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 |
|---|---|---|---|---|---|
| Summit Financial Wealth Advisors, LLC | 5,559 | $53.7 萬 | 0.08% | −20.0% | 減碼 |
| Altfest L J & Co Inc | 5,580 | $53.9 萬 | 0.06% | +290+5.5% | 加碼 |
| Thrive Wealth Management, LLC | 5,584 | $53.9 萬 | 0.08% | −873−13.5% | 減碼 |
| Evergreen Wealth Solutions, LLC | 5,595 | $54.0 萬 | 0.04% | +5,595 | 新進 |
| Scotia Capital Inc. | 5,599 | $54.0 萬 | 0.00% | −137−2.4% | 減碼 |
| Kapstone Financial Advisors LLC | 5,601 | $54.1 萬 | 0.26% | −62−1.1% | 減碼 |
| Northwest & Ethical Investments L.P. | 5,579 | $54.1 萬 | 0.01% | +5,579 | 新進 |
| Moss Adams Wealth Advisors LLC | 5,610 | $54.1 萬 | 0.04% | +342+6.5% | 加碼 |
| Davy Global Fund Management Ltd | 5,625 | $54.3 萬 | 0.04% | 00.0% | 不變 |
| Charter Trust Co | 5,645 | $54.5 萬 | 0.03% | +188+3.4% | 加碼 |
| BLB&B Advisors, LLC | 5,659 | $54.6 萬 | 0.02% | +1,060+23.0% | 加碼 |
| IVC Wealth Advisors LLC | 5,660 | $54.6 萬 | 0.24% | −81−1.4% | 減碼 |
| Knollwood Investment Advisory, LLC | 5,663 | $54.7 萬 | 0.06% | 00.0% | 不變 |
| Syverson Strege & Co | 5,681 | $54.8 萬 | 0.13% | −361−6.0% | 減碼 |
| B&L Asset Management LLC | 5,695 | $55.0 萬 | 0.24% | +1,365+31.5% | 加碼 |
| Duncker Streett & Co Inc | 5,700 | $55.0 萬 | 0.10% | +385+7.2% | 加碼 |
| 71 West Capital Partners | 5,700 | $55.0 萬 | 0.02% | +1,440+33.8% | 加碼 |
| TruWealth Advisors, LLC | 5,708 | $55.1 萬 | 0.03% | −109−1.9% | 減碼 |
| Gateway Investment Advisers LLC | 5,710 | $55.1 萬 | 0.01% | +2,670+87.8% | 加碼 |
| Investors Research Corp | 5,730 | $55.3 萬 | 0.11% | 00.0% | 不變 |
| Legacy Financial Advisors, Inc. | 5,731 | $55.3 萬 | 0.08% | +741+14.8% | 加碼 |
| First Dallas Securities Inc. | 5,735 | $55.4 萬 | 0.20% | −60−1.0% | 減碼 |
| O'Rourke & Company, Inc | 5,739 | $55.4 萬 | 0.22% | +5+0.1% | 加碼 |
| Requisite Capital Management, LLC | 5,742 | $55.4 萬 | 0.10% | −128−2.2% | 減碼 |
| 6th Street Advisors, LLC | 5,745 | $55.5 萬 | 0.35% | +5,745 | 新進 |
| Websterrogers Financial Advisors, LLC | 5,766 | $55.7 萬 | 0.16% | +5,766 | 新進 |
| Transcend Wealth Collective, LLC | 5,772 | $55.7 萬 | 0.04% | +2,206+61.9% | 加碼 |
| Diligent Investors, LLC | 5,786 | $55.8 萬 | 0.14% | −147−2.5% | 減碼 |
| Concentric Capital Strategies, LP | 5,805 | $56.0 萬 | 0.05% | +5,805 | 新進 |
| Ballew Advisors, Inc | 5,745 | $56.1 萬 | 0.32% | +20.0% | 加碼 |
| Trinity Financial Advisors LLC | 5,830 | $56.3 萬 | 0.16% | −116−2.0% | 減碼 |
| Cross Staff Investments Inc | 5,835 | $56.3 萬 | 0.37% | 00.0% | 不變 |
| Orion Investment Co | 5,845 | $56.4 萬 | 0.18% | 00.0% | 不變 |
