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AVA · 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.

AVASO
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.
  • AVA
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterAVASO
Q3 20203 holders, $90m15 holders, $5.5bn
Q4 20203 holders, $63m17 holders, $6.9bn
Q1 20211 holders, $38m16 holders, $7.5bn
Q2 20211 holders, $2.8m17 holders, $7.0bn
Q3 20211 holders, $6.3m15 holders, $7.1bn
Q4 20213 holders, $11m15 holders, $8.8bn
Q1 20222 holders, $10m18 holders, $10.5bn
Q2 20223 holders, $13m20 holders, $10.7bn
Q3 20222 holders, $6.6m24 holders, $11.0bn
Q4 20223 holders, $157m18 holders, $10.7bn
Q1 20234 holders, $16m14 holders, $10.5bn
Q2 20231 holders, $2.5m14 holders, $9.7bn
Q3 20232 holders, $4.9m16 holders, $7.9bn
Q4 20231 holders, $6.7m14 holders, $7.5bn
Q1 20242 holders, $9.8m13 holders, $7.1bn
Q2 20242 holders, $11m14 holders, $6.9bn
Q3 20242 holders, $12m11 holders, $7.7bn
Q4 20243 holders, $13m14 holders, $6.7bn
Q1 20259 holders, $73m17 holders, $7.8bn
Q2 20255 holders, $29m18 holders, $8.6bn
Q3 20252 holders, $16m19 holders, $11.9bn
Q4 20252 holders, $21m16 holders, $12.1bn
Q1 20263 holders, $25m18 holders, $14.9bn
Q2 20264 holders, $49m15 holders, $15.6bn
AVA

Avista Corp

Holders
2
Reported value
$12m
Buyers
1
Sellers
1

Breadth 0 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 13 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 AVA (2)

GAMCO Investors Inc, Winton Group Ltd

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.

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