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XIFR · 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.

XIFRSO
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.
  • XIFR
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterXIFRSO
Q3 20205 holders, $343m15 holders, $5.5bn
Q4 202012 holders, $446m17 holders, $6.9bn
Q1 20215 holders, $354m16 holders, $7.5bn
Q2 20215 holders, $836m17 holders, $7.0bn
Q3 20214 holders, $827m15 holders, $7.1bn
Q4 20216 holders, $953m15 holders, $8.8bn
Q1 20226 holders, $922m18 holders, $10.5bn
Q2 20226 holders, $816m20 holders, $10.7bn
Q3 20227 holders, $841m24 holders, $11.0bn
Q4 20229 holders, $805m18 holders, $10.7bn
Q1 20239 holders, $400m14 holders, $10.5bn
Q2 20237 holders, $320m14 holders, $9.7bn
Q3 20236 holders, $169m16 holders, $7.9bn
Q4 20236 holders, $115m14 holders, $7.5bn
Q1 20245 holders, $82m13 holders, $7.1bn
Q2 20244 holders, $49m14 holders, $6.9bn
Q3 20245 holders, $55m11 holders, $7.7bn
Q4 20242 holders, $6.2m14 holders, $6.7bn
Q1 20254 holders, $25m17 holders, $7.8bn
Q2 20251 holders, $3.5m18 holders, $8.6bn
Q3 20251 holders, $4.7m19 holders, $11.9bn
Q4 20251 holders, $5.8m16 holders, $12.1bn
Q1 20261 holders, $6.5m18 holders, $14.9bn
Q2 20261 holders, $7.1m15 holders, $15.6bn
XIFR

Nextera Energy Partners LP

Holders
6
Reported value
$115m
Buyers
5
Sellers
1

Breadth +4 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 19 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only XIFR (5)

Brevan Howard Capital Management LP, Caxton Associates LLP, GAMCO Investors Inc, Neuberger Berman Group LLC, Verition Fund Management LLC

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, 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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