Holders over time
- NEE
- D
| Quarter | NEE | D |
|---|---|---|
| Q3 2020 | 34 holders, $12.7bn | 20 holders, $8.7bn |
| Q4 2020 | 32 holders, $13.5bn | 28 holders, $7.2bn |
| Q1 2021 | 36 holders, $12.2bn | 26 holders, $7.4bn |
| Q2 2021 | 29 holders, $11.0bn | 21 holders, $7.5bn |
| Q3 2021 | 26 holders, $11.7bn | 16 holders, $7.2bn |
| Q4 2021 | 20 holders, $14.5bn | 18 holders, $8.2bn |
| Q1 2022 | 24 holders, $11.8bn | 19 holders, $9.3bn |
| Q2 2022 | 27 holders, $11.3bn | 20 holders, $9.3bn |
| Q3 2022 | 28 holders, $12.0bn | 17 holders, $7.5bn |
| Q4 2022 | 24 holders, $11.5bn | 24 holders, $6.3bn |
| Q1 2023 | 24 holders, $11.0bn | 19 holders, $6.1bn |
| Q2 2023 | 30 holders, $10.3bn | 12 holders, $5.7bn |
| Q3 2023 | 26 holders, $8.7bn | 12 holders, $5.4bn |
| Q4 2023 | 26 holders, $9.7bn | 15 holders, $6.4bn |
| Q1 2024 | 27 holders, $9.5bn | 10 holders, $6.5bn |
| Q2 2024 | 20 holders, $9.0bn | 9 holders, $6.2bn |
| Q3 2024 | 21 holders, $10.3bn | 14 holders, $7.4bn |
| Q4 2024 | 29 holders, $8.9bn | 13 holders, $6.5bn |
| Q1 2025 | 21 holders, $7.8bn | 16 holders, $7.0bn |
| Q2 2025 | 19 holders, $7.8bn | 10 holders, $8.8bn |
| Q3 2025 | 23 holders, $9.8bn | 8 holders, $9.8bn |
| Q4 2025 | 19 holders, $10.1bn | 12 holders, $10.5bn |
| Q1 2026 | 23 holders, $13.2bn | 11 holders, $10.4bn |
| Q2 2026 | 24 holders, $11.0bn | 13 holders, $12.4bn |
Nextera Energy Inc
- Holders
- 24
- Reported value
- $11.0bn
- Buyers
- 14
- Sellers
- 21
Breadth -7 among 91 comparable managers.
Dominion Res Inc Va New
- Holders
- 13
- Reported value
- $12.4bn
- Buyers
- 16
- Sellers
- 17
Breadth -1 among 91 comparable managers.
Who holds both, Q2 2026
Both (9)
AllianceBernstein LP, Capital Research Global Investors, Dodge & Cox, Invesco Ltd, Marshall Wace LLP, MFS Investment Management, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only NEE (15)
Baillie Gifford & Co, Balyasny Asset Management LLC, Capital World Investors, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Neuberger Berman Group LLC, PDT Partners LLC, Quantbot Technologies LP, Squarepoint Ops LLC, Verition Fund 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.