NEXTERA ENERGY INC (NEEPRQ)
Institutional ownership reported to the SEC as of Q2 2023, across 12 quarters.
61
Reporting holders
$2.0B
Reported value
0.0%
Calls
0.0%
Puts
-10
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LORD, ABBETT & CO. LLC | $488.2M | 9,970,390 | 0.84% | 10q | -7.0%-$36.7M |
| FRANKLIN RESOURCES INC | $394.6M | 8,048,700 | 0.19% | 12q | HELD |
| Voya Investment Management LLC | $234.4M | 4,779,825 | 0.24% | 4q | HELD |
| BlackRock Inc. | $161.1M | 3,285,156 | 0.00% | 12q | +8.6%+$12.7M |
| CAMDEN ASSET MANAGEMENT L P /CA | $131.2M | 2,687,225 | 4.55% | 3q | +36.1%+$34.8M |
| TWO SIGMA INVESTMENTS, LP | $94.9M | 1,934,749 | 0.24% | 3q | +86.6%+$44.0M |
| ADVENT CAPITAL MANAGEMENT /DE/ | $67.3M | 1,375,090 | 1.30% | 12q | -5.4%-$3.9M |
| Calamos Advisors LLC | $66.8M | 1,361,864 | 0.33% | 12q | -5.7%-$4.0M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $46.6M | 952,464 | 0.03% | 12q | -12.4%-$6.6M |
| VAN ECK ASSOCIATES CORP | $45.6M | 930,799 | 0.10% | 12q | +29.7%+$10.5M |
| VICTORY CAPITAL MANAGEMENT INC | $43.8M | 893,546 | 0.05% | 6q | -21.4%-$11.9M |
| STATE STREET CORP | $41.0M | 838,420 | 0.00% | 12q | +26.5%+$8.6M |
| Weiss Asset Management LP | $34.4M | 703,500 | 2.64% | 3q | +1.4%+$489.2K |
| FMR LLC | $16.4M | 336,000 | 0.00% | 12q | -50.0%-$16.4M |
| TD Asset Management Inc | $16.1M | 329,000 | 0.02% | 12q | -41.1%-$11.3M |
| PIER 88 INVESTMENT PARTNERS LLC | $13.7M | 280,020 | 3.40% | 7q | +264.6%+$10.0M |
| CITADEL ADVISORS LLC | $13.6M | 278,202 | 0.00% | 2q | HELD |
| AEGON USA Investment Management, LLC | $12.7M | 259,275 | 7.28% | 2q | -46.9%-$11.2M |
| Thrivent Financial for Lutherans | $12.3M | 252,000 | 0.03% | 11q | -6.7%-$878.9K |
| WELLS FARGO & COMPANY/MN | $10.2M | 208,157 | 0.00% | 12q | -11.5%-$1.3M |
| BANK OF MONTREAL /CAN/ | $9.7M | 200,000 | 0.00% | 3q | HELD |
| Clearbridge Investments, LLC | $9.0M | 183,441 | 0.01% | 12q | HELD |
| BANK OF AMERICA CORP /DE/ | $6.6M | 134,376 | 0.00% | 12q | -3.8%-$261.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.6M | 114,620 | 0.00% | 12q | -50.6%-$5.8M |
| TORTOISE CAPITAL ADVISORS, L.L.C. | $5.4M | 111,111 | 0.08% | 12q | HELD |
| NEUBERGER BERMAN GROUP LLC | $5.4M | 109,248 | 0.00% | 12q | -12.6%-$774.7K |
| CITIGROUP INC | $5.1M | 104,675 | 0.00% | 5q | -27.6%-$2.0M |
| Russell Investments Group, Ltd. | $5.1M | 5,150,500? | 0.01% | 9q | |
| EAGLE ASSET MANAGEMENT INC | $4.6M | 94,171 | 0.03% | 7q | -60.8%-$7.2M |
| RATIONAL ADVISORS LLC | $4.3M | 87,400 | 0.35% | 7q | +13.8%+$519.7K |
| PIPER SANDLER & CO. | $3.9M | 79,831 | 4.18% | new | NEW |
| JPMORGAN CHASE & CO | $3.3M | 66,453 | 0.00% | 12q | -74.0%-$9.3M |
| GABELLI FUNDS LLC | $2.9M | 59,325 | 0.02% | 12q | HELD |
| FEDERATED HERMES, INC. | $2.5M | 51,500 | 0.01% | new | NEW |
