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。
2026 年第 1 季 13F 持有人
Southern Co 在 2026/3/31 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
- 2,367
- 較 2025 年第 4 季 +130 家
- 持有股數
- 7.90 億
- 較 2025 年第 4 季 +1.15 億 (+17.0%)
- 總市值
- $762.2 億
- 較 2025 年第 4 季 +$173.2 億 (+29.4%)
- 新進機構
- 228
- 另有 985 家加碼
- 清倉機構
- 98
- 另有 782 家減碼
另有 36 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| RF&L Wealth Management, LLC | 4,852 | $46.8 萬 | 0.35% | 00.0% | 不變 |
| RB Capital Management, LLC | 4,856 | $46.9 萬 | 0.10% | +40+0.8% | 加碼 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 4,884 | $46.9 萬 | 0.35% | 00.0% | 不變 |
| GeoWealth Management, LLC | 4,865 | $47.0 萬 | 0.02% | +535+12.4% | 加碼 |
| Veracity Capital LLC | 4,872 | $47.0 萬 | 0.17% | −92−1.9% | 減碼 |
| McGowan Group Asset Management, Inc. | 4,873 | $47.0 萬 | 0.06% | +10.0% | 加碼 |
| Independent Financial Group, LLC | 4,879 | $47.1 萬 | 0.01% | +48+1.0% | 加碼 |
| Vista Investment Partners II, LLC | 4,885 | $47.1 萬 | 0.21% | −779−13.8% | 減碼 |
| CMG Global Holdings, LLC | 4,898 | $47.3 萬 | 0.23% | +288+6.2% | 加碼 |
| AdviceOne Advisory Services, LLC | 4,900 | $47.3 萬 | 0.29% | 00.0% | 不變 |
| Camden Capital, LLC | 4,902 | $47.3 萬 | 0.03% | −879−15.2% | 減碼 |
| Fusion Capital, LLC | 4,910 | $47.4 萬 | 0.13% | +11+0.2% | 加碼 |
| Truvestments Capital LLC | 4,916 | $47.4 萬 | 0.09% | +370+8.1% | 加碼 |
| Wynn Capital, LLC | 4,916 | $47.4 萬 | 0.24% | −110−2.2% | 減碼 |
| Lee Danner & Bass Inc | 4,920 | $47.5 萬 | 0.03% | 00.0% | 不變 |
| Seelaus Asset Management LLC | 4,923 | $47.5 萬 | 0.34% | +115+2.4% | 加碼 |
| Bill Few Associates, Inc. | 4,927 | $47.6 萬 | 0.11% | +14+0.3% | 加碼 |
| Aspiriant, LLC | 4,928 | $47.6 萬 | 0.01% | +460+10.3% | 加碼 |
| Penobscot Investment Management Company, Inc. | 4,935 | $47.6 萬 | 0.04% | 00.0% | 不變 |
| Prosperity Financial Group, Inc. | 4,945 | $47.7 萬 | 0.18% | +34+0.7% | 加碼 |
| Shrier Wealth Management, LLC | 4,948 | $47.8 萬 | 0.17% | +98+2.0% | 加碼 |
| LVM Capital Management Ltd | 4,974 | $48.0 萬 | 0.05% | +167+3.5% | 加碼 |
| Fonville Wealth Management LLC | 4,992 | $48.2 萬 | 0.09% | +538+12.1% | 加碼 |
| Bridges Investment Management Inc | 4,996 | $48.2 萬 | 0.01% | −338−6.3% | 減碼 |
| Correct Capital Wealth Management | 5,000 | $48.3 萬 | 0.09% | −250−4.8% | 減碼 |
| Hartford Financial Management Inc. | 5,000 | $48.3 萬 | 0.12% | 00.0% | 不變 |
| Cantor Fitzgerald Investment Adviser L.P. | 5,000 | $48.3 萬 | 0.04% | 00.0% | 不變 |
| Tranquility Partners, LLC | 5,012 | $48.4 萬 | 0.18% | +347+7.4% | 加碼 |
| SageView Advisory Group, LLC | 5,019 | $48.4 萬 | 0.02% | −14,739−74.6% | 減碼 |
