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 |
|---|---|---|---|---|---|
| Nikulski Financial, Inc. | 4,737 | $43.6 萬 | 0.13% | +714+17.7% | 加碼 |
| Tranquility Partners, LLC | 4,729 | $43.5 萬 | 0.17% | −3−0.1% | 減碼 |
| RB Capital Management, LLC | 4,729 | $43.5 萬 | 0.11% | −159−3.3% | 減碼 |
| Manske Wealth Management | 4,720 | $43.4 萬 | 0.16% | −230−4.6% | 減碼 |
| Boston Research & Management Inc | 4,710 | $43.3 萬 | 0.11% | 00.0% | 不變 |
| Heritage Wealth Management, Inc. | 4,706 | $43.3 萬 | 0.15% | −60−1.3% | 減碼 |
| Bridges Investment Management Inc | 4,689 | $43.1 萬 | 0.01% | 00.0% | 不變 |
| CenterStar Asset Management, LLC | 4,678 | $43.0 萬 | 0.62% | +4,678 | 新進 |
| T. Rowe Price Investment Management, Inc. | 4,671 | $43.0 萬 | 0.00% | +4,671 | 新進 |
| EWG Elevate Inc. | 4,667 | $42.9 萬 | 0.16% | +3+0.1% | 加碼 |
| Thomas Story & Son LLC | 4,650 | $42.8 萬 | 0.17% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 4,645 | $42.7 萬 | 0.01% | +182+4.1% | 加碼 |
| AdviceOne Advisory Services, LLC | 4,633 | $42.6 萬 | 0.35% | 00.0% | 不變 |
| Violich Capital Management, Inc. | 4,629 | $42.6 萬 | 0.06% | 00.0% | 不變 |
| Walkner Condon Financial Advisors LLC | 4,629 | $42.6 萬 | 0.09% | −1,183−20.4% | 減碼 |
| Drive Wealth Management, LLC | 4,621 | $42.5 萬 | 0.10% | +165+3.7% | 加碼 |
| KG&L Capital Management,LLC | 4,674 | $42.5 萬 | 0.14% | −44−0.9% | 減碼 |
| L2 Asset Management, LLC | 4,620 | $42.5 萬 | 0.09% | +416+9.9% | 加碼 |
| Sargent Investment Group, LLC | 4,619 | $42.5 萬 | 0.07% | +20.0% | 加碼 |
| Duncker Streett & Co Inc | 4,615 | $42.4 萬 | 0.08% | 00.0% | 不變 |
| CMG Global Holdings, LLC | 4,660 | $42.4 萬 | 0.28% | −242−4.9% | 減碼 |
| Firestone Capital Management | 4,612 | $42.4 萬 | 0.11% | +332+7.8% | 加碼 |
| St Germain D J Co Inc | 4,595 | $42.3 萬 | 0.02% | −3,325−42.0% | 減碼 |
| Phoenix Holdings Ltd. | 4,572 | $42.2 萬 | 0.01% | +4,572 | 新進 |
| Avidian Wealth Solutions, LLC | 4,591 | $42.2 萬 | 0.02% | −187−3.9% | 減碼 |
| Syntegra Private Wealth Group, LLC | 4,576 | $42.1 萬 | 0.05% | +30+0.7% | 加碼 |
| Smith Anglin Financial, LLC | 4,571 | $42.0 萬 | 0.04% | −2,170−32.2% | 減碼 |
| Independent Financial Group, LLC | 4,559 | $41.9 萬 | 0.01% | −227−4.7% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 4,559 | $41.9 萬 | 0.06% | +252+5.9% | 加碼 |
| Blake Schutter Theil Wealth Advisors, LLC | 4,558 | $41.9 萬 | 0.48% | −120−2.6% | 減碼 |
| Green Harvest Asset Management LLC | 4,551 | $41.8 萬 | 0.01% | +8+0.2% | 加碼 |
| Hummer Financial Advisory Services Inc | 4,550 | $41.8 萬 | 0.34% | +200+4.6% | 加碼 |