| BARCLAYS PLC | $2.5M | 50,000 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $2.3M | 46,258 | 0.03% | 11q | +2.4%+$53.9K |
| RAYMOND JAMES & ASSOCIATES | $1.5M | 29,946 | 0.00% | 8q | -2.1%-$30.8K |
| MORGAN STANLEY | $1.2M | 24,845 | 0.00% | 12q | -65.6%-$2.3M |
| SHIKIAR ASSET MANAGEMENT INC | $1.2M | 24,685 | 0.39% | 11q | HELD |
| CSS LLC/IL | $1.0M | 20,577 | 0.06% | new | NEW |
| AGF MANAGEMENT LTD | $980.6K | 20,000 | 0.01% | 3q | HELD |
| TRUIST FINANCIAL CORP | $979.8K | 19,984 | 0.00% | 10q | HELD |
| LPL Financial LLC | $904.4K | 18,446 | 0.00% | 10q | +252.3%+$647.7K |
| SCHNIEDERS CAPITAL MANAGEMENT LLC | $681.5K | 13,900 | 0.14% | 10q | -1.4%-$9.8K |
| Royal Bank of Canada | $459.0K | 9,356 | 0.00% | 4q | -22.4%-$132.2K |
| Cambridge Investment Research Advisors, Inc. | $413.0K | 8,422 | 0.00% | 9q | -1.8%-$7.5K |
| GREAT VALLEY ADVISOR GROUP, INC. | $409.4K | 8,350 | 0.02% | 5q | +9.9%+$36.8K |
| Nuveen Asset Management, LLC | $380.1K | 775,175? | 0.00% | 12q | |
| Calamos Wealth Management LLC | $374.8K | 7,645 | 0.03% | 12q | -14.6%-$64.0K |
| ROWLAND & CO INVESTMENT COUNSEL/ADV | $316.2K | 6,450 | 0.07% | 4q | HELD |
| NewEdge Advisors, LLC | $308.9K | 6,300 | 0.00% | new | NEW |
| AMERICAN CENTURY COMPANIES INC | $301.1K | 6,150 | 0.00% | 10q | -27.3%-$113.3K |
| Valley Brook Capital Group, Inc. | $291.7K | 5,950 | 0.27% | 11q | HELD |
| SSI INVESTMENT MANAGEMENT LLC | $251.5K | 5,150 | 0.02% | 4q | -8.7%-$23.9K |
| Colonial River Wealth Management, LLC | $222.7K | 4,543 | 0.15% | 2q | -5.9%-$13.9K |
| CWM, LLC | $176.0K | 3,591 | 0.00% | 3q | HELD |
| PNC Financial Services Group, Inc. | $78.2K | 1,595 | 0.00% | 7q | HELD |
| UBS Group AG | $62.8K | 1,280 | 0.00% | 11q | -27.0%-$23.2K |
| FIFTH THIRD BANCORP | $58.4K | 1,192 | 0.00% | new | NEW |
| COMERICA BANK | $28.0K | 41,588? | 0.00% | new | |
| OSAIC HOLDINGS, INC. | $26.8K | 547 | 0.00% | 4q | HELD |
| PRIVATE TRUST CO NA | $17.7K | 361 | 0.00% | 5q | -11.3%-$2.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $10.8K | 220 | 0.00% | new | NEW |
| GODSEY & GIBB, INC | $3.5K | 72 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2023 | 61 | $2.0B | 41,446,348 | 8 | 11 | 27 | 0.0% |
| Q1 2023 | 71 | $2.1B | 42,371,241 | 10 | 25 | 23 | 0.0% |
| Q4 2022 | 64 | $2.1B | 40,760,810 | 9 | 16 | 21 | 0.0% |
| Q3 2022 | 74 | $1.8B | 36,369,023 | 17 | 18 | 19 | 0.7% |
| Q2 2022 | 66 | $1.8B | 36,162,760 | 10 | 20 | 16 | 0.7% |
| Q1 2022 | 65 | $1.9B | 36,634,366 | 14 | 19 | 15 | 0.4% |
| Q4 2021 | 60 | $2.1B | 36,292,232 | 9 | 14 | 17 | 0.0% |
| Q3 2021 | 64 | $1.8B | 35,366,041 | 11 | 18 | 8 | 0.0% |
| Q2 2021 | 60 | $1.5B | 31,194,731 | 5 | 15 | 24 | 0.0% |
| Q1 2021 | 68 | $1.8B | 36,144,557 | 17 | 24 | 20 | 0.0% |
| Q4 2020 | 58 | $2.0B | 38,484,828 | 11 | 24 | 12 | 0.0% |
| Q3 2020 | 64 | $1.8B | 38,480,146 | 64 | 0 | 0 | 0.0% |