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 |
|---|---|---|---|---|---|
| Strategic Financial Concepts, LLC | 3,320 | $27.3 萬 | 0.05% | +562+20.4% | 加碼 |
| Willis Johnson & Associates, Inc. | 3,329 | $27.4 萬 | 0.02% | −800−19.4% | 減碼 |
| FDx Advisors, Inc. | 3,342 | $27.5 萬 | 0.08% | −224−6.3% | 減碼 |
| DF Dent & Co Inc | 3,341 | $27.5 萬 | 0.00% | −15−0.4% | 減碼 |
| Financial Harvest, LLC | 3,345 | $27.5 萬 | 0.23% | +3,345 | 新進 |
| Mallini Complete Financial Planning LLC | – | $27.6 萬 | 0.26% | – | 新進 |
| Analyst IMS Investment Management Services Ltd. | 3,357 | $27.6 萬 | 0.01% | −2,097−38.4% | 減碼 |
| Zullo Investment Group, Inc. | 3,362 | $27.7 萬 | 0.11% | −113−3.3% | 減碼 |
| Boyar Asset Management Inc. | 3,365 | $27.7 萬 | 0.18% | 00.0% | 不變 |
| Brass Tax Wealth Management, Inc | 3,372 | $27.8 萬 | 0.06% | +9+0.3% | 加碼 |
| Strathmore Capital Advisors, Inc. | 3,386 | $27.9 萬 | 0.20% | +3,386 | 新進 |
| Eagle Wealth Strategies LLC | 3,394 | $27.9 萬 | 0.20% | 00.0% | 不變 |
| Quadrant Private Wealth Management, LLC | 3,402 | $28.0 萬 | 0.07% | +170+5.3% | 加碼 |
| Ethos Financial Group, LLC | 3,402 | $28.0 萬 | 0.04% | +1,093+47.3% | 加碼 |
| Colonial Trust Co | 3,418 | $28.1 萬 | 0.04% | −426−11.1% | 減碼 |
| Satovsky Asset Management LLC | 3,419 | $28.1 萬 | 0.06% | +29+0.9% | 加碼 |
| Aspen Grove Capital, LLC | 3,422 | $28.2 萬 | 0.06% | 00.0% | 不變 |
| Sterling Capital Management LLC | 3,424 | $28.2 萬 | 0.00% | −1,687−33.0% | 減碼 |
| Private Portfolio Partners LLC | 3,435 | $28.3 萬 | 0.05% | +18+0.5% | 加碼 |
| Philip James Wealth Mangement, LLC | 3,444 | $28.4 萬 | 0.04% | −150−4.2% | 減碼 |
| Beck Mack & Oliver LLC | 3,450 | $28.4 萬 | 0.01% | −450−11.5% | 減碼 |
| Wedgewood Investors Inc | 3,450 | $28.4 萬 | 0.33% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 3,453 | $28.4 萬 | 0.00% | +625+22.1% | 加碼 |
| WealthBridge Capital Management, LLC | 3,460 | $28.5 萬 | 0.08% | 00.0% | 不變 |
| May Hill Capital, LLC | 3,467 | $28.5 萬 | 0.11% | +3,467 | 新進 |
| Merriman Wealth Management, LLC | 3,468 | $28.5 萬 | 0.01% | +71+2.1% | 加碼 |
| Premier Path Wealth Partners, LLC | 3,469 | $28.6 萬 | 0.04% | +11+0.3% | 加碼 |
| Zhang Financial LLC | 3,476 | $28.6 萬 | 0.02% | −599−14.7% | 減碼 |
| Hall Capital Management Co Inc | 3,497 | $28.8 萬 | 0.13% | +3,497 | 新進 |
| New Hampshire Trust | 3,498 | $28.8 萬 | 0.06% | −71−2.0% | 減碼 |
| St. Louis Trust Co | 3,500 | $28.8 萬 | 0.04% | 00.0% | 不變 |
| Rithm Capital Corp. | 3,500 | $28.8 萬 | 1.17% | +3,500 | 新進 |
