Holders over time
- WEC
- NEE
| Quarter | WEC | NEE |
|---|---|---|
| Q3 2020 | 7 holders, $374m | 34 holders, $12.7bn |
| Q4 2020 | 11 holders, $398m | 32 holders, $13.5bn |
| Q1 2021 | 5 holders, $304m | 36 holders, $12.2bn |
| Q2 2021 | 9 holders, $452m | 29 holders, $11.0bn |
| Q3 2021 | 10 holders, $574m | 26 holders, $11.7bn |
| Q4 2021 | 10 holders, $547m | 20 holders, $14.5bn |
| Q1 2022 | 19 holders, $1.3bn | 24 holders, $11.8bn |
| Q2 2022 | 17 holders, $1.5bn | 27 holders, $11.3bn |
| Q3 2022 | 17 holders, $1.1bn | 28 holders, $12.0bn |
| Q4 2022 | 11 holders, $1.1bn | 24 holders, $11.5bn |
| Q1 2023 | 10 holders, $895m | 24 holders, $11.0bn |
| Q2 2023 | 10 holders, $886m | 30 holders, $10.3bn |
| Q3 2023 | 12 holders, $767m | 26 holders, $8.7bn |
| Q4 2023 | 14 holders, $1.2bn | 26 holders, $9.7bn |
| Q1 2024 | 14 holders, $966m | 27 holders, $9.5bn |
| Q2 2024 | 13 holders, $440m | 20 holders, $9.0bn |
| Q3 2024 | 8 holders, $1.1bn | 21 holders, $10.3bn |
| Q4 2024 | 12 holders, $1.8bn | 29 holders, $8.9bn |
| Q1 2025 | 12 holders, $2.0bn | 21 holders, $7.8bn |
| Q2 2025 | 11 holders, $2.0bn | 19 holders, $7.8bn |
| Q3 2025 | 12 holders, $2.3bn | 23 holders, $9.8bn |
| Q4 2025 | 12 holders, $1.8bn | 19 holders, $10.1bn |
| Q1 2026 | 17 holders, $1.8bn | 23 holders, $13.2bn |
| Q2 2026 | 14 holders, $1.5bn | 24 holders, $11.0bn |
Wec Energy Group Inc
- Holders
- 14
- Reported value
- $966m
- Buyers
- 7
- Sellers
- 7
Breadth 0 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 (9)
AQR Capital Management LLC, Baillie Gifford & Co, D. E. Shaw & Co., Holocene Advisors LP, Invesco Ltd, Neuberger Berman Group LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Winton Group Ltd
Only WEC (5)
Millennium Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Soroban Capital Partners LP, Voloridge Investment Management LLC
Only NEE (18)
AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, MFS Investment Management, Moore Capital Management LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, T. Rowe Price Associates Inc, Tybourne Capital Management HK Ltd, Verition Fund Management LLC, Wellington Management Group LLP
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.