L3VLUP
ProSign in

DUK · 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.

DUKSO
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.
  • DUK
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterDUKSO
Q3 202021 holders, $8.2bn15 holders, $5.5bn
Q4 202019 holders, $8.9bn17 holders, $6.9bn
Q1 202118 holders, $8.8bn16 holders, $7.5bn
Q2 202119 holders, $9.2bn17 holders, $7.0bn
Q3 202120 holders, $8.8bn15 holders, $7.1bn
Q4 202125 holders, $9.7bn15 holders, $8.8bn
Q1 202227 holders, $10.1bn18 holders, $10.5bn
Q2 202225 holders, $10.1bn20 holders, $10.7bn
Q3 202223 holders, $8.3bn24 holders, $11.0bn
Q4 202220 holders, $8.4bn18 holders, $10.7bn
Q1 202321 holders, $7.1bn14 holders, $10.5bn
Q2 202317 holders, $6.5bn14 holders, $9.7bn
Q3 202318 holders, $6.8bn16 holders, $7.9bn
Q4 202313 holders, $7.7bn14 holders, $7.5bn
Q1 202416 holders, $7.1bn13 holders, $7.1bn
Q2 202417 holders, $7.0bn14 holders, $6.9bn
Q3 202420 holders, $8.2bn11 holders, $7.7bn
Q4 202425 holders, $7.8bn14 holders, $6.7bn
Q1 202519 holders, $7.9bn17 holders, $7.8bn
Q2 202521 holders, $7.3bn18 holders, $8.6bn
Q3 202512 holders, $6.9bn19 holders, $11.9bn
Q4 202513 holders, $6.5bn16 holders, $12.1bn
Q1 202615 holders, $6.7bn18 holders, $14.9bn
Q2 202615 holders, $5.9bn15 holders, $15.6bn
DUK

Duke Energy Corp New

Holders
12
Reported value
$6.9bn
Buyers
5
Sellers
9

Breadth -4 among 95 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP
SO

Southern Co

Holders
19
Reported value
$11.9bn
Buyers
12
Sellers
9

Breadth +3 among 95 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q3 2025

Among the 23 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only DUK (4)

AQR Capital Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Winton Group Ltd

Only SO (11)

Baillie Gifford & Co, Capital World Investors, Eisler Capital Management Ltd, Hudson Bay Capital Management LP, Marshall Wace LLP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, T. Rowe Price Associates Inc, Two Sigma Investments LP, Voloridge 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 →