Holders over time
- VST
- NEE
| Quarter | VST | NEE |
|---|---|---|
| Q3 2020 | 16 holders, $2.0bn | 34 holders, $12.7bn |
| Q4 2020 | 13 holders, $2.2bn | 32 holders, $13.5bn |
| Q1 2021 | 13 holders, $1.5bn | 36 holders, $12.2bn |
| Q2 2021 | 11 holders, $1.9bn | 29 holders, $11.0bn |
| Q3 2021 | 11 holders, $1.3bn | 26 holders, $11.7bn |
| Q4 2021 | 10 holders, $1.9bn | 20 holders, $14.5bn |
| Q1 2022 | 16 holders, $1.9bn | 24 holders, $11.8bn |
| Q2 2022 | 17 holders, $2.0bn | 27 holders, $11.3bn |
| Q3 2022 | 12 holders, $1.7bn | 28 holders, $12.0bn |
| Q4 2022 | 13 holders, $1.7bn | 24 holders, $11.5bn |
| Q1 2023 | 14 holders, $1.8bn | 24 holders, $11.0bn |
| Q2 2023 | 12 holders, $1.8bn | 30 holders, $10.3bn |
| Q3 2023 | 15 holders, $1.9bn | 26 holders, $8.7bn |
| Q4 2023 | 15 holders, $1.8bn | 26 holders, $9.7bn |
| Q1 2024 | 21 holders, $4.6bn | 27 holders, $9.5bn |
| Q2 2024 | 32 holders, $6.4bn | 20 holders, $9.0bn |
| Q3 2024 | 29 holders, $8.1bn | 21 holders, $10.3bn |
| Q4 2024 | 32 holders, $8.5bn | 29 holders, $8.9bn |
| Q1 2025 | 27 holders, $6.3bn | 21 holders, $7.8bn |
| Q2 2025 | 34 holders, $11.1bn | 19 holders, $7.8bn |
| Q3 2025 | 31 holders, $10.8bn | 23 holders, $9.8bn |
| Q4 2025 | 32 holders, $9.1bn | 19 holders, $10.1bn |
| Q1 2026 | 30 holders, $7.5bn | 23 holders, $13.2bn |
| Q2 2026 | 31 holders, $6.7bn | 24 holders, $11.0bn |
Vistra Energy Corp
- Holders
- 30
- Reported value
- $7.5bn
- Buyers
- 19
- Sellers
- 28
Breadth -9 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 (13)
Capital World Investors, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP
Only VST (17)
Appaloosa LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, ExodusPoint Capital Management LP, Jane Street Group LLC, Lone Pine Capital LLC, Moore Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Tudor Investment Corp, Voloridge Investment Management LLC
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.