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CMS · 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.

CMSNEE
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.
  • CMS
  • NEE
010203040202120222023202420252026
Holders and value by quarter
QuarterCMSNEE
Q3 202017 holders, $1.8bn34 holders, $12.7bn
Q4 202011 holders, $1.6bn32 holders, $13.5bn
Q1 202116 holders, $1.7bn36 holders, $12.2bn
Q2 202118 holders, $2.0bn29 holders, $11.0bn
Q3 202112 holders, $2.1bn26 holders, $11.7bn
Q4 202111 holders, $2.4bn20 holders, $14.5bn
Q1 202215 holders, $2.4bn24 holders, $11.8bn
Q2 202215 holders, $2.0bn27 holders, $11.3bn
Q3 202216 holders, $1.3bn28 holders, $12.0bn
Q4 202216 holders, $1.4bn24 holders, $11.5bn
Q1 202315 holders, $1.4bn24 holders, $11.0bn
Q2 202312 holders, $1.3bn30 holders, $10.3bn
Q3 202312 holders, $1.3bn26 holders, $8.7bn
Q4 202310 holders, $1.5bn26 holders, $9.7bn
Q1 20249 holders, $1.1bn27 holders, $9.5bn
Q2 202410 holders, $1.2bn20 holders, $9.0bn
Q3 20247 holders, $1.8bn21 holders, $10.3bn
Q4 20248 holders, $2.2bn29 holders, $8.9bn
Q1 202510 holders, $2.7bn21 holders, $7.8bn
Q2 20259 holders, $1.8bn19 holders, $7.8bn
Q3 202512 holders, $2.2bn23 holders, $9.8bn
Q4 202510 holders, $1.7bn19 holders, $10.1bn
Q1 202613 holders, $2.3bn23 holders, $13.2bn
Q2 202610 holders, $2.4bn24 holders, $11.0bn
CMS

CMS Energy Corp

Holders
7
Reported value
$1.8bn
Buyers
5
Sellers
3

Breadth +2 among 94 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP
NEE

Nextera Energy Inc

Holders
21
Reported value
$10.3bn
Buyers
11
Sellers
8

Breadth +3 among 94 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q3 2024

Among the 24 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CMS (3)

Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Soroban Capital Partners LP

Only NEE (17)

AllianceBernstein LP, AQR Capital Management LLC, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Man Group PLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Tybourne Capital Management HK Ltd, Verition Fund Management LLC, 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.

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