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.
- NEE
- D
| Quarter | NEE | D |
|---|---|---|
| Q3 2020 | 34 holders, $12.7bn | 20 holders, $8.7bn |
| Q4 2020 | 32 holders, $13.5bn | 28 holders, $7.2bn |
| Q1 2021 | 36 holders, $12.2bn | 26 holders, $7.4bn |
| Q2 2021 | 29 holders, $11.0bn | 21 holders, $7.5bn |
| Q3 2021 | 26 holders, $11.7bn | 16 holders, $7.2bn |
| Q4 2021 | 20 holders, $14.5bn | 18 holders, $8.2bn |
| Q1 2022 | 24 holders, $11.8bn | 19 holders, $9.3bn |
| Q2 2022 | 27 holders, $11.3bn | 20 holders, $9.3bn |
| Q3 2022 | 28 holders, $12.0bn | 17 holders, $7.5bn |
| Q4 2022 | 24 holders, $11.5bn | 24 holders, $6.3bn |
| Q1 2023 | 24 holders, $11.0bn | 19 holders, $6.1bn |
| Q2 2023 | 30 holders, $10.3bn | 12 holders, $5.7bn |
| Q3 2023 | 26 holders, $8.7bn | 12 holders, $5.4bn |
| Q4 2023 | 26 holders, $9.7bn | 15 holders, $6.4bn |
| Q1 2024 | 27 holders, $9.5bn | 10 holders, $6.5bn |
| Q2 2024 | 20 holders, $9.0bn | 9 holders, $6.2bn |
| Q3 2024 | 21 holders, $10.3bn | 14 holders, $7.4bn |
| Q4 2024 | 29 holders, $8.9bn | 13 holders, $6.5bn |
| Q1 2025 | 21 holders, $7.8bn | 16 holders, $7.0bn |
| Q2 2025 | 19 holders, $7.8bn | 10 holders, $8.8bn |
| Q3 2025 | 23 holders, $9.8bn | 8 holders, $9.8bn |
| Q4 2025 | 19 holders, $10.1bn | 12 holders, $10.5bn |
| Q1 2026 | 23 holders, $13.2bn | 11 holders, $10.4bn |
| Q2 2026 | 24 holders, $11.0bn | 13 holders, $12.4bn |
NEE
Nextera Energy Inc
- Holders
- 19
- Reported value
- $10.1bn
- Buyers
- 16
- Sellers
- 19
Breadth -3 among 92 comparable managers.
D
Dominion Res Inc Va New
- Holders
- 12
- Reported value
- $10.5bn
- Buyers
- 16
- Sellers
- 11
Breadth +5 among 92 comparable managers.
Who holds both, Q4 2025
Among the 25 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.
Both (6)
Capital Research Global Investors, Dodge & Cox, Invesco Ltd, MFS Investment Management, T. Rowe Price Associates Inc, Wellington Management Group LLP
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.