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POR · 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.

PORSO
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.
  • POR
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterPORSO
Q3 20209 holders, $324m15 holders, $5.5bn
Q4 20206 holders, $285m17 holders, $6.9bn
Q1 20216 holders, $373m16 holders, $7.5bn
Q2 20217 holders, $375m17 holders, $7.0bn
Q3 20213 holders, $356m15 holders, $7.1bn
Q4 20217 holders, $412m15 holders, $8.8bn
Q1 20227 holders, $497m18 holders, $10.5bn
Q2 20227 holders, $378m20 holders, $10.7bn
Q3 20225 holders, $234m24 holders, $11.0bn
Q4 20228 holders, $351m18 holders, $10.7bn
Q1 20239 holders, $423m14 holders, $10.5bn
Q2 20238 holders, $491m14 holders, $9.7bn
Q3 20235 holders, $234m16 holders, $7.9bn
Q4 20236 holders, $268m14 holders, $7.5bn
Q1 20247 holders, $251m13 holders, $7.1bn
Q2 20246 holders, $301m14 holders, $6.9bn
Q3 20246 holders, $341m11 holders, $7.7bn
Q4 20244 holders, $170m14 holders, $6.7bn
Q1 20258 holders, $314m17 holders, $7.8bn
Q2 20258 holders, $267m18 holders, $8.6bn
Q3 20258 holders, $343m19 holders, $11.9bn
Q4 20259 holders, $575m16 holders, $12.1bn
Q1 202612 holders, $719m18 holders, $14.9bn
Q2 202612 holders, $775m15 holders, $15.6bn
POR

Portland Gen Elec Co

Holders
8
Reported value
$267m
Buyers
5
Sellers
3

Breadth +2 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 24 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only POR (6)

AQR Capital Management LLC, Brevan Howard Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Two Sigma Advisers LP, Winton Group Ltd

Only SO (16)

AllianceBernstein LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, 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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