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OTTR · 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.

OTTRSO
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.
  • OTTR
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterOTTRSO
Q3 20201 holders, $15m15 holders, $5.5bn
Q4 20201 holders, $18m17 holders, $6.9bn
Q1 20211 holders, $19m16 holders, $7.5bn
Q2 20211 holders, $19m17 holders, $7.0bn
Q3 20211 holders, $21m15 holders, $7.1bn
Q4 20211 holders, $25m15 holders, $8.8bn
Q1 20222 holders, $23m18 holders, $10.5bn
Q2 20222 holders, $30m20 holders, $10.7bn
Q3 20222 holders, $32m24 holders, $11.0bn
Q4 20222 holders, $27m18 holders, $10.7bn
Q1 20232 holders, $24m14 holders, $10.5bn
Q2 20232 holders, $24m14 holders, $9.7bn
Q3 20231 holders, $22m16 holders, $7.9bn
Q4 20232 holders, $24m14 holders, $7.5bn
Q1 20242 holders, $28m13 holders, $7.1bn
Q2 20243 holders, $32m14 holders, $6.9bn
Q3 20244 holders, $37m11 holders, $7.7bn
Q4 20244 holders, $31m14 holders, $6.7bn
Q1 20254 holders, $31m17 holders, $7.8bn
Q2 20253 holders, $25m18 holders, $8.6bn
Q3 20252 holders, $24m19 holders, $11.9bn
Q4 20253 holders, $36m16 holders, $12.1bn
Q1 20265 holders, $86m18 holders, $14.9bn
Q2 20264 holders, $93m15 holders, $15.6bn
OTTR

Otter Tail Corp

Holders
2
Reported value
$28m
Buyers
1
Sellers
1

Breadth 0 among 93 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP
SO

Southern Co

Holders
13
Reported value
$7.1bn
Buyers
8
Sellers
6

Breadth +2 among 93 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q1 2024

Among the 15 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only OTTR (2)

ExodusPoint Capital Management LP, GAMCO Investors Inc

Only SO (13)

AllianceBernstein LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, MFS Investment Management, Point72 Asset Management LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, 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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