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
- 15
- Reported value
- $5.9bn
- Buyers
- 22
- Sellers
- 13
Breadth +9 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, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, T. Rowe Price Associates Inc
Only XEL (10)
Balyasny Asset Management LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Millennium Management LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Verition Fund Management LLC, Voloridge Investment Management LLC
Only NEE (14)
AllianceBernstein LP, Baillie Gifford & Co, Capital World Investors, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Man Group PLC, Marshall Wace LLP, 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.