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DTE · 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.

DTESO
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.
  • DTE
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterDTESO
Q3 202010 holders, $4.0bn15 holders, $5.5bn
Q4 202016 holders, $5.0bn17 holders, $6.9bn
Q1 202114 holders, $6.1bn16 holders, $7.5bn
Q2 202115 holders, $4.9bn17 holders, $7.0bn
Q3 202115 holders, $3.6bn15 holders, $7.1bn
Q4 202121 holders, $3.6bn15 holders, $8.8bn
Q1 202218 holders, $4.8bn18 holders, $10.5bn
Q2 202224 holders, $4.8bn20 holders, $10.7bn
Q3 202217 holders, $4.1bn24 holders, $11.0bn
Q4 202220 holders, $4.4bn18 holders, $10.7bn
Q1 202321 holders, $4.0bn14 holders, $10.5bn
Q2 202317 holders, $3.8bn14 holders, $9.7bn
Q3 202314 holders, $3.3bn16 holders, $7.9bn
Q4 202312 holders, $3.9bn14 holders, $7.5bn
Q1 202410 holders, $3.9bn13 holders, $7.1bn
Q2 202410 holders, $4.0bn14 holders, $6.9bn
Q3 202411 holders, $4.2bn11 holders, $7.7bn
Q4 202413 holders, $4.6bn14 holders, $6.7bn
Q1 202511 holders, $5.6bn17 holders, $7.8bn
Q2 202513 holders, $4.6bn18 holders, $8.6bn
Q3 202512 holders, $4.6bn19 holders, $11.9bn
Q4 202514 holders, $4.9bn16 holders, $12.1bn
Q1 202614 holders, $5.6bn18 holders, $14.9bn
Q2 202613 holders, $5.5bn15 holders, $15.6bn
DTE

Dte Energy Co

Holders
13
Reported value
$4.6bn
Buyers
9
Sellers
5

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

Only DTE (9)

AQR Capital Management LLC, Balyasny Asset Management LLC, Capital World Investors, Holocene Advisors LP, Janus Henderson Group Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Soroban Capital Partners LP, Two Sigma Advisers LP

Only SO (10)

AllianceBernstein LP, Baillie Gifford & Co, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Marshall Wace LLP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, 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.

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