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OGE · 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.

OGESO
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.
  • OGE
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterOGESO
Q3 202010 holders, $102m15 holders, $5.5bn
Q4 20208 holders, $102m17 holders, $6.9bn
Q1 20215 holders, $105m16 holders, $7.5bn
Q2 20215 holders, $263m17 holders, $7.0bn
Q3 20216 holders, $162m15 holders, $7.1bn
Q4 20217 holders, $262m15 holders, $8.8bn
Q1 20227 holders, $176m18 holders, $10.5bn
Q2 20226 holders, $180m20 holders, $10.7bn
Q3 20228 holders, $154m24 holders, $11.0bn
Q4 20224 holders, $150m18 holders, $10.7bn
Q1 20237 holders, $204m14 holders, $10.5bn
Q2 20234 holders, $149m14 holders, $9.7bn
Q3 20236 holders, $132m16 holders, $7.9bn
Q4 20234 holders, $82m14 holders, $7.5bn
Q1 20244 holders, $115m13 holders, $7.1bn
Q2 20245 holders, $165m14 holders, $6.9bn
Q3 20245 holders, $191m11 holders, $7.7bn
Q4 20245 holders, $150m14 holders, $6.7bn
Q1 20257 holders, $222m17 holders, $7.8bn
Q2 20256 holders, $207m18 holders, $8.6bn
Q3 20257 holders, $222m19 holders, $11.9bn
Q4 20258 holders, $226m16 holders, $12.1bn
Q1 202610 holders, $424m18 holders, $14.9bn
Q2 20269 holders, $503m15 holders, $15.6bn
OGE

Oge Energy Corp

Holders
5
Reported value
$150m
Buyers
3
Sellers
2

Breadth +1 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 OGE (4)

Artisan Partners LP, Bridgewater Associates LP, ExodusPoint Capital Management LP, Point72 Asset Management LP

Only SO (13)

AllianceBernstein LP, Baillie Gifford & Co, Capital Research Global Investors, Fidelity (FMR LLC), Invesco Ltd, Marshall Wace LLP, MFS Investment Management, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Verition Fund Management LLC, 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 →