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TAC · 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.

TACNEE
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.
  • TAC
  • NEE
010203040202120222023202420252026
Holders and value by quarter
QuarterTACNEE
Q3 20201 holders, $9.8m34 holders, $12.7bn
Q4 20202 holders, $8.8m32 holders, $13.5bn
Q1 20212 holders, $11m36 holders, $12.2bn
Q2 20212 holders, $46m29 holders, $11.0bn
Q3 2021none listed holders, n.a.26 holders, $11.7bn
Q4 20211 holders, $1.5m20 holders, $14.5bn
Q1 20221 holders, $11m24 holders, $11.8bn
Q2 20222 holders, $23m27 holders, $11.3bn
Q3 20223 holders, $40m28 holders, $12.0bn
Q4 20222 holders, $21m24 holders, $11.5bn
Q1 20231 holders, $4.8m24 holders, $11.0bn
Q2 20232 holders, $9.5m30 holders, $10.3bn
Q3 20232 holders, $6.6m26 holders, $8.7bn
Q4 2023none listed holders, n.a.26 holders, $9.7bn
Q1 2024none listed holders, n.a.27 holders, $9.5bn
Q2 2024none listed holders, n.a.20 holders, $9.0bn
Q3 20242 holders, $53m21 holders, $10.3bn
Q4 20247 holders, $163m29 holders, $8.9bn
Q1 20256 holders, $219m21 holders, $7.8bn
Q2 20256 holders, $275m19 holders, $7.8bn
Q3 20254 holders, $305m23 holders, $9.8bn
Q4 20255 holders, $244m19 holders, $10.1bn
Q1 20265 holders, $251m23 holders, $13.2bn
Q2 20265 holders, $216m24 holders, $11.0bn
TAC

Transalta Corp

Holders
2
Reported value
$53m
Buyers
1
Sellers
1

Breadth 0 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.

Both (0)

No tracked manager lists every one of them.

Only TAC (2)

Acadian Asset Management LLC, Arrowstreet Capital LP

Only NEE (21)

AllianceBernstein LP, AQR Capital Management LLC, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, 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, Verition Fund Management LLC, 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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