Holders over time
- AEP
- D
| Quarter | AEP | D |
|---|---|---|
| Q3 2020 | 18 holders, $7.5bn | 20 holders, $8.7bn |
| Q4 2020 | 18 holders, $7.4bn | 28 holders, $7.2bn |
| Q1 2021 | 19 holders, $7.7bn | 26 holders, $7.4bn |
| Q2 2021 | 21 holders, $6.6bn | 21 holders, $7.5bn |
| Q3 2021 | 21 holders, $5.3bn | 16 holders, $7.2bn |
| Q4 2021 | 22 holders, $5.8bn | 18 holders, $8.2bn |
| Q1 2022 | 18 holders, $6.6bn | 19 holders, $9.3bn |
| Q2 2022 | 19 holders, $5.9bn | 20 holders, $9.3bn |
| Q3 2022 | 22 holders, $5.4bn | 17 holders, $7.5bn |
| Q4 2022 | 15 holders, $5.5bn | 24 holders, $6.3bn |
| Q1 2023 | 19 holders, $5.6bn | 19 holders, $6.1bn |
| Q2 2023 | 20 holders, $5.0bn | 12 holders, $5.7bn |
| Q3 2023 | 18 holders, $4.6bn | 12 holders, $5.4bn |
| Q4 2023 | 15 holders, $5.0bn | 15 holders, $6.4bn |
| Q1 2024 | 13 holders, $5.5bn | 10 holders, $6.5bn |
| Q2 2024 | 16 holders, $5.7bn | 9 holders, $6.2bn |
| Q3 2024 | 18 holders, $6.9bn | 14 holders, $7.4bn |
| Q4 2024 | 15 holders, $5.2bn | 13 holders, $6.5bn |
| Q1 2025 | 21 holders, $7.8bn | 16 holders, $7.0bn |
| Q2 2025 | 19 holders, $6.2bn | 10 holders, $8.8bn |
| Q3 2025 | 20 holders, $6.8bn | 8 holders, $9.8bn |
| Q4 2025 | 21 holders, $8.1bn | 12 holders, $10.5bn |
| Q1 2026 | 21 holders, $9.3bn | 11 holders, $10.4bn |
| Q2 2026 | 27 holders, $10.6bn | 13 holders, $12.4bn |
American Elec PWR Co Inc
- Holders
- 21
- Reported value
- $9.3bn
- Buyers
- 13
- Sellers
- 22
Breadth -9 among 91 comparable managers.
Dominion Res Inc Va New
- Holders
- 11
- Reported value
- $10.4bn
- Buyers
- 14
- Sellers
- 17
Breadth -3 among 91 comparable managers.
Who holds both, Q1 2026
Both (5)
Capital Research Global Investors, Dodge & Cox, Invesco Ltd, MFS Investment Management, Wellington Management Group LLP
Only AEP (16)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Bridgewater Associates LP, Carl C. Icahn, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Soroban Capital Partners LP, Verition Fund Management LLC, 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.