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PCG · 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.

PCGSO
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.
  • PCG
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterPCGSO
Q3 202014 holders, $4.7bn15 holders, $5.5bn
Q4 202017 holders, $6.1bn17 holders, $6.9bn
Q1 202123 holders, $5.7bn16 holders, $7.5bn
Q2 202115 holders, $5.0bn17 holders, $7.0bn
Q3 202113 holders, $5.0bn15 holders, $7.1bn
Q4 202112 holders, $6.6bn15 holders, $8.8bn
Q1 202214 holders, $6.6bn18 holders, $10.5bn
Q2 202216 holders, $6.1bn20 holders, $10.7bn
Q3 202215 holders, $7.5bn24 holders, $11.0bn
Q4 202222 holders, $9.6bn18 holders, $10.7bn
Q1 202316 holders, $8.6bn14 holders, $10.5bn
Q2 202318 holders, $8.8bn14 holders, $9.7bn
Q3 202321 holders, $8.6bn16 holders, $7.9bn
Q4 202321 holders, $9.6bn14 holders, $7.5bn
Q1 202417 holders, $7.2bn13 holders, $7.1bn
Q2 202420 holders, $7.7bn14 holders, $6.9bn
Q3 202417 holders, $9.2bn11 holders, $7.7bn
Q4 202420 holders, $10.9bn14 holders, $6.7bn
Q1 202524 holders, $8.6bn17 holders, $7.8bn
Q2 202527 holders, $7.1bn18 holders, $8.6bn
Q3 202527 holders, $8.1bn19 holders, $11.9bn
Q4 202525 holders, $8.3bn16 holders, $12.1bn
Q1 202629 holders, $8.6bn18 holders, $14.9bn
Q2 202625 holders, $7.7bn15 holders, $15.6bn
PCG

Pg&e Corp

Holders
20
Reported value
$10.9bn
Buyers
16
Sellers
4

Breadth +12 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 25 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only PCG (11)

AQR Capital Management LLC, Balyasny Asset Management LLC, Bridgewater Associates LP, Citadel Advisors LLC, Freestone Grove Partners LP, Holocene Advisors LP, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Soros Fund Management LLC, Third Point LLC

Only SO (5)

AllianceBernstein LP, Baillie Gifford & Co, Marshall Wace LLP, Renaissance Technologies LLC, 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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