Holders over time
- PPL
- NEE
| Quarter | PPL | NEE |
|---|---|---|
| Q3 2020 | 6 holders, $1.2bn | 34 holders, $12.7bn |
| Q4 2020 | 10 holders, $1.4bn | 32 holders, $13.5bn |
| Q1 2021 | 12 holders, $1.4bn | 36 holders, $12.2bn |
| Q2 2021 | 13 holders, $1.3bn | 29 holders, $11.0bn |
| Q3 2021 | 9 holders, $1.2bn | 26 holders, $11.7bn |
| Q4 2021 | 7 holders, $1.2bn | 20 holders, $14.5bn |
| Q1 2022 | 14 holders, $1.1bn | 24 holders, $11.8bn |
| Q2 2022 | 12 holders, $1.3bn | 27 holders, $11.3bn |
| Q3 2022 | 14 holders, $1.5bn | 28 holders, $12.0bn |
| Q4 2022 | 17 holders, $1.3bn | 24 holders, $11.5bn |
| Q1 2023 | 14 holders, $1.4bn | 24 holders, $11.0bn |
| Q2 2023 | 13 holders, $1.3bn | 30 holders, $10.3bn |
| Q3 2023 | 8 holders, $864m | 26 holders, $8.7bn |
| Q4 2023 | 12 holders, $2.1bn | 26 holders, $9.7bn |
| Q1 2024 | 12 holders, $2.4bn | 27 holders, $9.5bn |
| Q2 2024 | 12 holders, $2.5bn | 20 holders, $9.0bn |
| Q3 2024 | 12 holders, $3.1bn | 21 holders, $10.3bn |
| Q4 2024 | 12 holders, $2.8bn | 29 holders, $8.9bn |
| Q1 2025 | 12 holders, $3.0bn | 21 holders, $7.8bn |
| Q2 2025 | 10 holders, $2.8bn | 19 holders, $7.8bn |
| Q3 2025 | 10 holders, $3.0bn | 23 holders, $9.8bn |
| Q4 2025 | 10 holders, $2.9bn | 19 holders, $10.1bn |
| Q1 2026 | 23 holders, $4.0bn | 23 holders, $13.2bn |
| Q2 2026 | 24 holders, $5.1bn | 24 holders, $11.0bn |
PPL Corp
- Holders
- 12
- Reported value
- $2.8bn
- Buyers
- 4
- Sellers
- 7
Breadth -3 among 94 comparable managers.
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 (6)
AllianceBernstein LP, ExodusPoint Capital Management LP, Invesco Ltd, MFS Investment Management, Millennium Management LLC, Wellington Management Group LLP
Only PPL (6)
Artisan Partners LP, Bridgewater Associates LP, Hudson Bay Capital Management LP, Soroban Capital Partners LP, Verition Fund Management LLC, Winton Group Ltd
Only NEE (23)
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, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Man Group PLC, 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, 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.