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。
2025 年第 1 季 13F 持有人
Southern Co 在 2025/3/31 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
- 2,207
- 較 2024 年第 4 季 +119 家
- 持有股數
- 7.51 億
- 較 2024 年第 4 季 +1,041 萬 (+1.4%)
- 總市值
- $690.2 億
- 較 2024 年第 4 季 +$80.7 億 (+13.2%)
- 新進機構
- 224
- 另有 906 家加碼
- 清倉機構
- 105
- 另有 741 家減碼
另有 38 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 9,849 | $90.6 萬 | 0.01% | −263−2.6% | 減碼 |
| Journey Advisory Group, LLC | 9,833 | $90.4 萬 | 0.07% | −200−2.0% | 減碼 |
| Sherbrooke Park Advisers LLC | 9,830 | $90.4 萬 | 0.42% | −5,568−36.2% | 減碼 |
| Excalibur Management Corp | 9,825 | $90.3 萬 | 0.36% | −25−0.3% | 減碼 |
| Balentine LLC | 9,811 | $90.2 萬 | 0.04% | +9,811 | 新進 |
| SCP Investment, LP | 9,800 | $90.1 萬 | 0.77% | +9,800 | 新進 |
| HBW Advisory Services LLC | 9,798 | $90.1 萬 | 0.13% | +398+4.2% | 加碼 |
| BlueChip Wealth Advisors LLC | 9,779 | $89.9 萬 | 0.44% | +125+1.3% | 加碼 |
| Secure Asset Management, LLC | 9,766 | $89.8 萬 | 0.18% | −114−1.2% | 減碼 |
| Financial Advocates Investment Management | 9,742 | $89.6 萬 | 0.06% | +255+2.7% | 加碼 |
| Chicago Partners Investment Group LLC | 9,715 | $89.5 萬 | 0.03% | +308+3.3% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 9,721 | $89.4 萬 | 0.06% | +177+1.9% | 加碼 |
| Ascent Group, LLC | 9,707 | $89.3 萬 | 0.04% | +5,624+137.7% | 加碼 |
| Beaumont Financial Advisors, LLC | 9,679 | $89.0 萬 | 0.07% | +29+0.3% | 加碼 |
| HM Payson & Co | 9,678 | $89.0 萬 | 0.02% | +840+9.5% | 加碼 |
| Chicago Trust Co NA | 9,654 | $88.8 萬 | 0.16% | +495+5.4% | 加碼 |
| Trueblood Wealth Management, LLC | 9,633 | $88.6 萬 | 0.41% | −5−0.1% | 減碼 |
| Garner Asset Management Corp | 9,624 | $88.5 萬 | 0.39% | +31+0.3% | 加碼 |
| Monetary Management Group Inc | 9,607 | $88.3 萬 | 0.24% | 00.0% | 不變 |
| Intrust Bank NA | 9,595 | $88.2 萬 | 0.09% | −126−1.3% | 減碼 |
| WSFS Capital Management, LLC | 9,540 | $87.7 萬 | 0.05% | −170−1.8% | 減碼 |
| Cookson Peirce & Co Inc | 9,528 | $87.6 萬 | 0.04% | −114−1.2% | 減碼 |
| AdvisorNet Financial, Inc | 9,522 | $87.6 萬 | 0.07% | +1,573+19.8% | 加碼 |
| Ancora Advisors, LLC | 9,501 | $87.4 萬 | 0.02% | +12+0.1% | 加碼 |
| William Allan, LLC | 9,483 | $87.2 萬 | 0.55% | +975+11.5% | 加碼 |
| Richards, Merrill & Peterson, Inc. | 9,466 | $87.0 萬 | 0.45% | +504+5.6% | 加碼 |
| Clarendon Private LLC | 9,450 | $86.9 萬 | 0.92% | +3,988+73.0% | 加碼 |
| MONECO Advisors, LLC | 9,448 | $86.9 萬 | 0.09% | +539+6.1% | 加碼 |
| Inspire Advisors, LLC | 9,432 | $86.7 萬 | 0.10% | +6,661+240.4% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 9,412 | $86.5 萬 | 0.11% | +10+0.1% | 加碼 |
