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NRG · 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.

NRGSO
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.
  • NRG
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterNRGSO
Q3 202013 holders, $1.0bn15 holders, $5.5bn
Q4 202013 holders, $1.3bn17 holders, $6.9bn
Q1 20218 holders, $734m16 holders, $7.5bn
Q2 202110 holders, $1.1bn17 holders, $7.0bn
Q3 20215 holders, $990m15 holders, $7.1bn
Q4 20219 holders, $735m15 holders, $8.8bn
Q1 20227 holders, $591m18 holders, $10.5bn
Q2 20227 holders, $654m20 holders, $10.7bn
Q3 20227 holders, $713m24 holders, $11.0bn
Q4 202211 holders, $715m18 holders, $10.7bn
Q1 202311 holders, $615m14 holders, $10.5bn
Q2 202315 holders, $757m14 holders, $9.7bn
Q3 202315 holders, $1.1bn16 holders, $7.9bn
Q4 202316 holders, $1.8bn14 holders, $7.5bn
Q1 202420 holders, $2.5bn13 holders, $7.1bn
Q2 202423 holders, $2.4bn14 holders, $6.9bn
Q3 202417 holders, $2.9bn11 holders, $7.7bn
Q4 202416 holders, $1.9bn14 holders, $6.7bn
Q1 202516 holders, $2.0bn17 holders, $7.8bn
Q2 202525 holders, $4.8bn18 holders, $8.6bn
Q3 202525 holders, $4.8bn19 holders, $11.9bn
Q4 202522 holders, $5.0bn16 holders, $12.1bn
Q1 202621 holders, $5.5bn18 holders, $14.9bn
Q2 202616 holders, $4.9bn15 holders, $15.6bn
NRG

NRG Energy Inc

Holders
16
Reported value
$2.0bn
Buyers
13
Sellers
7

Breadth +6 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 28 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only NRG (11)

Appaloosa LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Holocene Advisors LP, Janus Henderson Group Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Rokos Capital Management LLP, Verition Fund Management LLC

Only SO (12)

Baillie Gifford & Co, Capital Research Global Investors, Citadel Advisors LLC, Element Capital Management LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Marshall Wace LLP, MFS Investment Management, Soroban Capital Partners LP, T. Rowe Price Associates Inc, 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.

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