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ED · 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.

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.
  • ED
  • NEE
010203040202120222023202420252026
Holders and value by quarter
QuarterEDNEE
Q3 202011 holders, $1.7bn34 holders, $12.7bn
Q4 202015 holders, $1.3bn32 holders, $13.5bn
Q1 202113 holders, $877m36 holders, $12.2bn
Q2 202111 holders, $634m29 holders, $11.0bn
Q3 202111 holders, $626m26 holders, $11.7bn
Q4 202111 holders, $876m20 holders, $14.5bn
Q1 202213 holders, $898m24 holders, $11.8bn
Q2 202214 holders, $883m27 holders, $11.3bn
Q3 202214 holders, $859m28 holders, $12.0bn
Q4 202212 holders, $690m24 holders, $11.5bn
Q1 202317 holders, $733m24 holders, $11.0bn
Q2 202312 holders, $622m30 holders, $10.3bn
Q3 202313 holders, $620m26 holders, $8.7bn
Q4 202310 holders, $568m26 holders, $9.7bn
Q1 202411 holders, $664m27 holders, $9.5bn
Q2 20248 holders, $572m20 holders, $9.0bn
Q3 202412 holders, $835m21 holders, $10.3bn
Q4 202417 holders, $1.1bn29 holders, $8.9bn
Q1 202522 holders, $2.0bn21 holders, $7.8bn
Q2 202516 holders, $1.6bn19 holders, $7.8bn
Q3 202517 holders, $1.7bn23 holders, $9.8bn
Q4 202513 holders, $1.6bn19 holders, $10.1bn
Q1 202614 holders, $1.9bn23 holders, $13.2bn
Q2 20268 holders, $1.8bn24 holders, $11.0bn
ED

Consolidated Edison Inc

Holders
11
Reported value
$664m
Buyers
8
Sellers
3

Breadth +5 among 93 comparable managers.

NEE

Nextera Energy Inc

Holders
27
Reported value
$9.5bn
Buyers
16
Sellers
11

Breadth +5 among 93 comparable managers.

Who holds both, Q1 2024

Among the 32 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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