Holders over time
- XEL
- NEE
| Quarter | XEL | NEE |
|---|---|---|
| Q3 2020 | 13 holders, $2.8bn | 34 holders, $12.7bn |
| Q4 2020 | 14 holders, $2.6bn | 32 holders, $13.5bn |
| Q1 2021 | 12 holders, $2.3bn | 36 holders, $12.2bn |
| Q2 2021 | 12 holders, $2.3bn | 29 holders, $11.0bn |
| Q3 2021 | 12 holders, $2.2bn | 26 holders, $11.7bn |
| Q4 2021 | 19 holders, $3.3bn | 20 holders, $14.5bn |
| Q1 2022 | 20 holders, $3.4bn | 24 holders, $11.8bn |
| Q2 2022 | 12 holders, $2.6bn | 27 holders, $11.3bn |
| Q3 2022 | 17 holders, $2.1bn | 28 holders, $12.0bn |
| Q4 2022 | 17 holders, $2.2bn | 24 holders, $11.5bn |
| Q1 2023 | 14 holders, $2.0bn | 24 holders, $11.0bn |
| Q2 2023 | 14 holders, $2.0bn | 30 holders, $10.3bn |
| Q3 2023 | 16 holders, $2.3bn | 26 holders, $8.7bn |
| Q4 2023 | 13 holders, $2.4bn | 26 holders, $9.7bn |
| Q1 2024 | 18 holders, $2.5bn | 27 holders, $9.5bn |
| Q2 2024 | 15 holders, $2.5bn | 20 holders, $9.0bn |
| Q3 2024 | 14 holders, $3.4bn | 21 holders, $10.3bn |
| Q4 2024 | 15 holders, $4.2bn | 29 holders, $8.9bn |
| Q1 2025 | 13 holders, $4.3bn | 21 holders, $7.8bn |
| Q2 2025 | 11 holders, $4.6bn | 19 holders, $7.8bn |
| Q3 2025 | 17 holders, $6.0bn | 23 holders, $9.8bn |
| Q4 2025 | 15 holders, $5.9bn | 19 holders, $10.1bn |
| Q1 2026 | 20 holders, $7.3bn | 23 holders, $13.2bn |
| Q2 2026 | 20 holders, $7.7bn | 24 holders, $11.0bn |
Xcel Energy Inc
- Holders
- 17
- Reported value
- $6.0bn
- Buyers
- 13
- Sellers
- 4
Breadth +9 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 (9)
Balyasny Asset Management LLC, Capital Research Global Investors, Fidelity (FMR LLC), Invesco Ltd, MFS Investment Management, Millennium Management LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Winton Group Ltd
Only XEL (8)
AQR Capital Management LLC, Bridgewater Associates LP, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, Point72 Asset Management LP
Only NEE (14)
AllianceBernstein LP, Baillie Gifford & Co, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Dodge & Cox, GAMCO Investors Inc, Man Group PLC, Neuberger Berman Group LLC, PDT Partners LLC, Rokos Capital Management LLP, Walleye Capital LLC, Wellington Management Group LLP, 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.