Holders over time
- BEPC
- NEE
| Quarter | BEPC | NEE |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 34 holders, $12.7bn |
| Q4 2020 | none listed holders, n.a. | 32 holders, $13.5bn |
| Q1 2021 | none listed holders, n.a. | 36 holders, $12.2bn |
| Q2 2021 | none listed holders, n.a. | 29 holders, $11.0bn |
| Q3 2021 | none listed holders, n.a. | 26 holders, $11.7bn |
| Q4 2021 | none listed holders, n.a. | 20 holders, $14.5bn |
| Q1 2022 | none listed holders, n.a. | 24 holders, $11.8bn |
| Q2 2022 | none listed holders, n.a. | 27 holders, $11.3bn |
| Q3 2022 | none listed holders, n.a. | 28 holders, $12.0bn |
| Q4 2022 | none listed holders, n.a. | 24 holders, $11.5bn |
| Q1 2023 | none listed holders, n.a. | 24 holders, $11.0bn |
| Q2 2023 | none listed holders, n.a. | 30 holders, $10.3bn |
| Q3 2023 | none listed holders, n.a. | 26 holders, $8.7bn |
| Q4 2023 | none listed holders, n.a. | 26 holders, $9.7bn |
| Q1 2024 | none listed holders, n.a. | 27 holders, $9.5bn |
| Q2 2024 | none listed holders, n.a. | 20 holders, $9.0bn |
| Q3 2024 | none listed holders, n.a. | 21 holders, $10.3bn |
| Q4 2024 | 4 holders, $146m | 29 holders, $8.9bn |
| Q1 2025 | 5 holders, $139m | 21 holders, $7.8bn |
| Q2 2025 | 4 holders, $123m | 19 holders, $7.8bn |
| Q3 2025 | 5 holders, $147m | 23 holders, $9.8bn |
| Q4 2025 | 5 holders, $177m | 19 holders, $10.1bn |
| Q1 2026 | 6 holders, $159m | 23 holders, $13.2bn |
| Q2 2026 | 6 holders, $179m | 24 holders, $11.0bn |
Brookfield Renewable Corp
- Holders
- 0
- Reported value
- $0
- Buyers
- n.a.
- Sellers
- n.a.
No cross-section for this quarter.
Nextera Energy Inc
- Holders
- 20
- Reported value
- $9.0bn
- Buyers
- 9
- Sellers
- 14
Breadth -5 among 94 comparable managers.
Who holds both, Q2 2024
Both (0)
No tracked manager lists every one of them.
Only BEPC (0)
None.
Only NEE (20)
AllianceBernstein LP, AQR Capital Management LLC, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Jane Street Group LLC, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP, T. Rowe Price Associates Inc, Tudor Investment Corp, Tybourne Capital Management HK Ltd, Verition Fund Management LLC, Walleye Capital 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.