| Transcend Wealth Collective, LLC | 4,545 | $41.8 萬 | 0.03% | +521+12.9% | 加碼 |
| MKT Advisors LLC | 4,784 | $41.7 萬 | 0.20% | +8+0.2% | 加碼 |
| Seelaus Asset Management LLC | 4,513 | $41.5 萬 | 0.40% | 00.0% | 不變 |
| Rainey & Randall Investment Management Inc. | 4,491 | $41.3 萬 | 0.08% | +4,491 | 新進 |
| Orca Wealth Management, LLC | 4,480 | $41.2 萬 | 0.37% | +20.0% | 加碼 |
| Fortis Advisors, LLC | 4,475 | $41.1 萬 | 0.27% | +750+20.1% | 加碼 |
| Campion Asset Management LLC | 4,474 | $41.1 萬 | 0.32% | 00.0% | 不變 |
| Members Wealth LLC | 4,467 | $41.1 萬 | 0.31% | +13+0.3% | 加碼 |
| Birch Financial Group, LLC | 4,465 | $41.1 萬 | 0.37% | +2,030+83.4% | 加碼 |
| Investment House LLC | 4,458 | $41.0 萬 | 0.02% | 00.0% | 不變 |
| SNS Financial Group, LLC | 4,455 | $41.0 萬 | 0.04% | +25+0.6% | 加碼 |
| J. L. Bainbridge & Co., Inc. | 4,452 | $40.9 萬 | 0.04% | +4+0.1% | 加碼 |
| Fonville Wealth Management LLC | 4,457 | $40.8 萬 | 0.12% | −118−2.6% | 減碼 |
| Gsa Capital Partners LLP | 4,432 | $40.8 萬 | 0.04% | −538−10.8% | 減碼 |
| V-Square Quantitative Management LLC | 4,437 | $40.8 萬 | 0.06% | −373−7.8% | 減碼 |
| Truvestments Capital LLC | 4,436 | $40.8 萬 | 0.09% | +1,407+46.5% | 加碼 |
| Penobscot Investment Management Company, Inc. | 4,435 | $40.8 萬 | 0.04% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 4,432 | $40.8 萬 | 0.03% | +58+1.3% | 加碼 |
| Gateway Wealth Partners, LLC | 4,429 | $40.7 萬 | 0.09% | +4,429 | 新進 |
| Crews Bank & Trust | 4,425 | $40.7 萬 | 0.07% | 00.0% | 不變 |
| KMG Fiduciary Partners, LLC | 4,424 | $40.7 萬 | 0.03% | −15−0.3% | 減碼 |
| Bey-Douglas LLC | 4,423 | $40.7 萬 | 0.37% | −7−0.2% | 減碼 |
| Jane Street Group, LLC | 4,403 | $40.5 萬 | 0.00% | −11,127−71.6% | 減碼 |
| World Equity Group, Inc. | 4,449 | $40.4 萬 | 0.12% | −4,605−50.9% | 減碼 |
| Cape Cod Five Cents Savings Bank | 4,475 | $40.4 萬 | 0.04% | 00.0% | 不變 |
| MBM Wealth Consultants, LLC | 4,386 | $40.3 萬 | 0.12% | +525+13.6% | 加碼 |
| Trust Co of the South | 4,353 | $40.0 萬 | 0.08% | +44+1.0% | 加碼 |
| Flaharty Asset Management, LLC | 4,350 | $40.0 萬 | 0.06% | −401−8.4% | 減碼 |
| Coppell Advisory Solutions LLC | 4,368 | $39.9 萬 | 0.06% | +280+6.8% | 加碼 |
| Plante Moran Financial Advisors, LLC | 4,336 | $39.9 萬 | 0.03% | −402−8.5% | 減碼 |
| Wealthspan Partners, LLC | 4,334 | $39.9 萬 | 0.18% | +20.0% | 加碼 |
| Syverson Strege & Co | 4,326 | $39.8 萬 | 0.13% | +62+1.5% | 加碼 |
| Longview Financial Advisors, Inc. | 4,316 | $39.7 萬 | 0.34% | +4+0.1% | 加碼 |
| Spectrum Wealth Advisory Group, LLC | 4,298 | $39.5 萬 | 0.19% | +756+21.3% | 加碼 |
