Holders over time
- D
- NEE
| Quarter | D | NEE |
|---|---|---|
| Q3 2020 | 20 holders, $8.7bn | 34 holders, $12.7bn |
| Q4 2020 | 28 holders, $7.2bn | 32 holders, $13.5bn |
| Q1 2021 | 26 holders, $7.4bn | 36 holders, $12.2bn |
| Q2 2021 | 21 holders, $7.5bn | 29 holders, $11.0bn |
| Q3 2021 | 16 holders, $7.2bn | 26 holders, $11.7bn |
| Q4 2021 | 18 holders, $8.2bn | 20 holders, $14.5bn |
| Q1 2022 | 19 holders, $9.3bn | 24 holders, $11.8bn |
| Q2 2022 | 20 holders, $9.3bn | 27 holders, $11.3bn |
| Q3 2022 | 17 holders, $7.5bn | 28 holders, $12.0bn |
| Q4 2022 | 24 holders, $6.3bn | 24 holders, $11.5bn |
| Q1 2023 | 19 holders, $6.1bn | 24 holders, $11.0bn |
| Q2 2023 | 12 holders, $5.7bn | 30 holders, $10.3bn |
| Q3 2023 | 12 holders, $5.4bn | 26 holders, $8.7bn |
| Q4 2023 | 15 holders, $6.4bn | 26 holders, $9.7bn |
| Q1 2024 | 10 holders, $6.5bn | 27 holders, $9.5bn |
| Q2 2024 | 9 holders, $6.2bn | 20 holders, $9.0bn |
| Q3 2024 | 14 holders, $7.4bn | 21 holders, $10.3bn |
| Q4 2024 | 13 holders, $6.5bn | 29 holders, $8.9bn |
| Q1 2025 | 16 holders, $7.0bn | 21 holders, $7.8bn |
| Q2 2025 | 10 holders, $8.8bn | 19 holders, $7.8bn |
| Q3 2025 | 8 holders, $9.8bn | 23 holders, $9.8bn |
| Q4 2025 | 12 holders, $10.5bn | 19 holders, $10.1bn |
| Q1 2026 | 11 holders, $10.4bn | 23 holders, $13.2bn |
| Q2 2026 | 13 holders, $12.4bn | 24 holders, $11.0bn |
Dominion Res Inc Va New
- Holders
- 15
- Reported value
- $6.4bn
- Buyers
- 10
- Sellers
- 6
Breadth +4 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 (13)
Capital Research Global Investors, Dodge & Cox, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, Point72 Asset Management LP, T. Rowe Price Associates Inc, Two Sigma Investments LP, Verition Fund Management LLC, Wellington Management Group LLP
Only NEE (13)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, GAMCO Investors Inc, Jane Street Group LLC, Moore Capital Management LP, Schonfeld Strategic Advisors LLC, Two Sigma Advisers 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.