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PEG · 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.

PEGSO
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.
  • PEG
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterPEGSO
Q3 202011 holders, $2.8bn15 holders, $5.5bn
Q4 202012 holders, $3.2bn17 holders, $6.9bn
Q1 202111 holders, $3.7bn16 holders, $7.5bn
Q2 202113 holders, $3.3bn17 holders, $7.0bn
Q3 202112 holders, $3.6bn15 holders, $7.1bn
Q4 202114 holders, $4.4bn15 holders, $8.8bn
Q1 202217 holders, $4.3bn18 holders, $10.5bn
Q2 202214 holders, $3.6bn20 holders, $10.7bn
Q3 202220 holders, $3.4bn24 holders, $11.0bn
Q4 202215 holders, $2.4bn18 holders, $10.7bn
Q1 202313 holders, $2.4bn14 holders, $10.5bn
Q2 202310 holders, $2.0bn14 holders, $9.7bn
Q3 20236 holders, $1.6bn16 holders, $7.9bn
Q4 20239 holders, $1.6bn14 holders, $7.5bn
Q1 202410 holders, $2.1bn13 holders, $7.1bn
Q2 202412 holders, $2.0bn14 holders, $6.9bn
Q3 202414 holders, $2.7bn11 holders, $7.7bn
Q4 202410 holders, $2.0bn14 holders, $6.7bn
Q1 202510 holders, $2.0bn17 holders, $7.8bn
Q2 20258 holders, $2.5bn18 holders, $8.6bn
Q3 20259 holders, $2.4bn19 holders, $11.9bn
Q4 202512 holders, $2.1bn16 holders, $12.1bn
Q1 202615 holders, $2.5bn18 holders, $14.9bn
Q2 202616 holders, $2.8bn15 holders, $15.6bn
PEG

Public SVC Enterprise Group

Holders
12
Reported value
$2.0bn
Buyers
7
Sellers
5

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

Only PEG (6)

Acadian Asset Management LLC, Balyasny Asset Management LLC, Capital World Investors, Neuberger Berman Group LLC, Point72 Asset Management LP, Rokos Capital Management LLP

Only SO (8)

AllianceBernstein LP, Baillie Gifford & Co, Caxton Associates LLP, Fidelity (FMR LLC), Soroban Capital Partners LP, Squarepoint Ops 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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