| HC Advisors, LLC | 4,283 | $39.4 萬 | 0.29% | +1,956+84.1% | 加碼 |
| Scotia Capital Inc. | 4,278 | $39.3 萬 | 0.00% | −808−15.9% | 減碼 |
| United Advisor Group, LLC | 4,274 | $39.3 萬 | 0.08% | −1,414−24.9% | 減碼 |
| Palumbo Wealth Management LLC | 4,261 | $39.2 萬 | 0.13% | +351+9.0% | 加碼 |
| Auxano Advisors, LLC | 4,258 | $39.2 萬 | 0.10% | +457+12.0% | 加碼 |
| Fiducient Advisors LLC | 4,253 | $39.1 萬 | 0.05% | +4,253 | 新進 |
| Archetype Wealth Partners | 4,255 | $39.1 萬 | 0.06% | +1,500+54.4% | 加碼 |
| Agp Franklin, LLC | 4,290 | $39.1 萬 | 0.24% | +126+3.0% | 加碼 |
| Jacobs Levy Equity Management, Inc | 4,241 | $39.0 萬 | 0.00% | −266,546−98.4% | 減碼 |
| Legacy Advisors, LLC | 4,240 | $39.0 萬 | 0.04% | −4,643−52.3% | 減碼 |
| Keynote Financial Services LLC | 4,238 | $39.0 萬 | 0.28% | 00.0% | 不變 |
| Independence Bank of Kentucky | 4,230 | $38.9 萬 | 0.06% | 00.0% | 不變 |
| Meridian Financial, LLC | 4,227 | $38.9 萬 | 0.27% | −400−8.6% | 減碼 |
| GEM Asset Management, LLC | 4,230 | $38.8 萬 | 0.22% | 00.0% | 不變 |
| GeoWealth Management, LLC | 4,218 | $38.8 萬 | 0.02% | −2,066−32.9% | 減碼 |
| Radnor Capital Management, LLC | 4,200 | $38.6 萬 | 0.06% | 00.0% | 不變 |
| Appleton Partners Inc | 4,196 | $38.6 萬 | 0.03% | 00.0% | 不變 |
| Asset Dedication, LLC | 4,193 | $38.6 萬 | 0.03% | +14+0.3% | 加碼 |
| Southland Equity Partners LLC | 4,190 | $38.5 萬 | 0.09% | −54−1.3% | 減碼 |
| SageView Advisory Group, LLC | 4,186 | $38.5 萬 | 0.02% | +87+2.1% | 加碼 |
| Brandywine Oak Private Wealth LLC | 4,179 | $38.4 萬 | 0.04% | 00.0% | 不變 |
| Byrne Asset Management LLC | 4,175 | $38.4 萬 | 0.29% | – | – |
| Garde Capital, Inc. | 4,174 | $38.4 萬 | 0.02% | 00.0% | 不變 |
| Trilogy Capital Inc. | 4,174 | $38.4 萬 | 0.02% | +16+0.4% | 加碼 |
| Level Wealth Management LLC | 4,172 | $38.4 萬 | 0.25% | 00.0% | 不變 |
| Brown, Lisle/Cummings, Inc. | 4,166 | $38.3 萬 | 0.11% | −147−3.4% | 減碼 |
| Hodges Capital Management Inc. | 4,150 | $38.2 萬 | 0.04% | −50−1.2% | 減碼 |
| Sovran Advisors, LLC | 4,159 | $38.2 萬 | 0.05% | +440+11.8% | 加碼 |
| 1st Source Bank | 4,150 | $38.2 萬 | 0.02% | −73−1.7% | 減碼 |
| Requisite Capital Management, LLC | 4,144 | $38.1 萬 | 0.09% | −984−19.2% | 減碼 |
| Legacy Wealth Management, Inc | 4,143 | $38.1 萬 | 0.03% | −667−13.9% | 減碼 |
| Trust Co of Toledo NA | 4,135 | $38.0 萬 | 0.05% | −200−4.6% | 減碼 |
| Thompson Investment Management, Inc. | 4,128 | $38.0 萬 | 0.06% | −20.0% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 4,120 | $37.9 萬 | 0.00% | −231,338−98.3% | 減碼 |