLC | 5,886 | $53.0 萬 | 0.32% | 00.0% | 不變 |
| Cordatus Wealth Management LLC | 5,890 | $53.1 萬 | 0.19% | +77+1.3% | 加碼 |
| TBH Global Asset Management, LLC | 5,922 | $53.4 萬 | 0.12% | 00.0% | 不變 |
| Waldron Private Wealth LLC | 5,936 | $53.5 萬 | 0.02% | +1,015+20.6% | 加碼 |
| Diligent Investors, LLC | 5,948 | $53.6 萬 | 0.12% | +104+1.8% | 加碼 |
| LCNB Corp | 5,962 | $53.8 萬 | 0.19% | −109−1.8% | 減碼 |
| Sherbrooke Park Advisers LLC | 5,964 | $53.8 萬 | 0.12% | +5,964 | 新進 |
| Red Wave Investments LLC | 5,968 | $53.8 萬 | 0.19% | +147+2.5% | 加碼 |
| GPS Wealth Strategies Group, LLC | 5,976 | $53.9 萬 | 0.07% | −34−0.6% | 減碼 |
| Goldstone Financial Group, LLC | 5,978 | $53.9 萬 | 0.09% | +778+15.0% | 加碼 |
| Apella Capital, LLC | 5,891 | $54.0 萬 | 0.02% | +69+1.2% | 加碼 |
| Kingfisher Capital LLC | 5,993 | $54.0 萬 | 0.12% | +22+0.4% | 加碼 |
| Verus Financial Partners, Inc. | 5,950 | $54.1 萬 | 0.06% | 00.0% | 不變 |
| Schulhoff & Co Inc | 6,000 | $54.1 萬 | 0.23% | 00.0% | 不變 |
| Robertson Stephens Wealth Management, LLC | 6,006 | $54.2 萬 | 0.02% | +1,421+31.0% | 加碼 |
| Charter Trust Co | 6,007 | $54.2 萬 | 0.03% | −25−0.4% | 減碼 |
| Orion Investment Co | 6,011 | $54.2 萬 | 0.21% | −424−6.6% | 減碼 |
| PSI Advisors, LLC | 6,021 | $54.3 萬 | 0.16% | −100−1.6% | 減碼 |
| Wealth Management Associates, Inc. | 6,023 | $54.3 萬 | 0.24% | +1,256+26.3% | 加碼 |
| Graypoint LLC | 6,026 | $54.3 萬 | 0.03% | −627−9.4% | 減碼 |
| Cranbrook Wealth Management, LLC | 6,036 | $54.4 萬 | 0.12% | 00.0% | 不變 |
| Commerzbank Aktiengesellschaft | 6,050 | $54.6 萬 | 0.01% | +1,761+41.1% | 加碼 |
| Atlas Wealth Partners, LLC | 6,072 | $54.8 萬 | 0.84% | +6,072 | 新進 |
| Elevate Wealth Advisory, Inc | 6,077 | $54.8 萬 | 0.41% | −12−0.2% | 減碼 |
| Atlas Brown,Inc. | 6,086 | $54.9 萬 | 0.19% | −1,329−17.9% | 減碼 |
| Citizens Business Bank | 6,099 | $55.0 萬 | 0.11% | −159−2.5% | 減碼 |
| AlphaStar Capital Management, LLC | 6,099 | $55.0 萬 | 0.04% | +1,851+43.6% | 加碼 |
| Summitry LLC | 6,100 | $55.0 萬 | 0.03% | 00.0% | 不變 |
| Arlington Trust Co LLC | 6,106 | $55.1 萬 | 0.12% | 00.0% | 不變 |
| BlueCrest Capital Management Ltd | 6,109 | $55.1 萬 | 0.13% | +6,109 | 新進 |
| NorthCrest Asset Manangement, LLC | 6,119 | $55.2 萬 | 0.02% | +505+9.0% | 加碼 |
| SFMG, LLC | 6,153 | $55.5 萬 | 0.04% | −60−1.0% | 減碼 |
| Heritage Wealth Advisors | 6,174 | $55.7 萬 | 0.03% | +70+1.1% | 加碼 |
| Probity Advisors, Inc. | 6,200 | $55.9 萬 | 0.11% | −400−6.1% | 減碼 |
