NEXTERA ENERGY INC (NEEPRQ)
Institutional ownership reported to the SEC as of Q2 2023, across 12 quarters.
55
Reporting holders
$1.5B
Reported value
0.0%
Held as options
-7
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 | -1.4%-$73.5K |
| 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 |
| 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 |
| LORD, ABBETT & CO. LLC | $488.2K | 9,970,390 | 0.84% | 10q | -7.0%-$36.7K |
| Royal Bank of Canada | $459.0K | 9,356 | 0.00% | 4q | -22.4%-$132.2K |
| 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 | HELD |
| 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 |
| 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 |
| VAN ECK ASSOCIATES CORP | $45.6K | 930,799 | 0.10% | 12q | +29.7%+$10.5K |
| OSAIC HOLDINGS, INC. | $26.8K | 547 | 0.00% | 4q | HELD |
| PRIVATE TRUST CO NA | $17.7K | 361 | 0.00% | 5q | -11.3%-$2.3K |
| Thrivent Financial for Lutherans | $12.3K | 252,000 | 0.03% | 11q | -6.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $10.8K | 220 | 0.00% | new | NEW |
| GODSEY & GIBB, INC | $3.5K | 72 | 0.00% | new | NEW |
| SHIKIAR ASSET MANAGEMENT INC | $1.2K | 24,685 | 0.39% | 11q | HELD |
| Cambridge Investment Research Advisors, Inc. | $413 | 8,422 | 0.00% | 9q | -1.8% |
| CWM, LLC | $176 | 3,591 | 0.00% | 3q | HELD |
| COMERICA BANK | $28 | 41,588 | 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 | 55 | $1.5B | 30,256,461 | 8 | 10 | 24 | 0.0% |
| Q1 2023 | 62 | $1.5B | 30,567,047 | 9 | 22 | 18 | 0.0% |
| Q4 2022 | 55 | $1.4B | 28,216,572 | 7 | 11 | 20 | 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% |