Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

NEXTERA ENERGY INC · COM · quarter ended 2026-03-31 · 52 members disclosed NEE ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 2,512 holders are listed, largest first: 2,512
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $147B
holders whose share count rose or who opened the position (new + add), by shares: 1,251
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 204

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of NEE ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$16.6B	178,829,484	+2,029,110	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$12.6B	135,383,754	—	NO PRIOR
3	STATE STREET CORP	$11.1B	119,667,918	+1,085,136	ADD
4	JPMORGAN CHASE & CO	$10.3B	111,988,240	+9,951,611	ADD
5	MORGAN STANLEY	$6.0B	64,751,882	−918,558	TRIM
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$5.6B	60,413,784	—	NO PRIOR
7	GEODE CAPITAL MANAGEMENT, LLC	$4.5B	48,320,084	+1,048,065	ADD
8	FRANKLIN RESOURCES INC	$4.3B	46,529,576	+253,137	ADD
9	Capital Research Global Investors	$3.3B	35,659,943	+6,108,228	ADD
10	FMR LLC	$3.1B	33,897,033	+1,928,808	ADD
11	BANK OF AMERICA CORP /DE/	$2.9B	31,352,695	−1,186,905	TRIM
12	WELLS FARGO & COMPANY/MN	$2.6B	28,493,032	−485,558	TRIM
13	UBS Group AG	$2.2B	23,356,209	+4,927,126	ADD
14	NORTHERN TRUST CORP	$2.1B	22,176,123	+95,591	ADD
15	ROYAL BANK OF CANADA	$1.8B	19,364,181	−763,613	TRIM
16	DEUTSCHE BANK AG\	$1.6B	17,710,767	+429,410	ADD
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$1.6B	17,515,154	+294,524	ADD
18	Legal & General Group Plc	$1.5B	16,610,766	−121,621	TRIM
19	Nuveen, LLC	$1.5B	16,466,114	−988,173	TRIM
20	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.4B	15,406,260	+2,335,223	ADD
21	Neuberger Berman Group LLC	$1.3B	13,813,261	+12,091	ADD
22	Bank of New York Mellon Corp	$1.2B	13,335,717	−107,415	TRIM
23	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$1.2B	13,192,071	+6,696,568	ADD
24	RAYMOND JAMES FINANCIAL INC	$1.2B	13,090,611	+218,572	ADD
25	SCHRODER INVESTMENT MANAGEMENT GROUP	$1.1B	12,110,984	+913,915	ADD
26	VANGUARD FIDUCIARY TRUST CO	$1.1B	11,723,509	—	NO PRIOR
27	Pictet Asset Management Holding SA	$896M	9,648,920	+394,898	ADD
28	GQG Partners LLC	$860M	9,258,727	−605,557	TRIM
29	Amundi	$845M	9,097,263	−763,068	TRIM
30	AMERIPRISE FINANCIAL INC	$702M	7,556,312	+164,323	ADD
31	NORDEA INVESTMENT MANAGEMENT AB	$683M	7,461,725	+1,698,278	ADD
32	Invesco Ltd.	$669M	7,207,559	+292,451	ADD
33	CIBC Bancorp USA Inc.	$576M	6,205,330	—	NO PRIOR
34	Swiss National Bank	$561M	6,043,500	+400,300	ADD
35	JENNISON ASSOCIATES LLC	$547M	5,888,264	−44,576	TRIM
36	FIL Ltd	$541M	5,828,725	−543,871	TRIM
37	ENVESTNET ASSET MANAGEMENT INC	$513M	5,520,650	+458,437	ADD
38	BAHL & GAYNOR INC	$488M	5,249,543	−110,189	TRIM
39	National Pension Service	$473M	5,097,519	+5,097,519	NEW
40	ALLIANCEBERNSTEIN L.P.	$465M	5,791,740	−557,407	TRIM
41	Mitsubishi UFJ Asset Management Co., Ltd.	$462M	4,976,254	+351,422	ADD
42	CANADA PENSION PLAN INVESTMENT BOARD	$451M	4,859,090	+1,098,270	ADD
43	DIMENSIONAL FUND ADVISORS LP	$448M	4,829,027	+150,943	ADD
44	Ensign Peak Advisors, Inc	$435M	4,683,802	−169,023	TRIM
45	BANK OF MONTREAL /CAN/	$434M	4,670,849	−1,610,642	TRIM
46	PRINCIPAL FINANCIAL GROUP INC	$428M	4,609,761	−235,445	TRIM
47	Sumitomo Mitsui Trust Group, Inc.	$425M	4,577,087	−197,193	TRIM
48	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$425M	4,570,516	−158,320	TRIM
49	Vanguard Global Advisers, LLC	$422M	4,544,595	—	NO PRIOR
50	WELLINGTON MANAGEMENT GROUP LLP	$390M	4,196,104	−292,616	TRIM
51	LPL Financial LLC	$379M	4,083,216	+104,559	ADD
52	M&G Plc	$375M	4,034,446	−744,401	TRIM
53	BARCLAYS PLC	$368M	3,958,258	+452,743	ADD
54	VANGUARD ASSET MANAGEMENT, Ltd	$364M	3,922,400	—	NO PRIOR
55	CITIGROUP INC	$350M	3,769,590	+188,229	ADD
56	Clearbridge Investments, LLC	$344M	3,698,673	−708,334	TRIM
57	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$337M	3,631,835	−480,336	TRIM
