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
- 27
- Reported value
- $10.6bn
- Buyers
- 27
- Sellers
- 12
Breadth +15 among 91 comparable managers.
Dominion Res Inc Va New
- Holders
- 13
- Reported value
- $12.4bn
- Buyers
- 16
- Sellers
- 17
Breadth -1 among 91 comparable managers.
Who holds both, Q2 2026
Both (12)
AllianceBernstein LP, Capital Research Global Investors, Dodge & Cox, Freestone Grove Partners LP, Invesco Ltd, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Point72 Asset Management LP, Soros Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only AEP (15)
Acadian Asset Management LLC, AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Carl C. Icahn, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Neuberger Berman Group LLC, PDT Partners LLC, Soroban Capital Partners LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Winton Group Ltd
Only D (1)
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.