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DUK · 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.

DUKNEE
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.
  • DUK
  • NEE
010203040202120222023202420252026
Holders and value by quarter
QuarterDUKNEE
Q3 202021 holders, $8.2bn34 holders, $12.7bn
Q4 202019 holders, $8.9bn32 holders, $13.5bn
Q1 202118 holders, $8.8bn36 holders, $12.2bn
Q2 202119 holders, $9.2bn29 holders, $11.0bn
Q3 202120 holders, $8.8bn26 holders, $11.7bn
Q4 202125 holders, $9.7bn20 holders, $14.5bn
Q1 202227 holders, $10.1bn24 holders, $11.8bn
Q2 202225 holders, $10.1bn27 holders, $11.3bn
Q3 202223 holders, $8.3bn28 holders, $12.0bn
Q4 202220 holders, $8.4bn24 holders, $11.5bn
Q1 202321 holders, $7.1bn24 holders, $11.0bn
Q2 202317 holders, $6.5bn30 holders, $10.3bn
Q3 202318 holders, $6.8bn26 holders, $8.7bn
Q4 202313 holders, $7.7bn26 holders, $9.7bn
Q1 202416 holders, $7.1bn27 holders, $9.5bn
Q2 202417 holders, $7.0bn20 holders, $9.0bn
Q3 202420 holders, $8.2bn21 holders, $10.3bn
Q4 202425 holders, $7.8bn29 holders, $8.9bn
Q1 202519 holders, $7.9bn21 holders, $7.8bn
Q2 202521 holders, $7.3bn19 holders, $7.8bn
Q3 202512 holders, $6.9bn23 holders, $9.8bn
Q4 202513 holders, $6.5bn19 holders, $10.1bn
Q1 202615 holders, $6.7bn23 holders, $13.2bn
Q2 202615 holders, $5.9bn24 holders, $11.0bn
DUK

Duke Energy Corp New

Holders
12
Reported value
$6.9bn
Buyers
5
Sellers
9

Breadth -4 among 95 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP
NEE

Nextera Energy Inc

Holders
23
Reported value
$9.8bn
Buyers
17
Sellers
5

Breadth +12 among 95 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q3 2025

Among the 26 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only DUK (3)

AQR Capital Management LLC, Brevan Howard Capital Management LP, Point72 Asset Management LP

Only NEE (14)

Baillie Gifford & Co, Balyasny Asset Management LLC, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Dodge & Cox, 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

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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