58	Mirova US LLC	$337M	3,623,477	−98,734	TRIM
59	HSBC HOLDINGS PLC	$324M	3,493,007	−4,040,265	TRIM
60	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$317M	3,408,264	−307,667	TRIM
61	Mariner, LLC	$297M	3,193,065	+26,958	ADD
62	Capital World Investors	$290M	3,119,004	+658,201	ADD
63	Mitsubishi UFJ Trust & Banking Corp	$289M	3,108,876	−222,569	TRIM
64	STIFEL FINANCIAL CORP	$265M	2,849,628	−96,875	TRIM
65	US BANCORP \DE\	$261M	2,811,759	+28,016	ADD
66	MACKENZIE FINANCIAL CORP	$240M	2,584,342	+747,400	ADD
67	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$238M	2,567,809	+1,120,480	ADD
68	Rockefeller Capital Management L.P.	$238M	2,560,302	+393,161	ADD
69	HighTower Advisors, LLC	$237M	2,548,903	+85,082	ADD
70	Aberdeen Group plc	$234M	2,517,935	−12,783	TRIM
71	Employees Provident Fund Board	$232M	2,500,000	−500,000	TRIM
72	BNP Paribas Asset Management Holding S.A.	$230M	2,479,100	−297,157	TRIM
73	Cullen Capital Management, LLC	$225M	2,427,317	−32,736	TRIM
74	LGT Group Foundation	$225M	2,423,663	+647,579	ADD
75	FIFTH THIRD BANCORP	$220M	2,365,160	+764,702	ADD
76	Allspring Global Investments Holdings, LLC	$218M	2,348,462	−170,043	TRIM
77	Railway Pension Investments Ltd	$216M	2,328,732	−189,000	TRIM
78	AVIVA PLC	$216M	2,324,975	+21,723	ADD
79	ProShare Advisors LLC	$212M	2,285,191	−17,642	TRIM
80	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$211M	2,268,759	−521,709	TRIM
81	Universal- Beteiligungs- und Servicegesellschaft mbH	$210M	2,265,422	+66,990	ADD
82	COMMONWEALTH EQUITY SERVICES, LLC	$204M	2,191,696	−36,092	TRIM
83	Empower Advisory Group, LLC	$196M	2,108,480	+40,719	ADD
84	BROOKFIELD Corp /ON/	$192M	2,067,489	−3,444	TRIM
85	Chevy Chase Trust Holdings, LLC	$190M	2,044,445	−12,262	TRIM
86	Electron Capital Partners, LLC	$189M	2,040,030	+272,603	ADD
87	Vanguard Investments Australia, Ltd.	$187M	2,014,435	—	NO PRIOR
88	Vontobel Holding Ltd.	$185M	1,988,927	+327,850	ADD
89	DAVENPORT & Co LLC	$183M	1,974,364	−1,601	TRIM
90	DUFF & PHELPS INVESTMENT MANAGEMENT CO	$178M	1,921,380	+1,921,380	NEW
91	Corient Private Wealth LLC	$177M	1,913,940	−8,062,212	TRIM
92	Candriam S.C.A.	$170M	1,826,628	+634,133	ADD
93	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$169M	1,819,628	−14,221	TRIM
94	NOMURA ASSET MANAGEMENT CO LTD	$169M	1,814,182	−20,566	TRIM
95	Holocene Advisors, LP	$166M	1,782,319	+1,087,124	ADD
96	DJE Kapital AG	$165M	1,800,015	+1,333,332	ADD
97	KEYBANK NATIONAL ASSOCIATION/OH	$165M	1,776,692	−99	TRIM
98	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$164M	1,766,929	−2,585	TRIM
99	Haverford Trust Co	$164M	1,762,897	+6,818	ADD
100	Korea Investment CORP	$156M	1,675,152	+124,062	ADD
101	TD ASSET MANAGEMENT INC	$151M	1,624,513	+686,439	ADD
102	DANSKE BANK A/S	$145M	1,558,689	+220,526	ADD
103	Munro Partners	$143M	1,544,112	+1,167,275	ADD
104	REGIONS FINANCIAL CORP	$141M	1,522,904	−37,400	TRIM
105	COMMERCE BANK	$140M	1,510,854	+351,045	ADD
106	AMERICAN CENTURY COMPANIES INC	$139M	1,497,514	+52,565	ADD
107	DnB Asset Management AS	$139M	1,496,597	+57,703	ADD
108	Cerity Partners LLC	$138M	1,480,454	+36,229	ADD
109	CI INVESTMENTS INC.	$137M	1,473,366	+659,737	ADD
110	PRUDENTIAL FINANCIAL INC	$129M	1,389,661	+47,430	ADD
111	1832 Asset Management L.P.	$126M	1,353,916	+771,453	ADD
112	CITADEL ADVISORS LLC	$123M	1,327,731	−171,252	TRIM
113	PFA Pension, Forsikringsaktieselskab	$121M	1,305,502	+1,305,502	NEW
114	Allianz Asset Management GmbH	$120M	1,288,625	+74,776	ADD
115	MACQUARIE GROUP LTD	$114M	1,228,411	−174,489	TRIM
116	BARTLETT & CO. WEALTH MANAGEMENT LLC	$112M	1,168,736	+43,872	ADD
117	Altshuler Shaham Ltd	$109M	1,172,972	+204,712	ADD
118	Squarepoint Ops LLC	$108M	1,165,361	+509,860	ADD
119	TOCQUEVILLE ASSET MANAGEMENT L.P.	$108M	1,162,536	−10,014	TRIM
120	Assenagon Asset Management S.A.	$108M	1,162,269	+305,020	ADD
121	Bank Julius Baer & Co. Ltd, Zurich	$106M	1,147,383	+320,461	ADD
122	APG Asset Management N.V.	$106M	1,315,708	+81,225	ADD
