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EIX · 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.

EIXNEE
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.
  • EIX
  • NEE
010203040202120222023202420252026
Holders and value by quarter
QuarterEIXNEE
Q3 202012 holders, $2.4bn34 holders, $12.7bn
Q4 202012 holders, $3.0bn32 holders, $13.5bn
Q1 202111 holders, $2.4bn36 holders, $12.2bn
Q2 202111 holders, $2.8bn29 holders, $11.0bn
Q3 202111 holders, $2.7bn26 holders, $11.7bn
Q4 20219 holders, $3.3bn20 holders, $14.5bn
Q1 202210 holders, $3.2bn24 holders, $11.8bn
Q2 202210 holders, $2.9bn27 holders, $11.3bn
Q3 20229 holders, $2.7bn28 holders, $12.0bn
Q4 20228 holders, $3.1bn24 holders, $11.5bn
Q1 202312 holders, $3.8bn24 holders, $11.0bn
Q2 202310 holders, $3.6bn30 holders, $10.3bn
Q3 202310 holders, $3.2bn26 holders, $8.7bn
Q4 202310 holders, $4.0bn26 holders, $9.7bn
Q1 202410 holders, $4.2bn27 holders, $9.5bn
Q2 202412 holders, $4.3bn20 holders, $9.0bn
Q3 202413 holders, $5.3bn21 holders, $10.3bn
Q4 202411 holders, $4.8bn29 holders, $8.9bn
Q1 202520 holders, $3.0bn21 holders, $7.8bn
Q2 202517 holders, $2.1bn19 holders, $7.8bn
Q3 202517 holders, $1.9bn23 holders, $9.8bn
Q4 202516 holders, $2.3bn19 holders, $10.1bn
Q1 202611 holders, $2.6bn23 holders, $13.2bn
Q2 202610 holders, $2.7bn24 holders, $11.0bn
EIX

Edison Intl

Holders
10
Reported value
$4.2bn
Buyers
8
Sellers
2

Breadth +6 among 93 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP
NEE

Nextera Energy Inc

Holders
27
Reported value
$9.5bn
Buyers
16
Sellers
11

Breadth +5 among 93 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q1 2024

Among the 30 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only EIX (3)

Brevan Howard Capital Management LP, Hudson Bay Capital Management LP, Squarepoint Ops LLC

Only NEE (20)

AllianceBernstein LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, GAMCO Investors Inc, Holocene Advisors LP, 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, 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.

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