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TLN · 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.

TLNSO
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.
  • TLN
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterTLNSO
Q3 2020none listed holders, n.a.15 holders, $5.5bn
Q4 2020none listed holders, n.a.17 holders, $6.9bn
Q1 2021none listed holders, n.a.16 holders, $7.5bn
Q2 2021none listed holders, n.a.17 holders, $7.0bn
Q3 2021none listed holders, n.a.15 holders, $7.1bn
Q4 2021none listed holders, n.a.15 holders, $8.8bn
Q1 2022none listed holders, n.a.18 holders, $10.5bn
Q2 2022none listed holders, n.a.20 holders, $10.7bn
Q3 2022none listed holders, n.a.24 holders, $11.0bn
Q4 2022none listed holders, n.a.18 holders, $10.7bn
Q1 2023none listed holders, n.a.14 holders, $10.5bn
Q2 2023none listed holders, n.a.14 holders, $9.7bn
Q3 2023none listed holders, n.a.16 holders, $7.9bn
Q4 2023none listed holders, n.a.14 holders, $7.5bn
Q1 2024none listed holders, n.a.13 holders, $7.1bn
Q2 2024none listed holders, n.a.14 holders, $6.9bn
Q3 202415 holders, $1.1bn11 holders, $7.7bn
Q4 202414 holders, $1.1bn14 holders, $6.7bn
Q1 202513 holders, $1.3bn17 holders, $7.8bn
Q2 202521 holders, $1.8bn18 holders, $8.6bn
Q3 202524 holders, $2.6bn19 holders, $11.9bn
Q4 202523 holders, $2.7bn16 holders, $12.1bn
Q1 202617 holders, $2.2bn18 holders, $14.9bn
Q2 202618 holders, $1.9bn15 holders, $15.6bn
TLN

Talen Energy Corp

Holders
13
Reported value
$1.3bn
Buyers
8
Sellers
7

Breadth +1 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 TLN (11)

Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Holocene Advisors LP, Lone Pine Capital LLC, Oaktree Capital Management LP, PDT Partners LLC, Rokos Capital Management LLP, Sachem Head Capital Management LP, Third Point LLC, Verition Fund Management LLC

Only SO (15)

AllianceBernstein LP, Baillie Gifford & Co, Citadel Advisors LLC, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Hudson Bay Capital Management LP, Invesco Ltd, 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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