Vault-13

NEXTERA ENERGY INC NEE 6.219 09.01.23

UNIT 09/01/2023 · PUBLIC · CUSIP 65339F739

0 institutional holders -65 vs Q2 2023
—reported value*
0 new 0 added 0 reduced 65 sold out net sold ≈ $2.0bn (-47.1m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable.

Trends to Q3 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 77Q4 22: 67Q1 23: 73Q2 23: 65Q3 23: 00Q3 22Q4 22Q1 23Q2 23Q3 23
Numbers
QuarterHolders
Q3 202277
Q4 202267
Q1 202373
Q2 202365
Q3 20230

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 27 bought or addedQ4 22: 40 cut or sold outQ4 22Q1 23: 36 bought or addedQ1 23: 27 cut or sold outQ1 23Q2 23: 22 bought or addedQ2 23: 48 cut or sold outQ2 23Q3 23: 0 bought or addedQ3 23: 65 cut or sold outQ3 23
Numbers
QuarterBought or addedCut or sold out
Q4 20222740
Q1 20233627
Q2 20232248
Q3 2023065

Biggest buyers

None

Biggest sellers

LORD, ABBETT & CO. LLC Sold out -9,970,390-10.0m
FRANKLIN RESOURCES INC Sold out -8,048,700-8.0m
Russell Investments Group, Ltd. Sold out -5,150,500-5.2m
VOYA INVESTMENT MANAGEMENT LLC Sold out -4,779,825-4.8m
BlackRock Inc. Sold out -3,285,156-3.3m
CAMDEN ASSET MANAGEMENT L P /CA Sold out -2,687,225-2.7m
TWO SIGMA INVESTMENTS, LP Sold out -1,934,749-1.9m
ADVENT CAPITAL MANAGEMENT /DE/ Sold out -1,375,090-1.4m
Calamos Advisors LLC Sold out -1,361,864-1.4m
MANUFACTURERS LIFE INSURANCE COMPANY, THE Sold out -952,464-952.5k

Holders, Q3 2023

#ManagerLocationShares Value% of their portfolioChangeShares change