Holders over time
- BEPC
- NEE
| Quarter | BEPC | NEE |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 34 holders, $12.7bn |
| Q4 2020 | none listed holders, n.a. | 32 holders, $13.5bn |
| Q1 2021 | none listed holders, n.a. | 36 holders, $12.2bn |
| Q2 2021 | none listed holders, n.a. | 29 holders, $11.0bn |
| Q3 2021 | none listed holders, n.a. | 26 holders, $11.7bn |
| Q4 2021 | none listed holders, n.a. | 20 holders, $14.5bn |
| Q1 2022 | none listed holders, n.a. | 24 holders, $11.8bn |
| Q2 2022 | none listed holders, n.a. | 27 holders, $11.3bn |
| Q3 2022 | none listed holders, n.a. | 28 holders, $12.0bn |
| Q4 2022 | none listed holders, n.a. | 24 holders, $11.5bn |
| Q1 2023 | none listed holders, n.a. | 24 holders, $11.0bn |
| Q2 2023 | none listed holders, n.a. | 30 holders, $10.3bn |
| Q3 2023 | none listed holders, n.a. | 26 holders, $8.7bn |
| Q4 2023 | none listed holders, n.a. | 26 holders, $9.7bn |
| Q1 2024 | none listed holders, n.a. | 27 holders, $9.5bn |
| Q2 2024 | none listed holders, n.a. | 20 holders, $9.0bn |
| Q3 2024 | none listed holders, n.a. | 21 holders, $10.3bn |
| Q4 2024 | 4 holders, $146m | 29 holders, $8.9bn |
| Q1 2025 | 5 holders, $139m | 21 holders, $7.8bn |
| Q2 2025 | 4 holders, $123m | 19 holders, $7.8bn |
| Q3 2025 | 5 holders, $147m | 23 holders, $9.8bn |
| Q4 2025 | 5 holders, $177m | 19 holders, $10.1bn |
| Q1 2026 | 6 holders, $159m | 23 holders, $13.2bn |
| Q2 2026 | 6 holders, $179m | 24 holders, $11.0bn |
Brookfield Renewable Corp
- Holders
- 6
- Reported value
- $179m
- Buyers
- 10
- Sellers
- 15
Breadth -5 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
Only BEPC (4)
D. E. Shaw & Co., Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Voloridge Investment Management LLC
Only NEE (22)
AllianceBernstein LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, PDT Partners LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management 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.