Holders over time
- D
- AEP
| Quarter | D | AEP |
|---|---|---|
| Q3 2020 | 20 holders, $8.7bn | 18 holders, $7.5bn |
| Q4 2020 | 28 holders, $7.2bn | 18 holders, $7.4bn |
| Q1 2021 | 26 holders, $7.4bn | 19 holders, $7.7bn |
| Q2 2021 | 21 holders, $7.5bn | 21 holders, $6.6bn |
| Q3 2021 | 16 holders, $7.2bn | 21 holders, $5.3bn |
| Q4 2021 | 18 holders, $8.2bn | 22 holders, $5.8bn |
| Q1 2022 | 19 holders, $9.3bn | 18 holders, $6.6bn |
| Q2 2022 | 20 holders, $9.3bn | 19 holders, $5.9bn |
| Q3 2022 | 17 holders, $7.5bn | 22 holders, $5.4bn |
| Q4 2022 | 24 holders, $6.3bn | 15 holders, $5.5bn |
| Q1 2023 | 19 holders, $6.1bn | 19 holders, $5.6bn |
| Q2 2023 | 12 holders, $5.7bn | 20 holders, $5.0bn |
| Q3 2023 | 12 holders, $5.4bn | 18 holders, $4.6bn |
| Q4 2023 | 15 holders, $6.4bn | 15 holders, $5.0bn |
| Q1 2024 | 10 holders, $6.5bn | 13 holders, $5.5bn |
| Q2 2024 | 9 holders, $6.2bn | 16 holders, $5.7bn |
| Q3 2024 | 14 holders, $7.4bn | 18 holders, $6.9bn |
| Q4 2024 | 13 holders, $6.5bn | 15 holders, $5.2bn |
| Q1 2025 | 16 holders, $7.0bn | 21 holders, $7.8bn |
| Q2 2025 | 10 holders, $8.8bn | 19 holders, $6.2bn |
| Q3 2025 | 8 holders, $9.8bn | 20 holders, $6.8bn |
| Q4 2025 | 12 holders, $10.5bn | 21 holders, $8.1bn |
| Q1 2026 | 11 holders, $10.4bn | 21 holders, $9.3bn |
| Q2 2026 | 13 holders, $12.4bn | 27 holders, $10.6bn |
Dominion Res Inc Va New
- Holders
- 8
- Reported value
- $9.8bn
- Buyers
- 5
- Sellers
- 4
Breadth +1 among 95 comparable managers.
American Elec PWR Co Inc
- Holders
- 20
- Reported value
- $6.8bn
- Buyers
- 12
- Sellers
- 6
Breadth +6 among 95 comparable managers.
Who holds both, Q3 2025
Both (6)
Brevan Howard Capital Management LP, Capital Research Global Investors, Dodge & Cox, Invesco Ltd, MFS Investment Management, Wellington Management Group LLP
Only AEP (14)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Carl C. Icahn, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Soroban Capital Partners LP, Two Sigma Advisers LP, Two Sigma Investments LP, 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.