Holders over time
- WEC
- NEE
| Quarter | WEC | NEE |
|---|---|---|
| Q3 2020 | 7 holders, $374m | 34 holders, $12.7bn |
| Q4 2020 | 11 holders, $398m | 32 holders, $13.5bn |
| Q1 2021 | 5 holders, $304m | 36 holders, $12.2bn |
| Q2 2021 | 9 holders, $452m | 29 holders, $11.0bn |
| Q3 2021 | 10 holders, $574m | 26 holders, $11.7bn |
| Q4 2021 | 10 holders, $547m | 20 holders, $14.5bn |
| Q1 2022 | 19 holders, $1.3bn | 24 holders, $11.8bn |
| Q2 2022 | 17 holders, $1.5bn | 27 holders, $11.3bn |
| Q3 2022 | 17 holders, $1.1bn | 28 holders, $12.0bn |
| Q4 2022 | 11 holders, $1.1bn | 24 holders, $11.5bn |
| Q1 2023 | 10 holders, $895m | 24 holders, $11.0bn |
| Q2 2023 | 10 holders, $886m | 30 holders, $10.3bn |
| Q3 2023 | 12 holders, $767m | 26 holders, $8.7bn |
| Q4 2023 | 14 holders, $1.2bn | 26 holders, $9.7bn |
| Q1 2024 | 14 holders, $966m | 27 holders, $9.5bn |
| Q2 2024 | 13 holders, $440m | 20 holders, $9.0bn |
| Q3 2024 | 8 holders, $1.1bn | 21 holders, $10.3bn |
| Q4 2024 | 12 holders, $1.8bn | 29 holders, $8.9bn |
| Q1 2025 | 12 holders, $2.0bn | 21 holders, $7.8bn |
| Q2 2025 | 11 holders, $2.0bn | 19 holders, $7.8bn |
| Q3 2025 | 12 holders, $2.3bn | 23 holders, $9.8bn |
| Q4 2025 | 12 holders, $1.8bn | 19 holders, $10.1bn |
| Q1 2026 | 17 holders, $1.8bn | 23 holders, $13.2bn |
| Q2 2026 | 14 holders, $1.5bn | 24 holders, $11.0bn |
Wec Energy Group Inc
- Holders
- 12
- Reported value
- $2.0bn
- Buyers
- 6
- Sellers
- 6
Breadth 0 among 95 comparable managers.
Nextera Energy Inc
- Holders
- 21
- Reported value
- $7.8bn
- Buyers
- 8
- Sellers
- 14
Breadth -6 among 95 comparable managers.
Who holds both, Q1 2025
Both (4)
Baillie Gifford & Co, Invesco Ltd, Neuberger Berman Group LLC, Wellington Management Group LLP
Only WEC (8)
Brevan Howard Capital Management LP, Citadel Advisors LLC, Element Capital Management LLC, Hudson Bay Capital Management LP, Marshall Wace LLP, Point72 Asset Management LP, Soroban Capital Partners LP, Verition Fund Management LLC
Only NEE (17)
AllianceBernstein LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, 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, Winton Group 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.