| Steel Peak Wealth Management LLC | 5,027 | $48.5 萬 | 0.02% | +145+3.0% | 加碼 |
| Founders Financial Alliance, LLC | 5,028 | $48.5 萬 | 0.09% | +1,695+50.9% | 加碼 |
| Argent Advisors, Inc. | 5,035 | $48.6 萬 | 0.13% | −295−5.5% | 減碼 |
| Arlington Trust Co LLC | 5,037 | $48.6 萬 | 0.04% | +1,412+39.0% | 加碼 |
| Trust Co of the South | 5,060 | $48.8 萬 | 0.08% | +1,128+28.7% | 加碼 |
| Holcombe Financial, Inc. | 5,063 | $48.9 萬 | 0.29% | +5,063 | 新進 |
| Gradient Investments LLC | 5,066 | $48.9 萬 | 0.01% | +520+11.4% | 加碼 |
| Klingman & Associates, LLC | 5,073 | $49.0 萬 | 0.02% | −163−3.1% | 減碼 |
| LGT Fund Management Co Ltd. | 5,078 | $49.0 萬 | 0.02% | −1,547−23.4% | 減碼 |
| Wealth Quarterback LLC | 5,089 | $49.1 萬 | 0.19% | +502+10.9% | 加碼 |
| Fideuram Asset Management (Ireland) dac | 5,521 | $49.2 萬 | 0.06% | −14,611−72.6% | 減碼 |
| Ridge Creek Global, Inc | 5,099 | $49.2 萬 | 0.42% | 00.0% | 不變 |
| Wilkins Investment Counsel Inc | 5,100 | $49.2 萬 | 0.07% | 00.0% | 不變 |
| Pinnacle Wealth Management Group, Inc. | 5,104 | $49.3 萬 | 0.24% | 00.0% | 不變 |
| Capital Investment Counsel, Inc | 5,105 | $49.3 萬 | 0.06% | +300+6.2% | 加碼 |
| HBK Investments L P | 5,123 | $49.4 萬 | 0.01% | +5,123 | 新進 |
| Pinnacle West Asset Management, Inc. | 5,125 | $49.5 萬 | 0.34% | −185−3.5% | 減碼 |
| Annex Advisory Services, LLC | 5,137 | $49.6 萬 | 0.01% | −42,126−89.1% | 減碼 |
| Values First Advisors, Inc. | 5,137 | $49.6 萬 | 0.26% | −1,542−23.1% | 減碼 |
| WealthTrust Axiom LLC | 5,147 | $49.7 萬 | 0.12% | +9+0.2% | 加碼 |
| SIH Partners, LLLP | 5,158 | $49.8 萬 | 0.02% | +5,158 | 新進 |
| Heritage Investors Management Corp | 5,156 | $49.8 萬 | 0.02% | +5,156 | 新進 |
| Cladis Investment Advisory, LLC | 5,160 | $49.8 萬 | 0.27% | 00.0% | 不變 |
| Doliver Advisors, LP | 5,178 | $50.0 萬 | 0.11% | −225−4.2% | 減碼 |
| Cypress Capital Group | 5,183 | $50.0 萬 | 0.06% | +839+19.3% | 加碼 |
| Eastover Investment Advisors LLC | 5,185 | $50.0 萬 | 0.21% | 00.0% | 不變 |
| Drive Wealth Management, LLC | 5,189 | $50.1 萬 | 0.11% | +31+0.6% | 加碼 |
| Elwood & Goetz Wealth Advisory Group, LLC | 5,203 | $50.2 萬 | 0.09% | +98+1.9% | 加碼 |
| VeraBank, N.A. | 5,210 | $50.3 萬 | 0.09% | +400+8.3% | 加碼 |
| Argus Investors' Counsel, Inc. | 5,212 | $50.3 萬 | 0.45% | +2,307+79.4% | 加碼 |
| PSI Advisors, LLC | 5,214 | $50.3 萬 | 0.12% | 00.0% | 不變 |
| Chicago Trust Co NA | 5,228 | $50.5 萬 | 0.08% | −468−8.2% | 減碼 |
| Gratus Wealth Advisors, LLC | 5,230 | $50.5 萬 | 0.07% | −66−1.2% | 減碼 |
| Kesler, Norman & Wride, LLC | 5,239 | $50.6 萬 | 0.09% | −572−9.8% | 減碼 |
| GHP Investment Advisors, Inc. | 5,244 | $50.6 萬 | 0.02% | +102+2.0% | 加碼 |