| Investment Planning Advisors, Inc. | 3,502 | $28.8 萬 | 0.13% | +346+11.0% | 加碼 |
| Annex Advisory Services, LLC | 3,504 | $28.8 萬 | 0.01% | +977+38.7% | 加碼 |
| Enclave Advisors LLC | 3,512 | $28.9 萬 | 0.05% | −60−1.7% | 減碼 |
| Symmetry Partners, LLC | 3,516 | $28.9 萬 | 0.04% | +3,516 | 新進 |
| Wealth Management Nebraska | 3,531 | $29.1 萬 | 0.05% | +3,531 | 新進 |
| Stanley-Laman Group, Ltd. | 3,534 | $29.1 萬 | 0.04% | +288+8.9% | 加碼 |
| Quotient Wealth Partners, LLC | 3,538 | $29.1 萬 | 0.01% | +78+2.3% | 加碼 |
| Spectrum Wealth Advisory Group, LLC | 3,542 | $29.2 萬 | 0.14% | +3,542 | 新進 |
| Fortitude Advisory Group L.L.C. | 3,544 | $29.2 萬 | 0.18% | −16−0.4% | 減碼 |
| Proficio Capital Partners LLC | 3,547 | $29.2 萬 | 0.02% | +1,282+56.6% | 加碼 |
| VSM Wealth Advisory, LLC | 3,547 | $29.2 萬 | 0.10% | +3,547 | 新進 |
| Glass Wealth Management Co LLC | 3,565 | $29.3 萬 | 0.16% | 00.0% | 不變 |
| Willis Investment Counsel | 3,567 | $29.4 萬 | 0.02% | 00.0% | 不變 |
| D'Orazio & Associates, Inc. | 3,578 | $29.5 萬 | 0.04% | +1,127+46.0% | 加碼 |
| Uniting Wealth Partners, LLC | 3,583 | $29.5 萬 | 0.14% | +3,583 | 新進 |
| Tyler-Stone Wealth Management | 3,588 | $29.5 萬 | 0.05% | +2+0.1% | 加碼 |
| First Citizens Financial Corp | 3,592 | $29.6 萬 | 0.16% | +100+2.9% | 加碼 |
| Integris Wealth Management, LLC | 3,600 | $29.6 萬 | 0.08% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 3,608 | $29.7 萬 | 0.11% | +84+2.4% | 加碼 |
| Lloyd Advisory Services, LLC. | 3,621 | $29.8 萬 | 0.14% | −119−3.2% | 減碼 |
| King Wealth | 3,637 | $29.9 萬 | 0.04% | +54+1.5% | 加碼 |
| Cooper Financial Group | 3,639 | $30.0 萬 | 0.04% | +37+1.0% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 3,640 | $30.0 萬 | 0.14% | −150−4.0% | 減碼 |
| Morris Financial Concepts, Inc. | 3,646 | $30.0 萬 | 0.13% | +340+10.3% | 加碼 |
| OMNI 360 Wealth, Inc. | 3,648 | $30.0 萬 | 0.20% | −282−7.2% | 減碼 |
| IFC Advisors LLC | 3,650 | $30.0 萬 | 0.07% | +3,650 | 新進 |
| Woodard & Co Asset Management Group Inc | 3,670 | $30.2 萬 | 0.07% | 00.0% | 不變 |
| MidWestOne Financial Group, Inc. | 3,672 | $30.2 萬 | 0.04% | 00.0% | 不變 |
| Retirement Income Solutions, Inc | 3,673 | $30.2 萬 | 0.06% | 00.0% | 不變 |
| Sage Mountain Advisors LLC | 3,684 | $30.3 萬 | 0.02% | −1,652−31.0% | 減碼 |
| Stonebridge Capital Advisors LLC | 3,686 | $30.3 萬 | 0.02% | +36+1.0% | 加碼 |
| Latitude Advisors, LLC | 3,690 | $30.4 萬 | 0.17% | −356−8.8% | 減碼 |
| Kingdom Financial Group LLC. | 3,693 | $30.4 萬 | 0.21% | +10+0.3% | 加碼 |