123	Zurich Insurance Group Ltd/FI	$104M	1,123,113	−235,021	TRIM
124	SEI INVESTMENTS CO	$104M	1,120,238	+90,607	ADD
125	STATE OF WISCONSIN INVESTMENT BOARD	$104M	1,118,512	+38,117	ADD
126	FEDERATED HERMES, INC.	$103M	1,104,413	+40,355	ADD
127	Focus Partners Wealth	$102M	1,101,298	−10,493	TRIM
128	OSAIC HOLDINGS, INC.	$102M	1,095,389	+114,077	ADD
129	TRUIST FINANCIAL CORP	$101M	1,091,056	−72,254	TRIM
130	Cetera Investment Advisers	$101M	1,090,787	+141,389	ADD
131	UniSuper Management Pty Ltd	$100M	1,079,454	+267,731	ADD
132	Asset Management One Co., Ltd.	$99.9M	1,075,632	−3,495	TRIM
133	Creative Planning	$97.3M	1,047,897	+66,350	ADD
134	Swedbank AB	$96.5M	1,039,185	+22,555	ADD
135	D.A. DAVIDSON & CO.	$95.8M	1,031,531	−43,150	TRIM
136	AMF Tjanstepension AB	$93.1M	1,002,143	−200,452	TRIM
137	FIRST FINANCIAL BANKSHARES INC	$92.5M	996,001	+7,878	ADD
138	KLP KAPITALFORVALTNING AS	$92.5M	995,812	+42,800	ADD
139	M&T BANK CORP	$90.6M	975,566	−24,027	TRIM
140	Zurcher Kantonalbank (Zurich Cantonalbank)	$89.4M	962,449	+962,449	NEW
141	Danica Pension, Livsforsikringsaktieselskab	$88.2M	949,166	−639,658	TRIM
142	Quantinno Capital Management LP	$87.9M	946,616	+150,058	ADD
143	PANAGORA ASSET MANAGEMENT INC	$86.7M	933,805	+131,867	ADD
144	ROYAL LONDON ASSET MANAGEMENT LTD	$85.4M	919,958	+8,461	ADD
145	Epoch Investment Partners, Inc.	$84.4M	908,642	−53,193	TRIM
146	Quilter Plc	$84.4M	908,558	+19,863	ADD
147	Baird Financial Group, Inc.	$80.1M	862,126	+862,126	NEW
148	Welch Group, LLC	$79.2M	852,934	+852,934	NEW
149	&PARTNERS	$78.7M	847,957	+15,900	ADD
150	Compagnie Lombard Odier SCmA	$78.5M	845,223	−206,249	TRIM
151	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$78.0M	839,624	+2,125	ADD
152	GLENMEDE TRUST CO NA	$77.3M	831,840	−44,156	TRIM
153	WESTWOOD HOLDINGS GROUP INC	$77.0M	829,101	−66,683	TRIM
154	GREAT LAKES ADVISORS, LLC	$76.8M	826,884	+81,928	ADD
155	Energy Income Partners, LLC	$75.9M	817,507	+10,520	ADD
156	Robeco Institutional Asset Management B.V.	$72.9M	784,537	+543,336	ADD
157	FIRST TRUST ADVISORS LP	$72.8M	783,962	−233,972	TRIM
158	GROUPAMA ASSET MANAGMENT	$72.3M	778,379	+26,631	ADD
159	MEITAV INVESTMENT HOUSE LTD	$71.8M	773,400	−68,700	TRIM
160	Investment Management Corp of Ontario	$71.0M	764,462	+568,058	ADD
161	AQR CAPITAL MANAGEMENT LLC	$70.0M	761,437	−97,777	TRIM
162	VICTORY CAPITAL MANAGEMENT INC	$69.3M	746,482	−187,443	TRIM
163	Vest Financial, LLC	$68.2M	734,376	+34,338	ADD
164	EASTERN BANK	$67.6M	728,238	−81,223	TRIM
165	EDMOND DE ROTHSCHILD HOLDING S.A.	$66.5M	715,720	+27,272	ADD
166	NATIONAL BANK OF CANADA /FI/	$66.1M	711,650	−350,061	TRIM
167	State of New Jersey Common Pension Fund D	$65.8M	708,215	0	NO CHANGE
168	CREDIT AGRICOLE S A	$65.7M	707,610	−12,640	TRIM
169	DAVIS R M INC	$64.7M	696,817	+3,846	ADD
170	Union Bancaire Privee, UBP SA	$63.7M	710,589	+379,557	ADD
171	Madison Asset Management, LLC	$63.6M	684,398	−2,480	TRIM
172	BCV Asset Management Inc.	$62.9M	677,050	−13,290	TRIM
173	WELCH & FORBES LLC	$62.7M	675,388	−639	TRIM
174	Lansforsakringar Fondforvaltning AB (publ)	$62.0M	667,937	+20,516	ADD
175	TORONTO DOMINION BANK	$61.3M	660,377	−397,510	TRIM
176	Clark Capital Management Group, Inc.	$60.5M	651,282	+636,767	ADD
177	Resona Asset Management Co.,Ltd.	$60.4M	651,635	+14,764	ADD
178	EP Wealth Advisors, LLC	$59.9M	644,609	−156,355	TRIM
179	Annex Advisory Services, LLC	$58.0M	624,424	+579,790	ADD
180	MML INVESTORS SERVICES, LLC	$57.9M	623,770	−76,071	TRIM
181	Tredje AP-fonden	$57.0M	614,229	+153,026	ADD
182	Janus Henderson Group Ltd.	$56.9M	612,257	+140,591	ADD
183	CIBC Asset Management Inc	$56.8M	611,152	−15,659	TRIM
184	Man Group plc	$56.7M	610,488	−313,740	TRIM
185	Allworth Financial LP	$55.4M	596,231	+147,255	ADD
186	PUBLIC SECTOR PENSION INVESTMENT BOARD	$55.0M	592,358	+61,978	ADD
187	MIZUHO MARKETS AMERICAS LLC	$54.6M	588,283	+331,060	ADD
188	Sanctuary Advisors, LLC	$54.6M	587,643	+8,127	ADD
189	Fisher Funds Management LTD	$54.1M	582,884	−36,756	TRIM
