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HE · 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.

HESO
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.
  • HE
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterHESO
Q3 20207 holders, $77m15 holders, $5.5bn
Q4 20206 holders, $87m17 holders, $6.9bn
Q1 20215 holders, $83m16 holders, $7.5bn
Q2 20214 holders, $42m17 holders, $7.0bn
Q3 20212 holders, $26m15 holders, $7.1bn
Q4 20212 holders, $21m15 holders, $8.8bn
Q1 20224 holders, $27m18 holders, $10.5bn
Q2 20224 holders, $22m20 holders, $10.7bn
Q3 20222 holders, $4.7m24 holders, $11.0bn
Q4 20224 holders, $39m18 holders, $10.7bn
Q1 20232 holders, $4.4m14 holders, $10.5bn
Q2 20233 holders, $3.2m14 holders, $9.7bn
Q3 20235 holders, $130m16 holders, $7.9bn
Q4 20239 holders, $158m14 holders, $7.5bn
Q1 20247 holders, $113m13 holders, $7.1bn
Q2 20247 holders, $120m14 holders, $6.9bn
Q3 20245 holders, $65m11 holders, $7.7bn
Q4 20243 holders, $47m14 holders, $6.7bn
Q1 20255 holders, $55m17 holders, $7.8bn
Q2 20252 holders, $16m18 holders, $8.6bn
Q3 20251 holders, $681k19 holders, $11.9bn
Q4 20253 holders, $9.7m16 holders, $12.1bn
Q1 20264 holders, $15m18 holders, $14.9bn
Q2 20264 holders, $12m15 holders, $15.6bn
HE

Hawaiian Elec Industries

Holders
5
Reported value
$65m
Buyers
3
Sellers
2

Breadth +1 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 15 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only HE (4)

Caxton Associates LLP, PDT Partners LLC, Third Point LLC, Voloridge Investment Management LLC

Only SO (10)

AllianceBernstein LP, Baillie Gifford & Co, Capital Research Global Investors, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, 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 →