Holders over time
- CEG
- NEE
| Quarter | CEG | NEE |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 34 holders, $12.7bn |
| Q4 2020 | none listed holders, n.a. | 32 holders, $13.5bn |
| Q1 2021 | none listed holders, n.a. | 36 holders, $12.2bn |
| Q2 2021 | none listed holders, n.a. | 29 holders, $11.0bn |
| Q3 2021 | none listed holders, n.a. | 26 holders, $11.7bn |
| Q4 2021 | none listed holders, n.a. | 20 holders, $14.5bn |
| Q1 2022 | 15 holders, $2.9bn | 24 holders, $11.8bn |
| Q2 2022 | 16 holders, $3.2bn | 27 holders, $11.3bn |
| Q3 2022 | 20 holders, $4.5bn | 28 holders, $12.0bn |
| Q4 2022 | 17 holders, $4.4bn | 24 holders, $11.5bn |
| Q1 2023 | 17 holders, $3.4bn | 24 holders, $11.0bn |
| Q2 2023 | 20 holders, $5.3bn | 30 holders, $10.3bn |
| Q3 2023 | 14 holders, $6.6bn | 26 holders, $8.7bn |
| Q4 2023 | 13 holders, $6.9bn | 26 holders, $9.7bn |
| Q1 2024 | 18 holders, $11.1bn | 27 holders, $9.5bn |
| Q2 2024 | 27 holders, $11.7bn | 20 holders, $9.0bn |
| Q3 2024 | 26 holders, $15.0bn | 21 holders, $10.3bn |
| Q4 2024 | 30 holders, $10.7bn | 29 holders, $8.9bn |
| Q1 2025 | 21 holders, $8.2bn | 21 holders, $7.8bn |
| Q2 2025 | 22 holders, $11.8bn | 19 holders, $7.8bn |
| Q3 2025 | 22 holders, $10.9bn | 23 holders, $9.8bn |
| Q4 2025 | 21 holders, $14.9bn | 19 holders, $10.1bn |
| Q1 2026 | 15 holders, $12.3bn | 23 holders, $13.2bn |
| Q2 2026 | 15 holders, $10.1bn | 24 holders, $11.0bn |
Constellation Energy Corp
- Holders
- 15
- Reported value
- $12.3bn
- Buyers
- 22
- Sellers
- 19
Breadth +3 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 (11)
AllianceBernstein LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Woodline Partners LP
Only CEG (4)
Arrowstreet Capital LP, Bridgewater Associates LP, Coatue Management LLC, Davidson Kempner Capital Management LP
Only NEE (12)
Acadian Asset Management LLC, Baillie Gifford & Co, Dodge & Cox, GAMCO Investors Inc, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, PDT Partners LLC, Squarepoint Ops LLC, Verition Fund Management LLC, Walleye Capital LLC, 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.