Holders over time
- AEE
- NEE
| Quarter | AEE | NEE |
|---|---|---|
| Q3 2020 | 12 holders, $3.1bn | 34 holders, $12.7bn |
| Q4 2020 | 11 holders, $3.1bn | 32 holders, $13.5bn |
| Q1 2021 | 9 holders, $3.2bn | 36 holders, $12.2bn |
| Q2 2021 | 13 holders, $2.9bn | 29 holders, $11.0bn |
| Q3 2021 | 12 holders, $2.9bn | 26 holders, $11.7bn |
| Q4 2021 | 16 holders, $3.4bn | 20 holders, $14.5bn |
| Q1 2022 | 19 holders, $3.2bn | 24 holders, $11.8bn |
| Q2 2022 | 21 holders, $2.9bn | 27 holders, $11.3bn |
| Q3 2022 | 18 holders, $2.1bn | 28 holders, $12.0bn |
| Q4 2022 | 17 holders, $2.4bn | 24 holders, $11.5bn |
| Q1 2023 | 16 holders, $2.1bn | 24 holders, $11.0bn |
| Q2 2023 | 14 holders, $1.8bn | 30 holders, $10.3bn |
| Q3 2023 | 19 holders, $2.0bn | 26 holders, $8.7bn |
| Q4 2023 | 12 holders, $2.5bn | 26 holders, $9.7bn |
| Q1 2024 | 12 holders, $3.1bn | 27 holders, $9.5bn |
| Q2 2024 | 13 holders, $3.0bn | 20 holders, $9.0bn |
| Q3 2024 | 13 holders, $4.0bn | 21 holders, $10.3bn |
| Q4 2024 | 10 holders, $4.1bn | 29 holders, $8.9bn |
| Q1 2025 | 11 holders, $5.3bn | 21 holders, $7.8bn |
| Q2 2025 | 13 holders, $5.3bn | 19 holders, $7.8bn |
| Q3 2025 | 13 holders, $5.6bn | 23 holders, $9.8bn |
| Q4 2025 | 15 holders, $4.2bn | 19 holders, $10.1bn |
| Q1 2026 | 18 holders, $5.5bn | 23 holders, $13.2bn |
| Q2 2026 | 15 holders, $4.7bn | 24 holders, $11.0bn |
Ameren Corp
- Holders
- 12
- Reported value
- $2.5bn
- Buyers
- 9
- Sellers
- 7
Breadth +2 among 93 comparable managers.
Nextera Energy Inc
- Holders
- 26
- Reported value
- $9.7bn
- Buyers
- 18
- Sellers
- 9
Breadth +9 among 93 comparable managers.
Who holds both, Q4 2023
Both (7)
AllianceBernstein LP, Baillie Gifford & Co, Holocene Advisors LP, Invesco Ltd, MFS Investment Management, T. Rowe Price Associates Inc, Two Sigma Investments LP
Only AEE (5)
Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Renaissance Technologies LLC, Soroban Capital Partners LP, Voloridge Investment Management LLC
Only NEE (19)
AQR Capital Management LLC, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Jane Street Group LLC, Maverick Capital Ltd, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP
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.