| Eagle Strategies LLC | 9,405 | $86.5 萬 | 0.15% | −46−0.5% | 減碼 |
| Belpointe Asset Management LLC | 9,357 | $86.0 萬 | 0.04% | −3,203−25.5% | 減碼 |
| Davis Capital Management | 9,316 | $85.7 萬 | 0.68% | −2,885−23.6% | 減碼 |
| Clear Creek Financial Management, LLC | 9,306 | $85.6 萬 | 0.09% | −188−2.0% | 減碼 |
| Concentric Capital Strategies, LP | 9,291 | $85.4 萬 | 0.09% | +9,291 | 新進 |
| Infrastructure Capital Advisors, LLC | 9,284 | $85.4 萬 | 0.11% | +594+6.8% | 加碼 |
| Affinity Wealth Management LLC | 9,274 | $85.3 萬 | 0.16% | −35−0.4% | 減碼 |
| Graypoint LLC | 9,272 | $85.3 萬 | 0.05% | +3,919+73.2% | 加碼 |
| YHB Investment Advisors, Inc. | 9,272 | $85.3 萬 | 0.07% | +1,832+24.6% | 加碼 |
| Trust Point Inc. | 9,266 | $85.2 萬 | 0.08% | −3,693−28.5% | 減碼 |
| Yeomans Consulting Group, Inc. | 9,208 | $84.7 萬 | 0.33% | −5,658−38.1% | 減碼 |
| Axq Capital, LP | 9,192 | $84.5 萬 | 0.34% | +9,192 | 新進 |
| Aberdeen Wealth Management LLC | 9,171 | $84.3 萬 | 0.58% | +40.0% | 加碼 |
| Mainsail Asset Management, LLC | 9,165 | $84.3 萬 | 0.58% | +12+0.1% | 加碼 |
| Golden State Wealth Management, LLC | 9,155 | $84.2 萬 | 0.13% | +1,442+18.7% | 加碼 |
| Sage Mountain Advisors LLC | 9,139 | $84.0 萬 | 0.06% | +5,455+148.1% | 加碼 |
| Salem Investment Counselors Inc | 9,139 | $84.0 萬 | 0.03% | −9,937−52.1% | 減碼 |
| Advisors Preferred, LLC | 9,150 | $84.0 萬 | 0.11% | +9,150 | 新進 |
| Summit Global Investments | 9,131 | $84.0 萬 | 0.06% | +9,131 | 新進 |
| OneAscent Family Office, LLC | 9,120 | $83.8 萬 | 0.78% | +4,750+108.7% | 加碼 |
| Wells Trecaso Financial Group, LLC | 9,055 | $83.3 萬 | 0.28% | 00.0% | 不變 |
| Insight Inv LLC | 9,030 | $83.0 萬 | 0.57% | 00.0% | 不變 |
| Lazard Asset Management LLC | 8,983 | $82.5 萬 | 0.00% | −1,817−16.8% | 減碼 |
| Breakwater Capital Group | 8,955 | $82.3 萬 | 0.15% | +1,497+20.1% | 加碼 |
| Community Bank of Raymore | 8,950 | $82.3 萬 | 0.67% | 00.0% | 不變 |
| St. Johns Investment Management Company, LLC | 8,946 | $82.3 萬 | 0.41% | −176−1.9% | 減碼 |
| Shulman DeMeo Asset Management LLC | 8,909 | $81.9 萬 | 0.23% | +95+1.1% | 加碼 |
| Gables Capital Management Inc. | 8,896 | $81.8 萬 | 0.40% | 00.0% | 不變 |
| North Star Investment Management Corp. | 8,891 | $81.7 萬 | 0.06% | +6+0.1% | 加碼 |
| Mechanics Financial Corp | 8,813 | $81.0 萬 | 0.37% | −35−0.4% | 減碼 |
| Xcel Wealth Management, LLC | 8,812 | $81.0 萬 | 0.25% | +36+0.4% | 加碼 |
| Wulff, Hansen & Co. | 8,798 | $80.9 萬 | 0.74% | +1,450+19.7% | 加碼 |
| Wagner Wealth Management, LLC | 8,779 | $80.7 萬 | 0.20% | +250+2.9% | 加碼 |
| Court Place Advisors, LLC | 8,777 | $80.7 萬 | 0.27% | −223−2.5% | 減碼 |
