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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 6,252 | $60.3 萬 | 0.01% | +1,435+29.8% | 加碼 |
| SFMG, LLC | 6,240 | $60.2 萬 | 0.04% | 00.0% | 不變 |
| Cranbrook Wealth Management, LLC | 6,186 | $59.7 萬 | 0.12% | 00.0% | 不變 |
| Summit Global Investments | 6,188 | $59.7 萬 | 0.04% | +5+0.1% | 加碼 |
| SRS Capital Advisors, Inc. | 6,170 | $59.5 萬 | 0.02% | −13,267−68.3% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 6,156 | $59.4 萬 | 0.03% | +6,156 | 新進 |
| Union Savings Bank | 6,104 | $58.9 萬 | 0.26% | −701−10.3% | 減碼 |
| FourThought Financial Partners, LLC | 6,087 | $58.8 萬 | 0.05% | −463−7.1% | 減碼 |
| Verition Fund Management LLC | 6,086 | $58.7 萬 | 0.01% | −29,291−82.8% | 減碼 |
| Thoroughbred Financial Services, LLC | 6,052 | $58.4 萬 | 0.03% | −4−0.1% | 減碼 |
| Marathon Capital Management | 6,050 | $58.4 萬 | 0.13% | −550−8.3% | 減碼 |
| Zinnia Wealth Advisory, LLC | 6,046 | $58.4 萬 | 0.65% | −150−2.4% | 減碼 |
| PFW Advisors LLC | 6,033 | $58.2 萬 | 0.18% | +10.0% | 加碼 |
| Integras Partners LLC | 6,025 | $58.2 萬 | 0.38% | 00.0% | 不變 |
| Wiser Wealth Management, Inc | 6,025 | $58.2 萬 | 0.13% | +15+0.2% | 加碼 |
| Van Hulzen Asset Management, LLC | 6,011 | $58.0 萬 | 0.04% | −600−9.1% | 減碼 |
| Childress Capital Advisors, LLC | 6,002 | $57.9 萬 | 0.10% | −1,262−17.4% | 減碼 |
| GF Fund Management Co. Ltd. | 5,988 | $57.8 萬 | 0.01% | +2,028+51.2% | 加碼 |
| Inscription Capital, LLC | 5,973 | $57.6 萬 | 0.06% | +469+8.5% | 加碼 |
| Landmark Wealth Management, LLC | 5,972 | $57.6 萬 | 0.15% | +5,972 | 新進 |
| Fortress Private Ledger, LLC | 5,959 | $57.5 萬 | 0.18% | −456−7.1% | 減碼 |
| Z3 Capital Partners, LLC | 5,957 | $57.5 萬 | 0.15% | −95−1.6% | 減碼 |
| Reliant Investment Partners, LLC | 5,945 | $57.4 萬 | 0.48% | +10.0% | 加碼 |
| Legacy Financial Strategies, LLC | 5,938 | $57.3 萬 | 0.10% | −132−2.2% | 減碼 |
| Calton & Associates, Inc. | 5,936 | $57.3 萬 | 0.08% | −247−4.0% | 減碼 |
| Novak & Powell Financial Services, Inc. | 5,925 | $57.2 萬 | 0.31% | 00.0% | 不變 |
| L2 Asset Management, LLC | 5,915 | $57.1 萬 | 0.05% | +400+7.3% | 加碼 |
| Red Wave Investments LLC | 5,904 | $57.0 萬 | 0.17% | −19−0.3% | 減碼 |
| Schulhoff & Co Inc | 5,875 | $56.7 萬 | 0.23% | 00.0% | 不變 |
| Fee-Only Financial Planning, L.C. | 5,868 | $56.6 萬 | 0.34% | +218+3.9% | 加碼 |
| OMC Financial Services LTD | 5,867 | $56.6 萬 | 0.22% | 00.0% | 不變 |
| Maridea Wealth Management LLC | 5,859 | $56.5 萬 | 0.08% | +2,312+65.2% | 加碼 |
