Holders over time
- D
- AEP
| Quarter | D | AEP |
|---|---|---|
| Q3 2020 | 20 holders, $8.7bn | 18 holders, $7.5bn |
| Q4 2020 | 28 holders, $7.2bn | 18 holders, $7.4bn |
| Q1 2021 | 26 holders, $7.4bn | 19 holders, $7.7bn |
| Q2 2021 | 21 holders, $7.5bn | 21 holders, $6.6bn |
| Q3 2021 | 16 holders, $7.2bn | 21 holders, $5.3bn |
| Q4 2021 | 18 holders, $8.2bn | 22 holders, $5.8bn |
| Q1 2022 | 19 holders, $9.3bn | 18 holders, $6.6bn |
| Q2 2022 | 20 holders, $9.3bn | 19 holders, $5.9bn |
| Q3 2022 | 17 holders, $7.5bn | 22 holders, $5.4bn |
| Q4 2022 | 24 holders, $6.3bn | 15 holders, $5.5bn |
| Q1 2023 | 19 holders, $6.1bn | 19 holders, $5.6bn |
| Q2 2023 | 12 holders, $5.7bn | 20 holders, $5.0bn |
| Q3 2023 | 12 holders, $5.4bn | 18 holders, $4.6bn |
| Q4 2023 | 15 holders, $6.4bn | 15 holders, $5.0bn |
| Q1 2024 | 10 holders, $6.5bn | 13 holders, $5.5bn |
| Q2 2024 | 9 holders, $6.2bn | 16 holders, $5.7bn |
| Q3 2024 | 14 holders, $7.4bn | 18 holders, $6.9bn |
| Q4 2024 | 13 holders, $6.5bn | 15 holders, $5.2bn |
| Q1 2025 | 16 holders, $7.0bn | 21 holders, $7.8bn |
| Q2 2025 | 10 holders, $8.8bn | 19 holders, $6.2bn |
| Q3 2025 | 8 holders, $9.8bn | 20 holders, $6.8bn |
| Q4 2025 | 12 holders, $10.5bn | 21 holders, $8.1bn |
| Q1 2026 | 11 holders, $10.4bn | 21 holders, $9.3bn |
| Q2 2026 | 13 holders, $12.4bn | 27 holders, $10.6bn |
Dominion Res Inc Va New
- Holders
- 10
- Reported value
- $8.8bn
- Buyers
- 6
- Sellers
- 4
Breadth +2 among 95 comparable managers.
American Elec PWR Co Inc
- Holders
- 19
- Reported value
- $6.2bn
- Buyers
- 10
- Sellers
- 9
Breadth +1 among 95 comparable managers.
Who holds both, Q2 2025
Both (7)
AQR Capital Management LLC, Capital Research Global Investors, Dodge & Cox, Invesco Ltd, MFS Investment Management, Verition Fund Management LLC, Wellington Management Group LLP
Only D (3)
Arrowstreet Capital LP, First Eagle Investment Management LLC, T. Rowe Price Associates Inc
Only AEP (12)
AllianceBernstein LP, Carl C. Icahn, Citadel Advisors LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Marshall Wace LLP, Neuberger Berman Group LLC, Soroban Capital Partners LP, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Winton Group Ltd
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.