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AQN · 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.

AQNSO
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.
  • AQN
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterAQNSO
Q3 20203 holders, $92m15 holders, $5.5bn
Q4 20202 holders, $53m17 holders, $6.9bn
Q1 20211 holders, $601k16 holders, $7.5bn
Q2 2021none listed holders, n.a.17 holders, $7.0bn
Q3 20212 holders, $12m15 holders, $7.1bn
Q4 20211 holders, $1.8m15 holders, $8.8bn
Q1 20221 holders, $1.5m18 holders, $10.5bn
Q2 20222 holders, $12m20 holders, $10.7bn
Q3 20222 holders, $24m24 holders, $11.0bn
Q4 20224 holders, $76m18 holders, $10.7bn
Q1 20233 holders, $58m14 holders, $10.5bn
Q2 20234 holders, $327m14 holders, $9.7bn
Q3 20234 holders, $389m16 holders, $7.9bn
Q4 20236 holders, $448m14 holders, $7.5bn
Q1 20247 holders, $459m13 holders, $7.1bn
Q2 20246 holders, $444m14 holders, $6.9bn
Q3 20246 holders, $372m11 holders, $7.7bn
Q4 20246 holders, $341m14 holders, $6.7bn
Q1 20255 holders, $403m17 holders, $7.8bn
Q2 20254 holders, $434m18 holders, $8.6bn
Q3 20253 holders, $363m19 holders, $11.9bn
Q4 20253 holders, $416m16 holders, $12.1bn
Q1 20266 holders, $456m18 holders, $14.9bn
Q2 20266 holders, $448m15 holders, $15.6bn
AQN

Algonquin PWR Utils Corp

Holders
6
Reported value
$372m
Buyers
2
Sellers
4

Breadth -2 among 94 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP
SO

Southern Co

Holders
11
Reported value
$7.7bn
Buyers
2
Sellers
9

Breadth -7 among 94 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q3 2024

Among the 17 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only AQN (6)

Davidson Kempner Capital Management LP, GAMCO Investors Inc, PDT Partners LLC, Point72 Asset Management LP, Quantbot Technologies LP, Starboard Value LP

Only SO (11)

AllianceBernstein LP, Baillie Gifford & Co, Capital Research Global Investors, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Marshall Wace LLP, MFS Investment Management, T. Rowe Price Associates Inc, Verition Fund Management LLC, 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.

Back to the 13F Explorer →