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.
- MGEE
- SO
| Quarter | MGEE | SO |
|---|---|---|
| Q3 2020 | 1 holders, $413k | 15 holders, $5.5bn |
| Q4 2020 | none listed holders, n.a. | 17 holders, $6.9bn |
| Q1 2021 | none listed holders, n.a. | 16 holders, $7.5bn |
| Q2 2021 | none listed holders, n.a. | 17 holders, $7.0bn |
| Q3 2021 | none listed holders, n.a. | 15 holders, $7.1bn |
| Q4 2021 | none listed holders, n.a. | 15 holders, $8.8bn |
| Q1 2022 | none listed holders, n.a. | 18 holders, $10.5bn |
| Q2 2022 | none listed holders, n.a. | 20 holders, $10.7bn |
| Q3 2022 | none listed holders, n.a. | 24 holders, $11.0bn |
| Q4 2022 | none listed holders, n.a. | 18 holders, $10.7bn |
| Q1 2023 | none listed holders, n.a. | 14 holders, $10.5bn |
| Q2 2023 | none listed holders, n.a. | 14 holders, $9.7bn |
| Q3 2023 | none listed holders, n.a. | 16 holders, $7.9bn |
| Q4 2023 | none listed holders, n.a. | 14 holders, $7.5bn |
| Q1 2024 | none listed holders, n.a. | 13 holders, $7.1bn |
| Q2 2024 | none listed holders, n.a. | 14 holders, $6.9bn |
| Q3 2024 | none listed holders, n.a. | 11 holders, $7.7bn |
| Q4 2024 | none listed holders, n.a. | 14 holders, $6.7bn |
| Q1 2025 | none listed holders, n.a. | 17 holders, $7.8bn |
| Q2 2025 | none listed holders, n.a. | 18 holders, $8.6bn |
| Q3 2025 | none listed holders, n.a. | 19 holders, $11.9bn |
| Q4 2025 | none listed holders, n.a. | 16 holders, $12.1bn |
| Q1 2026 | 1 holders, $2.2m | 18 holders, $14.9bn |
| Q2 2026 | 2 holders, $11m | 15 holders, $15.6bn |
MGEE
Mge Energy Inc
- Holders
- 0
- Reported value
- $0
- Buyers
- n.a.
- Sellers
- n.a.
No cross-section for this quarter.
SO
Southern Co
- Holders
- 11
- Reported value
- $7.7bn
- Buyers
- 2
- Sellers
- 9
Breadth -7 among 94 comparable managers.
Who holds both, Q3 2024
Among the 11 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 MGEE (0)
None.
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.