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AEP · SO in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

AEPSO
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • AEP
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterAEPSO
Q3 202018 holders, $7.5bn15 holders, $5.5bn
Q4 202018 holders, $7.4bn17 holders, $6.9bn
Q1 202119 holders, $7.7bn16 holders, $7.5bn
Q2 202121 holders, $6.6bn17 holders, $7.0bn
Q3 202121 holders, $5.3bn15 holders, $7.1bn
Q4 202122 holders, $5.8bn15 holders, $8.8bn
Q1 202218 holders, $6.6bn18 holders, $10.5bn
Q2 202219 holders, $5.9bn20 holders, $10.7bn
Q3 202222 holders, $5.4bn24 holders, $11.0bn
Q4 202215 holders, $5.5bn18 holders, $10.7bn
Q1 202319 holders, $5.6bn14 holders, $10.5bn
Q2 202320 holders, $5.0bn14 holders, $9.7bn
Q3 202318 holders, $4.6bn16 holders, $7.9bn
Q4 202315 holders, $5.0bn14 holders, $7.5bn
Q1 202413 holders, $5.5bn13 holders, $7.1bn
Q2 202416 holders, $5.7bn14 holders, $6.9bn
Q3 202418 holders, $6.9bn11 holders, $7.7bn
Q4 202415 holders, $5.2bn14 holders, $6.7bn
Q1 202521 holders, $7.8bn17 holders, $7.8bn
Q2 202519 holders, $6.2bn18 holders, $8.6bn
Q3 202520 holders, $6.8bn19 holders, $11.9bn
Q4 202521 holders, $8.1bn16 holders, $12.1bn
Q1 202621 holders, $9.3bn18 holders, $14.9bn
Q2 202627 holders, $10.6bn15 holders, $15.6bn
AEP

American Elec PWR Co Inc

Holders
15
Reported value
$5.0bn
Buyers
8
Sellers
8

Breadth 0 among 93 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP
SO

Southern Co

Holders
14
Reported value
$7.5bn
Buyers
8
Sellers
9

Breadth -1 among 93 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q4 2023

Among the 22 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AEP (8)

AQR Capital Management LLC, Carl C. Icahn, Janus Henderson Group Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP

Only SO (7)

Balyasny Asset Management LLC, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Marshall Wace LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Voloridge Investment Management LLC

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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