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EVRG · 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.

EVRGNEE
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.
  • EVRG
  • NEE
010203040202120222023202420252026
Holders and value by quarter
QuarterEVRGNEE
Q3 202017 holders, $1.3bn34 holders, $12.7bn
Q4 202018 holders, $2.1bn32 holders, $13.5bn
Q1 202115 holders, $2.2bn36 holders, $12.2bn
Q2 202112 holders, $1.7bn29 holders, $11.0bn
Q3 20217 holders, $1.5bn26 holders, $11.7bn
Q4 20218 holders, $1.8bn20 holders, $14.5bn
Q1 20229 holders, $1.1bn24 holders, $11.8bn
Q2 202210 holders, $915m27 holders, $11.3bn
Q3 202212 holders, $922m28 holders, $12.0bn
Q4 202215 holders, $854m24 holders, $11.5bn
Q1 202311 holders, $1.3bn24 holders, $11.0bn
Q2 202310 holders, $1.1bn30 holders, $10.3bn
Q3 202314 holders, $1.2bn26 holders, $8.7bn
Q4 202317 holders, $1.4bn26 holders, $9.7bn
Q1 202419 holders, $1.3bn27 holders, $9.5bn
Q2 202416 holders, $1.3bn20 holders, $9.0bn
Q3 202415 holders, $1.3bn21 holders, $10.3bn
Q4 202414 holders, $1.4bn29 holders, $8.9bn
Q1 202517 holders, $1.4bn21 holders, $7.8bn
Q2 202514 holders, $1.5bn19 holders, $7.8bn
Q3 202515 holders, $1.9bn23 holders, $9.8bn
Q4 202514 holders, $1.8bn19 holders, $10.1bn
Q1 202612 holders, $1.9bn23 holders, $13.2bn
Q2 202611 holders, $1.8bn24 holders, $11.0bn
EVRG

Evergy Inc

Holders
15
Reported value
$1.3bn
Buyers
4
Sellers
10

Breadth -6 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 31 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only EVRG (10)

Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Hudson Bay Capital Management LP, Millennium Management LLC, Point72 Asset Management LP, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC

Only NEE (16)

AllianceBernstein LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP, 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.

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