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FE · 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.

FENEE
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.
  • FE
  • NEE
010203040202120222023202420252026
Holders and value by quarter
QuarterFENEE
Q3 202020 holders, $2.1bn34 holders, $12.7bn
Q4 202017 holders, $2.6bn32 holders, $13.5bn
Q1 202119 holders, $3.5bn36 holders, $12.2bn
Q2 202114 holders, $3.6bn29 holders, $11.0bn
Q3 202113 holders, $3.2bn26 holders, $11.7bn
Q4 202117 holders, $3.6bn20 holders, $14.5bn
Q1 202216 holders, $4.3bn24 holders, $11.8bn
Q2 202221 holders, $3.6bn27 holders, $11.3bn
Q3 202220 holders, $3.5bn28 holders, $12.0bn
Q4 202217 holders, $3.7bn24 holders, $11.5bn
Q1 202313 holders, $3.9bn24 holders, $11.0bn
Q2 202313 holders, $4.3bn30 holders, $10.3bn
Q3 202312 holders, $4.1bn26 holders, $8.7bn
Q4 20238 holders, $4.7bn26 holders, $9.7bn
Q1 20249 holders, $5.4bn27 holders, $9.5bn
Q2 202410 holders, $5.3bn20 holders, $9.0bn
Q3 20249 holders, $6.2bn21 holders, $10.3bn
Q4 202412 holders, $5.6bn29 holders, $8.9bn
Q1 202518 holders, $5.4bn21 holders, $7.8bn
Q2 202512 holders, $5.0bn19 holders, $7.8bn
Q3 202514 holders, $5.7bn23 holders, $9.8bn
Q4 202511 holders, $5.4bn19 holders, $10.1bn
Q1 20269 holders, $5.9bn23 holders, $13.2bn
Q2 202613 holders, $5.3bn24 holders, $11.0bn
FE

Firstenergy Corp

Holders
13
Reported value
$5.3bn
Buyers
20
Sellers
15

Breadth +5 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 29 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only FE (5)

Bridgewater Associates LP, Caxton Associates LLP, Freestone Grove Partners LP, Millennium Management LLC, Soros Fund Management LLC

Only NEE (16)

AllianceBernstein LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, PDT Partners LLC, 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.

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