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NI · 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.

NINEE
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.
  • NI
  • NEE
010203040202120222023202420252026
Holders and value by quarter
QuarterNINEE
Q3 202012 holders, $1.9bn34 holders, $12.7bn
Q4 20209 holders, $1.6bn32 holders, $13.5bn
Q1 202110 holders, $1.7bn36 holders, $12.2bn
Q2 202112 holders, $1.4bn29 holders, $11.0bn
Q3 202111 holders, $1.2bn26 holders, $11.7bn
Q4 202113 holders, $1.1bn20 holders, $14.5bn
Q1 202213 holders, $1.5bn24 holders, $11.8bn
Q2 202210 holders, $1.3bn27 holders, $11.3bn
Q3 202211 holders, $851m28 holders, $12.0bn
Q4 202213 holders, $920m24 holders, $11.5bn
Q1 202313 holders, $742m24 holders, $11.0bn
Q2 20239 holders, $679m30 holders, $10.3bn
Q3 202311 holders, $688m26 holders, $8.7bn
Q4 202310 holders, $727m26 holders, $9.7bn
Q1 20249 holders, $701m27 holders, $9.5bn
Q2 202411 holders, $1.3bn20 holders, $9.0bn
Q3 202411 holders, $1.0bn21 holders, $10.3bn
Q4 202411 holders, $1.3bn29 holders, $8.9bn
Q1 20258 holders, $1.2bn21 holders, $7.8bn
Q2 20257 holders, $676m19 holders, $7.8bn
Q3 20259 holders, $888m23 holders, $9.8bn
Q4 202510 holders, $902m19 holders, $10.1bn
Q1 20267 holders, $900m23 holders, $13.2bn
Q2 202611 holders, $1.2bn24 holders, $11.0bn
NI

Nisource Inc

Holders
11
Reported value
$1.0bn
Buyers
4
Sellers
7

Breadth -3 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 28 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only NI (7)

Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, Hudson Bay Capital Management LP, Millennium Management LLC, Point72 Asset Management LP, Soroban Capital Partners LP

Only NEE (17)

AllianceBernstein LP, 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, Invesco Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP, T. Rowe Price Associates Inc, Tybourne Capital Management HK Ltd, 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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