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ES · 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.

ESSO
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.
  • ES
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterESSO
Q3 202013 holders, $1.1bn15 holders, $5.5bn
Q4 202016 holders, $1.0bn17 holders, $6.9bn
Q1 202110 holders, $845m16 holders, $7.5bn
Q2 202112 holders, $762m17 holders, $7.0bn
Q3 202112 holders, $1.1bn15 holders, $7.1bn
Q4 20219 holders, $1.3bn15 holders, $8.8bn
Q1 202216 holders, $989m18 holders, $10.5bn
Q2 202221 holders, $1.1bn20 holders, $10.7bn
Q3 202220 holders, $1.1bn24 holders, $11.0bn
Q4 202211 holders, $1.1bn18 holders, $10.7bn
Q1 202316 holders, $987m14 holders, $10.5bn
Q2 202314 holders, $905m14 holders, $9.7bn
Q3 202316 holders, $653m16 holders, $7.9bn
Q4 20237 holders, $233m14 holders, $7.5bn
Q1 202410 holders, $456m13 holders, $7.1bn
Q2 20247 holders, $388m14 holders, $6.9bn
Q3 202412 holders, $1.8bn11 holders, $7.7bn
Q4 202410 holders, $1.4bn14 holders, $6.7bn
Q1 202513 holders, $2.3bn17 holders, $7.8bn
Q2 202514 holders, $1.8bn18 holders, $8.6bn
Q3 202515 holders, $1.9bn19 holders, $11.9bn
Q4 202510 holders, $1.6bn16 holders, $12.1bn
Q1 20268 holders, $1.8bn18 holders, $14.9bn
Q2 202611 holders, $2.2bn15 holders, $15.6bn
ES

Eversource Energy

Holders
13
Reported value
$2.3bn
Buyers
8
Sellers
5

Breadth +3 among 95 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP
SO

Southern Co

Holders
17
Reported value
$7.8bn
Buyers
11
Sellers
5

Breadth +6 among 95 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q1 2025

Among the 24 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ES (7)

Arrowstreet Capital LP, Brevan Howard Capital Management LP, Caxton Associates LLP, GAMCO Investors Inc, Holocene Advisors LP, Quantbot Technologies LP, Voloridge Investment Management LLC

Only SO (11)

AllianceBernstein LP, Capital Research Global Investors, Citadel Advisors LLC, Element Capital Management LLC, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Marshall Wace LLP, MFS Investment Management, Soroban Capital Partners LP, T. Rowe Price Associates Inc, 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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