190	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$53.9M	613,906	+39,792	ADD
191	ARGENT CAPITAL MANAGEMENT LLC	$53.5M	576,293	−50,356	TRIM
192	Magellan Asset Management Ltd	$52.9M	569,640	+78,171	ADD
193	Czech National Bank	$52.7M	567,190	+18,038	ADD
194	Arizona State Retirement System	$52.4M	564,210	−24,424	TRIM
195	OFI INVEST ASSET MANAGEMENT	$51.7M	639,772	−263,853	TRIM
196	Tidal Investments LLC	$51.7M	556,578	+455,616	ADD
197	CIBC WORLD MARKET INC.	$51.4M	552,905	−174,111	TRIM
198	STATE OF MICHIGAN RETIREMENT SYSTEM	$50.5M	543,998	−1,200	TRIM
199	Eurizon Capital SGR S.p.A.	$50.0M	539,233	−64,957	TRIM
200	Calamos Advisors LLC	$50.0M	538,400	−197,537	TRIM
201	IFM Investors Pty Ltd	$48.7M	524,530	−6,552	TRIM
202	Sumitomo Mitsui DS Asset Management Company, Ltd	$48.6M	523,005	−45,575	TRIM
203	Verition Fund Management LLC	$47.4M	510,383	+463,600	ADD
204	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$46.6M	501,910	+85,875	ADD
205	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	$46.5M	500,310	−1,464	TRIM
206	NFJ INVESTMENT GROUP, LLC	$45.7M	492,428	−283,422	TRIM
207	Kestra Advisory Services, LLC	$45.6M	490,873	−17,429	TRIM
208	MetLife Investment Management, LLC	$45.2M	486,683	−12,628	TRIM
209	BLAIR WILLIAM & CO/IL	$45.2M	486,323	+78,522	ADD
210	ADAGE CAPITAL PARTNERS GP, L.L.C.	$45.0M	484,713	−799,416	TRIM
211	VOYA INVESTMENT MANAGEMENT LLC	$44.6M	480,224	−27,272	TRIM
212	NS Partners Ltd	$44.4M	477,791	−7,821	TRIM
213	Steward Partners Investment Advisory, LLC	$44.2M	476,271	+118,178	ADD
214	AVITY INVESTMENT MANAGEMENT INC.	$44.0M	473,728	+2,273	ADD
215	UMB Bank, n.a.	$43.6M	469,444	−1,247	TRIM
216	Daiwa Securities Group Inc.	$43.1M	464,510	+14,649	ADD
217	Evelyn Partners Investment Management LLP	$43.1M	463,794	+58,179	ADD
218	Temasek Holdings (Private) Ltd	$42.6M	459,165	+123,274	ADD
219	OP Asset Management Ltd	$42.0M	452,586	—	NO PRIOR
220	Carnegie Investment Counsel	$41.9M	450,895	−7,246	TRIM
221	FUKOKU MUTUAL LIFE INSURANCE CO	$41.6M	448,217	0	NO CHANGE
222	TD Waterhouse Canada Inc.	$41.3M	446,231	+348,235	ADD
223	MILLENNIUM MANAGEMENT LLC	$41.2M	443,203	+388,899	ADD
224	Retirement Systems of Alabama	$41.1M	442,260	−784	TRIM
225	RWA WEALTH PARTNERS, LLC	$41.1M	442,142	+36,271	ADD
226	NewEdge Advisors, LLC	$41.0M	441,582	+441,582	NEW
227	Cardinal Capital Management, Inc.	$40.4M	434,614	+1,978	ADD
228	Mirae Asset Global Investments Co., Ltd.	$39.8M	428,064	+58,628	ADD
229	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$39.7M	427,315	+93,265	ADD
230	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$39.2M	423,542	−65,455	TRIM
231	WINDWARD CAPITAL MANAGEMENT CO /CA	$39.1M	420,530	−8	TRIM
232	Swiss Life Asset Management Ltd	$38.6M	415,343	+109,209	ADD
233	Advisors Capital Management, LLC	$37.9M	408,489	+5,737	ADD
234	Woodline Partners LP	$37.8M	407,003	+52,103	ADD
235	STOREBRAND ASSET MANAGEMENT AS	$36.8M	396,004	—	NO PRIOR
236	GUGGENHEIM CAPITAL LLC	$36.3M	390,840	−39,190	TRIM
237	BENJAMIN EDWARDS INC	$35.9M	386,842	+5,756	ADD
238	Portman Square Capital LLP	$35.8M	385,397	−5,397	TRIM
239	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$35.3M	380,032	+10,091	ADD
240	ROCKLAND TRUST CO	$35.0M	376,581	−2,380	TRIM
241	Quintet Private Bank (Europe) S.A.	$34.6M	373,023	+297,573	ADD
242	NORTHEAST INVESTMENT MANAGEMENT	$34.6M	372,243	−6,274	TRIM
243	TEACHER RETIREMENT SYSTEM OF TEXAS	$34.1M	366,769	−3,710	TRIM
244	RWC Asset Management LLP	$33.9M	365,358	−6,867	TRIM
245	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$33.9M	365,188	+45,328	ADD
246	XPONANCE LLC	$33.8M	364,244	+52,163	ADD
247	Smith Salley Wealth Management	$33.8M	363,765	+9,327	ADD
248	FLPUTNAM INVESTMENT MANAGEMENT CO	$33.5M	360,749	−597	TRIM
249	Andra AP-fonden	$33.5M	360,495	+238,041	ADD
250	MERCER GLOBAL ADVISORS INC /ADV	$33.4M	359,935	+26,308	ADD
251	KCM INVESTMENT ADVISORS LLC	$32.8M	353,566	−7,483	TRIM
252	TCTC Holdings, LLC	$32.5M	349,721	−1,911	TRIM
