Holders over time
- LNT
- NEE
| Quarter | LNT | NEE |
|---|---|---|
| Q3 2020 | 17 holders, $1.1bn | 34 holders, $12.7bn |
| Q4 2020 | 10 holders, $682m | 32 holders, $13.5bn |
| Q1 2021 | 5 holders, $613m | 36 holders, $12.2bn |
| Q2 2021 | 4 holders, $608m | 29 holders, $11.0bn |
| Q3 2021 | 3 holders, $582m | 26 holders, $11.7bn |
| Q4 2021 | 7 holders, $892m | 20 holders, $14.5bn |
| Q1 2022 | 8 holders, $957m | 24 holders, $11.8bn |
| Q2 2022 | 11 holders, $748m | 27 holders, $11.3bn |
| Q3 2022 | 16 holders, $760m | 28 holders, $12.0bn |
| Q4 2022 | 10 holders, $794m | 24 holders, $11.5bn |
| Q1 2023 | 13 holders, $812m | 24 holders, $11.0bn |
| Q2 2023 | 9 holders, $820m | 30 holders, $10.3bn |
| Q3 2023 | 9 holders, $723m | 26 holders, $8.7bn |
| Q4 2023 | 8 holders, $910m | 26 holders, $9.7bn |
| Q1 2024 | 6 holders, $980m | 27 holders, $9.5bn |
| Q2 2024 | 7 holders, $992m | 20 holders, $9.0bn |
| Q3 2024 | 8 holders, $1.5bn | 21 holders, $10.3bn |
| Q4 2024 | 9 holders, $1.6bn | 29 holders, $8.9bn |
| Q1 2025 | 11 holders, $1.7bn | 21 holders, $7.8bn |
| Q2 2025 | 12 holders, $1.8bn | 19 holders, $7.8bn |
| Q3 2025 | 13 holders, $2.3bn | 23 holders, $9.8bn |
| Q4 2025 | 12 holders, $2.4bn | 19 holders, $10.1bn |
| Q1 2026 | 20 holders, $3.1bn | 23 holders, $13.2bn |
| Q2 2026 | 18 holders, $3.3bn | 24 holders, $11.0bn |
Alliant Energy Corp
- Holders
- 13
- Reported value
- $2.3bn
- Buyers
- 5
- Sellers
- 7
Breadth -2 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 (6)
Balyasny Asset Management LLC, Citadel Advisors LLC, Invesco Ltd, MFS Investment Management, Neuberger Berman Group LLC, Verition Fund Management LLC
Only LNT (7)
Artisan Partners LP, Freestone Grove Partners LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, Point72 Asset Management LP
Only NEE (17)
AllianceBernstein LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Man Group PLC, Millennium Management LLC, PDT Partners LLC, Rokos Capital Management LLP, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd, 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.