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 4 季 13F 持有人
Southern Co 在 2024/12/31 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
- 2,126
- 較 2024 年第 3 季 +146 家
- 持有股數
- 7.47 億
- 較 2024 年第 3 季 +712.5 萬 (+1.0%)
- 總市值
- $614.5 億
- 較 2024 年第 3 季 −$50.5 億 (−7.6%)
- 新進機構
- 271
- 另有 876 家加碼
- 清倉機構
- 125
- 另有 675 家減碼
另有 30 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| McLean Asset Management Corp | 7,857 | $64.7 萬 | 0.19% | +20.0% | 加碼 |
| Wealth Dimensions Group, Ltd. | 7,908 | $65.1 萬 | 0.16% | +78+1.0% | 加碼 |
| St Germain D J Co Inc | 7,920 | $65.2 萬 | 0.03% | +3,650+85.5% | 加碼 |
| AdvisorNet Financial, Inc | 7,949 | $65.4 萬 | 0.05% | +655+9.0% | 加碼 |
| Cullen/Frost Bankers, Inc. | 7,955 | $65.5 萬 | 0.01% | +368+4.9% | 加碼 |
| W Advisors, LLC | 7,968 | $65.6 萬 | 0.41% | −20−0.3% | 減碼 |
| Fiduciary Trust Co | 7,968 | $65.6 萬 | 0.01% | +400+5.3% | 加碼 |
| OneAscent Financial Services LLC | 7,990 | $65.8 萬 | 0.06% | +1,600+25.0% | 加碼 |
| Archer Investment Corp | 8,007 | $65.9 萬 | 0.18% | 00.0% | 不變 |
| Geometric Wealth Advisors | 8,021 | $66.0 萬 | 0.12% | +17+0.2% | 加碼 |
| Engineers Gate Manager LP | 8,036 | $66.2 萬 | 0.01% | +4,210+110.0% | 加碼 |
| Lakeshore Financial Planning, Inc. | 8,064 | $66.4 萬 | 0.28% | +51+0.6% | 加碼 |
| Groesbeck Investment Management Corp | 8,100 | $66.7 萬 | 0.87% | +8,100 | 新進 |
| Beacon Financial Group | 8,104 | $66.7 萬 | 0.07% | −31−0.4% | 減碼 |
| Private Capital Management, LLC | 8,122 | $66.9 萬 | 0.07% | 00.0% | 不變 |
| Norden Group LLC | 8,124 | $66.9 萬 | 0.08% | +294+3.8% | 加碼 |
| Benin Management CORP | 8,125 | $66.9 萬 | 0.18% | −366−4.3% | 減碼 |
| Autumn Glory Partners, LLC | 8,185 | $67.4 萬 | 0.33% | −8,823−51.9% | 減碼 |
| Franklin Street Advisors Inc | 8,191 | $67.4 萬 | 0.04% | +5+0.1% | 加碼 |
| Baker Avenue Asset Management, LP | 8,202 | $67.5 萬 | 0.02% | +166+2.1% | 加碼 |
| Northstar Advisory Group, LLC | 8,206 | $67.6 萬 | 0.34% | +504+6.5% | 加碼 |
| Atlantic Union Bankshares Corp | 8,234 | $67.8 萬 | 0.04% | 00.0% | 不變 |
| ProVise Management Group, LLC | 8,266 | $68.0 萬 | 0.06% | −1,035−11.1% | 減碼 |
| Aviance Capital Partners, LLC | 8,298 | $68.3 萬 | 0.09% | +6+0.1% | 加碼 |
| Oxford Asset Management LLP | 8,302 | $68.3 萬 | 0.30% | +8,302 | 新進 |
| Valley Brook Capital Group | 8,304 | $68.4 萬 | 0.51% | −348−4.0% | 減碼 |
| Successful Portfolios LLC | 8,314 | $68.4 萬 | 0.46% | +10.0% | 加碼 |
| Element Wealth, LLC | 8,317 | $68.5 萬 | 0.36% | −168−2.0% | 減碼 |
| Park Square Financial Group, LLC | 8,322 | $68.5 萬 | 0.47% | +8,322 | 新進 |
| Park National Corp | 8,334 | $68.6 萬 | 0.03% | −521−5.9% | 減碼 |
| Rodgers Brothers Inc. | 8,343 | $68.7 萬 | 0.09% | 00.0% | 不變 |
