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NWE · 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.

NWESO
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.
  • NWE
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterNWESO
Q3 20208 holders, $60m15 holders, $5.5bn
Q4 20202 holders, $19m17 holders, $6.9bn
Q1 20212 holders, $19m16 holders, $7.5bn
Q2 20213 holders, $21m17 holders, $7.0bn
Q3 20211 holders, $16m15 holders, $7.1bn
Q4 20214 holders, $47m15 holders, $8.8bn
Q1 20225 holders, $32m18 holders, $10.5bn
Q2 20226 holders, $69m20 holders, $10.7bn
Q3 202211 holders, $115m24 holders, $11.0bn
Q4 20227 holders, $91m18 holders, $10.7bn
Q1 20235 holders, $63m14 holders, $10.5bn
Q2 20234 holders, $64m14 holders, $9.7bn
Q3 20234 holders, $55m16 holders, $7.9bn
Q4 20232 holders, $64m14 holders, $7.5bn
Q1 20242 holders, $73m13 holders, $7.1bn
Q2 20243 holders, $117m14 holders, $6.9bn
Q3 20245 holders, $141m11 holders, $7.7bn
Q4 20245 holders, $126m14 holders, $6.7bn
Q1 20257 holders, $141m17 holders, $7.8bn
Q2 20257 holders, $146m18 holders, $8.6bn
Q3 20254 holders, $107m19 holders, $11.9bn
Q4 20256 holders, $208m16 holders, $12.1bn
Q1 20269 holders, $282m18 holders, $14.9bn
Q2 20269 holders, $355m15 holders, $15.6bn
NWE

Northwestern Corp

Holders
6
Reported value
$208m
Buyers
19
Sellers
11

Breadth +8 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 22 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only NWE (6)

Balyasny Asset Management LLC, Bridgewater Associates LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Moore Capital Management LP, Neuberger Berman Group LLC

Only SO (16)

AllianceBernstein LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Renaissance Technologies LLC, Soroban Capital Partners LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, 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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