L3VLUP

PWR · GEV 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.

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.
  • PWR
  • GEV
010203040202120222023202420252026
Holders and value by quarter
QuarterPWRGEV
Q3 202011 holders, $494mnone listed holders, n.a.
Q4 20209 holders, $1.1bnnone listed holders, n.a.
Q1 202111 holders, $1.4bnnone listed holders, n.a.
Q2 20217 holders, $1.4bnnone listed holders, n.a.
Q3 20219 holders, $1.7bnnone listed holders, n.a.
Q4 20217 holders, $1.5bnnone listed holders, n.a.
Q1 20228 holders, $1.6bnnone listed holders, n.a.
Q2 20229 holders, $1.8bnnone listed holders, n.a.
Q3 202213 holders, $1.7bnnone listed holders, n.a.
Q4 20228 holders, $1.6bnnone listed holders, n.a.
Q1 202311 holders, $2.7bnnone listed holders, n.a.
Q2 202310 holders, $3.1bnnone listed holders, n.a.
Q3 202311 holders, $2.8bnnone listed holders, n.a.
Q4 20239 holders, $3.8bnnone listed holders, n.a.
Q1 202414 holders, $5.0bn3 holders, $544m
Q2 202415 holders, $4.7bn26 holders, $9.8bn
Q3 202412 holders, $5.4bn31 holders, $11.9bn
Q4 202411 holders, $6.0bn37 holders, $15.3bn
Q1 20258 holders, $4.3bn36 holders, $14.8bn
Q2 20259 holders, $6.7bn36 holders, $26.3bn
Q3 202512 holders, $7.1bn35 holders, $29.5bn
Q4 202513 holders, $6.6bn34 holders, $28.7bn
Q1 202613 holders, $5.9bn31 holders, $36.7bn
Q2 202624 holders, $8.6bn28 holders, $45.0bn
PWR

Quanta SVCS Inc

Holders
9
Reported value
$3.8bn
Buyers
6
Sellers
3

Breadth +3 among 93 comparable managers.

GEV

Ge Vernova Inc

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

No cross-section for this quarter.

Who holds both, Q4 2023

Among the 9 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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 →