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OGS · 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.

OGSGEV
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.
  • OGS
  • GEV
010203040202120222023202420252026
Holders and value by quarter
QuarterOGSGEV
Q3 20202 holders, $263mnone listed holders, n.a.
Q4 20202 holders, $292mnone listed holders, n.a.
Q1 20213 holders, $291mnone listed holders, n.a.
Q2 20214 holders, $284mnone listed holders, n.a.
Q3 20212 holders, $4.1mnone listed holders, n.a.
Q4 20215 holders, $20mnone listed holders, n.a.
Q1 20227 holders, $350mnone listed holders, n.a.
Q2 20228 holders, $317mnone listed holders, n.a.
Q3 20228 holders, $109mnone listed holders, n.a.
Q4 20224 holders, $58mnone listed holders, n.a.
Q1 20235 holders, $87mnone listed holders, n.a.
Q2 20237 holders, $94mnone listed holders, n.a.
Q3 20238 holders, $114mnone listed holders, n.a.
Q4 20238 holders, $92mnone listed holders, n.a.
Q1 20249 holders, $250m3 holders, $544m
Q2 20246 holders, $231m26 holders, $9.8bn
Q3 20248 holders, $354m31 holders, $11.9bn
Q4 20245 holders, $249m37 holders, $15.3bn
Q1 20258 holders, $320m36 holders, $14.8bn
Q2 202510 holders, $493m36 holders, $26.3bn
Q3 20259 holders, $558m35 holders, $29.5bn
Q4 20257 holders, $409m34 holders, $28.7bn
Q1 20268 holders, $380m31 holders, $36.7bn
Q2 20269 holders, $215m28 holders, $45.0bn
OGS

One Gas Inc

Holders
8
Reported value
$320m
Buyers
4
Sellers
4

Breadth 0 among 95 comparable managers.

UtilitiesEnergy and power infrastructure · L3VLUP
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 39 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only OGS (3)

ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Freestone Grove Partners LP

Only GEV (31)

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), Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, and 6 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.

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