Holders over time
- ED
- NEE
| Quarter | ED | NEE |
|---|---|---|
| Q3 2020 | 11 holders, $1.7bn | 34 holders, $12.7bn |
| Q4 2020 | 15 holders, $1.3bn | 32 holders, $13.5bn |
| Q1 2021 | 13 holders, $877m | 36 holders, $12.2bn |
| Q2 2021 | 11 holders, $634m | 29 holders, $11.0bn |
| Q3 2021 | 11 holders, $626m | 26 holders, $11.7bn |
| Q4 2021 | 11 holders, $876m | 20 holders, $14.5bn |
| Q1 2022 | 13 holders, $898m | 24 holders, $11.8bn |
| Q2 2022 | 14 holders, $883m | 27 holders, $11.3bn |
| Q3 2022 | 14 holders, $859m | 28 holders, $12.0bn |
| Q4 2022 | 12 holders, $690m | 24 holders, $11.5bn |
| Q1 2023 | 17 holders, $733m | 24 holders, $11.0bn |
| Q2 2023 | 12 holders, $622m | 30 holders, $10.3bn |
| Q3 2023 | 13 holders, $620m | 26 holders, $8.7bn |
| Q4 2023 | 10 holders, $568m | 26 holders, $9.7bn |
| Q1 2024 | 11 holders, $664m | 27 holders, $9.5bn |
| Q2 2024 | 8 holders, $572m | 20 holders, $9.0bn |
| Q3 2024 | 12 holders, $835m | 21 holders, $10.3bn |
| Q4 2024 | 17 holders, $1.1bn | 29 holders, $8.9bn |
| Q1 2025 | 22 holders, $2.0bn | 21 holders, $7.8bn |
| Q2 2025 | 16 holders, $1.6bn | 19 holders, $7.8bn |
| Q3 2025 | 17 holders, $1.7bn | 23 holders, $9.8bn |
| Q4 2025 | 13 holders, $1.6bn | 19 holders, $10.1bn |
| Q1 2026 | 14 holders, $1.9bn | 23 holders, $13.2bn |
| Q2 2026 | 8 holders, $1.8bn | 24 holders, $11.0bn |
Consolidated Edison Inc
- Holders
- 14
- Reported value
- $1.9bn
- Buyers
- 17
- Sellers
- 15
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 (6)
Acadian Asset Management LLC, Hudson Bay Capital Management LP, Invesco Ltd, Marshall Wace LLP, T. Rowe Price Associates Inc, Verition Fund Management LLC
Only ED (8)
AQR Capital Management LLC, Balyasny Asset Management LLC, Citadel Advisors LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Point72 Asset Management LP, Two Sigma Investments LP, Voloridge Investment Management LLC
Only NEE (17)
AllianceBernstein LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, 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.