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HE · 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.

HENEE
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.
  • HE
  • NEE
010203040202120222023202420252026
Holders and value by quarter
QuarterHENEE
Q3 20207 holders, $77m34 holders, $12.7bn
Q4 20206 holders, $87m32 holders, $13.5bn
Q1 20215 holders, $83m36 holders, $12.2bn
Q2 20214 holders, $42m29 holders, $11.0bn
Q3 20212 holders, $26m26 holders, $11.7bn
Q4 20212 holders, $21m20 holders, $14.5bn
Q1 20224 holders, $27m24 holders, $11.8bn
Q2 20224 holders, $22m27 holders, $11.3bn
Q3 20222 holders, $4.7m28 holders, $12.0bn
Q4 20224 holders, $39m24 holders, $11.5bn
Q1 20232 holders, $4.4m24 holders, $11.0bn
Q2 20233 holders, $3.2m30 holders, $10.3bn
Q3 20235 holders, $130m26 holders, $8.7bn
Q4 20239 holders, $158m26 holders, $9.7bn
Q1 20247 holders, $113m27 holders, $9.5bn
Q2 20247 holders, $120m20 holders, $9.0bn
Q3 20245 holders, $65m21 holders, $10.3bn
Q4 20243 holders, $47m29 holders, $8.9bn
Q1 20255 holders, $55m21 holders, $7.8bn
Q2 20252 holders, $16m19 holders, $7.8bn
Q3 20251 holders, $681k23 holders, $9.8bn
Q4 20253 holders, $9.7m19 holders, $10.1bn
Q1 20264 holders, $15m23 holders, $13.2bn
Q2 20264 holders, $12m24 holders, $11.0bn
HE

Hawaiian Elec Industries

Holders
7
Reported value
$120m
Buyers
7
Sellers
0

Breadth +7 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 25 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only HE (5)

Caxton Associates LLP, PDT Partners LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC

Only NEE (18)

AllianceBernstein LP, 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, 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.

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