| Approach Retirement Advisors, LLC | 5,851 | $56.5 萬 | 0.47% | +506+9.5% | 加碼 |
| Verus Financial Partners, Inc. | 5,950 | $56.5 萬 | 0.05% | 00.0% | 不變 |
| Orion Investment Co | 5,845 | $56.4 萬 | 0.18% | 00.0% | 不變 |
| Cross Staff Investments Inc | 5,835 | $56.3 萬 | 0.37% | 00.0% | 不變 |
| Trinity Financial Advisors LLC | 5,830 | $56.3 萬 | 0.16% | −116−2.0% | 減碼 |
| Ballew Advisors, Inc | 5,745 | $56.1 萬 | 0.32% | +20.0% | 加碼 |
| Concentric Capital Strategies, LP | 5,805 | $56.0 萬 | 0.05% | +5,805 | 新進 |
| Diligent Investors, LLC | 5,786 | $55.8 萬 | 0.14% | −147−2.5% | 減碼 |
| Transcend Wealth Collective, LLC | 5,772 | $55.7 萬 | 0.04% | +2,206+61.9% | 加碼 |
| Websterrogers Financial Advisors, LLC | 5,766 | $55.7 萬 | 0.16% | +5,766 | 新進 |
| 6th Street Advisors, LLC | 5,745 | $55.5 萬 | 0.35% | +5,745 | 新進 |
| Requisite Capital Management, LLC | 5,742 | $55.4 萬 | 0.10% | −128−2.2% | 減碼 |
| O'Rourke & Company, Inc | 5,739 | $55.4 萬 | 0.22% | +5+0.1% | 加碼 |
| First Dallas Securities Inc. | 5,735 | $55.4 萬 | 0.20% | −60−1.0% | 減碼 |
| Legacy Financial Advisors, Inc. | 5,731 | $55.3 萬 | 0.08% | +741+14.8% | 加碼 |
| Investors Research Corp | 5,730 | $55.3 萬 | 0.11% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 5,710 | $55.1 萬 | 0.01% | +2,670+87.8% | 加碼 |
| TruWealth Advisors, LLC | 5,708 | $55.1 萬 | 0.03% | −109−1.9% | 減碼 |
| 71 West Capital Partners | 5,700 | $55.0 萬 | 0.02% | +1,440+33.8% | 加碼 |
| Duncker Streett & Co Inc | 5,700 | $55.0 萬 | 0.10% | +385+7.2% | 加碼 |
| B&L Asset Management LLC | 5,695 | $55.0 萬 | 0.24% | +1,365+31.5% | 加碼 |
| Syverson Strege & Co | 5,681 | $54.8 萬 | 0.13% | −361−6.0% | 減碼 |
| Knollwood Investment Advisory, LLC | 5,663 | $54.7 萬 | 0.06% | 00.0% | 不變 |
| IVC Wealth Advisors LLC | 5,660 | $54.6 萬 | 0.24% | −81−1.4% | 減碼 |
| BLB&B Advisors, LLC | 5,659 | $54.6 萬 | 0.02% | +1,060+23.0% | 加碼 |
| Charter Trust Co | 5,645 | $54.5 萬 | 0.03% | +188+3.4% | 加碼 |
| Davy Global Fund Management Ltd | 5,625 | $54.3 萬 | 0.04% | 00.0% | 不變 |
| Moss Adams Wealth Advisors LLC | 5,610 | $54.1 萬 | 0.04% | +342+6.5% | 加碼 |
| Northwest & Ethical Investments L.P. | 5,579 | $54.1 萬 | 0.01% | +5,579 | 新進 |
| Kapstone Financial Advisors LLC | 5,601 | $54.1 萬 | 0.26% | −62−1.1% | 減碼 |
| Scotia Capital Inc. | 5,599 | $54.0 萬 | 0.00% | −137−2.4% | 減碼 |
| Evergreen Wealth Solutions, LLC | 5,595 | $54.0 萬 | 0.04% | +5,595 | 新進 |
| Thrive Wealth Management, LLC | 5,584 | $53.9 萬 | 0.08% | −873−13.5% | 減碼 |
