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AES · 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.

AESSO
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.
  • AES
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterAESSO
Q3 202012 holders, $2.7bn15 holders, $5.5bn
Q4 202016 holders, $3.7bn17 holders, $6.9bn
Q1 202112 holders, $3.6bn16 holders, $7.5bn
Q2 202115 holders, $3.2bn17 holders, $7.0bn
Q3 202119 holders, $2.4bn15 holders, $7.1bn
Q4 202114 holders, $2.6bn15 holders, $8.8bn
Q1 202215 holders, $3.1bn18 holders, $10.5bn
Q2 20229 holders, $2.5bn20 holders, $10.7bn
Q3 20229 holders, $3.0bn24 holders, $11.0bn
Q4 202211 holders, $3.8bn18 holders, $10.7bn
Q1 202310 holders, $3.1bn14 holders, $10.5bn
Q2 202314 holders, $2.4bn14 holders, $9.7bn
Q3 202313 holders, $1.7bn16 holders, $7.9bn
Q4 202311 holders, $2.6bn14 holders, $7.5bn
Q1 202414 holders, $2.0bn13 holders, $7.1bn
Q2 202411 holders, $1.6bn14 holders, $6.9bn
Q3 202412 holders, $1.7bn11 holders, $7.7bn
Q4 202414 holders, $1.4bn14 holders, $6.7bn
Q1 202511 holders, $1.0bn17 holders, $7.8bn
Q2 20259 holders, $379m18 holders, $8.6bn
Q3 20258 holders, $320m19 holders, $11.9bn
Q4 20259 holders, $254m16 holders, $12.1bn
Q1 202614 holders, $610m18 holders, $14.9bn
Q2 202611 holders, $1.1bn15 holders, $15.6bn
AES

Aes Corp/va

Holders
11
Reported value
$2.6bn
Buyers
7
Sellers
5

Breadth +2 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 20 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AES (6)

Capital World Investors, Caxton Associates LLP, GAMCO Investors Inc, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Verition Fund Management LLC

Only SO (9)

AllianceBernstein LP, Balyasny Asset Management LLC, Capital Research Global Investors, Hudson Bay Capital Management LP, Invesco Ltd, Marshall Wace LLP, Maverick Capital Ltd, T. Rowe Price Associates Inc, 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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