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 |
|---|---|---|---|---|---|
| Novare Capital Management LLC | 6,709 | $61.7 萬 | 0.05% | +28+0.4% | 加碼 |
| Simon Quick Advisors, LLC | 6,680 | $61.4 萬 | 0.03% | +1,572+30.8% | 加碼 |
| Builder Investment Group Inc | 6,662 | $61.3 萬 | 0.17% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 6,662 | $61.3 萬 | 0.12% | +152+2.3% | 加碼 |
| TFR Capital, LLC. | 6,660 | $61.2 萬 | 0.25% | +6,660 | 新進 |
| Brown Miller Wealth Management, LLC | 6,659 | $61.2 萬 | 0.21% | +6,659 | 新進 |
| Beta Wealth Group, Inc. | 6,624 | $60.9 萬 | 0.22% | −95−1.4% | 減碼 |
| Brady Family Wealth, LLC | 6,580 | $60.5 萬 | 0.19% | 00.0% | 不變 |
| Good Steward Wealth Advisors,LLC | 6,566 | $60.4 萬 | 0.55% | +6,566 | 新進 |
| Moneta Group Investment Advisors LLC | 6,558 | $60.3 萬 | 0.01% | −595−8.3% | 減碼 |
| Cyndeo Wealth Partners, LLC | 6,550 | $60.2 萬 | 0.04% | +9+0.1% | 加碼 |
| CVFG LLC | 6,550 | $60.2 萬 | 0.55% | +50+0.8% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 6,540 | $60.1 萬 | 0.09% | +137+2.1% | 加碼 |
| Clarius Group, LLC | 6,502 | $59.8 萬 | 0.04% | −39−0.6% | 減碼 |
| River Wealth Advisors LLC | 6,496 | $59.7 萬 | 0.08% | −278−4.1% | 減碼 |
| Prosperity Financial Group, Inc. | 6,485 | $59.6 萬 | 0.30% | +21+0.3% | 加碼 |
| Lowe Brockenbrough & Co Inc | 6,470 | $59.5 萬 | 0.04% | −49−0.8% | 減碼 |
| Trust Co of Virginia | 6,424 | $59.1 萬 | 0.05% | +136+2.2% | 加碼 |
| Baker Avenue Asset Management, LP | 6,411 | $58.9 萬 | 0.02% | −1,791−21.8% | 減碼 |
| Goldstone Financial Group, LLC | 6,407 | $58.9 萬 | 0.09% | −40−0.6% | 減碼 |
| Cordatus Wealth Management LLC | 6,410 | $58.9 萬 | 0.16% | +258+4.2% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 6,397 | $58.8 萬 | 0.07% | −46−0.7% | 減碼 |
| Astoria Portfolio Advisors LLC. | 6,450 | $58.8 萬 | 0.20% | +475+7.9% | 加碼 |
| NFP Retirement, Inc. | 6,390 | $58.8 萬 | 0.05% | −158−2.4% | 減碼 |
| Welch & Forbes LLC | 6,349 | $58.4 萬 | 0.01% | −429−6.3% | 減碼 |
| Strategies Wealth Advisors, LLC | 6,335 | $58.3 萬 | 0.07% | +6,335 | 新進 |
| Bill Few Associates, Inc. | 6,324 | $58.1 萬 | 0.21% | +500+8.6% | 加碼 |
| Aaron Wealth Advisors | 6,318 | $58.1 萬 | 0.07% | +346+5.8% | 加碼 |
| Broyhill Asset Management | 6,317 | $58.1 萬 | 0.47% | 00.0% | 不變 |
| Citizens Business Bank | 6,298 | $57.9 萬 | 0.13% | +4,026+177.2% | 加碼 |
| Syon Capital LLC | 6,298 | $57.9 萬 | 0.05% | +1,119+21.6% | 加碼 |
| LCNB Corp | 6,295 | $57.9 萬 | 0.21% | +278+4.6% | 加碼 |
| Nilsine Partners, LLC | 6,281 | $57.8 萬 | 0.06% | +125+2.0% | 加碼 |
