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AVA · NEE 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.

AVANEE
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.
  • AVA
  • NEE
010203040202120222023202420252026
Holders and value by quarter
QuarterAVANEE
Q3 20203 holders, $90m34 holders, $12.7bn
Q4 20203 holders, $63m32 holders, $13.5bn
Q1 20211 holders, $38m36 holders, $12.2bn
Q2 20211 holders, $2.8m29 holders, $11.0bn
Q3 20211 holders, $6.3m26 holders, $11.7bn
Q4 20213 holders, $11m20 holders, $14.5bn
Q1 20222 holders, $10m24 holders, $11.8bn
Q2 20223 holders, $13m27 holders, $11.3bn
Q3 20222 holders, $6.6m28 holders, $12.0bn
Q4 20223 holders, $157m24 holders, $11.5bn
Q1 20234 holders, $16m24 holders, $11.0bn
Q2 20231 holders, $2.5m30 holders, $10.3bn
Q3 20232 holders, $4.9m26 holders, $8.7bn
Q4 20231 holders, $6.7m26 holders, $9.7bn
Q1 20242 holders, $9.8m27 holders, $9.5bn
Q2 20242 holders, $11m20 holders, $9.0bn
Q3 20242 holders, $12m21 holders, $10.3bn
Q4 20243 holders, $13m29 holders, $8.9bn
Q1 20259 holders, $73m21 holders, $7.8bn
Q2 20255 holders, $29m19 holders, $7.8bn
Q3 20252 holders, $16m23 holders, $9.8bn
Q4 20252 holders, $21m19 holders, $10.1bn
Q1 20263 holders, $25m23 holders, $13.2bn
Q2 20264 holders, $49m24 holders, $11.0bn
AVA

Avista Corp

Holders
1
Reported value
$6.7m
Buyers
1
Sellers
0

Breadth +1 among 93 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP
NEE

Nextera Energy Inc

Holders
26
Reported value
$9.7bn
Buyers
18
Sellers
9

Breadth +9 among 93 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q4 2023

Among the 26 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AVA (0)

None.

Only NEE (25)

AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, Dodge & Cox, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments 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.

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