Holders over time
- FE
- NEE
| Quarter | FE | NEE |
|---|---|---|
| Q3 2020 | 20 holders, $2.1bn | 34 holders, $12.7bn |
| Q4 2020 | 17 holders, $2.6bn | 32 holders, $13.5bn |
| Q1 2021 | 19 holders, $3.5bn | 36 holders, $12.2bn |
| Q2 2021 | 14 holders, $3.6bn | 29 holders, $11.0bn |
| Q3 2021 | 13 holders, $3.2bn | 26 holders, $11.7bn |
| Q4 2021 | 17 holders, $3.6bn | 20 holders, $14.5bn |
| Q1 2022 | 16 holders, $4.3bn | 24 holders, $11.8bn |
| Q2 2022 | 21 holders, $3.6bn | 27 holders, $11.3bn |
| Q3 2022 | 20 holders, $3.5bn | 28 holders, $12.0bn |
| Q4 2022 | 17 holders, $3.7bn | 24 holders, $11.5bn |
| Q1 2023 | 13 holders, $3.9bn | 24 holders, $11.0bn |
| Q2 2023 | 13 holders, $4.3bn | 30 holders, $10.3bn |
| Q3 2023 | 12 holders, $4.1bn | 26 holders, $8.7bn |
| Q4 2023 | 8 holders, $4.7bn | 26 holders, $9.7bn |
| Q1 2024 | 9 holders, $5.4bn | 27 holders, $9.5bn |
| Q2 2024 | 10 holders, $5.3bn | 20 holders, $9.0bn |
| Q3 2024 | 9 holders, $6.2bn | 21 holders, $10.3bn |
| Q4 2024 | 12 holders, $5.6bn | 29 holders, $8.9bn |
| Q1 2025 | 18 holders, $5.4bn | 21 holders, $7.8bn |
| Q2 2025 | 12 holders, $5.0bn | 19 holders, $7.8bn |
| Q3 2025 | 14 holders, $5.7bn | 23 holders, $9.8bn |
| Q4 2025 | 11 holders, $5.4bn | 19 holders, $10.1bn |
| Q1 2026 | 9 holders, $5.9bn | 23 holders, $13.2bn |
| Q2 2026 | 13 holders, $5.3bn | 24 holders, $11.0bn |
Firstenergy Corp
- Holders
- 12
- Reported value
- $5.0bn
- Buyers
- 8
- Sellers
- 5
Breadth +3 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 (5)
Brevan Howard Capital Management LP, Capital World Investors, Invesco Ltd, Neuberger Berman Group LLC, T. Rowe Price Associates Inc
Only FE (7)
Hudson Bay Capital Management LP, Marshall Wace LLP, Millennium Management LLC, Renaissance Technologies LLC, Soroban Capital Partners LP, Verition Fund Management LLC, Voloridge Investment Management LLC
Only NEE (14)
AllianceBernstein LP, Baillie Gifford & Co, Capital Research Global Investors, Citadel Advisors LLC, Dodge & Cox, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Man Group PLC, MFS Investment Management, Quantbot Technologies LP, Two Sigma Advisers 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.