| Hartline Investment Corp | 5,260 | $50.8 萬 | 0.06% | 00.0% | 不變 |
| First Business Financial Services, Inc. | 5,261 | $50.8 萬 | 0.05% | +827+18.7% | 加碼 |
| TBH Global Asset Management, LLC | 5,262 | $50.8 萬 | 0.10% | +103+2.0% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 5,281 | $51.0 萬 | 0.01% | +114+2.2% | 加碼 |
| Conning Inc. | 5,284 | $51.0 萬 | 0.02% | −778−12.8% | 減碼 |
| Bey-Douglas LLC | 5,308 | $51.2 萬 | 0.45% | −88−1.6% | 減碼 |
| Cozad Asset Management Inc | 5,318 | $51.3 萬 | 0.04% | +268+5.3% | 加碼 |
| Cohen Investment Advisors LLC | 5,327 | $51.4 萬 | 0.24% | +154+3.0% | 加碼 |
| New Republic Capital, LLC | 5,330 | $51.4 萬 | 0.17% | −616−10.4% | 減碼 |
| LCNB Corp | 5,336 | $51.5 萬 | 0.17% | −300−5.3% | 減碼 |
| Wealthcare Capital Management LLC | 5,338 | $51.5 萬 | 0.05% | +5,338 | 新進 |
| Armstrong Advisory Group, Inc | 5,346 | $51.6 萬 | 0.03% | −263−4.7% | 減碼 |
| Formidable Asset Management, LLC | 5,924 | $51.7 萬 | 0.08% | 00.0% | 不變 |
| Fjell Capital, LLC | 5,363 | $51.8 萬 | 0.40% | +320+6.3% | 加碼 |
| Sapient Capital LLC | 5,397 | $52.1 萬 | 0.01% | +2,305+74.5% | 加碼 |
| HORAN Wealth, LLC | 5,916 | $52.3 萬 | 0.05% | +3,003+103.1% | 加碼 |
| Wealth Management Associates, Inc. | 5,423 | $52.3 萬 | 0.18% | 00.0% | 不變 |
| Qtron Investments LLC | 5,426 | $52.4 萬 | 0.07% | 00.0% | 不變 |
| Atlas Brown,Inc. | 5,427 | $52.4 萬 | 0.16% | +31+0.6% | 加碼 |
| Clarity Wealth Development LLC | 5,430 | $52.4 萬 | 0.43% | 00.0% | 不變 |
| Valued Retirements, Inc. | 5,431 | $52.4 萬 | 0.51% | +70+1.3% | 加碼 |
| Congress Asset Management Co | 5,436 | $52.5 萬 | 0.00% | −446−7.6% | 減碼 |
| Premier Path Wealth Partners, LLC | 5,444 | $52.5 萬 | 0.07% | +1,041+23.6% | 加碼 |
| BOS Asset Management, LLC | 5,445 | $52.6 萬 | 0.13% | +44+0.8% | 加碼 |
| Mathes Company, Inc. | 5,450 | $52.6 萬 | 0.19% | 00.0% | 不變 |
| MBM Wealth Consultants, LLC | 5,452 | $52.6 萬 | 0.12% | +347+6.8% | 加碼 |
| Clearwave Capital, LLC | 5,460 | $52.7 萬 | 0.36% | −22−0.4% | 減碼 |
| SHP Wealth Management | 5,477 | $52.9 萬 | 0.04% | −445−7.5% | 減碼 |
| Intrua Financial, LLC | 5,479 | $52.9 萬 | 0.06% | +46+0.8% | 加碼 |
| Alessandra Capital Management, LLC | 5,480 | $52.9 萬 | 0.45% | −2,740−33.3% | 減碼 |
| Hilton Head Capital Partners, LLC | 5,501 | $53.1 萬 | 0.30% | +4+0.1% | 加碼 |
| Stratos Wealth Advisors, LLC | 5,505 | $53.1 萬 | 0.03% | −5−0.1% | 減碼 |
| Hickory Point Bank & Trust | 5,507 | $53.2 萬 | 0.35% | −100−1.8% | 減碼 |
| Linscomb & Williams, Inc. | 5,515 | $53.2 萬 | 0.02% | −805−12.7% | 減碼 |
| Motco | 5,518 | $53.3 萬 | 0.05% | −36−0.6% | 減碼 |
| Walser Wealth Management Company, A Ltd Liability Co | 5,536 | $53.4 萬 | 0.24% | +541+10.8% | 加碼 |