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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.

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
18
Reported value
$6.9bn
Buyers
11
Sellers
6

Breadth +5 among 94 comparable managers.

NEE

Nextera Energy Inc

Holders
21
Reported value
$10.3bn
Buyers
11
Sellers
8

Breadth +3 among 94 comparable managers.

Who holds both, Q3 2024

Among the 29 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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