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UTL · 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.

UTLSO
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.
  • UTL
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterUTLSO
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 20211 holders, $34m17 holders, $7.0bn
Q3 2021none listed holders, n.a.15 holders, $7.1bn
Q4 2021none listed holders, n.a.15 holders, $8.8bn
Q1 20221 holders, $960k18 holders, $10.5bn
Q2 20221 holders, $34m20 holders, $10.7bn
Q3 2022none listed holders, n.a.24 holders, $11.0bn
Q4 2022none listed holders, n.a.18 holders, $10.7bn
Q1 20231 holders, $387k14 holders, $10.5bn
Q2 20232 holders, $681k14 holders, $9.7bn
Q3 20231 holders, $310k16 holders, $7.9bn
Q4 20231 holders, $351k14 holders, $7.5bn
Q1 20242 holders, $1.3m13 holders, $7.1bn
Q2 20241 holders, $928k14 holders, $6.9bn
Q3 20241 holders, $1.1m11 holders, $7.7bn
Q4 20241 holders, $1.0m14 holders, $6.7bn
Q1 2025none listed holders, n.a.17 holders, $7.8bn
Q2 2025none listed holders, n.a.18 holders, $8.6bn
Q3 20251 holders, $382k19 holders, $11.9bn
Q4 20251 holders, $387k16 holders, $12.1bn
Q1 20261 holders, $417k18 holders, $14.9bn
Q2 20261 holders, $421k15 holders, $15.6bn
UTL

Unitil Corp

Holders
1
Reported value
$1.1m
Buyers
0
Sellers
1

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 12 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 UTL (1)

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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