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ORA · 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.

ORASO
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.
  • ORA
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterORASO
Q3 20205 holders, $44m15 holders, $5.5bn
Q4 20202 holders, $51m17 holders, $6.9bn
Q1 20213 holders, $54m16 holders, $7.5bn
Q2 20214 holders, $23m17 holders, $7.0bn
Q3 20213 holders, $71m15 holders, $7.1bn
Q4 20213 holders, $87m15 holders, $8.8bn
Q1 20223 holders, $89m18 holders, $10.5bn
Q2 20222 holders, $81m20 holders, $10.7bn
Q3 20224 holders, $106m24 holders, $11.0bn
Q4 20223 holders, $98m18 holders, $10.7bn
Q1 20236 holders, $138m14 holders, $10.5bn
Q2 20234 holders, $96m14 holders, $9.7bn
Q3 20235 holders, $100m16 holders, $7.9bn
Q4 20234 holders, $90m14 holders, $7.5bn
Q1 20244 holders, $109m13 holders, $7.1bn
Q2 20244 holders, $109m14 holders, $6.9bn
Q3 20243 holders, $123m11 holders, $7.7bn
Q4 20246 holders, $125m14 holders, $6.7bn
Q1 20254 holders, $113m17 holders, $7.8bn
Q2 20254 holders, $150m18 holders, $8.6bn
Q3 20253 holders, $167m19 holders, $11.9bn
Q4 20254 holders, $178m16 holders, $12.1bn
Q1 20263 holders, $159m18 holders, $14.9bn
Q2 20263 holders, $216m15 holders, $15.6bn
ORA

Ormat Technologies Inc

Holders
3
Reported value
$123m
Buyers
2
Sellers
0

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 14 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 ORA (3)

GAMCO Investors Inc, Holocene Advisors LP, Neuberger Berman Group LLC

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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