Holders over time
- CEG
- NEE
| Quarter | CEG | NEE |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 34 holders, $12.7bn |
| Q4 2020 | none listed holders, n.a. | 32 holders, $13.5bn |
| Q1 2021 | none listed holders, n.a. | 36 holders, $12.2bn |
| Q2 2021 | none listed holders, n.a. | 29 holders, $11.0bn |
| Q3 2021 | none listed holders, n.a. | 26 holders, $11.7bn |
| Q4 2021 | none listed holders, n.a. | 20 holders, $14.5bn |
| Q1 2022 | 15 holders, $2.9bn | 24 holders, $11.8bn |
| Q2 2022 | 16 holders, $3.2bn | 27 holders, $11.3bn |
| Q3 2022 | 20 holders, $4.5bn | 28 holders, $12.0bn |
| Q4 2022 | 17 holders, $4.4bn | 24 holders, $11.5bn |
| Q1 2023 | 17 holders, $3.4bn | 24 holders, $11.0bn |
| Q2 2023 | 20 holders, $5.3bn | 30 holders, $10.3bn |
| Q3 2023 | 14 holders, $6.6bn | 26 holders, $8.7bn |
| Q4 2023 | 13 holders, $6.9bn | 26 holders, $9.7bn |
| Q1 2024 | 18 holders, $11.1bn | 27 holders, $9.5bn |
| Q2 2024 | 27 holders, $11.7bn | 20 holders, $9.0bn |
| Q3 2024 | 26 holders, $15.0bn | 21 holders, $10.3bn |
| Q4 2024 | 30 holders, $10.7bn | 29 holders, $8.9bn |
| Q1 2025 | 21 holders, $8.2bn | 21 holders, $7.8bn |
| Q2 2025 | 22 holders, $11.8bn | 19 holders, $7.8bn |
| Q3 2025 | 22 holders, $10.9bn | 23 holders, $9.8bn |
| Q4 2025 | 21 holders, $14.9bn | 19 holders, $10.1bn |
| Q1 2026 | 15 holders, $12.3bn | 23 holders, $13.2bn |
| Q2 2026 | 15 holders, $10.1bn | 24 holders, $11.0bn |
Constellation Energy Corp
- Holders
- 22
- Reported value
- $11.8bn
- Buyers
- 13
- Sellers
- 11
Breadth +2 among 95 comparable managers.
Nextera Energy Inc
- Holders
- 19
- Reported value
- $7.8bn
- Buyers
- 10
- Sellers
- 7
Breadth +3 among 95 comparable managers.
Who holds both, Q2 2025
Both (11)
AllianceBernstein LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Woodline Partners LP
Only CEG (11)
Artisan Partners LP, Bridgewater Associates LP, Coatue Management LLC, Holocene Advisors LP, Jane Street Group LLC, Light Street Capital Management LLC, Moore Capital Management LP, Polen Capital Management LLC, Rokos Capital Management LLP, Verition Fund Management LLC, Winton Group Ltd
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.