| Viawealth, LLC | 8,740 | $80.4 萬 | 0.50% | −1,423−14.0% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 8,704 | $80.0 萬 | 0.03% | −259−2.9% | 減碼 |
| First National Corp | 8,704 | $80.0 萬 | 0.18% | −134−1.5% | 減碼 |
| Advisor Resource Council | 8,744 | $80.0 萬 | 0.06% | +8,744 | 新進 |
| one8zero8, LLC | 8,698 | $80.0 萬 | 0.19% | −229−2.6% | 減碼 |
| Howard Capital Management Group, LLC | 8,698 | $80.0 萬 | 0.06% | 00.0% | 不變 |
| Kennedy Investment Group | 8,693 | $79.9 萬 | 0.37% | +10.0% | 加碼 |
| Exencial Wealth Advisors, LLC | 8,690 | $79.9 萬 | 0.03% | −129−1.5% | 減碼 |
| Certified Advisory Corp | 8,682 | $79.8 萬 | 0.09% | −1,303−13.0% | 減碼 |
| Vista Capital Partners, Inc. | 8,666 | $79.7 萬 | 0.10% | +13+0.2% | 加碼 |
| Banco Santander, S.A. | 8,663 | $79.7 萬 | 0.01% | +980+12.8% | 加碼 |
| Smith, Salley & Associates | 8,612 | $79.2 萬 | 0.05% | −400−4.4% | 減碼 |
| JT Stratford LLC | 8,600 | $79.1 萬 | 0.14% | −384−4.3% | 減碼 |
| Roberts Glore & Co Inc | 8,577 | $78.9 萬 | 0.24% | 00.0% | 不變 |
| McGlone Suttner Wealth Management, Inc. | 8,565 | $78.8 萬 | 0.13% | +116+1.4% | 加碼 |
| Allred Capital Management, LLC | 8,490 | $78.1 萬 | 0.31% | +8+0.1% | 加碼 |
| Triad Wealth Partners, LLC | 8,485 | $78.0 萬 | 0.24% | +127+1.5% | 加碼 |
| Visionary Horizons, LLC | 8,474 | $77.9 萬 | 0.55% | −1,435−14.5% | 減碼 |
| NorthCrest Asset Manangement, LLC | 8,400 | $77.2 萬 | 0.02% | +1,652+24.5% | 加碼 |
| Atlantic Union Bankshares Corp | 8,384 | $77.1 萬 | 0.05% | +150+1.8% | 加碼 |
| Benin Management CORP | 8,383 | $77.1 萬 | 0.22% | +258+3.2% | 加碼 |
| Shell Asset Management Co | 8,369 | $77.0 萬 | 0.04% | +30.0% | 加碼 |
| Valley Brook Capital Group | 8,357 | $76.8 萬 | 0.60% | +53+0.6% | 加碼 |
| Rodgers Brothers Inc. | 8,343 | $76.7 萬 | 0.10% | 00.0% | 不變 |
| LGT Fund Management Co Ltd. | 8,337 | $76.7 萬 | 0.07% | +1,542+22.7% | 加碼 |
| Park National Corp | 8,330 | $76.6 萬 | 0.03% | −40.0% | 減碼 |
| Grove Bank & Trust | 8,323 | $76.5 萬 | 0.10% | +600+7.8% | 加碼 |
| Centre Asset Management, LLC | 8,317 | $76.5 萬 | 0.20% | +519+6.7% | 加碼 |
| Successful Portfolios LLC | 8,314 | $76.5 萬 | 0.52% | 00.0% | 不變 |
| Searle & Co. | 8,250 | $75.9 萬 | 0.22% | +2,500+43.5% | 加碼 |
| Symphony Financial, Ltd. Co. | 8,392 | $75.5 萬 | 0.45% | −7,369−46.8% | 減碼 |
| Aviance Capital Partners, LLC | 8,210 | $75.5 萬 | 0.11% | −88−1.1% | 減碼 |
| Northstar Financial Companies, Inc. | 8,209 | $75.5 萬 | 0.82% | +1,358+19.8% | 加碼 |
| Blalock Williams, LLC | 8,208 | $75.5 萬 | 0.85% | +623+8.2% | 加碼 |
| FCG Investment Co | 8,206 | $75.5 萬 | 0.47% | −23,795−74.4% | 減碼 |
| Autumn Glory Partners, LLC | 8,185 | $75.3 萬 | 0.38% | 00.0% | 不變 |