Holders over time
- AEE
- NEE
| Quarter | AEE | NEE |
|---|---|---|
| Q3 2020 | 12 holders, $3.1bn | 34 holders, $12.7bn |
| Q4 2020 | 11 holders, $3.1bn | 32 holders, $13.5bn |
| Q1 2021 | 9 holders, $3.2bn | 36 holders, $12.2bn |
| Q2 2021 | 13 holders, $2.9bn | 29 holders, $11.0bn |
| Q3 2021 | 12 holders, $2.9bn | 26 holders, $11.7bn |
| Q4 2021 | 16 holders, $3.4bn | 20 holders, $14.5bn |
| Q1 2022 | 19 holders, $3.2bn | 24 holders, $11.8bn |
| Q2 2022 | 21 holders, $2.9bn | 27 holders, $11.3bn |
| Q3 2022 | 18 holders, $2.1bn | 28 holders, $12.0bn |
| Q4 2022 | 17 holders, $2.4bn | 24 holders, $11.5bn |
| Q1 2023 | 16 holders, $2.1bn | 24 holders, $11.0bn |
| Q2 2023 | 14 holders, $1.8bn | 30 holders, $10.3bn |
| Q3 2023 | 19 holders, $2.0bn | 26 holders, $8.7bn |
| Q4 2023 | 12 holders, $2.5bn | 26 holders, $9.7bn |
| Q1 2024 | 12 holders, $3.1bn | 27 holders, $9.5bn |
| Q2 2024 | 13 holders, $3.0bn | 20 holders, $9.0bn |
| Q3 2024 | 13 holders, $4.0bn | 21 holders, $10.3bn |
| Q4 2024 | 10 holders, $4.1bn | 29 holders, $8.9bn |
| Q1 2025 | 11 holders, $5.3bn | 21 holders, $7.8bn |
| Q2 2025 | 13 holders, $5.3bn | 19 holders, $7.8bn |
| Q3 2025 | 13 holders, $5.6bn | 23 holders, $9.8bn |
| Q4 2025 | 15 holders, $4.2bn | 19 holders, $10.1bn |
| Q1 2026 | 18 holders, $5.5bn | 23 holders, $13.2bn |
| Q2 2026 | 15 holders, $4.7bn | 24 holders, $11.0bn |
Ameren Corp
- Holders
- 18
- Reported value
- $5.5bn
- Buyers
- 19
- Sellers
- 10
Breadth +9 among 91 comparable managers.
Nextera Energy Inc
- Holders
- 23
- Reported value
- $13.2bn
- Buyers
- 19
- Sellers
- 14
Breadth +5 among 91 comparable managers.
Who holds both, Q1 2026
Both (9)
Acadian Asset Management LLC, AllianceBernstein LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, T. Rowe Price Associates Inc, Verition Fund Management LLC
Only AEE (9)
AQR Capital Management LLC, Balyasny Asset Management LLC, Bridgewater Associates LP, Citadel Advisors LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Point72 Asset Management LP, Renaissance Technologies LLC, Soroban Capital Partners LP
Only NEE (14)
Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Dodge & Cox, GAMCO Investors Inc, Holocene Advisors LP, Man Group PLC, Marshall Wace LLP, Neuberger Berman Group LLC, PDT Partners LLC, Squarepoint Ops LLC, Walleye Capital 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.