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SRE · GEV 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.

SREGEV
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.
  • SRE
  • GEV
010203040202120222023202420252026
Holders and value by quarter
QuarterSREGEV
Q3 202018 holders, $6.1bnnone listed holders, n.a.
Q4 202022 holders, $6.4bnnone listed holders, n.a.
Q1 202121 holders, $7.1bnnone listed holders, n.a.
Q2 202112 holders, $6.9bnnone listed holders, n.a.
Q3 202115 holders, $6.7bnnone listed holders, n.a.
Q4 202122 holders, $6.0bnnone listed holders, n.a.
Q1 202212 holders, $8.6bnnone listed holders, n.a.
Q2 202215 holders, $7.5bnnone listed holders, n.a.
Q3 202219 holders, $6.9bnnone listed holders, n.a.
Q4 202215 holders, $6.2bnnone listed holders, n.a.
Q1 202317 holders, $6.1bnnone listed holders, n.a.
Q2 202320 holders, $5.4bnnone listed holders, n.a.
Q3 202319 holders, $5.2bnnone listed holders, n.a.
Q4 202317 holders, $6.3bnnone listed holders, n.a.
Q1 202416 holders, $5.8bn3 holders, $544m
Q2 202414 holders, $6.2bn26 holders, $9.8bn
Q3 202413 holders, $6.6bn31 holders, $11.9bn
Q4 202414 holders, $7.9bn37 holders, $15.3bn
Q1 202518 holders, $6.7bn36 holders, $14.8bn
Q2 202512 holders, $7.6bn36 holders, $26.3bn
Q3 202516 holders, $9.5bn35 holders, $29.5bn
Q4 202514 holders, $8.6bn34 holders, $28.7bn
Q1 202620 holders, $10.4bn31 holders, $36.7bn
Q2 202621 holders, $9.8bn28 holders, $45.0bn
SRE

Sempra

Holders
14
Reported value
$6.2bn
Buyers
4
Sellers
10

Breadth -6 among 94 comparable managers.

UtilitiesEnergy and power infrastructure · L3VLUP
GEV

Ge Vernova Inc

Holders
26
Reported value
$9.8bn
Buyers
26
Sellers
0

Not ranked this quarter: its new positions are allocations in a new listing.

IndustrialsEnergy and power infrastructure · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q2 2024

Among the 32 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SRE (6)

Balyasny Asset Management LLC, Invesco Ltd, Janus Henderson Group Ltd, Neuberger Berman Group LLC, Soros Fund Management LLC, Verition Fund Management LLC

Only GEV (18)

AllianceBernstein LP, Artisan Partners LP, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Egerton Capital UK LLP, GAMCO Investors Inc, Holocene Advisors LP, Lone Pine Capital LLC, Marshall Wace LLP, Moore Capital Management LP, Steadfast Capital Management LP, Viking Global Investors LP, 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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