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UTL · 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.

UTLNEE
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.
  • UTL
  • NEE
010203040202120222023202420252026
Holders and value by quarter
QuarterUTLNEE
Q3 2020none listed holders, n.a.34 holders, $12.7bn
Q4 2020none listed holders, n.a.32 holders, $13.5bn
Q1 2021none listed holders, n.a.36 holders, $12.2bn
Q2 20211 holders, $34m29 holders, $11.0bn
Q3 2021none listed holders, n.a.26 holders, $11.7bn
Q4 2021none listed holders, n.a.20 holders, $14.5bn
Q1 20221 holders, $960k24 holders, $11.8bn
Q2 20221 holders, $34m27 holders, $11.3bn
Q3 2022none listed holders, n.a.28 holders, $12.0bn
Q4 2022none listed holders, n.a.24 holders, $11.5bn
Q1 20231 holders, $387k24 holders, $11.0bn
Q2 20232 holders, $681k30 holders, $10.3bn
Q3 20231 holders, $310k26 holders, $8.7bn
Q4 20231 holders, $351k26 holders, $9.7bn
Q1 20242 holders, $1.3m27 holders, $9.5bn
Q2 20241 holders, $928k20 holders, $9.0bn
Q3 20241 holders, $1.1m21 holders, $10.3bn
Q4 20241 holders, $1.0m29 holders, $8.9bn
Q1 2025none listed holders, n.a.21 holders, $7.8bn
Q2 2025none listed holders, n.a.19 holders, $7.8bn
Q3 20251 holders, $382k23 holders, $9.8bn
Q4 20251 holders, $387k19 holders, $10.1bn
Q1 20261 holders, $417k23 holders, $13.2bn
Q2 20261 holders, $421k24 holders, $11.0bn
UTL

Unitil Corp

Holders
1
Reported value
$382k
Buyers
0
Sellers
0

Breadth 0 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 23 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only UTL (0)

None.

Only NEE (22)

AllianceBernstein LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Rokos Capital Management LLP, T. Rowe Price Associates Inc, Verition Fund Management LLC, 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.

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