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NI · 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.

NISO
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.
  • NI
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterNISO
Q3 202012 holders, $1.9bn15 holders, $5.5bn
Q4 20209 holders, $1.6bn17 holders, $6.9bn
Q1 202110 holders, $1.7bn16 holders, $7.5bn
Q2 202112 holders, $1.4bn17 holders, $7.0bn
Q3 202111 holders, $1.2bn15 holders, $7.1bn
Q4 202113 holders, $1.1bn15 holders, $8.8bn
Q1 202213 holders, $1.5bn18 holders, $10.5bn
Q2 202210 holders, $1.3bn20 holders, $10.7bn
Q3 202211 holders, $851m24 holders, $11.0bn
Q4 202213 holders, $920m18 holders, $10.7bn
Q1 202313 holders, $742m14 holders, $10.5bn
Q2 20239 holders, $679m14 holders, $9.7bn
Q3 202311 holders, $688m16 holders, $7.9bn
Q4 202310 holders, $727m14 holders, $7.5bn
Q1 20249 holders, $701m13 holders, $7.1bn
Q2 202411 holders, $1.3bn14 holders, $6.9bn
Q3 202411 holders, $1.0bn11 holders, $7.7bn
Q4 202411 holders, $1.3bn14 holders, $6.7bn
Q1 20258 holders, $1.2bn17 holders, $7.8bn
Q2 20257 holders, $676m18 holders, $8.6bn
Q3 20259 holders, $888m19 holders, $11.9bn
Q4 202510 holders, $902m16 holders, $12.1bn
Q1 20267 holders, $900m18 holders, $14.9bn
Q2 202611 holders, $1.2bn15 holders, $15.6bn
NI

Nisource Inc

Holders
10
Reported value
$727m
Buyers
8
Sellers
5

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

Only NI (7)

Brevan Howard Capital Management LP, ExodusPoint Capital Management LP, Millennium Management LLC, Point72 Asset Management LP, Soroban Capital Partners LP, Verition Fund Management LLC, Winton Group Ltd

Only SO (11)

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

Back to the 13F Explorer →