253	HANCOCK WHITNEY CORP	$32.5M	348,455	−5,439	TRIM
254	LBP AM SA	$32.4M	348,475	−131,411	TRIM
255	Woodbridge CO LTD	$32.3M	347,500	0	NO CHANGE
256	TEMA ETFS LLC	$32.3M	347,396	+102,599	ADD
257	BANK OF NOVA SCOTIA	$32.1M	345,374	−273,935	TRIM
258	USS Investment Management Ltd	$32.1M	345,226	+10,312	ADD
259	JOHNSON INVESTMENT COUNSEL INC	$31.7M	341,568	−8,059	TRIM
260	PARSONS CAPITAL MANAGEMENT INC/RI	$31.7M	341,074	+256,683	ADD
261	Utah Retirement Systems	$31.5M	339,185	−2,807	TRIM
262	COUNTRY TRUST BANK	$31.5M	338,971	+4,593	ADD
263	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$31.4M	338,434	+221,700	ADD
264	UNIVEST FINANCIAL Corp	$31.3M	337,401	−18,495	TRIM
265	SCOTIA CAPITAL INC.	$31.1M	335,069	−7,101	TRIM
266	BlackBarn Capital Partners LP	$31.1M	335,000	0	NO CHANGE
267	Federation des caisses Desjardins du Quebec	$31.0M	334,186	+53,052	ADD
268	Vanguard Personalized Indexing Management, LLC	$31.0M	333,286	+10,436	ADD
269	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$30.9M	332,179	−476,455	TRIM
270	Lido Advisors, LLC	$30.7M	331,023	+46,666	ADD
271	Varma Mutual Pension Insurance Co	$30.3M	325,893	−5,000	TRIM
272	NISA INVESTMENT ADVISORS, LLC	$29.6M	318,202	−22,952	TRIM
273	YOUSIF CAPITAL MANAGEMENT, LLC	$29.5M	317,958	−10,618	TRIM
274	FIRST NATIONAL BANK OF OMAHA	$29.2M	315,627	−27,795	TRIM
275	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$28.8M	310,135	+8,523	ADD
276	Groupe la Francaise	$28.7M	311,219	+305,606	ADD
277	Stack Financial Management, Inc	$28.7M	309,018	+402	ADD
278	Rakuten Investment Management, Inc.	$28.3M	307,916	+34,937	ADD
279	Cresset Asset Management, LLC	$28.2M	303,929	−47,306	TRIM
280	NEOS Investment Management LLC	$28.2M	303,495	−196,803	TRIM
281	Callahan Advisors, LLC	$28.1M	302,960	−19,631	TRIM
282	Glenview Trust Co	$28.1M	302,900	+12,826	ADD
283	Northside Capital Management, LLC	$28.0M	301,643	−15,850	TRIM
284	Ceredex Value Advisors LLC	$27.9M	300,748	+300,748	NEW
285	Mediolanum International Funds Ltd	$27.9M	303,415	+92,990	ADD
286	Bruce & Co., Inc.	$27.9M	300,300	−10,000	TRIM
287	PRUDENTIAL PLC	$27.5M	296,189	+21,437	ADD
288	Northwest & Ethical Investments L.P.	$27.4M	295,428	+19,761	ADD
289	OPPENHEIMER & CO INC	$27.4M	294,952	−5,630	TRIM
290	Verity & Verity, LLC	$27.2M	292,595	+2,136	ADD
291	Banco Santander, S.A.	$27.1M	291,922	+23,792	ADD
292	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$27.0M	290,881	−67,851	TRIM
293	SUMMITRY LLC	$26.9M	290,017	+284,163	ADD
294	FIDUCIARY TRUST CO	$26.9M	289,287	−8,958	TRIM
295	SouthState Bank Corp	$26.7M	287,802	+11,082	ADD
296	KESTRA PRIVATE WEALTH SERVICES, LLC	$26.6M	286,459	+286,459	NEW
297	Lombard Odier Asset Management (Europe) Ltd	$26.5M	285,698	−49,845	TRIM
298	Inherent Management Corp.	$26.4M	284,500	+24,500	ADD
299	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$26.4M	283,817	−81,599	TRIM
300	Pathstone Holdings, LLC	$26.3M	283,321	+2,699	ADD
301	Arbejdsmarkedets Tillaegspension	$25.7M	276,540	+276,540	NEW
302	Midwest Trust Co	$25.6M	275,953	−8,559	TRIM
303	FIRST MANHATTAN CO. LLC.	$25.5M	274,207	−10,963	TRIM
304	Walleye Capital LLC	$25.4M	273,139	+225,668	ADD
305	ASR Vermogensbeheer N.V.	$25.1M	269,765	+10,945	ADD
306	HOWE & RUSLING INC	$24.8M	267,245	+3,818	ADD
307	PINNACLE ASSOCIATES LTD	$24.7M	266,353	+959	ADD
308	Private Advisor Group, LLC	$24.7M	265,711	+7,101	ADD
309	MATRIX ASSET ADVISORS INC/NY	$24.6M	264,712	−3,145	TRIM
310	NISSAY ASSET MANAGEMENT CORP /JAPAN	$24.6M	264,698	+4,086	ADD
311	Modern Wealth Management, LLC	$24.6M	264,504	+1,239	ADD
312	WHITTIER TRUST CO	$24.4M	265,053	+16,101	ADD
313	OPPENHEIMER ASSET MANAGEMENT INC.	$24.3M	262,085	−778	TRIM
314	CWM, LLC	$24.3M	261,178	+3,038	ADD
315	ADAMS DIVERSIFIED EQUITY FUND, INC.	$24.1M	259,400	+96,100	ADD
316	Concurrent Investment Advisors, LLC	$24.0M	258,870	+35,762	ADD
317	DEPRINCE RACE & ZOLLO INC	$23.9M	257,250	−800	TRIM
318	BALDWIN WEALTH PARTNERS LLC/MA	$23.7M	254,634	−31,076	TRIM
