Holders over time
- FE
- NEE
| Quarter | FE | NEE |
|---|---|---|
| Q3 2020 | 20 holders, $2.1bn | 34 holders, $12.7bn |
| Q4 2020 | 17 holders, $2.6bn | 32 holders, $13.5bn |
| Q1 2021 | 19 holders, $3.5bn | 36 holders, $12.2bn |
| Q2 2021 | 14 holders, $3.6bn | 29 holders, $11.0bn |
| Q3 2021 | 13 holders, $3.2bn | 26 holders, $11.7bn |
| Q4 2021 | 17 holders, $3.6bn | 20 holders, $14.5bn |
| Q1 2022 | 16 holders, $4.3bn | 24 holders, $11.8bn |
| Q2 2022 | 21 holders, $3.6bn | 27 holders, $11.3bn |
| Q3 2022 | 20 holders, $3.5bn | 28 holders, $12.0bn |
| Q4 2022 | 17 holders, $3.7bn | 24 holders, $11.5bn |
| Q1 2023 | 13 holders, $3.9bn | 24 holders, $11.0bn |
| Q2 2023 | 13 holders, $4.3bn | 30 holders, $10.3bn |
| Q3 2023 | 12 holders, $4.1bn | 26 holders, $8.7bn |
| Q4 2023 | 8 holders, $4.7bn | 26 holders, $9.7bn |
| Q1 2024 | 9 holders, $5.4bn | 27 holders, $9.5bn |
| Q2 2024 | 10 holders, $5.3bn | 20 holders, $9.0bn |
| Q3 2024 | 9 holders, $6.2bn | 21 holders, $10.3bn |
| Q4 2024 | 12 holders, $5.6bn | 29 holders, $8.9bn |
| Q1 2025 | 18 holders, $5.4bn | 21 holders, $7.8bn |
| Q2 2025 | 12 holders, $5.0bn | 19 holders, $7.8bn |
| Q3 2025 | 14 holders, $5.7bn | 23 holders, $9.8bn |
| Q4 2025 | 11 holders, $5.4bn | 19 holders, $10.1bn |
| Q1 2026 | 9 holders, $5.9bn | 23 holders, $13.2bn |
| Q2 2026 | 13 holders, $5.3bn | 24 holders, $11.0bn |
Firstenergy Corp
- Holders
- 11
- Reported value
- $5.4bn
- Buyers
- 18
- Sellers
- 15
Breadth +3 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
Both (5)
Capital World Investors, Invesco Ltd, Marshall Wace LLP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc
Only FE (6)
Caxton Associates LLP, Hudson Bay Capital Management LP, Millennium Management LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Verition Fund Management LLC
Only NEE (14)
AllianceBernstein LP, Baillie Gifford & Co, Capital Research Global Investors, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, 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.