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CWEN · 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.

CWENSO
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.
  • CWEN
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterCWENSO
Q3 20204 holders, $199m15 holders, $5.5bn
Q4 20205 holders, $224m17 holders, $6.9bn
Q1 20215 holders, $168m16 holders, $7.5bn
Q2 20214 holders, $139m17 holders, $7.0bn
Q3 20213 holders, $121m15 holders, $7.1bn
Q4 20214 holders, $138m15 holders, $8.8bn
Q1 20225 holders, $138m18 holders, $10.5bn
Q2 20222 holders, $89m20 holders, $10.7bn
Q3 20222 holders, $83m24 holders, $11.0bn
Q4 20223 holders, $92m18 holders, $10.7bn
Q1 20235 holders, $94m14 holders, $10.5bn
Q2 20232 holders, $77m14 holders, $9.7bn
Q3 20232 holders, $59m16 holders, $7.9bn
Q4 20234 holders, $81m14 holders, $7.5bn
Q1 20243 holders, $72m13 holders, $7.1bn
Q2 20245 holders, $127m14 holders, $6.9bn
Q3 20245 holders, $153m11 holders, $7.7bn
Q4 20243 holders, $105m14 holders, $6.7bn
Q1 20254 holders, $152m17 holders, $7.8bn
Q2 20252 holders, $132m18 holders, $8.6bn
Q3 20251 holders, $101m19 holders, $11.9bn
Q4 20251 holders, $117m16 holders, $12.1bn
Q1 20261 holders, $175m18 holders, $14.9bn
Q2 20263 holders, $166m15 holders, $15.6bn
CWEN

Clearway Energy Inc

Holders
5
Reported value
$127m
Buyers
4
Sellers
1

Breadth +3 among 94 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP
SO

Southern Co

Holders
14
Reported value
$6.9bn
Buyers
7
Sellers
7

Breadth 0 among 94 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q2 2024

Among the 18 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CWEN (4)

ExodusPoint Capital Management LP, Neuberger Berman Group LLC, PDT Partners LLC, Point72 Asset Management LP

Only SO (13)

AllianceBernstein LP, Baillie Gifford & Co, Capital Research Global Investors, Caxton Associates LLP, Fidelity (FMR LLC), Invesco Ltd, MFS Investment Management, Soroban Capital Partners LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP, Winton Group Ltd

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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