| Verus Financial Partners, Inc. | 5,950 | $56.5 萬 | 0.05% | 00.0% | 不變 |
| Approach Retirement Advisors, LLC | 5,851 | $56.5 萬 | 0.47% | +506+9.5% | 加碼 |
| Maridea Wealth Management LLC | 5,859 | $56.5 萬 | 0.08% | +2,312+65.2% | 加碼 |
| OMC Financial Services LTD | 5,867 | $56.6 萬 | 0.22% | 00.0% | 不變 |
| Fee-Only Financial Planning, L.C. | 5,868 | $56.6 萬 | 0.34% | +218+3.9% | 加碼 |
| Schulhoff & Co Inc | 5,875 | $56.7 萬 | 0.23% | 00.0% | 不變 |
| Red Wave Investments LLC | 5,904 | $57.0 萬 | 0.17% | −19−0.3% | 減碼 |
| L2 Asset Management, LLC | 5,915 | $57.1 萬 | 0.05% | +400+7.3% | 加碼 |
| Novak & Powell Financial Services, Inc. | 5,925 | $57.2 萬 | 0.31% | 00.0% | 不變 |
| Calton & Associates, Inc. | 5,936 | $57.3 萬 | 0.08% | −247−4.0% | 減碼 |
| Legacy Financial Strategies, LLC | 5,938 | $57.3 萬 | 0.10% | −132−2.2% | 減碼 |
| Reliant Investment Partners, LLC | 5,945 | $57.4 萬 | 0.48% | +10.0% | 加碼 |
| Z3 Capital Partners, LLC | 5,957 | $57.5 萬 | 0.15% | −95−1.6% | 減碼 |
| Fortress Private Ledger, LLC | 5,959 | $57.5 萬 | 0.18% | −456−7.1% | 減碼 |
| Landmark Wealth Management, LLC | 5,972 | $57.6 萬 | 0.15% | +5,972 | 新進 |
| Inscription Capital, LLC | 5,973 | $57.6 萬 | 0.06% | +469+8.5% | 加碼 |
| GF Fund Management Co. Ltd. | 5,988 | $57.8 萬 | 0.01% | +2,028+51.2% | 加碼 |
| Childress Capital Advisors, LLC | 6,002 | $57.9 萬 | 0.10% | −1,262−17.4% | 減碼 |
| Van Hulzen Asset Management, LLC | 6,011 | $58.0 萬 | 0.04% | −600−9.1% | 減碼 |
| Wiser Wealth Management, Inc | 6,025 | $58.2 萬 | 0.13% | +15+0.2% | 加碼 |
| Integras Partners LLC | 6,025 | $58.2 萬 | 0.38% | 00.0% | 不變 |
| PFW Advisors LLC | 6,033 | $58.2 萬 | 0.18% | +10.0% | 加碼 |
| Zinnia Wealth Advisory, LLC | 6,046 | $58.4 萬 | 0.65% | −150−2.4% | 減碼 |
| Marathon Capital Management | 6,050 | $58.4 萬 | 0.13% | −550−8.3% | 減碼 |
| Thoroughbred Financial Services, LLC | 6,052 | $58.4 萬 | 0.03% | −4−0.1% | 減碼 |
| Verition Fund Management LLC | 6,086 | $58.7 萬 | 0.01% | −29,291−82.8% | 減碼 |
| FourThought Financial Partners, LLC | 6,087 | $58.8 萬 | 0.05% | −463−7.1% | 減碼 |
| Union Savings Bank | 6,104 | $58.9 萬 | 0.26% | −701−10.3% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 6,156 | $59.4 萬 | 0.03% | +6,156 | 新進 |
| SRS Capital Advisors, Inc. | 6,170 | $59.5 萬 | 0.02% | −13,267−68.3% | 減碼 |
| Summit Global Investments | 6,188 | $59.7 萬 | 0.04% | +5+0.1% | 加碼 |
| Cranbrook Wealth Management, LLC | 6,186 | $59.7 萬 | 0.12% | 00.0% | 不變 |
| SFMG, LLC | 6,240 | $60.2 萬 | 0.04% | 00.0% | 不變 |
