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BEPC · 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.

BEPCSO
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.
  • BEPC
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterBEPCSO
Q3 2020none listed holders, n.a.15 holders, $5.5bn
Q4 2020none listed holders, n.a.17 holders, $6.9bn
Q1 2021none listed holders, n.a.16 holders, $7.5bn
Q2 2021none listed holders, n.a.17 holders, $7.0bn
Q3 2021none listed holders, n.a.15 holders, $7.1bn
Q4 2021none listed holders, n.a.15 holders, $8.8bn
Q1 2022none listed holders, n.a.18 holders, $10.5bn
Q2 2022none listed holders, n.a.20 holders, $10.7bn
Q3 2022none listed holders, n.a.24 holders, $11.0bn
Q4 2022none listed holders, n.a.18 holders, $10.7bn
Q1 2023none listed holders, n.a.14 holders, $10.5bn
Q2 2023none listed holders, n.a.14 holders, $9.7bn
Q3 2023none listed holders, n.a.16 holders, $7.9bn
Q4 2023none listed holders, n.a.14 holders, $7.5bn
Q1 2024none listed holders, n.a.13 holders, $7.1bn
Q2 2024none listed holders, n.a.14 holders, $6.9bn
Q3 2024none listed holders, n.a.11 holders, $7.7bn
Q4 20244 holders, $146m14 holders, $6.7bn
Q1 20255 holders, $139m17 holders, $7.8bn
Q2 20254 holders, $123m18 holders, $8.6bn
Q3 20255 holders, $147m19 holders, $11.9bn
Q4 20255 holders, $177m16 holders, $12.1bn
Q1 20266 holders, $159m18 holders, $14.9bn
Q2 20266 holders, $179m15 holders, $15.6bn
BEPC

Brookfield Renewable Corp

Holders
6
Reported value
$179m
Buyers
10
Sellers
15

Breadth -5 among 91 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP
SO

Southern Co

Holders
15
Reported value
$15.6bn
Buyers
16
Sellers
18

Breadth -2 among 91 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q2 2026

Among the 20 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only BEPC (5)

D. E. Shaw & Co., Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Voloridge Investment Management LLC

Only SO (14)

AllianceBernstein LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Capital World Investors, Fidelity (FMR LLC), Freestone Grove Partners LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Soroban Capital Partners LP, T. Rowe Price Associates Inc, Verition Fund Management 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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