Holders over time
- AEP
- NEE
| Quarter | AEP | NEE |
|---|---|---|
| Q3 2020 | 18 holders, $7.5bn | 34 holders, $12.7bn |
| Q4 2020 | 18 holders, $7.4bn | 32 holders, $13.5bn |
| Q1 2021 | 19 holders, $7.7bn | 36 holders, $12.2bn |
| Q2 2021 | 21 holders, $6.6bn | 29 holders, $11.0bn |
| Q3 2021 | 21 holders, $5.3bn | 26 holders, $11.7bn |
| Q4 2021 | 22 holders, $5.8bn | 20 holders, $14.5bn |
| Q1 2022 | 18 holders, $6.6bn | 24 holders, $11.8bn |
| Q2 2022 | 19 holders, $5.9bn | 27 holders, $11.3bn |
| Q3 2022 | 22 holders, $5.4bn | 28 holders, $12.0bn |
| Q4 2022 | 15 holders, $5.5bn | 24 holders, $11.5bn |
| Q1 2023 | 19 holders, $5.6bn | 24 holders, $11.0bn |
| Q2 2023 | 20 holders, $5.0bn | 30 holders, $10.3bn |
| Q3 2023 | 18 holders, $4.6bn | 26 holders, $8.7bn |
| Q4 2023 | 15 holders, $5.0bn | 26 holders, $9.7bn |
| Q1 2024 | 13 holders, $5.5bn | 27 holders, $9.5bn |
| Q2 2024 | 16 holders, $5.7bn | 20 holders, $9.0bn |
| Q3 2024 | 18 holders, $6.9bn | 21 holders, $10.3bn |
| Q4 2024 | 15 holders, $5.2bn | 29 holders, $8.9bn |
| Q1 2025 | 21 holders, $7.8bn | 21 holders, $7.8bn |
| Q2 2025 | 19 holders, $6.2bn | 19 holders, $7.8bn |
| Q3 2025 | 20 holders, $6.8bn | 23 holders, $9.8bn |
| Q4 2025 | 21 holders, $8.1bn | 19 holders, $10.1bn |
| Q1 2026 | 21 holders, $9.3bn | 23 holders, $13.2bn |
| Q2 2026 | 27 holders, $10.6bn | 24 holders, $11.0bn |
American Elec PWR Co Inc
- Holders
- 27
- Reported value
- $10.6bn
- Buyers
- 27
- Sellers
- 12
Breadth +15 among 91 comparable managers.
Nextera Energy Inc
- Holders
- 24
- Reported value
- $11.0bn
- Buyers
- 14
- Sellers
- 21
Breadth -7 among 91 comparable managers.
Who holds both, Q2 2026
Both (15)
AllianceBernstein LP, Capital Research Global Investors, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, PDT Partners LLC, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only AEP (12)
Acadian Asset Management LLC, AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Carl C. Icahn, Freestone Grove Partners LP, Millennium Management LLC, Point72 Asset Management LP, Soroban Capital Partners LP, Soros Fund Management LLC, Voloridge Investment Management LLC, Winton Group Ltd
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.