Holders over time
- AES
- NEE
| Quarter | AES | NEE |
|---|---|---|
| Q3 2020 | 12 holders, $2.7bn | 34 holders, $12.7bn |
| Q4 2020 | 16 holders, $3.7bn | 32 holders, $13.5bn |
| Q1 2021 | 12 holders, $3.6bn | 36 holders, $12.2bn |
| Q2 2021 | 15 holders, $3.2bn | 29 holders, $11.0bn |
| Q3 2021 | 19 holders, $2.4bn | 26 holders, $11.7bn |
| Q4 2021 | 14 holders, $2.6bn | 20 holders, $14.5bn |
| Q1 2022 | 15 holders, $3.1bn | 24 holders, $11.8bn |
| Q2 2022 | 9 holders, $2.5bn | 27 holders, $11.3bn |
| Q3 2022 | 9 holders, $3.0bn | 28 holders, $12.0bn |
| Q4 2022 | 11 holders, $3.8bn | 24 holders, $11.5bn |
| Q1 2023 | 10 holders, $3.1bn | 24 holders, $11.0bn |
| Q2 2023 | 14 holders, $2.4bn | 30 holders, $10.3bn |
| Q3 2023 | 13 holders, $1.7bn | 26 holders, $8.7bn |
| Q4 2023 | 11 holders, $2.6bn | 26 holders, $9.7bn |
| Q1 2024 | 14 holders, $2.0bn | 27 holders, $9.5bn |
| Q2 2024 | 11 holders, $1.6bn | 20 holders, $9.0bn |
| Q3 2024 | 12 holders, $1.7bn | 21 holders, $10.3bn |
| Q4 2024 | 14 holders, $1.4bn | 29 holders, $8.9bn |
| Q1 2025 | 11 holders, $1.0bn | 21 holders, $7.8bn |
| Q2 2025 | 9 holders, $379m | 19 holders, $7.8bn |
| Q3 2025 | 8 holders, $320m | 23 holders, $9.8bn |
| Q4 2025 | 9 holders, $254m | 19 holders, $10.1bn |
| Q1 2026 | 14 holders, $610m | 23 holders, $13.2bn |
| Q2 2026 | 11 holders, $1.1bn | 24 holders, $11.0bn |
Aes Corp/va
- Holders
- 12
- Reported value
- $1.7bn
- Buyers
- 6
- Sellers
- 5
Breadth +1 among 94 comparable managers.
Nextera Energy Inc
- Holders
- 21
- Reported value
- $10.3bn
- Buyers
- 11
- Sellers
- 8
Breadth +3 among 94 comparable managers.
Who holds both, Q3 2024
Both (6)
Capital World Investors, Fidelity (FMR LLC), GAMCO Investors Inc, MFS Investment Management, Quantbot Technologies LP, Verition Fund Management LLC
Only AES (6)
Bridgewater Associates LP, Holocene Advisors LP, Moore Capital Management LP, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC
Only NEE (15)
AllianceBernstein LP, AQR Capital Management LLC, Baillie Gifford & Co, Capital Research Global Investors, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Invesco Ltd, Man Group PLC, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Tybourne Capital Management HK Ltd, Wellington Management Group LLP, Winton Group Ltd
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.