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AEE · 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.

AEESO
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.
  • AEE
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterAEESO
Q3 202012 holders, $3.1bn15 holders, $5.5bn
Q4 202011 holders, $3.1bn17 holders, $6.9bn
Q1 20219 holders, $3.2bn16 holders, $7.5bn
Q2 202113 holders, $2.9bn17 holders, $7.0bn
Q3 202112 holders, $2.9bn15 holders, $7.1bn
Q4 202116 holders, $3.4bn15 holders, $8.8bn
Q1 202219 holders, $3.2bn18 holders, $10.5bn
Q2 202221 holders, $2.9bn20 holders, $10.7bn
Q3 202218 holders, $2.1bn24 holders, $11.0bn
Q4 202217 holders, $2.4bn18 holders, $10.7bn
Q1 202316 holders, $2.1bn14 holders, $10.5bn
Q2 202314 holders, $1.8bn14 holders, $9.7bn
Q3 202319 holders, $2.0bn16 holders, $7.9bn
Q4 202312 holders, $2.5bn14 holders, $7.5bn
Q1 202412 holders, $3.1bn13 holders, $7.1bn
Q2 202413 holders, $3.0bn14 holders, $6.9bn
Q3 202413 holders, $4.0bn11 holders, $7.7bn
Q4 202410 holders, $4.1bn14 holders, $6.7bn
Q1 202511 holders, $5.3bn17 holders, $7.8bn
Q2 202513 holders, $5.3bn18 holders, $8.6bn
Q3 202513 holders, $5.6bn19 holders, $11.9bn
Q4 202515 holders, $4.2bn16 holders, $12.1bn
Q1 202618 holders, $5.5bn18 holders, $14.9bn
Q2 202615 holders, $4.7bn15 holders, $15.6bn
AEE

Ameren Corp

Holders
10
Reported value
$4.1bn
Buyers
7
Sellers
3

Breadth +4 among 94 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP
SO

Southern Co

Holders
14
Reported value
$6.7bn
Buyers
6
Sellers
8

Breadth -2 among 94 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q4 2024

Among the 18 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AEE (4)

Janus Henderson Group Ltd, Millennium Management LLC, PDT Partners LLC, Soroban Capital Partners LP

Only SO (8)

Baillie Gifford & Co, Capital Research Global Investors, Fidelity (FMR LLC), Marshall Wace LLP, Renaissance Technologies LLC, Tudor Investment Corp, Wellington Management Group LLP, Woodline Partners LP

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 →