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NEE · SO 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.

NEESO
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.
  • NEE
  • SO
010203040202120222023202420252026
Holders and value by quarter
QuarterNEESO
Q3 202034 holders, $12.7bn15 holders, $5.5bn
Q4 202032 holders, $13.5bn17 holders, $6.9bn
Q1 202136 holders, $12.2bn16 holders, $7.5bn
Q2 202129 holders, $11.0bn17 holders, $7.0bn
Q3 202126 holders, $11.7bn15 holders, $7.1bn
Q4 202120 holders, $14.5bn15 holders, $8.8bn
Q1 202224 holders, $11.8bn18 holders, $10.5bn
Q2 202227 holders, $11.3bn20 holders, $10.7bn
Q3 202228 holders, $12.0bn24 holders, $11.0bn
Q4 202224 holders, $11.5bn18 holders, $10.7bn
Q1 202324 holders, $11.0bn14 holders, $10.5bn
Q2 202330 holders, $10.3bn14 holders, $9.7bn
Q3 202326 holders, $8.7bn16 holders, $7.9bn
Q4 202326 holders, $9.7bn14 holders, $7.5bn
Q1 202427 holders, $9.5bn13 holders, $7.1bn
Q2 202420 holders, $9.0bn14 holders, $6.9bn
Q3 202421 holders, $10.3bn11 holders, $7.7bn
Q4 202429 holders, $8.9bn14 holders, $6.7bn
Q1 202521 holders, $7.8bn17 holders, $7.8bn
Q2 202519 holders, $7.8bn18 holders, $8.6bn
Q3 202523 holders, $9.8bn19 holders, $11.9bn
Q4 202519 holders, $10.1bn16 holders, $12.1bn
Q1 202623 holders, $13.2bn18 holders, $14.9bn
Q2 202624 holders, $11.0bn15 holders, $15.6bn
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
SO

Southern Co

Holders
11
Reported value
$7.7bn
Buyers
2
Sellers
9

Breadth -7 among 94 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q3 2024

Among the 23 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only NEE (12)

AQR Capital Management LLC, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, GAMCO Investors Inc, Man Group PLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Tybourne Capital Management HK Ltd, Winton Group Ltd

Only SO (2)

Hudson Bay Capital Management LP, Marshall Wace 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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