Holders over time
- AES
- NEE
| Quarter | AES | NEE |
|---|---|---|
| Q3 2020 | 12 holders, $2.7bn | 34 holders, $12.7bn |
| Q4 2020 | 16 holders, $3.7bn | 32 holders, $13.5bn |
| Q1 2021 | 12 holders, $3.6bn | 36 holders, $12.2bn |
| Q2 2021 | 15 holders, $3.2bn | 29 holders, $11.0bn |
| Q3 2021 | 19 holders, $2.4bn | 26 holders, $11.7bn |
| Q4 2021 | 14 holders, $2.6bn | 20 holders, $14.5bn |
| Q1 2022 | 15 holders, $3.1bn | 24 holders, $11.8bn |
| Q2 2022 | 9 holders, $2.5bn | 27 holders, $11.3bn |
| Q3 2022 | 9 holders, $3.0bn | 28 holders, $12.0bn |
| Q4 2022 | 11 holders, $3.8bn | 24 holders, $11.5bn |
| Q1 2023 | 10 holders, $3.1bn | 24 holders, $11.0bn |
| Q2 2023 | 14 holders, $2.4bn | 30 holders, $10.3bn |
| Q3 2023 | 13 holders, $1.7bn | 26 holders, $8.7bn |
| Q4 2023 | 11 holders, $2.6bn | 26 holders, $9.7bn |
| Q1 2024 | 14 holders, $2.0bn | 27 holders, $9.5bn |
| Q2 2024 | 11 holders, $1.6bn | 20 holders, $9.0bn |
| Q3 2024 | 12 holders, $1.7bn | 21 holders, $10.3bn |
| Q4 2024 | 14 holders, $1.4bn | 29 holders, $8.9bn |
| Q1 2025 | 11 holders, $1.0bn | 21 holders, $7.8bn |
| Q2 2025 | 9 holders, $379m | 19 holders, $7.8bn |
| Q3 2025 | 8 holders, $320m | 23 holders, $9.8bn |
| Q4 2025 | 9 holders, $254m | 19 holders, $10.1bn |
| Q1 2026 | 14 holders, $610m | 23 holders, $13.2bn |
| Q2 2026 | 11 holders, $1.1bn | 24 holders, $11.0bn |
Aes Corp/va
- Holders
- 11
- Reported value
- $2.6bn
- Buyers
- 7
- Sellers
- 5
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 (10)
Capital World Investors, Caxton Associates LLP, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, MFS Investment Management, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Verition Fund Management LLC, Wellington Management Group LLP
Only AES (1)
Only NEE (16)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Capital Research Global Investors, Coatue Management LLC, Dodge & Cox, Invesco Ltd, Jane Street Group LLC, Maverick Capital Ltd, Moore Capital Management LP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Walleye Capital LLC
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.