Holders over time
- EMA
- NEE
| Quarter | EMA | NEE |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 34 holders, $12.7bn |
| Q4 2020 | none listed holders, n.a. | 32 holders, $13.5bn |
| Q1 2021 | none listed holders, n.a. | 36 holders, $12.2bn |
| Q2 2021 | none listed holders, n.a. | 29 holders, $11.0bn |
| Q3 2021 | none listed holders, n.a. | 26 holders, $11.7bn |
| Q4 2021 | none listed holders, n.a. | 20 holders, $14.5bn |
| Q1 2022 | none listed holders, n.a. | 24 holders, $11.8bn |
| Q2 2022 | none listed holders, n.a. | 27 holders, $11.3bn |
| Q3 2022 | none listed holders, n.a. | 28 holders, $12.0bn |
| Q4 2022 | none listed holders, n.a. | 24 holders, $11.5bn |
| Q1 2023 | none listed holders, n.a. | 24 holders, $11.0bn |
| Q2 2023 | none listed holders, n.a. | 30 holders, $10.3bn |
| Q3 2023 | none listed holders, n.a. | 26 holders, $8.7bn |
| Q4 2023 | none listed holders, n.a. | 26 holders, $9.7bn |
| Q1 2024 | none listed holders, n.a. | 27 holders, $9.5bn |
| Q2 2024 | none listed holders, n.a. | 20 holders, $9.0bn |
| Q3 2024 | none listed holders, n.a. | 21 holders, $10.3bn |
| Q4 2024 | none listed holders, n.a. | 29 holders, $8.9bn |
| Q1 2025 | none listed holders, n.a. | 21 holders, $7.8bn |
| Q2 2025 | 1 holders, $133m | 19 holders, $7.8bn |
| Q3 2025 | 1 holders, $74m | 23 holders, $9.8bn |
| Q4 2025 | none listed holders, n.a. | 19 holders, $10.1bn |
| Q1 2026 | 1 holders, $53m | 23 holders, $13.2bn |
| Q2 2026 | none listed holders, n.a. | 24 holders, $11.0bn |
Emera Inc
- Holders
- 0
- Reported value
- $0
- Buyers
- n.a.
- Sellers
- n.a.
No cross-section for this quarter.
Nextera Energy Inc
- Holders
- 29
- Reported value
- $8.9bn
- Buyers
- 16
- Sellers
- 11
Breadth +5 among 94 comparable managers.
Who holds both, Q4 2024
Both (0)
No tracked manager lists every one of them.
Only EMA (0)
None.
Only NEE (29)
AllianceBernstein LP, AQR Capital Management LLC, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Invesco Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, and 4 more
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.