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SO · D 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.

SOD
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.
  • SO
  • D
0102030202120222023202420252026
Holders and value by quarter
QuarterSOD
Q3 202015 holders, $5.5bn20 holders, $8.7bn
Q4 202017 holders, $6.9bn28 holders, $7.2bn
Q1 202116 holders, $7.5bn26 holders, $7.4bn
Q2 202117 holders, $7.0bn21 holders, $7.5bn
Q3 202115 holders, $7.1bn16 holders, $7.2bn
Q4 202115 holders, $8.8bn18 holders, $8.2bn
Q1 202218 holders, $10.5bn19 holders, $9.3bn
Q2 202220 holders, $10.7bn20 holders, $9.3bn
Q3 202224 holders, $11.0bn17 holders, $7.5bn
Q4 202218 holders, $10.7bn24 holders, $6.3bn
Q1 202314 holders, $10.5bn19 holders, $6.1bn
Q2 202314 holders, $9.7bn12 holders, $5.7bn
Q3 202316 holders, $7.9bn12 holders, $5.4bn
Q4 202314 holders, $7.5bn15 holders, $6.4bn
Q1 202413 holders, $7.1bn10 holders, $6.5bn
Q2 202414 holders, $6.9bn9 holders, $6.2bn
Q3 202411 holders, $7.7bn14 holders, $7.4bn
Q4 202414 holders, $6.7bn13 holders, $6.5bn
Q1 202517 holders, $7.8bn16 holders, $7.0bn
Q2 202518 holders, $8.6bn10 holders, $8.8bn
Q3 202519 holders, $11.9bn8 holders, $9.8bn
Q4 202516 holders, $12.1bn12 holders, $10.5bn
Q1 202618 holders, $14.9bn11 holders, $10.4bn
Q2 202615 holders, $15.6bn13 holders, $12.4bn
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
D

Dominion Res Inc Va New

Holders
10
Reported value
$8.8bn
Buyers
6
Sellers
4

Breadth +2 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 SO (12)

AllianceBernstein LP, Baillie Gifford & Co, 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, Woodline Partners LP

Only D (4)

AQR Capital Management LLC, Arrowstreet Capital LP, Dodge & Cox, First Eagle Investment Management LLC

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 →