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XEL · 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.

XELNEE
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.
  • XEL
  • NEE
010203040202120222023202420252026
Holders and value by quarter
QuarterXELNEE
Q3 202013 holders, $2.8bn34 holders, $12.7bn
Q4 202014 holders, $2.6bn32 holders, $13.5bn
Q1 202112 holders, $2.3bn36 holders, $12.2bn
Q2 202112 holders, $2.3bn29 holders, $11.0bn
Q3 202112 holders, $2.2bn26 holders, $11.7bn
Q4 202119 holders, $3.3bn20 holders, $14.5bn
Q1 202220 holders, $3.4bn24 holders, $11.8bn
Q2 202212 holders, $2.6bn27 holders, $11.3bn
Q3 202217 holders, $2.1bn28 holders, $12.0bn
Q4 202217 holders, $2.2bn24 holders, $11.5bn
Q1 202314 holders, $2.0bn24 holders, $11.0bn
Q2 202314 holders, $2.0bn30 holders, $10.3bn
Q3 202316 holders, $2.3bn26 holders, $8.7bn
Q4 202313 holders, $2.4bn26 holders, $9.7bn
Q1 202418 holders, $2.5bn27 holders, $9.5bn
Q2 202415 holders, $2.5bn20 holders, $9.0bn
Q3 202414 holders, $3.4bn21 holders, $10.3bn
Q4 202415 holders, $4.2bn29 holders, $8.9bn
Q1 202513 holders, $4.3bn21 holders, $7.8bn
Q2 202511 holders, $4.6bn19 holders, $7.8bn
Q3 202517 holders, $6.0bn23 holders, $9.8bn
Q4 202515 holders, $5.9bn19 holders, $10.1bn
Q1 202620 holders, $7.3bn23 holders, $13.2bn
Q2 202620 holders, $7.7bn24 holders, $11.0bn
XEL

Xcel Energy Inc

Holders
11
Reported value
$4.6bn
Buyers
9
Sellers
2

Breadth +7 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 25 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only XEL (6)

AQR Capital Management LLC, Balyasny Asset Management LLC, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Squarepoint Ops LLC, Verition Fund Management LLC

Only NEE (14)

AllianceBernstein LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital World Investors, Citadel Advisors LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Man Group PLC, Neuberger Berman Group LLC, 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.

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