319	EAGLE GLOBAL ADVISORS LLC	$23.6M	254,002	+7,515	ADD
320	Steigerwald, Gordon & Koch Inc.	$23.2M	249,408	+3,208	ADD
321	BROWN ADVISORY INC	$23.0M	247,965	−206	TRIM
322	Gradient Investments LLC	$23.0M	247,516	−18,182	TRIM
323	QRG CAPITAL MANAGEMENT, INC.	$22.7M	243,912	+46,591	ADD
324	Advisors Asset Management, Inc.	$22.6M	242,947	+6,663	ADD
325	Wealthfront Advisers LLC	$22.3M	240,288	+34,430	ADD
326	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$22.2M	238,505	−100	TRIM
327	Beck Bode, LLC	$22.1M	238,055	−9,629	TRIM
328	Aptus Capital Advisors, LLC	$22.1M	238,045	−4,963	TRIM
329	Atlantic Union Bankshares Corp	$21.9M	235,420	−29,714	TRIM
330	Shaolin Capital Management LLC	$21.8M	235,232	+19,751	ADD
331	Metis Global Partners, LLC	$21.8M	234,742	−6,843	TRIM
332	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$21.6M	232,632	−2,543	TRIM
333	Badgley Phelps Wealth Managers, LLC	$21.5M	231,812	+2,657	ADD
334	AE Wealth Management LLC	$21.0M	226,468	+36,735	ADD
335	DEARBORN PARTNERS LLC	$21.0M	226,440	−967	TRIM
336	FULTON BREAKEFIELD BROENNIMAN LLC	$21.0M	225,967	−54,750	TRIM
337	Walleye Trading LLC	$20.8M	223,667	−213,894	TRIM
338	Pinnacle Financial Partners, Inc.	$20.7M	222,884	+2,246	ADD
339	HB Wealth Management, LLC	$20.5M	220,760	+36	ADD
340	FORBES J M & CO LLP	$20.4M	219,492	+929	ADD
341	Apollon Wealth Management, LLC	$20.3M	218,562	+41,388	ADD
342	MAI Capital Management	$20.3M	218,443	−5,214	TRIM
343	FIRST NATIONAL TRUST CO	$20.0M	215,019	+1,968	ADD
344	Hudson Bay Capital Management LP	$19.9M	214,296	+214,296	NEW
345	Penobscot Investment Management Company, Inc.	$19.6M	211,198	−191	TRIM
346	CONGRESS ASSET MANAGEMENT CO	$19.5M	210,218	+10,336	ADD
347	Aventail Capital Group, LP	$19.3M	207,722	+54,574	ADD
348	STEPHENS INC /AR/	$19.0M	204,929	−6,336	TRIM
349	TORRAY INVESTMENT PARTNERS LLC	$18.5M	199,478	−35,548	TRIM
350	CITIZENS FINANCIAL GROUP INC/RI	$18.2M	195,736	−6,535	TRIM
351	Beacon Pointe Advisors, LLC	$18.1M	195,303	+30,074	ADD
352	SPIREPOINT PRIVATE CLIENT, LLC	$18.1M	194,786	+7,540	ADD
353	ASSETMARK, INC	$18.0M	194,081	−23,230	TRIM
354	Quadrature Capital Ltd	$18.0M	193,406	+193,406	NEW
355	Vinva Investment Management Ltd	$17.9M	194,609	−2,624	TRIM
356	Meiji Yasuda Asset Management Co Ltd.	$17.8M	191,319	−12,623	TRIM
357	B. Metzler seel. Sohn & Co. AG	$17.7M	190,048	+39,151	ADD
358	ASSOCIATED BANC-CORP	$17.6M	189,227	−858	TRIM
359	First Long Island Investors, LLC	$17.4M	187,315	−1,102	TRIM
360	Waverly Advisors, LLC	$17.4M	186,803	+15,400	ADD
361	NLB Skladi, upravljanje premozenja, d.o.o.	$17.0M	183,124	−17,667	TRIM
362	MARK SHEPTOFF FINANCIAL PLANNING, LLC	$16.9M	175,488	−7,962	TRIM
363	Blue Chip Partners, LLC	$16.9M	181,546	+3,508	ADD
364	EXCHANGE TRADED CONCEPTS, LLC	$16.7M	180,004	+137,150	ADD
365	Aware Super Pty Ltd as trustee of Aware Super	$16.7M	179,979	—	NO PRIOR
366	Moors & Cabot, Inc.	$16.7M	179,288	−2,805	TRIM
367	NOESIS CAPITAL MANGEMENT CORP	$16.5M	177,543	+9,362	ADD
368	Caldwell Trust Co	$16.3M	175,422	−1,704	TRIM
369	LGT Fund Management Co Ltd.	$16.3M	175,138	+129,648	ADD
370	Vestmark Advisory Solutions, Inc.	$16.3M	174,994	+7,950	ADD
371	SFE Investment Counsel	$16.2M	174,906	−8,414	TRIM
372	Guinness Asset Management LTD	$16.2M	174,892	+1,572	ADD
373	Evercore Wealth Management, LLC	$16.2M	174,857	+2,189	ADD
374	Vantage Investment Partners, LLC	$16.1M	173,412	−144	TRIM
375	MIDDLETON & CO INC/MA	$16.1M	173,316	−3,665	TRIM
376	Narwhal Capital Management	$16.0M	172,539	−5,807	TRIM
377	Lombard Odier Asset Management (Switzerland) SA	$16.0M	172,336	+46,664	ADD
378	LEVEL FOUR ADVISORY SERVICES, LLC	$15.9M	171,684	−8,128	TRIM
379	Rafferty Asset Management, LLC	$15.7M	168,549	−60,789	TRIM
380	HUB Investment Partners, LLC	$15.4M	165,878	+12,419	ADD
381	Birch Hill Investment Advisors LLC	$15.4M	165,852	+7,930	ADD
382	Dai-ichi Life Insurance Company, Ltd	$15.4M	165,303	−4,296	TRIM
383	MEYER HANDELMAN CO	$15.2M	163,240	−48,400	TRIM
384	AGF MANAGEMENT LTD	$15.1M	162,839	+13,309	ADD