| Forum Financial Management, LP | 6,252 | $60.3 萬 | 0.01% | +1,435+29.8% | 加碼 |
| Mirador Capital Partners LP | 6,261 | $60.4 萬 | 0.09% | +43+0.7% | 加碼 |
| American National Bank | 6,265 | $60.5 萬 | 0.06% | −560−8.2% | 減碼 |
| Bienville Capital Management, LLC | 6,314 | $60.9 萬 | 0.12% | +789+14.3% | 加碼 |
| Welch & Forbes LLC | 6,316 | $61.0 萬 | 0.01% | −204−3.1% | 減碼 |
| Broyhill Asset Management | 6,317 | $61.0 萬 | 0.60% | 00.0% | 不變 |
| Nilsine Partners, LLC | 6,503 | $61.0 萬 | 0.05% | +413+6.8% | 加碼 |
| PDS Planning, Inc | 6,319 | $61.0 萬 | 0.04% | −293−4.4% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,325 | $61.0 萬 | 0.01% | −6,526−50.8% | 減碼 |
| Mindset Wealth Management, LLC | 6,331 | $61.1 萬 | 0.16% | +20.0% | 加碼 |
| Builder Investment Group Inc | 6,337 | $61.2 萬 | 0.13% | −50−0.8% | 減碼 |
| Strategies Wealth Advisors, LLC | 6,343 | $61.2 萬 | 0.06% | −16−0.3% | 減碼 |
| Park Place Capital Corp | 6,355 | $61.3 萬 | 0.12% | −146−2.2% | 減碼 |
| Cordatus Wealth Management LLC | 6,359 | $61.4 萬 | 0.15% | −66−1.0% | 減碼 |
| Searle & Co. | 6,358 | $61.4 萬 | 0.15% | 00.0% | 不變 |
| Brown Miller Wealth Management, LLC | 6,358 | $61.4 萬 | 0.17% | −23−0.4% | 減碼 |
| Chicago Capital, LLC | 6,375 | $61.5 萬 | 0.02% | 00.0% | 不變 |
| United Capital Management of KS, Inc. | 6,377 | $61.5 萬 | 0.09% | +109+1.7% | 加碼 |
| River Wealth Advisors LLC | 6,377 | $61.6 萬 | 0.07% | −64−1.0% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 6,382 | $61.6 萬 | 0.07% | −15−0.2% | 減碼 |
| Banco Santander, S.A. | 6,387 | $61.6 萬 | 0.00% | 00.0% | 不變 |
| Colonial Trust Advisors | 6,416 | $61.9 萬 | 0.05% | −103−1.6% | 減碼 |
| Clarendon Private LLC | 6,420 | $62.0 萬 | 0.48% | −1,874−22.6% | 減碼 |
| ProVise Management Group, LLC | 6,436 | $62.1 萬 | 0.04% | −669−9.4% | 減碼 |
| Richwood Investment Advisors, LLC | 6,483 | $62.6 萬 | 0.48% | 00.0% | 不變 |
| Aventura Private Wealth, LLC | 6,488 | $62.6 萬 | 0.23% | −702−9.8% | 減碼 |
| Focused Alpha, LLC | 6,494 | $62.7 萬 | 0.19% | +30.0% | 加碼 |
| Samara Investment Management, LLC | 6,518 | $62.9 萬 | 0.65% | +6,518 | 新進 |
| Beta Wealth Group, Inc. | 6,528 | $63.0 萬 | 0.26% | +204+3.2% | 加碼 |
| Flagship Harbor Advisors, LLC | 6,552 | $63.2 萬 | 0.03% | −13−0.2% | 減碼 |
| Trust Co of Virginia | 6,555 | $63.3 萬 | 0.05% | +87+1.3% | 加碼 |
| Cooper Financial Group | 6,563 | $63.4 萬 | 0.06% | −7−0.1% | 減碼 |
| Paragon Private Wealth Management, LLC | 6,583 | $63.5 萬 | 0.20% | +853+14.9% | 加碼 |
| Finward Bancorp | 6,586 | $63.6 萬 | 0.51% | 00.0% | 不變 |