Holders over time
- PNW
- NEE
| Quarter | PNW | NEE |
|---|---|---|
| Q3 2020 | 13 holders, $793m | 34 holders, $12.7bn |
| Q4 2020 | 7 holders, $735m | 32 holders, $13.5bn |
| Q1 2021 | 5 holders, $877m | 36 holders, $12.2bn |
| Q2 2021 | 8 holders, $1.2bn | 29 holders, $11.0bn |
| Q3 2021 | 10 holders, $809m | 26 holders, $11.7bn |
| Q4 2021 | 10 holders, $494m | 20 holders, $14.5bn |
| Q1 2022 | 7 holders, $717m | 24 holders, $11.8bn |
| Q2 2022 | 8 holders, $708m | 27 holders, $11.3bn |
| Q3 2022 | 8 holders, $667m | 28 holders, $12.0bn |
| Q4 2022 | 10 holders, $736m | 24 holders, $11.5bn |
| Q1 2023 | 11 holders, $761m | 24 holders, $11.0bn |
| Q2 2023 | 9 holders, $804m | 30 holders, $10.3bn |
| Q3 2023 | 9 holders, $867m | 26 holders, $8.7bn |
| Q4 2023 | 6 holders, $978m | 26 holders, $9.7bn |
| Q1 2024 | 8 holders, $1.6bn | 27 holders, $9.5bn |
| Q2 2024 | 14 holders, $1.9bn | 20 holders, $9.0bn |
| Q3 2024 | 16 holders, $2.3bn | 21 holders, $10.3bn |
| Q4 2024 | 15 holders, $2.0bn | 29 holders, $8.9bn |
| Q1 2025 | 14 holders, $2.4bn | 21 holders, $7.8bn |
| Q2 2025 | 12 holders, $2.4bn | 19 holders, $7.8bn |
| Q3 2025 | 14 holders, $2.5bn | 23 holders, $9.8bn |
| Q4 2025 | 17 holders, $2.7bn | 19 holders, $10.1bn |
| Q1 2026 | 13 holders, $3.3bn | 23 holders, $13.2bn |
| Q2 2026 | 15 holders, $3.6bn | 24 holders, $11.0bn |
Pinnacle West Cap Corp
- Holders
- 17
- Reported value
- $2.7bn
- Buyers
- 25
- Sellers
- 13
Breadth +12 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 Research Global Investors, Capital World Investors, Invesco Ltd, MFS Investment Management, Squarepoint Ops LLC
Only PNW (12)
Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC
Only NEE (14)
AllianceBernstein LP, Baillie Gifford & Co, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Neuberger Berman Group LLC, PDT Partners LLC, T. Rowe Price Associates Inc, 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.