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PNW · 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.

PNWNEE
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.
  • PNW
  • NEE
010203040202120222023202420252026
Holders and value by quarter
QuarterPNWNEE
Q3 202013 holders, $793m34 holders, $12.7bn
Q4 20207 holders, $735m32 holders, $13.5bn
Q1 20215 holders, $877m36 holders, $12.2bn
Q2 20218 holders, $1.2bn29 holders, $11.0bn
Q3 202110 holders, $809m26 holders, $11.7bn
Q4 202110 holders, $494m20 holders, $14.5bn
Q1 20227 holders, $717m24 holders, $11.8bn
Q2 20228 holders, $708m27 holders, $11.3bn
Q3 20228 holders, $667m28 holders, $12.0bn
Q4 202210 holders, $736m24 holders, $11.5bn
Q1 202311 holders, $761m24 holders, $11.0bn
Q2 20239 holders, $804m30 holders, $10.3bn
Q3 20239 holders, $867m26 holders, $8.7bn
Q4 20236 holders, $978m26 holders, $9.7bn
Q1 20248 holders, $1.6bn27 holders, $9.5bn
Q2 202414 holders, $1.9bn20 holders, $9.0bn
Q3 202416 holders, $2.3bn21 holders, $10.3bn
Q4 202415 holders, $2.0bn29 holders, $8.9bn
Q1 202514 holders, $2.4bn21 holders, $7.8bn
Q2 202512 holders, $2.4bn19 holders, $7.8bn
Q3 202514 holders, $2.5bn23 holders, $9.8bn
Q4 202517 holders, $2.7bn19 holders, $10.1bn
Q1 202613 holders, $3.3bn23 holders, $13.2bn
Q2 202615 holders, $3.6bn24 holders, $11.0bn
PNW

Pinnacle West Cap Corp

Holders
16
Reported value
$2.3bn
Buyers
10
Sellers
6

Breadth +4 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 PNW (10)

Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, Hudson Bay Capital Management LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, 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 World Investors, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, 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.

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