Holders over time
- PPL
- NEE
| Quarter | PPL | NEE |
|---|---|---|
| Q3 2020 | 6 holders, $1.2bn | 34 holders, $12.7bn |
| Q4 2020 | 10 holders, $1.4bn | 32 holders, $13.5bn |
| Q1 2021 | 12 holders, $1.4bn | 36 holders, $12.2bn |
| Q2 2021 | 13 holders, $1.3bn | 29 holders, $11.0bn |
| Q3 2021 | 9 holders, $1.2bn | 26 holders, $11.7bn |
| Q4 2021 | 7 holders, $1.2bn | 20 holders, $14.5bn |
| Q1 2022 | 14 holders, $1.1bn | 24 holders, $11.8bn |
| Q2 2022 | 12 holders, $1.3bn | 27 holders, $11.3bn |
| Q3 2022 | 14 holders, $1.5bn | 28 holders, $12.0bn |
| Q4 2022 | 17 holders, $1.3bn | 24 holders, $11.5bn |
| Q1 2023 | 14 holders, $1.4bn | 24 holders, $11.0bn |
| Q2 2023 | 13 holders, $1.3bn | 30 holders, $10.3bn |
| Q3 2023 | 8 holders, $864m | 26 holders, $8.7bn |
| Q4 2023 | 12 holders, $2.1bn | 26 holders, $9.7bn |
| Q1 2024 | 12 holders, $2.4bn | 27 holders, $9.5bn |
| Q2 2024 | 12 holders, $2.5bn | 20 holders, $9.0bn |
| Q3 2024 | 12 holders, $3.1bn | 21 holders, $10.3bn |
| Q4 2024 | 12 holders, $2.8bn | 29 holders, $8.9bn |
| Q1 2025 | 12 holders, $3.0bn | 21 holders, $7.8bn |
| Q2 2025 | 10 holders, $2.8bn | 19 holders, $7.8bn |
| Q3 2025 | 10 holders, $3.0bn | 23 holders, $9.8bn |
| Q4 2025 | 10 holders, $2.9bn | 19 holders, $10.1bn |
| Q1 2026 | 23 holders, $4.0bn | 23 holders, $13.2bn |
| Q2 2026 | 24 holders, $5.1bn | 24 holders, $11.0bn |
PPL Corp
- Holders
- 23
- Reported value
- $4.0bn
- Buyers
- 27
- Sellers
- 11
Breadth +16 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 (8)
AllianceBernstein LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Squarepoint Ops LLC, Verition Fund Management LLC, Wellington Management Group LLP
Only PPL (15)
Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Citadel Advisors LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Freestone Grove Partners LP, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Two Sigma Investments LP, Voloridge Investment Management LLC
Only NEE (15)
Acadian Asset Management LLC, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Dodge & Cox, Fidelity (FMR LLC), 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, 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.