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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 43,657 | $401.4 萬 | 0.06% | +1,479+3.5% | 加碼 |
| Bailard, Inc. | 43,551 | $400.5 萬 | 0.10% | +50+0.1% | 加碼 |
| Great Lakes Advisors, LLC | 43,348 | $398.6 萬 | 0.04% | +1,254+3.0% | 加碼 |
| Ethos Financial Group, LLC | 44,002 | $398.0 萬 | 0.38% | +40,600+1,193.4% | 加碼 |
| Schonfeld Strategic Advisors LLC | 43,214 | $397.4 萬 | 0.03% | +28,039+184.8% | 加碼 |
| Profund Advisors LLC | 43,155 | $396.8 萬 | 0.17% | −16,024−27.1% | 減碼 |
| Aquatic Capital Management LLC | 43,051 | $395.9 萬 | 0.10% | +20,860+94.0% | 加碼 |
| Concord Wealth Partners | 42,832 | $393.8 萬 | 0.65% | +2,671+6.7% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 42,788 | $393.4 萬 | 0.00% | +10,388+32.1% | 加碼 |
| Resources Investment Advisors, LLC. | 42,024 | $386.4 萬 | 0.05% | +293+0.7% | 加碼 |
| TrueWealth Advisors, LLC | 41,682 | $383.3 萬 | 1.26% | +785+1.9% | 加碼 |
| Wills Financial Group LLC | 41,467 | $381.3 萬 | 1.69% | +41,467 | 新進 |
| Providence Capital Advisors, LLC | 41,305 | $379.8 萬 | 0.79% | +232+0.6% | 加碼 |
| Patrick Mauro Investment Advisor, INC. | 41,179 | $378.6 萬 | 2.07% | −2,957−6.7% | 減碼 |
| Mainstay Capital Management LLC | 41,093 | $377.8 萬 | 0.52% | −124−0.3% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 40,867 | $375.8 萬 | 0.42% | −463−1.1% | 減碼 |
| Allstate Corp | 40,792 | $375.1 萬 | 0.11% | +8,178+25.1% | 加碼 |
| Farther Finance Advisors, LLC | 40,591 | $372.7 萬 | 0.10% | +15,584+62.3% | 加碼 |
| Canandaigua National Bank & Trust Co | 40,447 | $371.9 萬 | 0.37% | −615−1.5% | 減碼 |
| Ameritas Investment Partners, Inc. | 40,087 | $368.6 萬 | 0.13% | −1,928−4.6% | 減碼 |
| Essex Financial Services, Inc. | 39,854 | $366.5 萬 | 0.26% | −2,334−5.5% | 減碼 |
| JPL Wealth Management, LLC | 39,816 | $366.1 萬 | 1.04% | +1,466+3.8% | 加碼 |
| Diversified Enterprises, LLC | 39,788 | $365.9 萬 | 0.31% | +10,602+36.3% | 加碼 |
| Argent Trust Co | 39,650 | $364.6 萬 | 0.15% | +494+1.3% | 加碼 |
| Peapack Gladstone Financial Corp | 39,309 | $361.5 萬 | 0.05% | +237+0.6% | 加碼 |
| Omers Administration Corp | 39,180 | $360.3 萬 | 0.03% | −6,481−14.2% | 減碼 |
| LongView Wealth Management | 38,924 | $357.9 萬 | 1.07% | −1,754−4.3% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 38,909 | $357.8 萬 | 0.16% | −15,309−28.2% | 減碼 |
| XTX Topco Ltd | 38,840 | $357.1 萬 | 0.18% | +8,360+27.4% | 加碼 |
| Concord Asset Management, LLC | 39,181 | $357.1 萬 | 0.79% | +2,488+6.8% | 加碼 |
| Avantax Planning Partners, Inc. | 38,337 | $352.5 萬 | 0.12% | −282−0.7% | 減碼 |
| Alyeska Investment Group, L.P. | 38,230 | $351.5 萬 | 0.01% | +38,230 | 新進 |
