Holders over time
- AEP
- NEE
| Quarter | AEP | NEE |
|---|---|---|
| Q3 2020 | 18 holders, $7.5bn | 34 holders, $12.7bn |
| Q4 2020 | 18 holders, $7.4bn | 32 holders, $13.5bn |
| Q1 2021 | 19 holders, $7.7bn | 36 holders, $12.2bn |
| Q2 2021 | 21 holders, $6.6bn | 29 holders, $11.0bn |
| Q3 2021 | 21 holders, $5.3bn | 26 holders, $11.7bn |
| Q4 2021 | 22 holders, $5.8bn | 20 holders, $14.5bn |
| Q1 2022 | 18 holders, $6.6bn | 24 holders, $11.8bn |
| Q2 2022 | 19 holders, $5.9bn | 27 holders, $11.3bn |
| Q3 2022 | 22 holders, $5.4bn | 28 holders, $12.0bn |
| Q4 2022 | 15 holders, $5.5bn | 24 holders, $11.5bn |
| Q1 2023 | 19 holders, $5.6bn | 24 holders, $11.0bn |
| Q2 2023 | 20 holders, $5.0bn | 30 holders, $10.3bn |
| Q3 2023 | 18 holders, $4.6bn | 26 holders, $8.7bn |
| Q4 2023 | 15 holders, $5.0bn | 26 holders, $9.7bn |
| Q1 2024 | 13 holders, $5.5bn | 27 holders, $9.5bn |
| Q2 2024 | 16 holders, $5.7bn | 20 holders, $9.0bn |
| Q3 2024 | 18 holders, $6.9bn | 21 holders, $10.3bn |
| Q4 2024 | 15 holders, $5.2bn | 29 holders, $8.9bn |
| Q1 2025 | 21 holders, $7.8bn | 21 holders, $7.8bn |
| Q2 2025 | 19 holders, $6.2bn | 19 holders, $7.8bn |
| Q3 2025 | 20 holders, $6.8bn | 23 holders, $9.8bn |
| Q4 2025 | 21 holders, $8.1bn | 19 holders, $10.1bn |
| Q1 2026 | 21 holders, $9.3bn | 23 holders, $13.2bn |
| Q2 2026 | 27 holders, $10.6bn | 24 holders, $11.0bn |
American Elec PWR Co Inc
- Holders
- 13
- Reported value
- $5.5bn
- Buyers
- 8
- Sellers
- 6
Breadth +2 among 93 comparable managers.
Nextera Energy Inc
- Holders
- 27
- Reported value
- $9.5bn
- Buyers
- 16
- Sellers
- 11
Breadth +5 among 93 comparable managers.
Who holds both, Q1 2024
Both (8)
AllianceBernstein LP, Capital Research Global Investors, D. E. Shaw & Co., Dodge & Cox, Holocene Advisors LP, Invesco Ltd, MFS Investment Management, Wellington Management Group LLP
Only AEP (5)
Carl C. Icahn, Janus Henderson Group Ltd, PDT Partners LLC, Quantbot Technologies LP, Soroban Capital Partners LP
Only NEE (19)
AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital World Investors, Coatue Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Tybourne Capital Management HK Ltd, Verition Fund Management LLC, Winton Group Ltd
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.