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PPL · 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.

PPLSO
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.
  • PPL
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterPPLSO
Q3 20206 holders, $1.2bn15 holders, $5.5bn
Q4 202010 holders, $1.4bn17 holders, $6.9bn
Q1 202112 holders, $1.4bn16 holders, $7.5bn
Q2 202113 holders, $1.3bn17 holders, $7.0bn
Q3 20219 holders, $1.2bn15 holders, $7.1bn
Q4 20217 holders, $1.2bn15 holders, $8.8bn
Q1 202214 holders, $1.1bn18 holders, $10.5bn
Q2 202212 holders, $1.3bn20 holders, $10.7bn
Q3 202214 holders, $1.5bn24 holders, $11.0bn
Q4 202217 holders, $1.3bn18 holders, $10.7bn
Q1 202314 holders, $1.4bn14 holders, $10.5bn
Q2 202313 holders, $1.3bn14 holders, $9.7bn
Q3 20238 holders, $864m16 holders, $7.9bn
Q4 202312 holders, $2.1bn14 holders, $7.5bn
Q1 202412 holders, $2.4bn13 holders, $7.1bn
Q2 202412 holders, $2.5bn14 holders, $6.9bn
Q3 202412 holders, $3.1bn11 holders, $7.7bn
Q4 202412 holders, $2.8bn14 holders, $6.7bn
Q1 202512 holders, $3.0bn17 holders, $7.8bn
Q2 202510 holders, $2.8bn18 holders, $8.6bn
Q3 202510 holders, $3.0bn19 holders, $11.9bn
Q4 202510 holders, $2.9bn16 holders, $12.1bn
Q1 202623 holders, $4.0bn18 holders, $14.9bn
Q2 202624 holders, $5.1bn15 holders, $15.6bn
PPL

PPL Corp

Holders
10
Reported value
$2.8bn
Buyers
4
Sellers
5

Breadth -1 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 22 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only PPL (4)

Artisan Partners LP, Bridgewater Associates LP, Renaissance Technologies LLC, Squarepoint Ops LLC

Only SO (12)

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, Marshall Wace LLP, Point72 Asset Management LP, T. Rowe Price Associates Inc, Verition Fund Management LLC, 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.

Back to the 13F Explorer →