385	Private Capital Advisors, Inc.	$14.8M	159,882	−5,573	TRIM
386	Paradiem, LLC	$14.8M	159,066	−4,555	TRIM
387	J.W. COLE ADVISORS, INC.	$14.7M	157,831	+7,788	ADD
388	JANE STREET GROUP, LLC	$14.6M	157,630	−71,034	TRIM
389	Atria Investments, Inc	$14.4M	154,773	−18,049	TRIM
390	Hemenway Trust Co LLC	$14.3M	153,453	+38,391	ADD
391	DIVIDEND ASSETS CAPITAL, LLC	$14.2M	153,364	−17,547	TRIM
392	Equitable Holdings, Inc.	$14.2M	162,553	+94,613	ADD
393	Kingsview Wealth Management, LLC	$14.0M	151,039	+926	ADD
394	JOHN G ULLMAN & ASSOCIATES INC	$13.9M	150,053	−4,500	TRIM
395	TRILLIUM ASSET MANAGEMENT, LLC	$13.9M	163,454	+17,715	ADD
396	NorthCoast Asset Management LLC	$13.9M	149,515	−3,514	TRIM
397	S.E.E.D. Planning Group LLC	$13.8M	148,628	−20,822	TRIM
398	ELEVATION POINT WEALTH PARTNERS, LLC	$13.8M	148,378	+22,002	ADD
399	GROUP ONE TRADING LLC	$13.8M	148,326	−79,402	TRIM
400	Aristotle Atlantic Partners, LLC	$13.8M	148,219	−140,701	TRIM
401	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$13.8M	148,171	+148,171	NEW
402	PALISADE CAPITAL MANAGEMENT, LP	$13.7M	147,394	−3,180	TRIM
403	Empowered Funds, LLC	$13.7M	147,149	+21,600	ADD
404	Harbour Trust & Investment Management Co	$13.6M	146,598	+3,413	ADD
405	Sequoia Financial Advisors, LLC	$13.5M	144,907	+11,844	ADD
406	Venture Visionary Partners LLC	$13.3M	143,721	−16,828	TRIM
407	GREAT VALLEY ADVISOR GROUP, INC.	$13.3M	143,233	+19,551	ADD
408	JGP Wealth Management, LLC	$13.3M	143,137	−25,648	TRIM
409	JONES FINANCIAL COMPANIES LLLP	$13.2M	142,507	+773	ADD
410	BAILLIE GIFFORD & CO	$13.2M	141,615	−65,424	TRIM
411	Dakota Wealth Management	$13.1M	141,570	−4,996	TRIM
412	LaFleur & Godfrey LLC	$13.1M	141,102	+7,341	ADD
413	KLINGENSTEIN FIELDS & CO LP	$13.1M	141,088	−1,383	TRIM
414	Ausbil Investment Management Ltd	$13.1M	141,054	+11,260	ADD
415	MGO ONE SEVEN LLC	$13.1M	140,810	+3,559	ADD
416	PATTEN & PATTEN INC/TN	$13.0M	139,478	−2,177	TRIM
417	Jefferies Financial Group Inc.	$12.9M	139,373	−24,073	TRIM
418	Chesley Taft & Associates LLC	$12.9M	138,533	−5,902	TRIM
419	PICTON MAHONEY ASSET MANAGEMENT	$12.8M	138,081	+28,529	ADD
420	Norinchukin Bank, The	$12.8M	137,461	+91	ADD
421	CENTRAL TRUST Co	$12.6M	135,791	+2,440	ADD
422	INTACT INVESTMENT MANAGEMENT INC.	$12.6M	135,200	0	NO CHANGE
423	CUTLER INVESTMENT COUNSEL LLC	$12.5M	134,355	−997	TRIM
424	MATTERN CAPITAL MANAGEMENT, LLC	$12.4M	133,938	−3,147	TRIM
425	Cyndeo Wealth Partners, LLC	$12.4M	133,849	+12,268	ADD
426	OpenArc Corporate Advisory, LLC	$12.3M	132,566	+36,973	ADD
427	BEACON INVESTMENT ADVISORY SERVICES, INC.	$12.3M	132,277	+7,400	ADD
428	M. Kraus & Co	$12.3M	132,057	−1,388	TRIM
429	HFR Wealth Management, LLC	$12.2M	131,580	−2,190	TRIM
430	Texas Yale Capital Corp.	$12.2M	131,468	+785	ADD
431	NOMURA HOLDINGS INC	$12.2M	131,434	+73,033	ADD
432	Orion Porfolio Solutions, LLC	$12.2M	131,126	−21,851	TRIM
433	EVERETT HARRIS & CO /CA/	$12.1M	130,693	−90	TRIM
434	Stablepoint Partners, LLC	$12.1M	130,623	−1,677	TRIM
435	Geneos Wealth Management Inc.	$12.1M	130,510	−306	TRIM
436	Freestone Capital Holdings, LLC	$12.1M	129,822	+1,403	ADD
437	TrueMark Investments, LLC	$11.8M	127,445	−7,704	TRIM
438	MIZUHO SECURITIES USA LLC	$11.7M	125,903	−25,739	TRIM
439	OPAL CAPITAL LLC	$11.6M	125,057	−10,919	TRIM
440	Elo Mutual Pension Insurance Co	$11.3M	121,732	−39,169	TRIM
441	MOTCO	$11.3M	121,674	−441	TRIM
442	Clearstead Advisors, LLC	$11.2M	120,525	+18,525	ADD
443	BTC Capital Management, Inc.	$11.2M	120,241	−2,582	TRIM
444	Crossmark Global Holdings, Inc.	$11.1M	119,788	—	NO PRIOR
445	SCHMIDT P J INVESTMENT MANAGEMENT INC	$11.1M	119,194	−1,107	TRIM
446	Rock Point Advisors, LLC	$11.0M	118,803	−2,220	TRIM
447	HARTFORD INVESTMENT MANAGEMENT CO	$11.0M	118,686	−1,620	TRIM
448	Perigon Wealth Management, LLC	$10.9M	117,628	+1,871	ADD
449	EFG International AG	$10.9M	117,102	+31,520	ADD
450	CAISSE DES DEPOTS ET CONSIGNATIONS	$10.8M	115,807	−889	TRIM
451	FARMERS & MERCHANTS INVESTMENTS INC	$10.7M	115,628	+2,906	ADD
