Holders over time
- NEE
- AEP
| Quarter | NEE | AEP |
|---|---|---|
| Q3 2020 | 34 holders, $12.7bn | 18 holders, $7.5bn |
| Q4 2020 | 32 holders, $13.5bn | 18 holders, $7.4bn |
| Q1 2021 | 36 holders, $12.2bn | 19 holders, $7.7bn |
| Q2 2021 | 29 holders, $11.0bn | 21 holders, $6.6bn |
| Q3 2021 | 26 holders, $11.7bn | 21 holders, $5.3bn |
| Q4 2021 | 20 holders, $14.5bn | 22 holders, $5.8bn |
| Q1 2022 | 24 holders, $11.8bn | 18 holders, $6.6bn |
| Q2 2022 | 27 holders, $11.3bn | 19 holders, $5.9bn |
| Q3 2022 | 28 holders, $12.0bn | 22 holders, $5.4bn |
| Q4 2022 | 24 holders, $11.5bn | 15 holders, $5.5bn |
| Q1 2023 | 24 holders, $11.0bn | 19 holders, $5.6bn |
| Q2 2023 | 30 holders, $10.3bn | 20 holders, $5.0bn |
| Q3 2023 | 26 holders, $8.7bn | 18 holders, $4.6bn |
| Q4 2023 | 26 holders, $9.7bn | 15 holders, $5.0bn |
| Q1 2024 | 27 holders, $9.5bn | 13 holders, $5.5bn |
| Q2 2024 | 20 holders, $9.0bn | 16 holders, $5.7bn |
| Q3 2024 | 21 holders, $10.3bn | 18 holders, $6.9bn |
| Q4 2024 | 29 holders, $8.9bn | 15 holders, $5.2bn |
| Q1 2025 | 21 holders, $7.8bn | 21 holders, $7.8bn |
| Q2 2025 | 19 holders, $7.8bn | 19 holders, $6.2bn |
| Q3 2025 | 23 holders, $9.8bn | 20 holders, $6.8bn |
| Q4 2025 | 19 holders, $10.1bn | 21 holders, $8.1bn |
| Q1 2026 | 23 holders, $13.2bn | 21 holders, $9.3bn |
| Q2 2026 | 24 holders, $11.0bn | 27 holders, $10.6bn |
Nextera Energy Inc
- Holders
- 29
- Reported value
- $8.9bn
- Buyers
- 16
- Sellers
- 11
Breadth +5 among 94 comparable managers.
American Elec PWR Co Inc
- Holders
- 15
- Reported value
- $5.2bn
- Buyers
- 7
- Sellers
- 7
Breadth 0 among 94 comparable managers.
Who holds both, Q4 2024
Both (9)
AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Dodge & Cox, Invesco Ltd, MFS Investment Management, Neuberger Berman Group LLC, Wellington Management Group LLP
Only NEE (20)
Baillie Gifford & Co, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Man Group PLC, Millennium Management 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, Two Sigma Investments LP, Tybourne Capital Management HK Ltd, Woodline Partners LP
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.