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EDN · 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.

EDNSO
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.
  • EDN
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterEDNSO
Q3 2020none listed holders, n.a.15 holders, $5.5bn
Q4 2020none listed holders, n.a.17 holders, $6.9bn
Q1 2021none listed holders, n.a.16 holders, $7.5bn
Q2 2021none listed holders, n.a.17 holders, $7.0bn
Q3 2021none listed holders, n.a.15 holders, $7.1bn
Q4 2021none listed holders, n.a.15 holders, $8.8bn
Q1 2022none listed holders, n.a.18 holders, $10.5bn
Q2 2022none listed holders, n.a.20 holders, $10.7bn
Q3 2022none listed holders, n.a.24 holders, $11.0bn
Q4 2022none listed holders, n.a.18 holders, $10.7bn
Q1 2023none listed holders, n.a.14 holders, $10.5bn
Q2 2023none listed holders, n.a.14 holders, $9.7bn
Q3 2023none listed holders, n.a.16 holders, $7.9bn
Q4 2023none listed holders, n.a.14 holders, $7.5bn
Q1 2024none listed holders, n.a.13 holders, $7.1bn
Q2 2024none listed holders, n.a.14 holders, $6.9bn
Q3 2024none listed holders, n.a.11 holders, $7.7bn
Q4 20241 holders, $6.3m14 holders, $6.7bn
Q1 20251 holders, $6.5m17 holders, $7.8bn
Q2 2025none listed holders, n.a.18 holders, $8.6bn
Q3 2025none listed holders, n.a.19 holders, $11.9bn
Q4 2025none listed holders, n.a.16 holders, $12.1bn
Q1 2026none listed holders, n.a.18 holders, $14.9bn
Q2 2026none listed holders, n.a.15 holders, $15.6bn
EDN

Empresa Dist Y Comercial Norte

Holders
0
Reported value
$0
Buyers
n.a.
Sellers
n.a.

No cross-section for this quarter.

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

Both (0)

No tracked manager lists every one of them.

Only EDN (0)

None.

Only SO (14)

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