| Triad Wealth Partners, LLC | 8,358 | $68.8 萬 | 0.25% | +8,358 | 新進 |
| Shell Asset Management Co | 8,366 | $68.9 萬 | 0.03% | +2,865+52.1% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 8,380 | $69.0 萬 | 0.04% | −1,507−15.2% | 減碼 |
| Haverford Trust Co | 8,438 | $69.5 萬 | 0.01% | +1,766+26.5% | 加碼 |
| Capstone Investment Advisors, LLC | 8,448 | $69.5 萬 | 0.01% | +6,093+258.7% | 加碼 |
| McGlone Suttner Wealth Management, Inc. | 8,449 | $69.6 萬 | 0.12% | +523+6.6% | 加碼 |
| Midland Wealth Advisors LLC | 8,465 | $69.7 萬 | 0.04% | −403−4.5% | 減碼 |
| Allred Capital Management, LLC | 8,482 | $69.8 萬 | 0.27% | +8+0.1% | 加碼 |
| William Allan, LLC | 8,508 | $70.0 萬 | 0.43% | +30+0.4% | 加碼 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 8,528 | $70.2 萬 | 0.69% | +8,528 | 新進 |
| Wagner Wealth Management, LLC | 8,529 | $70.2 萬 | 0.18% | +849+11.1% | 加碼 |
| Agf Management Ltd | 8,536 | $70.3 萬 | 0.00% | −7,347−46.3% | 減碼 |
| Roberts Glore & Co Inc | 8,577 | $70.6 萬 | 0.21% | 00.0% | 不變 |
| Adviser Investments LLC | 8,614 | $70.9 萬 | 0.01% | −5,084−37.1% | 減碼 |
| Vista Capital Partners, Inc. | 8,653 | $71.2 萬 | 0.08% | +12+0.1% | 加碼 |
| Infrastructure Capital Advisors, LLC | 8,690 | $71.5 萬 | 0.10% | +8,690 | 新進 |
| Kennedy Investment Group | 8,692 | $71.6 萬 | 0.32% | −54−0.6% | 減碼 |
| Howard Capital Management Group, LLC | 8,698 | $71.6 萬 | 0.05% | 00.0% | 不變 |
| Leisure Capital Management | 8,730 | $71.9 萬 | 0.28% | −3,426−28.2% | 減碼 |
| Xcel Wealth Management, LLC | 8,776 | $72.2 萬 | 0.20% | +147+1.7% | 加碼 |
| Carnegie Capital Asset Management, LLC | 8,782 | $72.3 萬 | 0.02% | −2,970−25.3% | 減碼 |
| Mather Group, LLC. | 8,793 | $72.4 萬 | 0.01% | −291−3.2% | 減碼 |
| Shulman DeMeo Asset Management LLC | 8,814 | $72.6 萬 | 0.20% | −12−0.1% | 減碼 |
| Exencial Wealth Advisors, LLC | 8,819 | $72.6 萬 | 0.03% | −186−2.1% | 減碼 |
| First National Corp | 8,838 | $72.8 萬 | 0.16% | −56−0.6% | 減碼 |
| HM Payson & Co | 8,838 | $72.8 萬 | 0.01% | −347−3.8% | 減碼 |
| Mechanics Financial Corp | 8,848 | $72.8 萬 | 0.33% | −50−0.6% | 減碼 |
| Legacy Advisors, LLC | 8,883 | $73.1 萬 | 0.07% | +766+9.4% | 加碼 |
| North Star Investment Management Corp. | 8,885 | $73.1 萬 | 0.05% | −965−9.8% | 減碼 |
| Gables Capital Management Inc. | 8,896 | $73.2 萬 | 0.35% | +100+1.1% | 加碼 |
| MONECO Advisors, LLC | 8,909 | $73.3 萬 | 0.08% | +309+3.6% | 加碼 |
| one8zero8, LLC | 8,927 | $73.5 萬 | 0.16% | +8,927 | 新進 |
| Modern Wealth Management, LLC | 8,949 | $73.7 萬 | 0.03% | +5,904+193.9% | 加碼 |
| Community Bank of Raymore | 8,950 | $73.7 萬 | 0.58% | 00.0% | 不變 |
| Temasek Holdings (Private) Ltd | 8,960 | $73.8 萬 | 0.00% | −27,376−75.3% | 減碼 |
