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XEL · 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.

XELSO
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.
  • XEL
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterXELSO
Q3 202013 holders, $2.8bn15 holders, $5.5bn
Q4 202014 holders, $2.6bn17 holders, $6.9bn
Q1 202112 holders, $2.3bn16 holders, $7.5bn
Q2 202112 holders, $2.3bn17 holders, $7.0bn
Q3 202112 holders, $2.2bn15 holders, $7.1bn
Q4 202119 holders, $3.3bn15 holders, $8.8bn
Q1 202220 holders, $3.4bn18 holders, $10.5bn
Q2 202212 holders, $2.6bn20 holders, $10.7bn
Q3 202217 holders, $2.1bn24 holders, $11.0bn
Q4 202217 holders, $2.2bn18 holders, $10.7bn
Q1 202314 holders, $2.0bn14 holders, $10.5bn
Q2 202314 holders, $2.0bn14 holders, $9.7bn
Q3 202316 holders, $2.3bn16 holders, $7.9bn
Q4 202313 holders, $2.4bn14 holders, $7.5bn
Q1 202418 holders, $2.5bn13 holders, $7.1bn
Q2 202415 holders, $2.5bn14 holders, $6.9bn
Q3 202414 holders, $3.4bn11 holders, $7.7bn
Q4 202415 holders, $4.2bn14 holders, $6.7bn
Q1 202513 holders, $4.3bn17 holders, $7.8bn
Q2 202511 holders, $4.6bn18 holders, $8.6bn
Q3 202517 holders, $6.0bn19 holders, $11.9bn
Q4 202515 holders, $5.9bn16 holders, $12.1bn
Q1 202620 holders, $7.3bn18 holders, $14.9bn
Q2 202620 holders, $7.7bn15 holders, $15.6bn
XEL

Xcel Energy Inc

Holders
15
Reported value
$5.9bn
Buyers
22
Sellers
13

Breadth +9 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 XEL (10)

Balyasny Asset Management LLC, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Millennium Management LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Verition Fund Management LLC, Voloridge Investment Management LLC

Only SO (11)

AllianceBernstein LP, Baillie Gifford & Co, Capital World Investors, Fidelity (FMR LLC), Man Group PLC, Marshall Wace LLP, Renaissance Technologies LLC, Soroban Capital Partners LP, 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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