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WEC · 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.

WECSO
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.
  • WEC
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterWECSO
Q3 20207 holders, $374m15 holders, $5.5bn
Q4 202011 holders, $398m17 holders, $6.9bn
Q1 20215 holders, $304m16 holders, $7.5bn
Q2 20219 holders, $452m17 holders, $7.0bn
Q3 202110 holders, $574m15 holders, $7.1bn
Q4 202110 holders, $547m15 holders, $8.8bn
Q1 202219 holders, $1.3bn18 holders, $10.5bn
Q2 202217 holders, $1.5bn20 holders, $10.7bn
Q3 202217 holders, $1.1bn24 holders, $11.0bn
Q4 202211 holders, $1.1bn18 holders, $10.7bn
Q1 202310 holders, $895m14 holders, $10.5bn
Q2 202310 holders, $886m14 holders, $9.7bn
Q3 202312 holders, $767m16 holders, $7.9bn
Q4 202314 holders, $1.2bn14 holders, $7.5bn
Q1 202414 holders, $966m13 holders, $7.1bn
Q2 202413 holders, $440m14 holders, $6.9bn
Q3 20248 holders, $1.1bn11 holders, $7.7bn
Q4 202412 holders, $1.8bn14 holders, $6.7bn
Q1 202512 holders, $2.0bn17 holders, $7.8bn
Q2 202511 holders, $2.0bn18 holders, $8.6bn
Q3 202512 holders, $2.3bn19 holders, $11.9bn
Q4 202512 holders, $1.8bn16 holders, $12.1bn
Q1 202617 holders, $1.8bn18 holders, $14.9bn
Q2 202614 holders, $1.5bn15 holders, $15.6bn
WEC

Wec Energy Group Inc

Holders
12
Reported value
$1.8bn
Buyers
9
Sellers
3

Breadth +6 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 21 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only WEC (7)

Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Janus Henderson Group Ltd, Quantbot Technologies LP, Soroban Capital Partners LP, Two Sigma Advisers LP, Two Sigma Investments LP

Only SO (9)

AllianceBernstein LP, Capital Research Global Investors, Fidelity (FMR LLC), MFS Investment Management, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Verition Fund Management 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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