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SO · 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.

SONEE
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.
  • SO
  • NEE
010203040202120222023202420252026
Holders and value by quarter
QuarterSONEE
Q3 202015 holders, $5.5bn34 holders, $12.7bn
Q4 202017 holders, $6.9bn32 holders, $13.5bn
Q1 202116 holders, $7.5bn36 holders, $12.2bn
Q2 202117 holders, $7.0bn29 holders, $11.0bn
Q3 202115 holders, $7.1bn26 holders, $11.7bn
Q4 202115 holders, $8.8bn20 holders, $14.5bn
Q1 202218 holders, $10.5bn24 holders, $11.8bn
Q2 202220 holders, $10.7bn27 holders, $11.3bn
Q3 202224 holders, $11.0bn28 holders, $12.0bn
Q4 202218 holders, $10.7bn24 holders, $11.5bn
Q1 202314 holders, $10.5bn24 holders, $11.0bn
Q2 202314 holders, $9.7bn30 holders, $10.3bn
Q3 202316 holders, $7.9bn26 holders, $8.7bn
Q4 202314 holders, $7.5bn26 holders, $9.7bn
Q1 202413 holders, $7.1bn27 holders, $9.5bn
Q2 202414 holders, $6.9bn20 holders, $9.0bn
Q3 202411 holders, $7.7bn21 holders, $10.3bn
Q4 202414 holders, $6.7bn29 holders, $8.9bn
Q1 202517 holders, $7.8bn21 holders, $7.8bn
Q2 202518 holders, $8.6bn19 holders, $7.8bn
Q3 202519 holders, $11.9bn23 holders, $9.8bn
Q4 202516 holders, $12.1bn19 holders, $10.1bn
Q1 202618 holders, $14.9bn23 holders, $13.2bn
Q2 202615 holders, $15.6bn24 holders, $11.0bn
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
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 23 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SO (2)

Hudson Bay Capital Management LP, Marshall Wace LLP

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

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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