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FTS · 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.

FTSSO
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.
  • FTS
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterFTSSO
Q3 20205 holders, $240m15 holders, $5.5bn
Q4 20205 holders, $195m17 holders, $6.9bn
Q1 20213 holders, $164m16 holders, $7.5bn
Q2 20213 holders, $164m17 holders, $7.0bn
Q3 20212 holders, $166m15 holders, $7.1bn
Q4 20215 holders, $196m15 holders, $8.8bn
Q1 20224 holders, $205m18 holders, $10.5bn
Q2 20224 holders, $210m20 holders, $10.7bn
Q3 20228 holders, $210m24 holders, $11.0bn
Q4 20224 holders, $128m18 holders, $10.7bn
Q1 20233 holders, $120m14 holders, $10.5bn
Q2 20232 holders, $102m14 holders, $9.7bn
Q3 20233 holders, $103m16 holders, $7.9bn
Q4 20235 holders, $126m14 holders, $7.5bn
Q1 20244 holders, $114m13 holders, $7.1bn
Q2 20244 holders, $102m14 holders, $6.9bn
Q3 20244 holders, $170m11 holders, $7.7bn
Q4 20245 holders, $178m14 holders, $6.7bn
Q1 20255 holders, $199m17 holders, $7.8bn
Q2 20253 holders, $175m18 holders, $8.6bn
Q3 20255 holders, $155m19 holders, $11.9bn
Q4 20255 holders, $107m16 holders, $12.1bn
Q1 20264 holders, $155m18 holders, $14.9bn
Q2 20264 holders, $121m15 holders, $15.6bn
FTS

Fortis Inc

Holders
5
Reported value
$126m
Buyers
3
Sellers
2

Breadth +1 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 18 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only FTS (4)

Baillie Gifford & Co, Capital World Investors, Renaissance Technologies LLC, Two Sigma Advisers LP

Only SO (13)

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, 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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