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ETR · NEE in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

ETRNEE
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • ETR
  • NEE
010203040202120222023202420252026
Holders and value by quarter
QuarterETRNEE
Q3 202019 holders, $3.2bn34 holders, $12.7bn
Q4 202020 holders, $3.5bn32 holders, $13.5bn
Q1 202115 holders, $3.4bn36 holders, $12.2bn
Q2 202110 holders, $3.1bn29 holders, $11.0bn
Q3 20219 holders, $2.7bn26 holders, $11.7bn
Q4 202113 holders, $3.1bn20 holders, $14.5bn
Q1 202216 holders, $2.4bn24 holders, $11.8bn
Q2 202213 holders, $2.4bn27 holders, $11.3bn
Q3 202219 holders, $2.3bn28 holders, $12.0bn
Q4 202214 holders, $2.7bn24 holders, $11.5bn
Q1 202314 holders, $2.2bn24 holders, $11.0bn
Q2 202319 holders, $1.5bn30 holders, $10.3bn
Q3 202319 holders, $1.6bn26 holders, $8.7bn
Q4 202317 holders, $2.1bn26 holders, $9.7bn
Q1 202415 holders, $1.9bn27 holders, $9.5bn
Q2 202417 holders, $2.4bn20 holders, $9.0bn
Q3 202414 holders, $2.9bn21 holders, $10.3bn
Q4 202417 holders, $3.6bn29 holders, $8.9bn
Q1 202521 holders, $4.0bn21 holders, $7.8bn
Q2 202522 holders, $3.7bn19 holders, $7.8bn
Q3 202521 holders, $3.7bn23 holders, $9.8bn
Q4 202514 holders, $3.3bn19 holders, $10.1bn
Q1 202615 holders, $4.1bn23 holders, $13.2bn
Q2 202617 holders, $4.5bn24 holders, $11.0bn
ETR

Entergy Corp New

Holders
15
Reported value
$4.1bn
Buyers
14
Sellers
16

Breadth -2 among 91 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP
NEE

Nextera Energy Inc

Holders
23
Reported value
$13.2bn
Buyers
19
Sellers
14

Breadth +5 among 91 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q1 2026

Among the 30 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ETR (7)

Citadel Advisors LLC, ExodusPoint Capital Management LP, Millennium Management LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Soroban Capital Partners LP, Soros Fund Management LLC

Only NEE (15)

Acadian Asset Management LLC, AllianceBernstein LP, Baillie Gifford & Co, Capital World Investors, Dodge & Cox, GAMCO Investors Inc, Holocene Advisors LP, Man Group PLC, Marshall Wace LLP, Neuberger Berman Group LLC, PDT Partners LLC, T. Rowe Price Associates Inc, 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.

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