| Ellis Investment Partners, LLC | 3,698 | $30.4 萬 | 0.06% | −193−5.0% | 減碼 |
| Sovran Advisors, LLC | 3,719 | $30.5 萬 | 0.04% | +3,719 | 新進 |
| Fusion Capital, LLC | 3,710 | $30.5 萬 | 0.12% | −166−4.3% | 減碼 |
| Fortis Advisors, LLC | 3,725 | $30.7 萬 | 0.20% | +1,400+60.2% | 加碼 |
| Platform Technology Partners | 3,727 | $30.7 萬 | 0.09% | +299+8.7% | 加碼 |
| Optiver Holding B.V. | 3,733 | $30.7 萬 | 0.01% | +890+31.3% | 加碼 |
| SIMA Wealth Partners, LLC | 3,749 | $30.9 萬 | 0.26% | +3,749 | 新進 |
| Colonial River Wealth Management, LLC | 3,750 | $30.9 萬 | 0.15% | −483−11.4% | 減碼 |
| Jentner Corp | 3,759 | $30.9 萬 | 0.09% | −1,201−24.2% | 減碼 |
| Washington Trust Co | 3,760 | $31.0 萬 | 0.01% | −1,025−21.4% | 減碼 |
| Geller Advisors LLC | 3,791 | $31.2 萬 | 0.02% | 00.0% | 不變 |
| Cornerstone Management, Inc. | 3,795 | $31.2 萬 | 0.06% | +10.0% | 加碼 |
| Genesis Private Wealth, LLC | 3,796 | $31.3 萬 | 0.17% | +3,796 | 新進 |
| Plancorp, LLC | 3,800 | $31.3 萬 | 0.01% | −109−2.8% | 減碼 |
| Auxano Advisors, LLC | 3,801 | $31.3 萬 | 0.08% | +243+6.8% | 加碼 |
| Meridian Investment Counsel Inc. | 3,802 | $31.3 萬 | 0.09% | 00.0% | 不變 |
| Altus Wealth Management, LLC | 3,808 | $31.3 萬 | 0.14% | −165−4.2% | 減碼 |
| O'Brien Greene & Co. Inc | 3,821 | $31.5 萬 | 0.10% | +71+1.9% | 加碼 |
| Klingman & Associates, LLC | 3,839 | $31.6 萬 | 0.02% | +218+6.0% | 加碼 |
| FLC Capital Advisors | 3,840 | $31.6 萬 | 0.07% | 00.0% | 不變 |
| Quent Capital, LLC | 3,843 | $31.6 萬 | 0.03% | +5+0.1% | 加碼 |
| MBM Wealth Consultants, LLC | 3,861 | $31.7 萬 | 0.09% | +255+7.1% | 加碼 |
| Cabot Wealth Management Inc | 3,855 | $31.7 萬 | 0.04% | 00.0% | 不變 |
| Narwhal Capital Management | 3,859 | $31.8 萬 | 0.03% | 00.0% | 不變 |
| LCM Capital Management Inc | 3,864 | $31.8 萬 | 0.18% | 00.0% | 不變 |
| Advisory Alpha, LLC | 3,864 | $31.8 萬 | 0.01% | −752−16.3% | 減碼 |
| First American Trust, FSB | 3,869 | $31.9 萬 | 0.03% | +3,869 | 新進 |
| Peak Asset Management, LLC | 3,870 | $31.9 萬 | 0.06% | 00.0% | 不變 |
| Heartland Bank & Trust Co | 3,880 | $31.9 萬 | 0.17% | −15−0.4% | 減碼 |
| Financial Advisors, LLC | 3,881 | $31.9 萬 | 0.06% | +3,881 | 新進 |
| Douglass Winthrop Advisors, LLC | 3,881 | $31.9 萬 | 0.01% | 00.0% | 不變 |
| Wayfinding Financial, LLC | 3,903 | $32.1 萬 | 0.17% | +3,903 | 新進 |
| Palumbo Wealth Management LLC | 3,910 | $32.2 萬 | 0.12% | +29+0.7% | 加碼 |
| Oxford Financial Group Ltd | 3,915 | $32.2 萬 | 0.02% | +25+0.6% | 加碼 |
| Byrne Asset Management LLC | – | $32.3 萬 | 0.23% | – | – |