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CMS · 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.

CMSSO
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.
  • CMS
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterCMSSO
Q3 202017 holders, $1.8bn15 holders, $5.5bn
Q4 202011 holders, $1.6bn17 holders, $6.9bn
Q1 202116 holders, $1.7bn16 holders, $7.5bn
Q2 202118 holders, $2.0bn17 holders, $7.0bn
Q3 202112 holders, $2.1bn15 holders, $7.1bn
Q4 202111 holders, $2.4bn15 holders, $8.8bn
Q1 202215 holders, $2.4bn18 holders, $10.5bn
Q2 202215 holders, $2.0bn20 holders, $10.7bn
Q3 202216 holders, $1.3bn24 holders, $11.0bn
Q4 202216 holders, $1.4bn18 holders, $10.7bn
Q1 202315 holders, $1.4bn14 holders, $10.5bn
Q2 202312 holders, $1.3bn14 holders, $9.7bn
Q3 202312 holders, $1.3bn16 holders, $7.9bn
Q4 202310 holders, $1.5bn14 holders, $7.5bn
Q1 20249 holders, $1.1bn13 holders, $7.1bn
Q2 202410 holders, $1.2bn14 holders, $6.9bn
Q3 20247 holders, $1.8bn11 holders, $7.7bn
Q4 20248 holders, $2.2bn14 holders, $6.7bn
Q1 202510 holders, $2.7bn17 holders, $7.8bn
Q2 20259 holders, $1.8bn18 holders, $8.6bn
Q3 202512 holders, $2.2bn19 holders, $11.9bn
Q4 202510 holders, $1.7bn16 holders, $12.1bn
Q1 202613 holders, $2.3bn18 holders, $14.9bn
Q2 202610 holders, $2.4bn15 holders, $15.6bn
CMS

CMS Energy Corp

Holders
10
Reported value
$1.7bn
Buyers
18
Sellers
18

Breadth 0 among 92 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP
SO

Southern Co

Holders
16
Reported value
$12.1bn
Buyers
21
Sellers
18

Breadth +3 among 92 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q4 2025

Among the 21 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CMS (5)

Freestone Grove Partners LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Soros Fund Management LLC, Verition Fund Management LLC

Only SO (11)

AllianceBernstein LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Man Group PLC, Marshall Wace LLP, Renaissance Technologies LLC, Squarepoint Ops 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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