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EIX · 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.

EIXSO
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.
  • EIX
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterEIXSO
Q3 202012 holders, $2.4bn15 holders, $5.5bn
Q4 202012 holders, $3.0bn17 holders, $6.9bn
Q1 202111 holders, $2.4bn16 holders, $7.5bn
Q2 202111 holders, $2.8bn17 holders, $7.0bn
Q3 202111 holders, $2.7bn15 holders, $7.1bn
Q4 20219 holders, $3.3bn15 holders, $8.8bn
Q1 202210 holders, $3.2bn18 holders, $10.5bn
Q2 202210 holders, $2.9bn20 holders, $10.7bn
Q3 20229 holders, $2.7bn24 holders, $11.0bn
Q4 20228 holders, $3.1bn18 holders, $10.7bn
Q1 202312 holders, $3.8bn14 holders, $10.5bn
Q2 202310 holders, $3.6bn14 holders, $9.7bn
Q3 202310 holders, $3.2bn16 holders, $7.9bn
Q4 202310 holders, $4.0bn14 holders, $7.5bn
Q1 202410 holders, $4.2bn13 holders, $7.1bn
Q2 202412 holders, $4.3bn14 holders, $6.9bn
Q3 202413 holders, $5.3bn11 holders, $7.7bn
Q4 202411 holders, $4.8bn14 holders, $6.7bn
Q1 202520 holders, $3.0bn17 holders, $7.8bn
Q2 202517 holders, $2.1bn18 holders, $8.6bn
Q3 202517 holders, $1.9bn19 holders, $11.9bn
Q4 202516 holders, $2.3bn16 holders, $12.1bn
Q1 202611 holders, $2.6bn18 holders, $14.9bn
Q2 202610 holders, $2.7bn15 holders, $15.6bn
EIX

Edison Intl

Holders
17
Reported value
$2.1bn
Buyers
11
Sellers
5

Breadth +6 among 95 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP
SO

Southern Co

Holders
18
Reported value
$8.6bn
Buyers
12
Sellers
7

Breadth +5 among 95 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q2 2025

Among the 31 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only EIX (13)

AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Caxton Associates LLP, D. E. Shaw & Co., Holocene Advisors LP, Man Group PLC, Quantbot Technologies LP, Squarepoint Ops LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC

Only SO (14)

AllianceBernstein LP, Balyasny Asset Management LLC, Capital World Investors, Citadel Advisors LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Marshall Wace LLP, Point72 Asset Management LP, Soroban Capital Partners LP, T. Rowe Price Associates Inc, Verition Fund Management LLC, 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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