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.
- PNW
- D
| Quarter | PNW | D |
|---|---|---|
| Q3 2020 | 13 holders, $793m | 20 holders, $8.7bn |
| Q4 2020 | 7 holders, $735m | 28 holders, $7.2bn |
| Q1 2021 | 5 holders, $877m | 26 holders, $7.4bn |
| Q2 2021 | 8 holders, $1.2bn | 21 holders, $7.5bn |
| Q3 2021 | 10 holders, $809m | 16 holders, $7.2bn |
| Q4 2021 | 10 holders, $494m | 18 holders, $8.2bn |
| Q1 2022 | 7 holders, $717m | 19 holders, $9.3bn |
| Q2 2022 | 8 holders, $708m | 20 holders, $9.3bn |
| Q3 2022 | 8 holders, $667m | 17 holders, $7.5bn |
| Q4 2022 | 10 holders, $736m | 24 holders, $6.3bn |
| Q1 2023 | 11 holders, $761m | 19 holders, $6.1bn |
| Q2 2023 | 9 holders, $804m | 12 holders, $5.7bn |
| Q3 2023 | 9 holders, $867m | 12 holders, $5.4bn |
| Q4 2023 | 6 holders, $978m | 15 holders, $6.4bn |
| Q1 2024 | 8 holders, $1.6bn | 10 holders, $6.5bn |
| Q2 2024 | 14 holders, $1.9bn | 9 holders, $6.2bn |
| Q3 2024 | 16 holders, $2.3bn | 14 holders, $7.4bn |
| Q4 2024 | 15 holders, $2.0bn | 13 holders, $6.5bn |
| Q1 2025 | 14 holders, $2.4bn | 16 holders, $7.0bn |
| Q2 2025 | 12 holders, $2.4bn | 10 holders, $8.8bn |
| Q3 2025 | 14 holders, $2.5bn | 8 holders, $9.8bn |
| Q4 2025 | 17 holders, $2.7bn | 12 holders, $10.5bn |
| Q1 2026 | 13 holders, $3.3bn | 11 holders, $10.4bn |
| Q2 2026 | 15 holders, $3.6bn | 13 holders, $12.4bn |
PNW
Pinnacle West Cap Corp
- Holders
- 8
- Reported value
- $1.6bn
- Buyers
- 5
- Sellers
- 3
Breadth +2 among 93 comparable managers.
D
Dominion Res Inc Va New
- Holders
- 10
- Reported value
- $6.5bn
- Buyers
- 7
- Sellers
- 5
Breadth +2 among 93 comparable managers.
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.
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.