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FE · 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.

FESO
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.
  • FE
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterFESO
Q3 202020 holders, $2.1bn15 holders, $5.5bn
Q4 202017 holders, $2.6bn17 holders, $6.9bn
Q1 202119 holders, $3.5bn16 holders, $7.5bn
Q2 202114 holders, $3.6bn17 holders, $7.0bn
Q3 202113 holders, $3.2bn15 holders, $7.1bn
Q4 202117 holders, $3.6bn15 holders, $8.8bn
Q1 202216 holders, $4.3bn18 holders, $10.5bn
Q2 202221 holders, $3.6bn20 holders, $10.7bn
Q3 202220 holders, $3.5bn24 holders, $11.0bn
Q4 202217 holders, $3.7bn18 holders, $10.7bn
Q1 202313 holders, $3.9bn14 holders, $10.5bn
Q2 202313 holders, $4.3bn14 holders, $9.7bn
Q3 202312 holders, $4.1bn16 holders, $7.9bn
Q4 20238 holders, $4.7bn14 holders, $7.5bn
Q1 20249 holders, $5.4bn13 holders, $7.1bn
Q2 202410 holders, $5.3bn14 holders, $6.9bn
Q3 20249 holders, $6.2bn11 holders, $7.7bn
Q4 202412 holders, $5.6bn14 holders, $6.7bn
Q1 202518 holders, $5.4bn17 holders, $7.8bn
Q2 202512 holders, $5.0bn18 holders, $8.6bn
Q3 202514 holders, $5.7bn19 holders, $11.9bn
Q4 202511 holders, $5.4bn16 holders, $12.1bn
Q1 20269 holders, $5.9bn18 holders, $14.9bn
Q2 202613 holders, $5.3bn15 holders, $15.6bn
FE

Firstenergy Corp

Holders
14
Reported value
$5.7bn
Buyers
7
Sellers
7

Breadth 0 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 26 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only FE (7)

Balyasny Asset Management LLC, Caxton Associates LLP, Holocene Advisors LP, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Verition Fund Management LLC

Only SO (12)

AllianceBernstein LP, Baillie Gifford & Co, Capital Research Global Investors, Eisler Capital Management Ltd, Fidelity (FMR LLC), MFS Investment Management, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Two Sigma Investments LP, Voloridge Investment Management LLC, Wellington Management Group LLP, 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.

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