Holders over time
- ED
- NEE
| Quarter | ED | NEE |
|---|---|---|
| Q3 2020 | 11 holders, $1.7bn | 34 holders, $12.7bn |
| Q4 2020 | 15 holders, $1.3bn | 32 holders, $13.5bn |
| Q1 2021 | 13 holders, $877m | 36 holders, $12.2bn |
| Q2 2021 | 11 holders, $634m | 29 holders, $11.0bn |
| Q3 2021 | 11 holders, $626m | 26 holders, $11.7bn |
| Q4 2021 | 11 holders, $876m | 20 holders, $14.5bn |
| Q1 2022 | 13 holders, $898m | 24 holders, $11.8bn |
| Q2 2022 | 14 holders, $883m | 27 holders, $11.3bn |
| Q3 2022 | 14 holders, $859m | 28 holders, $12.0bn |
| Q4 2022 | 12 holders, $690m | 24 holders, $11.5bn |
| Q1 2023 | 17 holders, $733m | 24 holders, $11.0bn |
| Q2 2023 | 12 holders, $622m | 30 holders, $10.3bn |
| Q3 2023 | 13 holders, $620m | 26 holders, $8.7bn |
| Q4 2023 | 10 holders, $568m | 26 holders, $9.7bn |
| Q1 2024 | 11 holders, $664m | 27 holders, $9.5bn |
| Q2 2024 | 8 holders, $572m | 20 holders, $9.0bn |
| Q3 2024 | 12 holders, $835m | 21 holders, $10.3bn |
| Q4 2024 | 17 holders, $1.1bn | 29 holders, $8.9bn |
| Q1 2025 | 22 holders, $2.0bn | 21 holders, $7.8bn |
| Q2 2025 | 16 holders, $1.6bn | 19 holders, $7.8bn |
| Q3 2025 | 17 holders, $1.7bn | 23 holders, $9.8bn |
| Q4 2025 | 13 holders, $1.6bn | 19 holders, $10.1bn |
| Q1 2026 | 14 holders, $1.9bn | 23 holders, $13.2bn |
| Q2 2026 | 8 holders, $1.8bn | 24 holders, $11.0bn |
Consolidated Edison Inc
- Holders
- 13
- Reported value
- $1.6bn
- Buyers
- 17
- Sellers
- 17
Breadth 0 among 92 comparable managers.
Nextera Energy Inc
- Holders
- 19
- Reported value
- $10.1bn
- Buyers
- 16
- Sellers
- 19
Breadth -3 among 92 comparable managers.
Who holds both, Q4 2025
Only ED (9)
Acadian Asset Management LLC, AQR Capital Management LLC, Balyasny Asset Management LLC, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Renaissance Technologies LLC, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC
Only NEE (15)
AllianceBernstein LP, Capital Research Global Investors, Capital World Investors, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, PDT Partners LLC, Squarepoint Ops 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.