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SU · GEV 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.

SUGEV
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.
  • SU
  • GEV
010203040202120222023202420252026
Holders and value by quarter
QuarterSUGEV
Q3 202014 holders, $2.4bnnone listed holders, n.a.
Q4 202015 holders, $3.4bnnone listed holders, n.a.
Q1 202119 holders, $4.4bnnone listed holders, n.a.
Q2 202116 holders, $5.2bnnone listed holders, n.a.
Q3 202119 holders, $3.9bnnone listed holders, n.a.
Q4 202120 holders, $4.5bnnone listed holders, n.a.
Q1 202219 holders, $5.9bnnone listed holders, n.a.
Q2 202225 holders, $6.3bnnone listed holders, n.a.
Q3 202223 holders, $4.7bnnone listed holders, n.a.
Q4 202222 holders, $5.4bnnone listed holders, n.a.
Q1 202321 holders, $4.6bnnone listed holders, n.a.
Q2 202315 holders, $4.3bnnone listed holders, n.a.
Q3 202318 holders, $6.4bnnone listed holders, n.a.
Q4 202316 holders, $5.7bnnone listed holders, n.a.
Q1 202420 holders, $8.3bn3 holders, $544m
Q2 202420 holders, $8.9bn26 holders, $9.8bn
Q3 202417 holders, $7.9bn31 holders, $11.9bn
Q4 202417 holders, $7.4bn37 holders, $15.3bn
Q1 202519 holders, $8.1bn36 holders, $14.8bn
Q2 202521 holders, $7.5bn36 holders, $26.3bn
Q3 202518 holders, $8.5bn35 holders, $29.5bn
Q4 202521 holders, $9.0bn34 holders, $28.7bn
Q1 202623 holders, $13.6bn31 holders, $36.7bn
Q2 202623 holders, $9.5bn28 holders, $45.0bn
SU

Suncor Energy Inc New

Holders
21
Reported value
$7.5bn
Buyers
9
Sellers
10

Breadth -1 among 95 comparable managers.

EnergyEnergy and power infrastructure · L3VLUPOil and gas
GEV

Ge Vernova Inc

Holders
36
Reported value
$26.3bn
Buyers
21
Sellers
16

Breadth +5 among 95 comparable managers.

IndustrialsEnergy and power infrastructure · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q2 2025

Among the 41 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SU (5)

Elliott Investment Management LP, Janus Henderson Group Ltd, Maverick Capital Ltd, Millennium Management LLC, Point72 Asset Management LP

Only GEV (20)

AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Jane Street Group LLC, Man Group PLC, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Squarepoint Ops LLC, Steadfast Capital Management LP, Tiger Global Management LLC, Verition Fund Management LLC, Wellington Management Group LLP, 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.

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