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LNT · 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.

LNTSO
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.
  • LNT
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterLNTSO
Q3 202017 holders, $1.1bn15 holders, $5.5bn
Q4 202010 holders, $682m17 holders, $6.9bn
Q1 20215 holders, $613m16 holders, $7.5bn
Q2 20214 holders, $608m17 holders, $7.0bn
Q3 20213 holders, $582m15 holders, $7.1bn
Q4 20217 holders, $892m15 holders, $8.8bn
Q1 20228 holders, $957m18 holders, $10.5bn
Q2 202211 holders, $748m20 holders, $10.7bn
Q3 202216 holders, $760m24 holders, $11.0bn
Q4 202210 holders, $794m18 holders, $10.7bn
Q1 202313 holders, $812m14 holders, $10.5bn
Q2 20239 holders, $820m14 holders, $9.7bn
Q3 20239 holders, $723m16 holders, $7.9bn
Q4 20238 holders, $910m14 holders, $7.5bn
Q1 20246 holders, $980m13 holders, $7.1bn
Q2 20247 holders, $992m14 holders, $6.9bn
Q3 20248 holders, $1.5bn11 holders, $7.7bn
Q4 20249 holders, $1.6bn14 holders, $6.7bn
Q1 202511 holders, $1.7bn17 holders, $7.8bn
Q2 202512 holders, $1.8bn18 holders, $8.6bn
Q3 202513 holders, $2.3bn19 holders, $11.9bn
Q4 202512 holders, $2.4bn16 holders, $12.1bn
Q1 202620 holders, $3.1bn18 holders, $14.9bn
Q2 202618 holders, $3.3bn15 holders, $15.6bn
LNT

Alliant Energy Corp

Holders
8
Reported value
$910m
Buyers
7
Sellers
4

Breadth +3 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 LNT (4)

ExodusPoint Capital Management LP, Janus Henderson Group Ltd, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC

Only SO (10)

AllianceBernstein LP, Balyasny Asset Management LLC, Capital Research Global Investors, Fidelity (FMR LLC), Invesco Ltd, Marshall Wace LLP, Maverick Capital Ltd, 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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