L3VLUP
ProSign in

AESI · GEV 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.

AESIGEV
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.
  • AESI
  • GEV
010203040Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Holders and value by quarter
QuarterAESIGEV
Q4 20231 holders, $34mnone listed holders, n.a.
Q1 20241 holders, $57m3 holders, $544m
Q2 20241 holders, $51m26 holders, $9.8bn
Q3 20241 holders, $56m31 holders, $11.9bn
Q4 20241 holders, $56m37 holders, $15.3bn
Q1 20254 holders, $63m36 holders, $14.8bn
Q2 20252 holders, $36m36 holders, $26.3bn
Q3 2025none listed holders, n.a.35 holders, $29.5bn
Q4 20251 holders, $1.7m34 holders, $28.7bn
Q1 20262 holders, $39m31 holders, $36.7bn
Q2 20263 holders, $8.1m28 holders, $45.0bn
AESI

Atlas Energy Solutions Inc

Holders
4
Reported value
$63m
Buyers
4
Sellers
0

Breadth +4 among 95 comparable managers.

EnergyEnergy and power infrastructure · L3VLUPOil and gas
GEV

Ge Vernova Inc

Holders
36
Reported value
$14.8bn
Buyers
20
Sellers
19

Breadth +1 among 95 comparable managers.

IndustrialsEnergy and power infrastructure · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q1 2025

Among the 38 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AESI (2)

Brevan Howard Capital Management LP, Janus Henderson Group Ltd

Only GEV (34)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, PDT Partners LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, and 9 more

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 →