Holders over time
- ED
- NEE
| Quarter | ED | NEE |
|---|---|---|
| Q3 2020 | 11 holders, $1.7bn | 34 holders, $12.7bn |
| Q4 2020 | 15 holders, $1.3bn | 32 holders, $13.5bn |
| Q1 2021 | 13 holders, $877m | 36 holders, $12.2bn |
| Q2 2021 | 11 holders, $634m | 29 holders, $11.0bn |
| Q3 2021 | 11 holders, $626m | 26 holders, $11.7bn |
| Q4 2021 | 11 holders, $876m | 20 holders, $14.5bn |
| Q1 2022 | 13 holders, $898m | 24 holders, $11.8bn |
| Q2 2022 | 14 holders, $883m | 27 holders, $11.3bn |
| Q3 2022 | 14 holders, $859m | 28 holders, $12.0bn |
| Q4 2022 | 12 holders, $690m | 24 holders, $11.5bn |
| Q1 2023 | 17 holders, $733m | 24 holders, $11.0bn |
| Q2 2023 | 12 holders, $622m | 30 holders, $10.3bn |
| Q3 2023 | 13 holders, $620m | 26 holders, $8.7bn |
| Q4 2023 | 10 holders, $568m | 26 holders, $9.7bn |
| Q1 2024 | 11 holders, $664m | 27 holders, $9.5bn |
| Q2 2024 | 8 holders, $572m | 20 holders, $9.0bn |
| Q3 2024 | 12 holders, $835m | 21 holders, $10.3bn |
| Q4 2024 | 17 holders, $1.1bn | 29 holders, $8.9bn |
| Q1 2025 | 22 holders, $2.0bn | 21 holders, $7.8bn |
| Q2 2025 | 16 holders, $1.6bn | 19 holders, $7.8bn |
| Q3 2025 | 17 holders, $1.7bn | 23 holders, $9.8bn |
| Q4 2025 | 13 holders, $1.6bn | 19 holders, $10.1bn |
| Q1 2026 | 14 holders, $1.9bn | 23 holders, $13.2bn |
| Q2 2026 | 8 holders, $1.8bn | 24 holders, $11.0bn |
Consolidated Edison Inc
- Holders
- 16
- Reported value
- $1.6bn
- Buyers
- 8
- Sellers
- 9
Breadth -1 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 (6)
Baillie Gifford & Co, Brevan Howard Capital Management LP, Freestone Grove Partners LP, Invesco Ltd, T. Rowe Price Associates Inc, Two Sigma Advisers LP
Only ED (10)
Acadian Asset Management LLC, AQR Capital Management LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Marshall Wace LLP, Point72 Asset Management LP, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC
Only NEE (13)
AllianceBernstein LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP, Wellington Management Group LLP, 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.