| Altfest L J & Co Inc | 5,580 | $53.9 萬 | 0.06% | +290+5.5% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 5,559 | $53.7 萬 | 0.08% | −20.0% | 減碼 |
| Walser Wealth Management Company, A Ltd Liability Co | 5,536 | $53.4 萬 | 0.24% | +541+10.8% | 加碼 |
| Motco | 5,518 | $53.3 萬 | 0.05% | −36−0.6% | 減碼 |
| Linscomb & Williams, Inc. | 5,515 | $53.2 萬 | 0.02% | −805−12.7% | 減碼 |
| Hickory Point Bank & Trust | 5,507 | $53.2 萬 | 0.35% | −100−1.8% | 減碼 |
| Stratos Wealth Advisors, LLC | 5,505 | $53.1 萬 | 0.03% | −5−0.1% | 減碼 |
| Hilton Head Capital Partners, LLC | 5,501 | $53.1 萬 | 0.30% | +4+0.1% | 加碼 |
| Alessandra Capital Management, LLC | 5,480 | $52.9 萬 | 0.45% | −2,740−33.3% | 減碼 |
| Intrua Financial, LLC | 5,479 | $52.9 萬 | 0.06% | +46+0.8% | 加碼 |
| SHP Wealth Management | 5,477 | $52.9 萬 | 0.04% | −445−7.5% | 減碼 |
| Clearwave Capital, LLC | 5,460 | $52.7 萬 | 0.36% | −22−0.4% | 減碼 |
| MBM Wealth Consultants, LLC | 5,452 | $52.6 萬 | 0.12% | +347+6.8% | 加碼 |
| Mathes Company, Inc. | 5,450 | $52.6 萬 | 0.19% | 00.0% | 不變 |
| BOS Asset Management, LLC | 5,445 | $52.6 萬 | 0.13% | +44+0.8% | 加碼 |
| Premier Path Wealth Partners, LLC | 5,444 | $52.5 萬 | 0.07% | +1,041+23.6% | 加碼 |
| Congress Asset Management Co | 5,436 | $52.5 萬 | 0.00% | −446−7.6% | 減碼 |
| Valued Retirements, Inc. | 5,431 | $52.4 萬 | 0.51% | +70+1.3% | 加碼 |
| Clarity Wealth Development LLC | 5,430 | $52.4 萬 | 0.43% | 00.0% | 不變 |
| Atlas Brown,Inc. | 5,427 | $52.4 萬 | 0.16% | +31+0.6% | 加碼 |
| Qtron Investments LLC | 5,426 | $52.4 萬 | 0.07% | 00.0% | 不變 |
| Wealth Management Associates, Inc. | 5,423 | $52.3 萬 | 0.18% | 00.0% | 不變 |
| HORAN Wealth, LLC | 5,916 | $52.3 萬 | 0.05% | +3,003+103.1% | 加碼 |
| Sapient Capital LLC | 5,397 | $52.1 萬 | 0.01% | +2,305+74.5% | 加碼 |
| Fjell Capital, LLC | 5,363 | $51.8 萬 | 0.40% | +320+6.3% | 加碼 |
| Formidable Asset Management, LLC | 5,924 | $51.7 萬 | 0.08% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 5,346 | $51.6 萬 | 0.03% | −263−4.7% | 減碼 |
| Wealthcare Capital Management LLC | 5,338 | $51.5 萬 | 0.05% | +5,338 | 新進 |
| LCNB Corp | 5,336 | $51.5 萬 | 0.17% | −300−5.3% | 減碼 |
| New Republic Capital, LLC | 5,330 | $51.4 萬 | 0.17% | −616−10.4% | 減碼 |
| Cohen Investment Advisors LLC | 5,327 | $51.4 萬 | 0.24% | +154+3.0% | 加碼 |
| Cozad Asset Management Inc | 5,318 | $51.3 萬 | 0.04% | +268+5.3% | 加碼 |
| Bey-Douglas LLC | 5,308 | $51.2 萬 | 0.45% | −88−1.6% | 減碼 |
| Conning Inc. | 5,284 | $51.0 萬 | 0.02% | −778−12.8% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 5,281 | $51.0 萬 | 0.01% | +114+2.2% | 加碼 |