| Dearborn Partners LLC | 38,035 | $349.7 萬 | 0.17% | −149−0.4% | 減碼 |
| First National Advisers, LLC | 37,875 | $348.3 萬 | 0.56% | +682+1.8% | 加碼 |
| Waterloo Capital, L.P. | 37,600 | $345.7 萬 | 0.32% | +4,165+12.5% | 加碼 |
| Empirical Finance, LLC | 37,529 | $345.1 萬 | 0.21% | +609+1.6% | 加碼 |
| HighPoint Advisor Group LLC | 37,279 | $340.9 萬 | 0.20% | −59−0.2% | 減碼 |
| Sovereign Financial Group, Inc. | 37,065 | $340.8 萬 | 0.78% | −2,307−5.9% | 減碼 |
| First National Bank of Omaha | 37,051 | $340.7 萬 | 0.23% | −684−1.8% | 減碼 |
| BCJ Capital Management, LLC | 36,979 | $340.0 萬 | 0.25% | +36,979 | 新進 |
| OmniStar Financial Group, Inc. | 36,299 | $334.4 萬 | 2.64% | +30,036+479.6% | 加碼 |
| Daymark Wealth Partners, LLC | 36,323 | $334.0 萬 | 0.14% | −969−2.6% | 減碼 |
| Bank Ozk | 36,150 | $332.4 萬 | 1.38% | +3,394+10.4% | 加碼 |
| Kingsview Wealth Management, LLC | 36,093 | $331.9 萬 | 0.06% | +1,731+5.0% | 加碼 |
| Johnson Investment Counsel Inc | 36,044 | $331.4 萬 | 0.03% | +2,500+7.5% | 加碼 |
| Capital Group Private Client Services, Inc. | 35,817 | $329.3 萬 | 0.03% | −5,944−14.2% | 減碼 |
| Family Legacy, Inc. | 35,760 | $328.8 萬 | 1.13% | −578−1.6% | 減碼 |
| Resolution Capital Ltd | 35,355 | $325.1 萬 | 0.06% | −23,297−39.7% | 減碼 |
| Bokf, NA | 35,004 | $321.9 萬 | 0.06% | −1,400−3.8% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 34,849 | $320.4 萬 | 0.05% | +59+0.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 34,845 | $320.4 萬 | 0.02% | +14,797+73.8% | 加碼 |
| Everence Capital Management Inc | 34,801 | $320.0 萬 | 0.22% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 34,766 | $319.7 萬 | 0.22% | +3,133+9.9% | 加碼 |
| Lantz Financial LLC | 34,479 | $317.0 萬 | 0.87% | −914−2.6% | 減碼 |
| Forte Capital LLC | 34,412 | $316.4 萬 | 0.38% | −1,134−3.2% | 減碼 |
| Reaves W H & Co Inc | 34,398 | $316.3 萬 | 0.08% | −7,347−17.6% | 減碼 |
| Empowered Funds, LLC | 34,003 | $312.7 萬 | 0.04% | +5,067+17.5% | 加碼 |
| Stonebridge Financial Group, LLC | 33,657 | $309.5 萬 | 0.33% | +14,513+75.8% | 加碼 |
| Woodmont Investment Counsel LLC | 33,365 | $306.8 萬 | 0.22% | −2,291−6.4% | 減碼 |
| Chemung Canal Trust Co | 33,296 | $306.2 萬 | 0.67% | +21,180+174.8% | 加碼 |
| First National Trust Co | 33,260 | $305.8 萬 | 0.12% | −246−0.7% | 減碼 |
| OneAscent Wealth Management LLC | 33,230 | $305.5 萬 | 1.32% | −6,218−15.8% | 減碼 |
| Mutual Advisors, LLC | 33,583 | $303.7 萬 | 0.09% | +800+2.4% | 加碼 |
| Cushing Asset Management, LP | 33,000 | $303.4 萬 | 0.19% | 00.0% | 不變 |
| Moloney Securities Asset Management, LLC | 32,956 | $303.0 萬 | 0.41% | +25,558+345.5% | 加碼 |
| Rockline Wealth Management, LLC | 32,954 | $303.0 萬 | 0.84% | +1,227+3.9% | 加碼 |
