Holders over time
- XEL
- NEE
| Quarter | XEL | NEE |
|---|---|---|
| Q3 2020 | 13 holders, $2.8bn | 34 holders, $12.7bn |
| Q4 2020 | 14 holders, $2.6bn | 32 holders, $13.5bn |
| Q1 2021 | 12 holders, $2.3bn | 36 holders, $12.2bn |
| Q2 2021 | 12 holders, $2.3bn | 29 holders, $11.0bn |
| Q3 2021 | 12 holders, $2.2bn | 26 holders, $11.7bn |
| Q4 2021 | 19 holders, $3.3bn | 20 holders, $14.5bn |
| Q1 2022 | 20 holders, $3.4bn | 24 holders, $11.8bn |
| Q2 2022 | 12 holders, $2.6bn | 27 holders, $11.3bn |
| Q3 2022 | 17 holders, $2.1bn | 28 holders, $12.0bn |
| Q4 2022 | 17 holders, $2.2bn | 24 holders, $11.5bn |
| Q1 2023 | 14 holders, $2.0bn | 24 holders, $11.0bn |
| Q2 2023 | 14 holders, $2.0bn | 30 holders, $10.3bn |
| Q3 2023 | 16 holders, $2.3bn | 26 holders, $8.7bn |
| Q4 2023 | 13 holders, $2.4bn | 26 holders, $9.7bn |
| Q1 2024 | 18 holders, $2.5bn | 27 holders, $9.5bn |
| Q2 2024 | 15 holders, $2.5bn | 20 holders, $9.0bn |
| Q3 2024 | 14 holders, $3.4bn | 21 holders, $10.3bn |
| Q4 2024 | 15 holders, $4.2bn | 29 holders, $8.9bn |
| Q1 2025 | 13 holders, $4.3bn | 21 holders, $7.8bn |
| Q2 2025 | 11 holders, $4.6bn | 19 holders, $7.8bn |
| Q3 2025 | 17 holders, $6.0bn | 23 holders, $9.8bn |
| Q4 2025 | 15 holders, $5.9bn | 19 holders, $10.1bn |
| Q1 2026 | 20 holders, $7.3bn | 23 holders, $13.2bn |
| Q2 2026 | 20 holders, $7.7bn | 24 holders, $11.0bn |
Xcel Energy Inc
- Holders
- 13
- Reported value
- $4.3bn
- Buyers
- 7
- Sellers
- 7
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 (6)
Capital Research Global Investors, Invesco Ltd, MFS Investment Management, Millennium Management LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP
Only XEL (7)
AQR Capital Management LLC, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Renaissance Technologies LLC, Two Sigma Investments LP, Voloridge Investment Management LLC
Only NEE (15)
AllianceBernstein LP, Baillie Gifford & Co, Capital World Investors, Caxton Associates LLP, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Man Group PLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Wellington Management Group LLP, 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.