Holders over time
- WEC
- NEE
| Quarter | WEC | NEE |
|---|---|---|
| Q3 2020 | 7 holders, $374m | 34 holders, $12.7bn |
| Q4 2020 | 11 holders, $398m | 32 holders, $13.5bn |
| Q1 2021 | 5 holders, $304m | 36 holders, $12.2bn |
| Q2 2021 | 9 holders, $452m | 29 holders, $11.0bn |
| Q3 2021 | 10 holders, $574m | 26 holders, $11.7bn |
| Q4 2021 | 10 holders, $547m | 20 holders, $14.5bn |
| Q1 2022 | 19 holders, $1.3bn | 24 holders, $11.8bn |
| Q2 2022 | 17 holders, $1.5bn | 27 holders, $11.3bn |
| Q3 2022 | 17 holders, $1.1bn | 28 holders, $12.0bn |
| Q4 2022 | 11 holders, $1.1bn | 24 holders, $11.5bn |
| Q1 2023 | 10 holders, $895m | 24 holders, $11.0bn |
| Q2 2023 | 10 holders, $886m | 30 holders, $10.3bn |
| Q3 2023 | 12 holders, $767m | 26 holders, $8.7bn |
| Q4 2023 | 14 holders, $1.2bn | 26 holders, $9.7bn |
| Q1 2024 | 14 holders, $966m | 27 holders, $9.5bn |
| Q2 2024 | 13 holders, $440m | 20 holders, $9.0bn |
| Q3 2024 | 8 holders, $1.1bn | 21 holders, $10.3bn |
| Q4 2024 | 12 holders, $1.8bn | 29 holders, $8.9bn |
| Q1 2025 | 12 holders, $2.0bn | 21 holders, $7.8bn |
| Q2 2025 | 11 holders, $2.0bn | 19 holders, $7.8bn |
| Q3 2025 | 12 holders, $2.3bn | 23 holders, $9.8bn |
| Q4 2025 | 12 holders, $1.8bn | 19 holders, $10.1bn |
| Q1 2026 | 17 holders, $1.8bn | 23 holders, $13.2bn |
| Q2 2026 | 14 holders, $1.5bn | 24 holders, $11.0bn |
Wec Energy Group Inc
- Holders
- 12
- Reported value
- $2.3bn
- Buyers
- 9
- Sellers
- 4
Breadth +5 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 (7)
Baillie Gifford & Co, Balyasny Asset Management LLC, Invesco Ltd, Man Group PLC, Neuberger Berman Group LLC, Verition Fund Management LLC, Wellington Management Group LLP
Only WEC (5)
ExodusPoint Capital Management LP, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Marshall Wace LLP, Soroban Capital Partners LP
Only NEE (16)
AllianceBernstein LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, MFS Investment Management, Millennium Management LLC, PDT Partners LLC, Rokos Capital Management LLP, T. Rowe Price Associates Inc, Walleye Capital LLC, 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.