| BCR Wealth Strategies, LLC | 6,285 | $57.7 萬 | 0.25% | −251−3.8% | 減碼 |
| Novak & Powell Financial Services, Inc. | 6,198 | $57.0 萬 | 0.35% | 00.0% | 不變 |
| Elevate Wealth Advisory, Inc | 6,186 | $56.9 萬 | 0.40% | −14−0.2% | 減碼 |
| Atlas Brown,Inc. | 6,177 | $56.8 萬 | 0.20% | +73+1.2% | 加碼 |
| Howe & Rusling Inc | 6,171 | $56.7 萬 | 0.05% | +59+1.0% | 加碼 |
| Summitry LLC | 6,150 | $56.5 萬 | 0.03% | +50+0.8% | 加碼 |
| Alamea Verwaltungs GmbH | 6,146 | $56.5 萬 | 0.49% | +6,146 | 新進 |
| FORA Capital, LLC | 6,135 | $56.4 萬 | 0.06% | −37,783−86.0% | 減碼 |
| Thrive Wealth Management, LLC | 6,134 | $56.4 萬 | 0.11% | −317−4.9% | 減碼 |
| PFW Advisors LLC | 6,114 | $56.2 萬 | 0.18% | +116+1.9% | 加碼 |
| Heritage Wealth Advisors | 6,104 | $56.1 萬 | 0.03% | −223−3.5% | 減碼 |
| Trinity Financial Advisors LLC | 6,017 | $55.7 萬 | 0.20% | +1,961+48.3% | 加碼 |
| Reliant Investment Partners, LLC | 6,041 | $55.5 萬 | 0.57% | −74−1.2% | 減碼 |
| Cranbrook Wealth Management, LLC | 6,036 | $55.5 萬 | 0.13% | 00.0% | 不變 |
| 3Chopt Investment Partners, LLC | 6,036 | $55.5 萬 | 0.15% | +6,036 | 新進 |
| Capstone Wealth Management, LLC | 6,035 | $55.5 萬 | 0.55% | −902−13.0% | 減碼 |
| Bank of Jackson Hole Trust | 6,176 | $55.5 萬 | 0.36% | −60−1.0% | 減碼 |
| Elwood & Goetz Wealth Advisory Group, LLC | 6,030 | $55.4 萬 | 0.14% | −181−2.9% | 減碼 |
| Integras Partners LLC | 6,025 | $55.4 萬 | 0.50% | +10.0% | 加碼 |
| Nations Financial Group Inc, | 6,013 | $55.3 萬 | 0.04% | 00.0% | 不變 |
| Partners Wealth Management, LLC | 6,012 | $55.3 萬 | 0.63% | −188−3.0% | 減碼 |
| Orion Investment Co | 6,011 | $55.3 萬 | 0.23% | 00.0% | 不變 |
| Gratus Wealth Advisors, LLC | 6,010 | $55.3 萬 | 0.09% | +201+3.5% | 加碼 |
| BankPlus Trust Department | 6,008 | $55.2 萬 | 0.18% | +29+0.5% | 加碼 |
| Lindbrook Capital, LLC | 6,008 | $55.2 萬 | 0.05% | +159+2.7% | 加碼 |
| United Capital Management of KS, Inc. | 5,998 | $55.2 萬 | 0.11% | +285+5.0% | 加碼 |
| Legacy Financial Strategies, LLC | 5,994 | $55.1 萬 | 0.12% | −15−0.2% | 減碼 |
| Arcus Capital Partners, LLC | 5,993 | $55.1 萬 | 0.22% | +451+8.1% | 加碼 |
| Red Wave Investments LLC | 5,974 | $54.9 萬 | 0.20% | +3+0.1% | 加碼 |
| Ossiam | 5,970 | $54.9 萬 | 0.01% | −106,592−94.7% | 減碼 |
| Arlington Trust Co LLC | 5,952 | $54.7 萬 | 0.12% | −1,466−19.8% | 減碼 |
| Capital City Trust Co | 5,945 | $54.7 萬 | 0.15% | +5,945 | 新進 |
| Mirador Capital Partners LP | 5,944 | $54.7 萬 | 0.10% | +260+4.6% | 加碼 |