| 9258 Wealth Management, LLC | 6,234 | $56.2 萬 | 0.08% | +651+11.7% | 加碼 |
| Insigneo Advisory Services, LLC | 6,260 | $56.5 萬 | 0.06% | −1,911−23.4% | 減碼 |
| Moloney Securities Asset Management, LLC | 6,274 | $56.6 萬 | 0.08% | −321−4.9% | 減碼 |
| Moseley Investment Management Inc | 6,276 | $56.6 萬 | 0.23% | +12+0.2% | 加碼 |
| Trust Co of Virginia | 6,288 | $56.7 萬 | 0.05% | −14−0.2% | 減碼 |
| Abound Wealth Management | 6,317 | $57.0 萬 | 0.19% | +242+4.0% | 加碼 |
| Syon Capital LLC | 6,377 | $57.5 萬 | 0.05% | −20−0.3% | 減碼 |
| OneAscent Financial Services LLC | 6,390 | $57.6 萬 | 0.41% | +6,390 | 新進 |
| Epoch Investment Partners, Inc. | 6,388 | $57.6 萬 | 0.00% | +10+0.2% | 加碼 |
| Driehaus Capital Management LLC | 6,393 | $57.7 萬 | 0.00% | +360+6.0% | 加碼 |
| BCR Wealth Strategies, LLC | 6,418 | $57.8 萬 | 0.27% | −442−6.4% | 減碼 |
| CX Institutional | 6,425 | $57.9 萬 | 0.03% | +70+1.1% | 加碼 |
| Optimum Investment Advisors | 6,433 | $58.0 萬 | 0.25% | −500−7.2% | 減碼 |
| Prosperity Financial Group, Inc. | 6,434 | $58.0 萬 | 0.33% | −232−3.5% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 6,443 | $58.1 萬 | 0.06% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 6,487 | $58.5 萬 | 0.02% | −119−1.8% | 減碼 |
| Clarius Group, LLC | 6,528 | $58.6 萬 | 0.04% | −228−3.4% | 減碼 |
| Moneta Group Investment Advisors LLC | 6,507 | $58.7 萬 | 0.01% | +367+6.0% | 加碼 |
| Stratos Wealth Advisors, LLC | 6,508 | $58.7 萬 | 0.03% | −197−2.9% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 6,514 | $58.7 萬 | 0.09% | +107+1.7% | 加碼 |
| KC Investment Advisors, LLC | 6,518 | $58.8 萬 | 0.25% | +623+10.6% | 加碼 |
| Cyndeo Wealth Partners, LLC | 6,522 | $58.8 萬 | 0.04% | +339+5.5% | 加碼 |
| Novare Capital Management LLC | 6,525 | $58.8 萬 | 0.05% | +26+0.4% | 加碼 |
| NFP Retirement, Inc. | 6,530 | $58.9 萬 | 0.05% | −542−7.7% | 減碼 |
| Thrive Wealth Management, LLC | 6,562 | $59.2 萬 | 0.11% | −1,250−16.0% | 減碼 |
| Tradition Wealth Management, LLC | 6,564 | $59.2 萬 | 0.05% | +10+0.2% | 加碼 |
| Lake Street Advisors Group, LLC | 6,578 | $59.3 萬 | 0.03% | +91+1.4% | 加碼 |
| Brady Family Wealth, LLC | 6,580 | $59.3 萬 | 0.18% | 00.0% | 不變 |
| Intrua Financial, LLC | 6,582 | $59.4 萬 | 0.10% | −6,616−50.1% | 減碼 |
| Beta Wealth Group, Inc. | 6,616 | $59.7 萬 | 0.27% | −200−2.9% | 減碼 |
| Welch & Forbes LLC | 6,617 | $59.7 萬 | 0.01% | +77+1.2% | 加碼 |
| BOS Asset Management, LLC | 6,638 | $59.9 萬 | 0.22% | −174−2.6% | 減碼 |
