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NEE · AEP 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.

NEEAEP
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.
  • NEE
  • AEP
010203040202120222023202420252026
Holders and value by quarter
QuarterNEEAEP
Q3 202034 holders, $12.7bn18 holders, $7.5bn
Q4 202032 holders, $13.5bn18 holders, $7.4bn
Q1 202136 holders, $12.2bn19 holders, $7.7bn
Q2 202129 holders, $11.0bn21 holders, $6.6bn
Q3 202126 holders, $11.7bn21 holders, $5.3bn
Q4 202120 holders, $14.5bn22 holders, $5.8bn
Q1 202224 holders, $11.8bn18 holders, $6.6bn
Q2 202227 holders, $11.3bn19 holders, $5.9bn
Q3 202228 holders, $12.0bn22 holders, $5.4bn
Q4 202224 holders, $11.5bn15 holders, $5.5bn
Q1 202324 holders, $11.0bn19 holders, $5.6bn
Q2 202330 holders, $10.3bn20 holders, $5.0bn
Q3 202326 holders, $8.7bn18 holders, $4.6bn
Q4 202326 holders, $9.7bn15 holders, $5.0bn
Q1 202427 holders, $9.5bn13 holders, $5.5bn
Q2 202420 holders, $9.0bn16 holders, $5.7bn
Q3 202421 holders, $10.3bn18 holders, $6.9bn
Q4 202429 holders, $8.9bn15 holders, $5.2bn
Q1 202521 holders, $7.8bn21 holders, $7.8bn
Q2 202519 holders, $7.8bn19 holders, $6.2bn
Q3 202523 holders, $9.8bn20 holders, $6.8bn
Q4 202519 holders, $10.1bn21 holders, $8.1bn
Q1 202623 holders, $13.2bn21 holders, $9.3bn
Q2 202624 holders, $11.0bn27 holders, $10.6bn
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
AEP

American Elec PWR Co Inc

Holders
21
Reported value
$7.8bn
Buyers
15
Sellers
7

Breadth +8 among 95 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q1 2025

Among the 32 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only NEE (11)

Baillie Gifford & Co, Capital World Investors, Caxton Associates LLP, GAMCO Investors Inc, Man Group PLC, Millennium Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Winton Group Ltd

Only AEP (11)

AQR Capital Management LLC, Balyasny Asset Management LLC, Carl C. Icahn, Citadel Advisors LLC, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Marshall Wace LLP, Soroban Capital Partners LP, Soros Fund Management LLC, Two Sigma Investments LP, Verition Fund Management LLC

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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