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OTTR · NEE in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

OTTRNEE
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • OTTR
  • NEE
010203040202120222023202420252026
Holders and value by quarter
QuarterOTTRNEE
Q3 20201 holders, $15m34 holders, $12.7bn
Q4 20201 holders, $18m32 holders, $13.5bn
Q1 20211 holders, $19m36 holders, $12.2bn
Q2 20211 holders, $19m29 holders, $11.0bn
Q3 20211 holders, $21m26 holders, $11.7bn
Q4 20211 holders, $25m20 holders, $14.5bn
Q1 20222 holders, $23m24 holders, $11.8bn
Q2 20222 holders, $30m27 holders, $11.3bn
Q3 20222 holders, $32m28 holders, $12.0bn
Q4 20222 holders, $27m24 holders, $11.5bn
Q1 20232 holders, $24m24 holders, $11.0bn
Q2 20232 holders, $24m30 holders, $10.3bn
Q3 20231 holders, $22m26 holders, $8.7bn
Q4 20232 holders, $24m26 holders, $9.7bn
Q1 20242 holders, $28m27 holders, $9.5bn
Q2 20243 holders, $32m20 holders, $9.0bn
Q3 20244 holders, $37m21 holders, $10.3bn
Q4 20244 holders, $31m29 holders, $8.9bn
Q1 20254 holders, $31m21 holders, $7.8bn
Q2 20253 holders, $25m19 holders, $7.8bn
Q3 20252 holders, $24m23 holders, $9.8bn
Q4 20253 holders, $36m19 holders, $10.1bn
Q1 20265 holders, $86m23 holders, $13.2bn
Q2 20264 holders, $93m24 holders, $11.0bn
OTTR

Otter Tail Corp

Holders
3
Reported value
$25m
Buyers
1
Sellers
2

Breadth -1 among 95 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP
NEE

Nextera Energy Inc

Holders
19
Reported value
$7.8bn
Buyers
10
Sellers
7

Breadth +3 among 95 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q2 2025

Among the 20 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only OTTR (1)

Winton Group Ltd

Only NEE (17)

AllianceBernstein LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Dodge & Cox, Fidelity (FMR LLC), Freestone Grove Partners LP, Invesco Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, 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.

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