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ED · 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.

EDSO
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.
  • ED
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterEDSO
Q3 202011 holders, $1.7bn15 holders, $5.5bn
Q4 202015 holders, $1.3bn17 holders, $6.9bn
Q1 202113 holders, $877m16 holders, $7.5bn
Q2 202111 holders, $634m17 holders, $7.0bn
Q3 202111 holders, $626m15 holders, $7.1bn
Q4 202111 holders, $876m15 holders, $8.8bn
Q1 202213 holders, $898m18 holders, $10.5bn
Q2 202214 holders, $883m20 holders, $10.7bn
Q3 202214 holders, $859m24 holders, $11.0bn
Q4 202212 holders, $690m18 holders, $10.7bn
Q1 202317 holders, $733m14 holders, $10.5bn
Q2 202312 holders, $622m14 holders, $9.7bn
Q3 202313 holders, $620m16 holders, $7.9bn
Q4 202310 holders, $568m14 holders, $7.5bn
Q1 202411 holders, $664m13 holders, $7.1bn
Q2 20248 holders, $572m14 holders, $6.9bn
Q3 202412 holders, $835m11 holders, $7.7bn
Q4 202417 holders, $1.1bn14 holders, $6.7bn
Q1 202522 holders, $2.0bn17 holders, $7.8bn
Q2 202516 holders, $1.6bn18 holders, $8.6bn
Q3 202517 holders, $1.7bn19 holders, $11.9bn
Q4 202513 holders, $1.6bn16 holders, $12.1bn
Q1 202614 holders, $1.9bn18 holders, $14.9bn
Q2 20268 holders, $1.8bn15 holders, $15.6bn
ED

Consolidated Edison Inc

Holders
10
Reported value
$568m
Buyers
8
Sellers
4

Breadth +4 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 ED (8)

Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Caxton Associates LLP, D. E. Shaw & Co., Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC

Only SO (12)

AllianceBernstein LP, Balyasny Asset Management LLC, Capital Research Global Investors, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, T. Rowe Price Associates Inc, Tudor Investment Corp, Wellington Management Group LLP

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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