Holders over time
- CNP
- NEE
| Quarter | CNP | NEE |
|---|---|---|
| Q3 2020 | 10 holders, $1.5bn | 34 holders, $12.7bn |
| Q4 2020 | 12 holders, $1.8bn | 32 holders, $13.5bn |
| Q1 2021 | 11 holders, $1.7bn | 36 holders, $12.2bn |
| Q2 2021 | 8 holders, $1.7bn | 29 holders, $11.0bn |
| Q3 2021 | 7 holders, $1.8bn | 26 holders, $11.7bn |
| Q4 2021 | 8 holders, $2.3bn | 20 holders, $14.5bn |
| Q1 2022 | 12 holders, $2.5bn | 24 holders, $11.8bn |
| Q2 2022 | 10 holders, $1.9bn | 27 holders, $11.3bn |
| Q3 2022 | 10 holders, $1.9bn | 28 holders, $12.0bn |
| Q4 2022 | 11 holders, $1.7bn | 24 holders, $11.5bn |
| Q1 2023 | 12 holders, $2.0bn | 24 holders, $11.0bn |
| Q2 2023 | 12 holders, $2.0bn | 30 holders, $10.3bn |
| Q3 2023 | 13 holders, $1.7bn | 26 holders, $8.7bn |
| Q4 2023 | 10 holders, $2.1bn | 26 holders, $9.7bn |
| Q1 2024 | 15 holders, $1.7bn | 27 holders, $9.5bn |
| Q2 2024 | 11 holders, $2.7bn | 20 holders, $9.0bn |
| Q3 2024 | 13 holders, $2.0bn | 21 holders, $10.3bn |
| Q4 2024 | 12 holders, $2.8bn | 29 holders, $8.9bn |
| Q1 2025 | 11 holders, $3.1bn | 21 holders, $7.8bn |
| Q2 2025 | 16 holders, $3.0bn | 19 holders, $7.8bn |
| Q3 2025 | 14 holders, $2.6bn | 23 holders, $9.8bn |
| Q4 2025 | 10 holders, $2.4bn | 19 holders, $10.1bn |
| Q1 2026 | 16 holders, $5.9bn | 23 holders, $13.2bn |
| Q2 2026 | 15 holders, $5.8bn | 24 holders, $11.0bn |
Centerpoint Energy Inc
- Holders
- 16
- Reported value
- $5.9bn
- Buyers
- 16
- Sellers
- 14
Breadth +2 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 (10)
Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Invesco Ltd, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC
Only CNP (6)
Citadel Advisors LLC, Freestone Grove Partners LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Two Sigma Investments LP, Voloridge Investment Management LLC
Only NEE (13)
Acadian Asset Management LLC, AllianceBernstein LP, Dodge & Cox, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, PDT Partners 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.