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EXC · 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.

EXCSO
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.
  • EXC
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterEXCSO
Q3 202020 holders, $6.5bn15 holders, $5.5bn
Q4 202016 holders, $7.0bn17 holders, $6.9bn
Q1 202118 holders, $7.4bn16 holders, $7.5bn
Q2 202114 holders, $7.2bn17 holders, $7.0bn
Q3 202114 holders, $8.2bn15 holders, $7.1bn
Q4 202120 holders, $10.0bn15 holders, $8.8bn
Q1 202219 holders, $9.0bn18 holders, $10.5bn
Q2 202218 holders, $7.6bn20 holders, $10.7bn
Q3 202223 holders, $6.9bn24 holders, $11.0bn
Q4 202220 holders, $7.3bn18 holders, $10.7bn
Q1 202316 holders, $6.9bn14 holders, $10.5bn
Q2 202317 holders, $6.5bn14 holders, $9.7bn
Q3 202315 holders, $5.9bn16 holders, $7.9bn
Q4 202312 holders, $5.3bn14 holders, $7.5bn
Q1 202416 holders, $6.0bn13 holders, $7.1bn
Q2 202410 holders, $4.4bn14 holders, $6.9bn
Q3 202415 holders, $5.7bn11 holders, $7.7bn
Q4 202417 holders, $4.8bn14 holders, $6.7bn
Q1 202516 holders, $4.9bn17 holders, $7.8bn
Q2 202513 holders, $4.1bn18 holders, $8.6bn
Q3 202516 holders, $4.2bn19 holders, $11.9bn
Q4 202512 holders, $5.2bn16 holders, $12.1bn
Q1 202612 holders, $6.4bn18 holders, $14.9bn
Q2 202615 holders, $5.7bn15 holders, $15.6bn
EXC

Exelon Corp

Holders
12
Reported value
$6.4bn
Buyers
11
Sellers
20

Breadth -9 among 91 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP
SO

Southern Co

Holders
18
Reported value
$14.9bn
Buyers
20
Sellers
15

Breadth +5 among 91 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q1 2026

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

Only EXC (4)

AQR Capital Management LLC, Caxton Associates LLP, Man Group PLC, Soros Fund Management LLC

Only SO (10)

AllianceBernstein LP, Arrowstreet Capital LP, ExodusPoint Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, Renaissance Technologies LLC, Soroban Capital Partners LP, T. Rowe Price Associates Inc, Walleye Capital 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.

Back to the 13F Explorer →