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AEP · 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.

AEPNEE
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.
  • AEP
  • NEE
010203040202120222023202420252026
Holders and value by quarter
QuarterAEPNEE
Q3 202018 holders, $7.5bn34 holders, $12.7bn
Q4 202018 holders, $7.4bn32 holders, $13.5bn
Q1 202119 holders, $7.7bn36 holders, $12.2bn
Q2 202121 holders, $6.6bn29 holders, $11.0bn
Q3 202121 holders, $5.3bn26 holders, $11.7bn
Q4 202122 holders, $5.8bn20 holders, $14.5bn
Q1 202218 holders, $6.6bn24 holders, $11.8bn
Q2 202219 holders, $5.9bn27 holders, $11.3bn
Q3 202222 holders, $5.4bn28 holders, $12.0bn
Q4 202215 holders, $5.5bn24 holders, $11.5bn
Q1 202319 holders, $5.6bn24 holders, $11.0bn
Q2 202320 holders, $5.0bn30 holders, $10.3bn
Q3 202318 holders, $4.6bn26 holders, $8.7bn
Q4 202315 holders, $5.0bn26 holders, $9.7bn
Q1 202413 holders, $5.5bn27 holders, $9.5bn
Q2 202416 holders, $5.7bn20 holders, $9.0bn
Q3 202418 holders, $6.9bn21 holders, $10.3bn
Q4 202415 holders, $5.2bn29 holders, $8.9bn
Q1 202521 holders, $7.8bn21 holders, $7.8bn
Q2 202519 holders, $6.2bn19 holders, $7.8bn
Q3 202520 holders, $6.8bn23 holders, $9.8bn
Q4 202521 holders, $8.1bn19 holders, $10.1bn
Q1 202621 holders, $9.3bn23 holders, $13.2bn
Q2 202627 holders, $10.6bn24 holders, $11.0bn
AEP

American Elec PWR Co Inc

Holders
16
Reported value
$5.7bn
Buyers
9
Sellers
7

Breadth +2 among 94 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP
NEE

Nextera Energy Inc

Holders
20
Reported value
$9.0bn
Buyers
9
Sellers
14

Breadth -5 among 94 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q2 2024

Among the 28 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AEP (8)

Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Carl C. Icahn, Holocene Advisors LP, Janus Henderson Group Ltd, PDT Partners LLC, Point72 Asset Management LP, Soroban Capital Partners LP

Only NEE (12)

AQR Capital Management LLC, Baillie Gifford & Co, Capital World Investors, Coatue Management LLC, GAMCO Investors Inc, Jane Street Group LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, T. Rowe Price Associates Inc, Tudor Investment Corp, Tybourne Capital Management HK Ltd, Walleye Capital LLC

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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