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PNW · 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.

PNWSO
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.
  • PNW
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterPNWSO
Q3 202013 holders, $793m15 holders, $5.5bn
Q4 20207 holders, $735m17 holders, $6.9bn
Q1 20215 holders, $877m16 holders, $7.5bn
Q2 20218 holders, $1.2bn17 holders, $7.0bn
Q3 202110 holders, $809m15 holders, $7.1bn
Q4 202110 holders, $494m15 holders, $8.8bn
Q1 20227 holders, $717m18 holders, $10.5bn
Q2 20228 holders, $708m20 holders, $10.7bn
Q3 20228 holders, $667m24 holders, $11.0bn
Q4 202210 holders, $736m18 holders, $10.7bn
Q1 202311 holders, $761m14 holders, $10.5bn
Q2 20239 holders, $804m14 holders, $9.7bn
Q3 20239 holders, $867m16 holders, $7.9bn
Q4 20236 holders, $978m14 holders, $7.5bn
Q1 20248 holders, $1.6bn13 holders, $7.1bn
Q2 202414 holders, $1.9bn14 holders, $6.9bn
Q3 202416 holders, $2.3bn11 holders, $7.7bn
Q4 202415 holders, $2.0bn14 holders, $6.7bn
Q1 202514 holders, $2.4bn17 holders, $7.8bn
Q2 202512 holders, $2.4bn18 holders, $8.6bn
Q3 202514 holders, $2.5bn19 holders, $11.9bn
Q4 202517 holders, $2.7bn16 holders, $12.1bn
Q1 202613 holders, $3.3bn18 holders, $14.9bn
Q2 202615 holders, $3.6bn15 holders, $15.6bn
PNW

Pinnacle West Cap Corp

Holders
17
Reported value
$2.7bn
Buyers
25
Sellers
13

Breadth +12 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 26 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only PNW (10)

Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC

Only SO (9)

AllianceBernstein LP, Baillie Gifford & Co, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Man Group PLC, Marshall Wace LLP, 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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