| Adalta Capital Management LLC | 32,794 | $301.5 萬 | 1.61% | 00.0% | 不變 |
| Great Lakes Retirement, Inc. | 32,742 | $301.1 萬 | 0.39% | +776+2.4% | 加碼 |
| KCM Investment Advisors LLC | 32,726 | $300.9 萬 | 0.11% | +1,500+4.8% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 32,587 | $299.6 萬 | 0.09% | +227+0.7% | 加碼 |
| GTS Securities LLC | 32,531 | $299.1 萬 | 0.13% | +22,861+236.4% | 加碼 |
| Robbins Farley LLC | 32,454 | $298.4 萬 | 1.58% | +119+0.4% | 加碼 |
| Hartford Financial Management Inc. | 32,200 | $296.1 萬 | 0.61% | 00.0% | 不變 |
| Pettyjohn, Wood & White, Inc | 32,145 | $295.6 萬 | 0.57% | −851−2.6% | 減碼 |
| apricus wealth, LLC | 32,055 | $294.7 萬 | 1.75% | +1,215+3.9% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 32,050 | $294.7 萬 | 1.65% | +80.0% | 加碼 |
| Buckingham Strategic Partners | 31,987 | $294.1 萬 | 0.04% | +1,446+4.7% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 31,855 | $292.9 萬 | 0.21% | +630+2.0% | 加碼 |
| South State Corp. | 31,799 | $292.4 萬 | 0.13% | +1,353+4.4% | 加碼 |
| Texas Yale Capital Corp. | 31,470 | $289.4 萬 | 0.12% | +500+1.6% | 加碼 |
| LBMC Investment Advisors, LLC | 31,461 | $289.3 萬 | 0.23% | +7,933+33.7% | 加碼 |
| EverSource Wealth Advisors, LLC | 31,443 | $289.1 萬 | 0.16% | +3,975+14.5% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 31,409 | $288.8 萬 | 0.27% | +1,139+3.8% | 加碼 |
| TownSquare Capital, LLC | 31,359 | $288.3 萬 | 0.03% | +1,193+4.0% | 加碼 |
| Courier Capital LLC | 31,340 | $288.2 萬 | 0.19% | +1,320+4.4% | 加碼 |
| Ethic Inc. | 31,176 | $286.3 萬 | 0.06% | +4,600+17.3% | 加碼 |
| Leelyn Smith, LLC | 30,896 | $284.1 萬 | 0.50% | −777−2.5% | 減碼 |
| Great Valley Advisor Group, Inc. | 30,871 | $283.9 萬 | 0.06% | −36,077−53.9% | 減碼 |
| Congress Wealth Management LLC | 31,035 | $283.1 萬 | 0.03% | +13,438+76.4% | 加碼 |
| Biltmore Family Office, LLC | 30,772 | $282.9 萬 | 0.48% | 00.0% | 不變 |
| Holderness Investments Co | 30,705 | $282.3 萬 | 0.66% | −246−0.8% | 減碼 |
| Marshall Financial Group LLC | 30,672 | $282.0 萬 | 0.62% | +862+2.9% | 加碼 |
| Element Capital Management LLC | 30,623 | $281.6 萬 | 0.70% | +30,623 | 新進 |
| McRae Capital Management Inc | 30,552 | $280.9 萬 | 0.59% | −4,080−11.8% | 減碼 |
| Shoker Investment Counsel, Inc. | 30,394 | $279.5 萬 | 0.94% | +1,013+3.4% | 加碼 |
| Quest Partners LLC | 30,179 | $277.5 萬 | 0.30% | +23,111+327.0% | 加碼 |
| Hayek Kallen Investment Management | 30,163 | $277.3 萬 | 1.02% | −475−1.6% | 減碼 |
| Arete Wealth Advisors, LLC | 30,062 | $276.4 萬 | 0.21% | +11,611+62.9% | 加碼 |
| Clarkston Capital Partners, LLC | 30,000 | $275.9 萬 | 0.05% | 00.0% | 不變 |
| Systematic Alpha Investments, LLC | 30,000 | $275.9 萬 | 0.11% | 00.0% | 不變 |