| Gratus Wealth Advisors, LLC | 6,737 | $59.9 萬 | 0.10% | +1,081+19.1% | 加碼 |
| Congress Asset Management Co | 6,647 | $59.9 萬 | 0.00% | 00.0% | 不變 |
| Alpha Cubed Investments, LLC | 6,667 | $60.1 萬 | 0.03% | +636+10.5% | 加碼 |
| Haverford Trust Co | 6,672 | $60.2 萬 | 0.01% | +306+4.8% | 加碼 |
| Builder Investment Group Inc | 6,729 | $60.7 萬 | 0.16% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 6,740 | $60.8 萬 | 0.12% | +181+2.8% | 加碼 |
| River Wealth Advisors LLC | 6,753 | $60.9 萬 | 0.08% | +40+0.6% | 加碼 |
| Van Hulzen Asset Management, LLC | 6,770 | $61.1 萬 | 0.04% | −94−1.4% | 減碼 |
| TCG Advisory Services, LLC | 6,781 | $61.2 萬 | 0.03% | +850+14.3% | 加碼 |
| Stokes Capital Advisors, LLC | 6,794 | $61.3 萬 | 0.16% | 00.0% | 不變 |
| Union Savings Bank | 6,796 | $61.3 萬 | 0.30% | −190−2.7% | 減碼 |
| Islay Capital Management, LLC | 6,815 | $61.5 萬 | 0.41% | 00.0% | 不變 |
| Abel Hall, LLC | 6,830 | $61.6 萬 | 0.40% | +120+1.8% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 6,884 | $62.1 萬 | 0.13% | 00.0% | 不變 |
| Mraz, Amerine & Associates, Inc. | 6,890 | $62.1 萬 | 0.11% | 00.0% | 不變 |
| Tritonpoint Wealth, LLC | 6,900 | $62.2 萬 | 0.06% | +306+4.6% | 加碼 |
| Baldwin Brothers Inc | 6,903 | $62.3 萬 | 0.04% | +30.0% | 加碼 |
| Atlantic Trust, LLC | 6,907 | $62.3 萬 | 0.15% | +30+0.4% | 加碼 |
| Patten Group, Inc. | 6,928 | $62.5 萬 | 0.14% | +631+10.0% | 加碼 |
| Nations Financial Group Inc, | 6,933 | $62.5 萬 | 0.05% | −82−1.2% | 減碼 |
| Chicago Capital, LLC | 6,941 | $62.6 萬 | 0.02% | 00.0% | 不變 |
| Breakwater Capital Group | 6,953 | $62.7 萬 | 0.13% | +57+0.8% | 加碼 |
| Sound Income Strategies, LLC | 6,955 | $62.7 萬 | 0.04% | −6−0.1% | 減碼 |
| Client 1st Advisory Group, LLC | 6,961 | $62.8 萬 | 0.25% | +158+2.3% | 加碼 |
| Perpetual Ltd | 6,984 | $63.0 萬 | 0.01% | 00.0% | 不變 |
| City State Bank | 7,017 | $63.3 萬 | 0.23% | −10−0.1% | 減碼 |
| Angeles Investment Advisors, LLC | 7,019 | $63.3 萬 | 0.03% | +164+2.4% | 加碼 |
| Lowe Brockenbrough & Co Inc | 7,019 | $63.3 萬 | 0.04% | +544+8.4% | 加碼 |
| First Dallas Securities Inc. | 7,020 | $63.3 萬 | 0.26% | −1,550−18.1% | 減碼 |
| Peninsula Asset Management Inc | 7,090 | $63.9 萬 | 0.32% | 00.0% | 不變 |
| Beacon Investment Advisors LLC | 7,104 | $64.1 萬 | 0.30% | +20+0.3% | 加碼 |
| Lathrop Investment Management Corp | 7,108 | $64.1 萬 | 0.12% | +218+3.2% | 加碼 |
| Sentry LLC | 7,117 | $64.2 萬 | 0.12% | +30.0% | 加碼 |
| Howard Capital Management Inc. | 7,130 | $64.3 萬 | 0.01% | +7,130 | 新進 |