Holders over time
- AEE
- D
| Quarter | AEE | D |
|---|---|---|
| Q3 2020 | 12 holders, $3.1bn | 20 holders, $8.7bn |
| Q4 2020 | 11 holders, $3.1bn | 28 holders, $7.2bn |
| Q1 2021 | 9 holders, $3.2bn | 26 holders, $7.4bn |
| Q2 2021 | 13 holders, $2.9bn | 21 holders, $7.5bn |
| Q3 2021 | 12 holders, $2.9bn | 16 holders, $7.2bn |
| Q4 2021 | 16 holders, $3.4bn | 18 holders, $8.2bn |
| Q1 2022 | 19 holders, $3.2bn | 19 holders, $9.3bn |
| Q2 2022 | 21 holders, $2.9bn | 20 holders, $9.3bn |
| Q3 2022 | 18 holders, $2.1bn | 17 holders, $7.5bn |
| Q4 2022 | 17 holders, $2.4bn | 24 holders, $6.3bn |
| Q1 2023 | 16 holders, $2.1bn | 19 holders, $6.1bn |
| Q2 2023 | 14 holders, $1.8bn | 12 holders, $5.7bn |
| Q3 2023 | 19 holders, $2.0bn | 12 holders, $5.4bn |
| Q4 2023 | 12 holders, $2.5bn | 15 holders, $6.4bn |
| Q1 2024 | 12 holders, $3.1bn | 10 holders, $6.5bn |
| Q2 2024 | 13 holders, $3.0bn | 9 holders, $6.2bn |
| Q3 2024 | 13 holders, $4.0bn | 14 holders, $7.4bn |
| Q4 2024 | 10 holders, $4.1bn | 13 holders, $6.5bn |
| Q1 2025 | 11 holders, $5.3bn | 16 holders, $7.0bn |
| Q2 2025 | 13 holders, $5.3bn | 10 holders, $8.8bn |
| Q3 2025 | 13 holders, $5.6bn | 8 holders, $9.8bn |
| Q4 2025 | 15 holders, $4.2bn | 12 holders, $10.5bn |
| Q1 2026 | 18 holders, $5.5bn | 11 holders, $10.4bn |
| Q2 2026 | 15 holders, $4.7bn | 13 holders, $12.4bn |
Ameren Corp
- Holders
- 18
- Reported value
- $5.5bn
- Buyers
- 19
- Sellers
- 10
Breadth +9 among 91 comparable managers.
Dominion Res Inc Va New
- Holders
- 11
- Reported value
- $10.4bn
- Buyers
- 14
- Sellers
- 17
Breadth -3 among 91 comparable managers.
Who holds both, Q1 2026
Both (5)
Balyasny Asset Management LLC, Citadel Advisors LLC, Invesco Ltd, MFS Investment Management, T. Rowe Price Associates Inc
Only AEE (13)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Bridgewater Associates LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Point72 Asset Management LP, Renaissance Technologies LLC, Soroban Capital Partners LP, Verition Fund Management LLC
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.