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EVRG · 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.

EVRGSO
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.
  • EVRG
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterEVRGSO
Q3 202017 holders, $1.3bn15 holders, $5.5bn
Q4 202018 holders, $2.1bn17 holders, $6.9bn
Q1 202115 holders, $2.2bn16 holders, $7.5bn
Q2 202112 holders, $1.7bn17 holders, $7.0bn
Q3 20217 holders, $1.5bn15 holders, $7.1bn
Q4 20218 holders, $1.8bn15 holders, $8.8bn
Q1 20229 holders, $1.1bn18 holders, $10.5bn
Q2 202210 holders, $915m20 holders, $10.7bn
Q3 202212 holders, $922m24 holders, $11.0bn
Q4 202215 holders, $854m18 holders, $10.7bn
Q1 202311 holders, $1.3bn14 holders, $10.5bn
Q2 202310 holders, $1.1bn14 holders, $9.7bn
Q3 202314 holders, $1.2bn16 holders, $7.9bn
Q4 202317 holders, $1.4bn14 holders, $7.5bn
Q1 202419 holders, $1.3bn13 holders, $7.1bn
Q2 202416 holders, $1.3bn14 holders, $6.9bn
Q3 202415 holders, $1.3bn11 holders, $7.7bn
Q4 202414 holders, $1.4bn14 holders, $6.7bn
Q1 202517 holders, $1.4bn17 holders, $7.8bn
Q2 202514 holders, $1.5bn18 holders, $8.6bn
Q3 202515 holders, $1.9bn19 holders, $11.9bn
Q4 202514 holders, $1.8bn16 holders, $12.1bn
Q1 202612 holders, $1.9bn18 holders, $14.9bn
Q2 202611 holders, $1.8bn15 holders, $15.6bn
EVRG

Evergy Inc

Holders
16
Reported value
$1.3bn
Buyers
7
Sellers
9

Breadth -2 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 26 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only EVRG (12)

AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, ExodusPoint Capital Management LP, GAMCO Investors Inc, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC

Only SO (10)

AllianceBernstein LP, Baillie Gifford & Co, Capital Research Global Investors, Caxton Associates LLP, Fidelity (FMR LLC), Soroban Capital Partners LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, 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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