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EXC · 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.

EXCNEE
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.
  • EXC
  • NEE
010203040202120222023202420252026
Holders and value by quarter
QuarterEXCNEE
Q3 202020 holders, $6.5bn34 holders, $12.7bn
Q4 202016 holders, $7.0bn32 holders, $13.5bn
Q1 202118 holders, $7.4bn36 holders, $12.2bn
Q2 202114 holders, $7.2bn29 holders, $11.0bn
Q3 202114 holders, $8.2bn26 holders, $11.7bn
Q4 202120 holders, $10.0bn20 holders, $14.5bn
Q1 202219 holders, $9.0bn24 holders, $11.8bn
Q2 202218 holders, $7.6bn27 holders, $11.3bn
Q3 202223 holders, $6.9bn28 holders, $12.0bn
Q4 202220 holders, $7.3bn24 holders, $11.5bn
Q1 202316 holders, $6.9bn24 holders, $11.0bn
Q2 202317 holders, $6.5bn30 holders, $10.3bn
Q3 202315 holders, $5.9bn26 holders, $8.7bn
Q4 202312 holders, $5.3bn26 holders, $9.7bn
Q1 202416 holders, $6.0bn27 holders, $9.5bn
Q2 202410 holders, $4.4bn20 holders, $9.0bn
Q3 202415 holders, $5.7bn21 holders, $10.3bn
Q4 202417 holders, $4.8bn29 holders, $8.9bn
Q1 202516 holders, $4.9bn21 holders, $7.8bn
Q2 202513 holders, $4.1bn19 holders, $7.8bn
Q3 202516 holders, $4.2bn23 holders, $9.8bn
Q4 202512 holders, $5.2bn19 holders, $10.1bn
Q1 202612 holders, $6.4bn23 holders, $13.2bn
Q2 202615 holders, $5.7bn24 holders, $11.0bn
EXC

Exelon Corp

Holders
16
Reported value
$6.0bn
Buyers
11
Sellers
6

Breadth +5 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 32 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only EXC (5)

Bridgewater Associates LP, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Soroban Capital Partners LP, Squarepoint Ops LLC

Only NEE (16)

AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, GAMCO Investors Inc, Moore Capital Management LP, Point72 Asset Management LP, 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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