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NWE · 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.

NWENEE
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.
  • NWE
  • NEE
010203040202120222023202420252026
Holders and value by quarter
QuarterNWENEE
Q3 20208 holders, $60m34 holders, $12.7bn
Q4 20202 holders, $19m32 holders, $13.5bn
Q1 20212 holders, $19m36 holders, $12.2bn
Q2 20213 holders, $21m29 holders, $11.0bn
Q3 20211 holders, $16m26 holders, $11.7bn
Q4 20214 holders, $47m20 holders, $14.5bn
Q1 20225 holders, $32m24 holders, $11.8bn
Q2 20226 holders, $69m27 holders, $11.3bn
Q3 202211 holders, $115m28 holders, $12.0bn
Q4 20227 holders, $91m24 holders, $11.5bn
Q1 20235 holders, $63m24 holders, $11.0bn
Q2 20234 holders, $64m30 holders, $10.3bn
Q3 20234 holders, $55m26 holders, $8.7bn
Q4 20232 holders, $64m26 holders, $9.7bn
Q1 20242 holders, $73m27 holders, $9.5bn
Q2 20243 holders, $117m20 holders, $9.0bn
Q3 20245 holders, $141m21 holders, $10.3bn
Q4 20245 holders, $126m29 holders, $8.9bn
Q1 20257 holders, $141m21 holders, $7.8bn
Q2 20257 holders, $146m19 holders, $7.8bn
Q3 20254 holders, $107m23 holders, $9.8bn
Q4 20256 holders, $208m19 holders, $10.1bn
Q1 20269 holders, $282m23 holders, $13.2bn
Q2 20269 holders, $355m24 holders, $11.0bn
NWE

Northwestern Corp

Holders
9
Reported value
$282m
Buyers
13
Sellers
15

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

Only NWE (5)

Balyasny Asset Management LLC, Caxton Associates LLP, ExodusPoint Capital Management LP, Moore Capital Management LP, Winton Group Ltd

Only NEE (19)

Acadian Asset Management LLC, AllianceBernstein LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Dodge & Cox, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, PDT Partners LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management 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.

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