| Intrua Financial, LLC | 5,907 | $54.3 萬 | 0.09% | +106+1.8% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 5,902 | $54.3 萬 | 0.08% | +35+0.6% | 加碼 |
| Probity Advisors, Inc. | 5,900 | $54.3 萬 | 0.10% | −200−3.3% | 減碼 |
| Spirit of America Management Corp | 5,900 | $54.3 萬 | 0.11% | +500+9.3% | 加碼 |
| Verus Financial Partners, Inc. | 5,950 | $54.2 萬 | 0.06% | 00.0% | 不變 |
| Kapstone Financial Advisors LLC | 5,885 | $54.1 萬 | 0.31% | −10.0% | 減碼 |
| Schulhoff & Co Inc | 5,875 | $54.0 萬 | 0.24% | −125−2.1% | 減碼 |
| OMC Financial Services LTD | 5,867 | $53.9 萬 | 0.24% | 00.0% | 不變 |
| Austin Private Wealth, LLC | 5,856 | $53.8 萬 | 0.05% | +517+9.7% | 加碼 |
| Diligent Investors, LLC | 5,855 | $53.8 萬 | 0.13% | −97−1.6% | 減碼 |
| Cross Staff Investments Inc | 5,835 | $53.7 萬 | 0.41% | 00.0% | 不變 |
| Optimum Investment Advisors | 5,833 | $53.6 萬 | 0.25% | 00.0% | 不變 |
| Charter Trust Co | 5,807 | $53.4 萬 | 0.04% | 00.0% | 不變 |
| Fortress Private Ledger, LLC | 5,803 | $53.4 萬 | 0.30% | +97+1.7% | 加碼 |
| Alpha Cubed Investments, LLC | 5,779 | $53.1 萬 | 0.02% | +298+5.4% | 加碼 |
| O'Rourke & Company, Inc | 5,778 | $53.1 萬 | 0.26% | +6+0.1% | 加碼 |
| Knollwood Investment Advisory, LLC | 5,776 | $53.1 萬 | 0.06% | 00.0% | 不變 |
| M.E. Allison & Co., Inc. | 5,756 | $52.9 萬 | 0.52% | +2,800+94.7% | 加碼 |
| Convergence Investment Partners, LLC | 5,750 | $52.9 萬 | 0.15% | +5,750 | 新進 |
| Summit Asset Management, LLC | 5,746 | $52.8 萬 | 0.09% | +15+0.3% | 加碼 |
| Hickory Point Bank & Trust | 5,743 | $52.8 萬 | 0.46% | −50−0.9% | 減碼 |
| Motco | 5,729 | $52.7 萬 | 0.06% | +211+3.8% | 加碼 |
| IVC Wealth Advisors LLC | 5,716 | $52.6 萬 | 0.28% | +4+0.1% | 加碼 |
| Financial Partners Group, LLC | 5,714 | $52.5 萬 | 0.23% | −199−3.4% | 減碼 |
| Ausdal Financial Partners, Inc. | 5,686 | $52.3 萬 | 0.04% | +405+7.7% | 加碼 |
| Moody National Bank Trust Division | 5,676 | $52.2 萬 | 0.05% | +398+7.5% | 加碼 |
| Journey Strategic Wealth LLC | 5,668 | $52.1 萬 | 0.02% | +728+14.7% | 加碼 |
| Fee-Only Financial Planning, L.C. | 5,650 | $52.0 萬 | 0.35% | 00.0% | 不變 |
| RFG - Bristol Wealth Advisors, LLC | 5,629 | $51.8 萬 | 0.17% | −127−2.2% | 減碼 |
| Centiva Capital, LP | 5,628 | $51.7 萬 | 0.03% | +5,628 | 新進 |
| Davy Global Fund Management Ltd | 5,625 | $51.7 萬 | 0.06% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 5,623 | $51.7 萬 | 0.03% | −376−6.3% | 減碼 |
| Apexium Financial, LP | 5,623 | $51.7 萬 | 0.03% | +853+17.9% | 加碼 |
| TBH Global Asset Management, LLC | 5,617 | $51.6 萬 | 0.10% | −455−7.5% | 減碼 |