Holders over time
- BKH
- NEE
| Quarter | BKH | NEE |
|---|---|---|
| Q3 2020 | 10 holders, $315m | 34 holders, $12.7bn |
| Q4 2020 | 4 holders, $300m | 32 holders, $13.5bn |
| Q1 2021 | 6 holders, $322m | 36 holders, $12.2bn |
| Q2 2021 | 4 holders, $242m | 29 holders, $11.0bn |
| Q3 2021 | 4 holders, $175m | 26 holders, $11.7bn |
| Q4 2021 | 5 holders, $273m | 20 holders, $14.5bn |
| Q1 2022 | 9 holders, $482m | 24 holders, $11.8bn |
| Q2 2022 | 9 holders, $366m | 27 holders, $11.3bn |
| Q3 2022 | 8 holders, $378m | 28 holders, $12.0bn |
| Q4 2022 | 5 holders, $276m | 24 holders, $11.5bn |
| Q1 2023 | 8 holders, $290m | 24 holders, $11.0bn |
| Q2 2023 | 7 holders, $306m | 30 holders, $10.3bn |
| Q3 2023 | 10 holders, $329m | 26 holders, $8.7bn |
| Q4 2023 | 11 holders, $369m | 26 holders, $9.7bn |
| Q1 2024 | 9 holders, $232m | 27 holders, $9.5bn |
| Q2 2024 | 8 holders, $271m | 20 holders, $9.0bn |
| Q3 2024 | 5 holders, $235m | 21 holders, $10.3bn |
| Q4 2024 | 4 holders, $184m | 29 holders, $8.9bn |
| Q1 2025 | 5 holders, $192m | 21 holders, $7.8bn |
| Q2 2025 | 3 holders, $112m | 19 holders, $7.8bn |
| Q3 2025 | 7 holders, $289m | 23 holders, $9.8bn |
| Q4 2025 | 9 holders, $595m | 19 holders, $10.1bn |
| Q1 2026 | 10 holders, $624m | 23 holders, $13.2bn |
| Q2 2026 | 11 holders, $661m | 24 holders, $11.0bn |
Black Hills Corp
- Holders
- 8
- Reported value
- $271m
- Buyers
- 3
- Sellers
- 4
Breadth -1 among 94 comparable managers.
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 (5)
AQR Capital Management LLC, Capital Research Global Investors, GAMCO Investors Inc, MFS Investment Management, Tudor Investment Corp
Only BKH (3)
First Eagle Investment Management LLC, Janus Henderson Group Ltd, Voloridge Investment Management LLC
Only NEE (15)
AllianceBernstein LP, Baillie Gifford & Co, Capital World Investors, Coatue Management LLC, Dodge & Cox, Fidelity (FMR LLC), Invesco Ltd, Jane Street Group LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, T. Rowe Price Associates Inc, 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.