452	Constitution Capital LLC	$10.7M	115,558	+23,190	ADD
453	Asset Management Advisors, LLC	$10.7M	115,491	+50	ADD
454	EVENTIDE ASSET MANAGEMENT, LLC	$10.7M	115,514	+15,269	ADD
455	Ashton Thomas Private Wealth, LLC	$10.6M	114,078	−4,041	TRIM
456	Foster Victor Wealth Advisors, LLC	$10.5M	115,215	+3,560	ADD
457	NIXON PEABODY TRUST CO	$10.5M	112,711	+1,613	ADD
458	Vident Advisory, LLC	$10.5M	112,541	+5,684	ADD
459	PARK NATIONAL CORP /OH/	$10.4M	112,209	−16,406	TRIM
460	NewEdge Wealth, LLC	$10.4M	112,156	−14,695	TRIM
461	Prospera Financial Services Inc	$10.3M	110,995	+1,146	ADD
462	Sigma Planning Corp	$10.3M	110,611	−6,589	TRIM
463	Visionary Wealth Advisors	$10.2M	110,142	−4,133	TRIM
464	Savant Capital, LLC	$10.2M	110,120	+12,522	ADD
465	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	$10.2M	110,000	0	NO CHANGE
466	B & T Capital Management DBA Alpha Capital Management	$10.2M	109,501	−3,087	TRIM
467	CHOREO, LLC	$10.1M	109,097	+7,205	ADD
468	Richard C. Young & CO., LTD.	$10.1M	108,430	+1,353	ADD
469	D. E. Shaw & Co., Inc.	$10.1M	108,353	−355,262	TRIM
470	WHITTIER TRUST CO OF NEVADA INC	$10.0M	108,334	+6,184	ADD
471	TOKIO MARINE ASSET MANAGEMENT CO LTD	$10.0M	107,687	+2,533	ADD
472	Covea Finance	$10.0M	107,576	0	NO CHANGE
473	Snowden Capital Advisors LLC	$10.0M	107,311	−4,341	TRIM
474	CRAMER ROSENTHAL MCGLYNN LLC	$9.9M	106,951	+100,064	ADD
475	Slocum, Gordon & Co LLP	$9.9M	106,558	−847	TRIM
476	NOVARE CAPITAL MANAGEMENT LLC	$9.9M	106,504	−5,249	TRIM
477	AMERICAN NATIONAL BANK & TRUST	$9.9M	106,411	−34	TRIM
478	Wilmington Savings Fund Society, FSB	$9.9M	106,361	−93	TRIM
479	ALLIANZ SE	$9.9M	106,092	−90,434	TRIM
480	OMERS ADMINISTRATION Corp	$9.8M	105,636	+28,131	ADD
481	Calamos Wealth Management LLC	$9.8M	105,170	−5,113	TRIM
482	YHB Investment Advisors, Inc.	$9.8M	104,995	+2,203	ADD
483	Maryland State Retirement & Pension System	$9.7M	104,927	0	NO CHANGE
484	Marietta Wealth Management, LLC	$9.7M	104,866	+401	ADD
485	AXXCESS WEALTH MANAGEMENT, LLC	$9.7M	104,785	−10,709	TRIM
486	Haverford Financial Services, Inc.	$9.7M	104,472	−251	TRIM
487	Orion Investment Co	$9.7M	104,089	+1,320	ADD
488	NAPLES GLOBAL ADVISORS, LLC	$9.7M	104,002	+2,546	ADD
489	NICHOLAS COMPANY, INC.	$9.6M	103,895	0	NO CHANGE
490	BRADLEY FOSTER & SARGENT INC/CT	$9.6M	103,769	+881	ADD
491	Baker Avenue Asset Management, LP	$9.6M	103,465	−4,614	TRIM
492	BOKF, NA	$9.6M	103,021	+3,712	ADD
493	Generali Asset Management SPA SGR	$9.6M	102,856	−5,685	TRIM
494	Renaissance Investment Group LLC	$9.5M	102,719	+3,227	ADD
495	Edgemoor Investment Advisors, Inc.	$9.5M	102,342	−1,537	TRIM
496	TOWER BRIDGE ADVISORS	$9.5M	102,289	+2,145	ADD
497	GREENWOOD CAPITAL ASSOCIATES LLC	$9.5M	102,125	−3,170	TRIM
498	Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD	$9.5M	102,119	−51,279	TRIM
499	Hamilton Point Investment Advisors, LLC	$9.5M	101,969	−273	TRIM
500	Security National Bank	$9.4M	101,533	+2,083	ADD

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · NEE

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 4 Kevin Hern R–OK-1, Alan Armstrong R–OK, Richard McCormick R–GA-7, Tommy Tuberville R–AL $82K–$230K

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Gotham Asset Management, Bridgewater Associates $6.4M held
Trimming: 0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · NEXTERA ENERGY INC

Merged timeline of congressional filings and notable-manager moves on NEE
Date	Who	Change	Size
2026-09-25	Kevin Hern Congress	SELL	$15K–$50K
2026-09-25	Kevin Hern Congress	SELL	$1K–$15K
2026-08-14	Richard McCormick Congress	SELL	$1K–$15K
2026-07-21	Alan Armstrong Congress	SELL	$50K–$100K
2026-07-16	Tommy Tuberville Congress	SELL	$15K–$50K
2026-05-15	Gotham Asset Management 13F	ADD	+9,062 sh
2026-05-15	Bridgewater Associates 13F	ADD	+17,574 sh

7 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

52 members of Congress disclosed NEE — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).