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IDA · 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.

IDASO
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.
  • IDA
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterIDASO
Q3 202010 holders, $163m15 holders, $5.5bn
Q4 20204 holders, $140m17 holders, $6.9bn
Q1 20216 holders, $416m16 holders, $7.5bn
Q2 20214 holders, $457m17 holders, $7.0bn
Q3 20214 holders, $538m15 holders, $7.1bn
Q4 20216 holders, $598m15 holders, $8.8bn
Q1 20226 holders, $613m18 holders, $10.5bn
Q2 20227 holders, $548m20 holders, $10.7bn
Q3 20224 holders, $213m24 holders, $11.0bn
Q4 20223 holders, $206m18 holders, $10.7bn
Q1 20233 holders, $202m14 holders, $10.5bn
Q2 20234 holders, $188m14 holders, $9.7bn
Q3 20235 holders, $179m16 holders, $7.9bn
Q4 20239 holders, $364m14 holders, $7.5bn
Q1 20247 holders, $338m13 holders, $7.1bn
Q2 20247 holders, $351m14 holders, $6.9bn
Q3 20247 holders, $483m11 holders, $7.7bn
Q4 20246 holders, $649m14 holders, $6.7bn
Q1 20259 holders, $732m17 holders, $7.8bn
Q2 202513 holders, $889m18 holders, $8.6bn
Q3 202513 holders, $979m19 holders, $11.9bn
Q4 202511 holders, $987m16 holders, $12.1bn
Q1 202616 holders, $1.4bn18 holders, $14.9bn
Q2 202616 holders, $1.4bn15 holders, $15.6bn
IDA

Idacorp Inc

Holders
7
Reported value
$351m
Buyers
4
Sellers
3

Breadth +1 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 IDA (4)

Artisan Partners LP, First Eagle Investment Management LLC, Holocene Advisors LP, Neuberger Berman Group LLC

Only SO (11)

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

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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