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SO · AEP 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.

SOAEP
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.
  • SO
  • AEP
0102030202120222023202420252026
Holders and value by quarter
QuarterSOAEP
Q3 202015 holders, $5.5bn18 holders, $7.5bn
Q4 202017 holders, $6.9bn18 holders, $7.4bn
Q1 202116 holders, $7.5bn19 holders, $7.7bn
Q2 202117 holders, $7.0bn21 holders, $6.6bn
Q3 202115 holders, $7.1bn21 holders, $5.3bn
Q4 202115 holders, $8.8bn22 holders, $5.8bn
Q1 202218 holders, $10.5bn18 holders, $6.6bn
Q2 202220 holders, $10.7bn19 holders, $5.9bn
Q3 202224 holders, $11.0bn22 holders, $5.4bn
Q4 202218 holders, $10.7bn15 holders, $5.5bn
Q1 202314 holders, $10.5bn19 holders, $5.6bn
Q2 202314 holders, $9.7bn20 holders, $5.0bn
Q3 202316 holders, $7.9bn18 holders, $4.6bn
Q4 202314 holders, $7.5bn15 holders, $5.0bn
Q1 202413 holders, $7.1bn13 holders, $5.5bn
Q2 202414 holders, $6.9bn16 holders, $5.7bn
Q3 202411 holders, $7.7bn18 holders, $6.9bn
Q4 202414 holders, $6.7bn15 holders, $5.2bn
Q1 202517 holders, $7.8bn21 holders, $7.8bn
Q2 202518 holders, $8.6bn19 holders, $6.2bn
Q3 202519 holders, $11.9bn20 holders, $6.8bn
Q4 202516 holders, $12.1bn21 holders, $8.1bn
Q1 202618 holders, $14.9bn21 holders, $9.3bn
Q2 202615 holders, $15.6bn27 holders, $10.6bn
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
AEP

American Elec PWR Co Inc

Holders
21
Reported value
$7.8bn
Buyers
15
Sellers
7

Breadth +8 among 95 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q1 2025

Among the 26 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SO (5)

Baillie Gifford & Co, Element Capital Management LLC, ExodusPoint Capital Management LP, Man Group PLC, T. Rowe Price Associates Inc

Only AEP (9)

AQR Capital Management LLC, Balyasny Asset Management LLC, Carl C. Icahn, Dodge & Cox, Neuberger Berman Group LLC, Soros Fund Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC

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 →