| Richards, Merrill & Peterson, Inc. | 8,962 | $73.8 萬 | 0.39% | +8,962 | 新進 |
| Robertson Stephens Wealth Management, LLC | 8,963 | $73.8 萬 | 0.03% | +2,957+49.2% | 加碼 |
| JT Stratford LLC | 8,984 | $74.0 萬 | 0.12% | −174−1.9% | 減碼 |
| Court Place Advisors, LLC | 9,000 | $74.1 萬 | 0.24% | −1,279−12.4% | 減碼 |
| Smith, Salley & Associates | 9,012 | $74.2 萬 | 0.05% | −200−2.2% | 減碼 |
| First Command Advisory Services, Inc. | 9,012 | $74.2 萬 | 0.01% | −400−4.2% | 減碼 |
| Insight Inv LLC | 9,030 | $74.3 萬 | 0.52% | +700+8.4% | 加碼 |
| Wells Trecaso Financial Group, LLC | 9,055 | $74.5 萬 | 0.24% | 00.0% | 不變 |
| World Equity Group, Inc. | 9,054 | $74.6 萬 | 0.16% | +4,556+101.3% | 加碼 |
| Verity Asset Management, Inc. | 9,105 | $75.0 萬 | 0.42% | −9,723−51.6% | 減碼 |
| Rehmann Capital Advisory Group | 9,115 | $75.0 萬 | 0.05% | +80+0.9% | 加碼 |
| St. Johns Investment Management Company, LLC | 9,122 | $75.1 萬 | 0.35% | −690−7.0% | 減碼 |
| KPP Advisory Services LLC | 9,131 | $75.2 萬 | 0.18% | +483+5.6% | 加碼 |
| Mainsail Asset Management, LLC | 9,153 | $75.3 萬 | 0.53% | +1,521+19.9% | 加碼 |
| Chicago Trust Co NA | 9,159 | $75.4 萬 | 0.13% | +1,208+15.2% | 加碼 |
| Aberdeen Wealth Management LLC | 9,167 | $75.5 萬 | 0.52% | −771−7.8% | 減碼 |
| Madden Securities Corp | 9,250 | $76.1 萬 | 0.30% | −46−0.5% | 減碼 |
| Edge Capital Group, LLC | 18 | $76.3 萬 | 0.03% | −9,107−99.8% | 減碼 |
| Affinity Wealth Management LLC | 9,309 | $76.6 萬 | 0.14% | 00.0% | 不變 |
| Meketa Investment Group Inc | 9,323 | $76.7 萬 | 1.72% | +9,323 | 新進 |
| Montecito Bank & Trust | 9,380 | $77.2 萬 | 0.13% | +505+5.7% | 加碼 |
| HBW Advisory Services LLC | 9,400 | $77.4 萬 | 0.11% | +429+4.8% | 加碼 |
| Cornerstone Planning, LLC | 9,402 | $77.4 萬 | 0.30% | +9,402 | 新進 |
| Graves-Light Private Wealth Management, Inc. | 9,402 | $77.4 萬 | 0.10% | 00.0% | 不變 |
| Buck Wealth Strategies, LLC | 9,421 | $77.6 萬 | 0.16% | +3,797+67.5% | 加碼 |
| West Family Investments, Inc. | 9,431 | $77.6 萬 | 0.27% | +45+0.5% | 加碼 |
| Commerzbank Aktiengesellschaft | 9,423 | $77.7 萬 | 0.02% | +3,373+55.8% | 加碼 |
| Eagle Strategies LLC | 9,451 | $77.8 萬 | 0.13% | +53+0.6% | 加碼 |
| Journey Advisory Group, LLC | 10,033 | $77.8 萬 | 0.09% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 9,407 | $78.1 萬 | 0.03% | +157+1.7% | 加碼 |
| Financial Advocates Investment Management | 9,487 | $78.1 萬 | 0.04% | −867−8.4% | 減碼 |
| Ancora Advisors, LLC | 9,489 | $78.1 萬 | 0.02% | −1,477−13.5% | 減碼 |
| Clear Creek Financial Management, LLC | 9,494 | $78.2 萬 | 0.08% | +588+6.6% | 加碼 |
| Marex Group plc | 9,500 | $78.2 萬 | 0.01% | +1,550+19.5% | 加碼 |