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IDA · 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.

IDANEE
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.
  • IDA
  • NEE
010203040202120222023202420252026
Holders and value by quarter
QuarterIDANEE
Q3 202010 holders, $163m34 holders, $12.7bn
Q4 20204 holders, $140m32 holders, $13.5bn
Q1 20216 holders, $416m36 holders, $12.2bn
Q2 20214 holders, $457m29 holders, $11.0bn
Q3 20214 holders, $538m26 holders, $11.7bn
Q4 20216 holders, $598m20 holders, $14.5bn
Q1 20226 holders, $613m24 holders, $11.8bn
Q2 20227 holders, $548m27 holders, $11.3bn
Q3 20224 holders, $213m28 holders, $12.0bn
Q4 20223 holders, $206m24 holders, $11.5bn
Q1 20233 holders, $202m24 holders, $11.0bn
Q2 20234 holders, $188m30 holders, $10.3bn
Q3 20235 holders, $179m26 holders, $8.7bn
Q4 20239 holders, $364m26 holders, $9.7bn
Q1 20247 holders, $338m27 holders, $9.5bn
Q2 20247 holders, $351m20 holders, $9.0bn
Q3 20247 holders, $483m21 holders, $10.3bn
Q4 20246 holders, $649m29 holders, $8.9bn
Q1 20259 holders, $732m21 holders, $7.8bn
Q2 202513 holders, $889m19 holders, $7.8bn
Q3 202513 holders, $979m23 holders, $9.8bn
Q4 202511 holders, $987m19 holders, $10.1bn
Q1 202616 holders, $1.4bn23 holders, $13.2bn
Q2 202616 holders, $1.4bn24 holders, $11.0bn
IDA

Idacorp Inc

Holders
9
Reported value
$732m
Buyers
6
Sellers
2

Breadth +4 among 95 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP
NEE

Nextera Energy Inc

Holders
21
Reported value
$7.8bn
Buyers
8
Sellers
14

Breadth -6 among 95 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q1 2025

Among the 26 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only IDA (5)

Artisan Partners LP, Bridgewater Associates LP, First Eagle Investment Management LLC, Freestone Grove Partners LP, Verition Fund Management LLC

Only NEE (17)

Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, 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.

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