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VST · 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.

VSTSO
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.
  • VST
  • SO
010203040202120222023202420252026
Holders and value by quarter
QuarterVSTSO
Q3 202016 holders, $2.0bn15 holders, $5.5bn
Q4 202013 holders, $2.2bn17 holders, $6.9bn
Q1 202113 holders, $1.5bn16 holders, $7.5bn
Q2 202111 holders, $1.9bn17 holders, $7.0bn
Q3 202111 holders, $1.3bn15 holders, $7.1bn
Q4 202110 holders, $1.9bn15 holders, $8.8bn
Q1 202216 holders, $1.9bn18 holders, $10.5bn
Q2 202217 holders, $2.0bn20 holders, $10.7bn
Q3 202212 holders, $1.7bn24 holders, $11.0bn
Q4 202213 holders, $1.7bn18 holders, $10.7bn
Q1 202314 holders, $1.8bn14 holders, $10.5bn
Q2 202312 holders, $1.8bn14 holders, $9.7bn
Q3 202315 holders, $1.9bn16 holders, $7.9bn
Q4 202315 holders, $1.8bn14 holders, $7.5bn
Q1 202421 holders, $4.6bn13 holders, $7.1bn
Q2 202432 holders, $6.4bn14 holders, $6.9bn
Q3 202429 holders, $8.1bn11 holders, $7.7bn
Q4 202432 holders, $8.5bn14 holders, $6.7bn
Q1 202527 holders, $6.3bn17 holders, $7.8bn
Q2 202534 holders, $11.1bn18 holders, $8.6bn
Q3 202531 holders, $10.8bn19 holders, $11.9bn
Q4 202532 holders, $9.1bn16 holders, $12.1bn
Q1 202630 holders, $7.5bn18 holders, $14.9bn
Q2 202631 holders, $6.7bn15 holders, $15.6bn
VST

Vistra Energy Corp

Holders
29
Reported value
$8.1bn
Buyers
14
Sellers
16

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

Only VST (22)

Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Caxton Associates LLP, Coatue Management LLC, Discovery Capital Management LLC, ExodusPoint Capital Management LP, Holocene Advisors LP, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Steadfast Capital Management LP, Third Point LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP

Only SO (4)

AllianceBernstein LP, Baillie Gifford & Co, Capital Research Global Investors, Marshall Wace 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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