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BKH · 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.

BKHNEE
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.
  • BKH
  • NEE
010203040202120222023202420252026
Holders and value by quarter
QuarterBKHNEE
Q3 202010 holders, $315m34 holders, $12.7bn
Q4 20204 holders, $300m32 holders, $13.5bn
Q1 20216 holders, $322m36 holders, $12.2bn
Q2 20214 holders, $242m29 holders, $11.0bn
Q3 20214 holders, $175m26 holders, $11.7bn
Q4 20215 holders, $273m20 holders, $14.5bn
Q1 20229 holders, $482m24 holders, $11.8bn
Q2 20229 holders, $366m27 holders, $11.3bn
Q3 20228 holders, $378m28 holders, $12.0bn
Q4 20225 holders, $276m24 holders, $11.5bn
Q1 20238 holders, $290m24 holders, $11.0bn
Q2 20237 holders, $306m30 holders, $10.3bn
Q3 202310 holders, $329m26 holders, $8.7bn
Q4 202311 holders, $369m26 holders, $9.7bn
Q1 20249 holders, $232m27 holders, $9.5bn
Q2 20248 holders, $271m20 holders, $9.0bn
Q3 20245 holders, $235m21 holders, $10.3bn
Q4 20244 holders, $184m29 holders, $8.9bn
Q1 20255 holders, $192m21 holders, $7.8bn
Q2 20253 holders, $112m19 holders, $7.8bn
Q3 20257 holders, $289m23 holders, $9.8bn
Q4 20259 holders, $595m19 holders, $10.1bn
Q1 202610 holders, $624m23 holders, $13.2bn
Q2 202611 holders, $661m24 holders, $11.0bn
BKH

Black Hills Corp

Holders
11
Reported value
$661m
Buyers
16
Sellers
14

Breadth +2 among 91 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP
NEE

Nextera Energy Inc

Holders
24
Reported value
$11.0bn
Buyers
14
Sellers
21

Breadth -7 among 91 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q2 2026

Among the 31 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only BKH (7)

AQR Capital Management LLC, First Eagle Investment Management LLC, Freestone Grove Partners LP, Point72 Asset Management LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Winton Group Ltd

Only NEE (20)

AllianceBernstein LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital World Investors, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, PDT Partners LLC, Quantbot Technologies LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, 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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