Holders over time
- AEP
- NEE
| Quarter | AEP | NEE |
|---|---|---|
| Q3 2020 | 18 holders, $7.5bn | 34 holders, $12.7bn |
| Q4 2020 | 18 holders, $7.4bn | 32 holders, $13.5bn |
| Q1 2021 | 19 holders, $7.7bn | 36 holders, $12.2bn |
| Q2 2021 | 21 holders, $6.6bn | 29 holders, $11.0bn |
| Q3 2021 | 21 holders, $5.3bn | 26 holders, $11.7bn |
| Q4 2021 | 22 holders, $5.8bn | 20 holders, $14.5bn |
| Q1 2022 | 18 holders, $6.6bn | 24 holders, $11.8bn |
| Q2 2022 | 19 holders, $5.9bn | 27 holders, $11.3bn |
| Q3 2022 | 22 holders, $5.4bn | 28 holders, $12.0bn |
| Q4 2022 | 15 holders, $5.5bn | 24 holders, $11.5bn |
| Q1 2023 | 19 holders, $5.6bn | 24 holders, $11.0bn |
| Q2 2023 | 20 holders, $5.0bn | 30 holders, $10.3bn |
| Q3 2023 | 18 holders, $4.6bn | 26 holders, $8.7bn |
| Q4 2023 | 15 holders, $5.0bn | 26 holders, $9.7bn |
| Q1 2024 | 13 holders, $5.5bn | 27 holders, $9.5bn |
| Q2 2024 | 16 holders, $5.7bn | 20 holders, $9.0bn |
| Q3 2024 | 18 holders, $6.9bn | 21 holders, $10.3bn |
| Q4 2024 | 15 holders, $5.2bn | 29 holders, $8.9bn |
| Q1 2025 | 21 holders, $7.8bn | 21 holders, $7.8bn |
| Q2 2025 | 19 holders, $6.2bn | 19 holders, $7.8bn |
| Q3 2025 | 20 holders, $6.8bn | 23 holders, $9.8bn |
| Q4 2025 | 21 holders, $8.1bn | 19 holders, $10.1bn |
| Q1 2026 | 21 holders, $9.3bn | 23 holders, $13.2bn |
| Q2 2026 | 27 holders, $10.6bn | 24 holders, $11.0bn |
American Elec PWR Co Inc
- Holders
- 20
- Reported value
- $6.8bn
- Buyers
- 12
- Sellers
- 6
Breadth +6 among 95 comparable managers.
Nextera Energy Inc
- Holders
- 23
- Reported value
- $9.8bn
- Buyers
- 17
- Sellers
- 5
Breadth +12 among 95 comparable managers.
Who holds both, Q3 2025
Both (8)
AllianceBernstein LP, Capital Research Global Investors, Dodge & Cox, Invesco Ltd, MFS Investment Management, Neuberger Berman Group LLC, Wellington Management Group LLP, Woodline Partners LP
Only AEP (12)
Acadian Asset Management LLC, AQR Capital Management LLC, Brevan Howard Capital Management LP, Carl C. Icahn, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, Point72 Asset Management LP, Renaissance Technologies LLC, Soroban Capital Partners LP, Two Sigma Advisers LP, Two Sigma Investments LP
Only NEE (15)
Baillie Gifford & Co, Balyasny Asset Management LLC, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Man Group PLC, Millennium Management LLC, PDT Partners LLC, Rokos Capital Management LLP, T. Rowe Price Associates Inc, Verition Fund Management LLC, Walleye Capital 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.