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CEG · 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.

CEGSO
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.
  • CEG
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterCEGSO
Q3 2020none listed holders, n.a.15 holders, $5.5bn
Q4 2020none listed holders, n.a.17 holders, $6.9bn
Q1 2021none listed holders, n.a.16 holders, $7.5bn
Q2 2021none listed holders, n.a.17 holders, $7.0bn
Q3 2021none listed holders, n.a.15 holders, $7.1bn
Q4 2021none listed holders, n.a.15 holders, $8.8bn
Q1 202215 holders, $2.9bn18 holders, $10.5bn
Q2 202216 holders, $3.2bn20 holders, $10.7bn
Q3 202220 holders, $4.5bn24 holders, $11.0bn
Q4 202217 holders, $4.4bn18 holders, $10.7bn
Q1 202317 holders, $3.4bn14 holders, $10.5bn
Q2 202320 holders, $5.3bn14 holders, $9.7bn
Q3 202314 holders, $6.6bn16 holders, $7.9bn
Q4 202313 holders, $6.9bn14 holders, $7.5bn
Q1 202418 holders, $11.1bn13 holders, $7.1bn
Q2 202427 holders, $11.7bn14 holders, $6.9bn
Q3 202426 holders, $15.0bn11 holders, $7.7bn
Q4 202430 holders, $10.7bn14 holders, $6.7bn
Q1 202521 holders, $8.2bn17 holders, $7.8bn
Q2 202522 holders, $11.8bn18 holders, $8.6bn
Q3 202522 holders, $10.9bn19 holders, $11.9bn
Q4 202521 holders, $14.9bn16 holders, $12.1bn
Q1 202615 holders, $12.3bn18 holders, $14.9bn
Q2 202615 holders, $10.1bn15 holders, $15.6bn
CEG

Constellation Energy Corp

Holders
26
Reported value
$15.0bn
Buyers
18
Sellers
10

Breadth +8 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 29 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CEG (18)

Acadian Asset Management LLC, Artisan Partners LP, Bridgewater Associates LP, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Holocene Advisors LP, Lone Pine Capital LLC, Man Group PLC, Neuberger Berman Group LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, Voloridge Investment Management LLC

Only SO (3)

Baillie Gifford & Co, Hudson Bay Capital Management LP, 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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