Vault-13

NEXTERA ENERGY INC NEE 5.279 03.01.23

UNIT 03/01/2023 · PUBLIC · CUSIP 65339F770

66 institutional holders
39,887,47639.9m shares reported held*
$2.2bnreported value*

* 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 ($757.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $55.29.

Holders, Q3 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FRANKLIN RESOURCES INC 0.30% of their portfolio San Mateo, CA 10,894,40610.9m $542.3m $542.3m 0.30% —
2 VOYA INVESTMENT MANAGEMENT LLC 0.30% of their portfolio ATLANTA, GA 4,986,4405.0m $248.2m $248.2m 0.30% —
3 PRICE T ROWE ASSOCIATES INC /MD/ 0.04% of their portfolio BALTIMORE, MD 4,919,9284.9m $246.1m $246.1m 0.04% —
4 BlackRock Inc. 0.01% of their portfolio New York, NY 3,994,6284.0m $198.9m $198.9m 0.01% —
5 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.09% of their portfolio Toronto, A6 2,581,5002.6m $128.6m $128.6m 0.09% —
6 CAMDEN ASSET MANAGEMENT L P /CA 3.30% of their portfolio Los Angeles, CA 1,985,0002.0m $98.4m $98.4m 3.30% —
7 Sculptor Capital LP 1.16% of their portfolio New York, NY 1,801,1981.8m $89.3m $89.3m 1.16% —
8 TWO SIGMA INVESTMENTS, LP 0.31% of their portfolio NEW YORK, NY 1,786,5891.8m $88.9m $88.9m 0.31% —
9 VICTORY CAPITAL MANAGEMENT INC 0.06% of their portfolio San Antonio, TX 988,496988.5k $49.2m $49.2m 0.06% —
10 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 979,016979.0k $48.5m $48.5m 0.00% —
11 VAN ECK ASSOCIATES CORP 0.12% of their portfolio NEW YORK, NY 780,781780.8k $38.9m $38.9m 0.12% —
12 Aequim Alternative Investments LP 1.04% of their portfolio MILL VALLEY, CA 725,000725.0k $36.1m $36.1m 1.04% —
13 Weiss Asset Management LP 0.88% of their portfolio BOSTON, MA 675,000675.0k $33.5m $33.5m 0.88% —
14 SSI INVESTMENT MANAGEMENT LLC 2.00% of their portfolio Los Angeles, CA 601,470601.5k $29.8m $29.8m 2.00% —
15 CITADEL ADVISORS LLC 0.04% of their portfolio MIAMI, FL 600,090600.1k $29.7m $29.7m 0.04% —
16 FMR LLC 0.00% of their portfolio BOSTON, MA 500,700500.7k $24.8m $24.8m 0.00% —
17 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 486,750486.8k $484.0k $484.0k 0.00% —
18 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.05% of their portfolio BALA CYNWYD, PA 445,945445.9k $22.2m $22.2m 0.05% —
19 Calamos Advisors LLC 0.10% of their portfolio NAPERVILLE, IL 438,340438.3k $21.8m $21.8m 0.10% —
20 Shaolin Capital Management LLC 0.55% of their portfolio Miami, FL 400,000400.0k $19.8m $19.8m 0.55% —
21 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 367,281367.3k $18.3m $18.3m 0.00% —
22 PUTNAM INVESTMENTS LLC 0.03% of their portfolio BOSTON, MA 351,283351.3k $17.4m $17.4m 0.03% —
23 Walleye Capital LLC 0.40% of their portfolio NEW YORK, NY 350,000350.0k $17.4m $17.4m 0.40% —
24 Thrivent Financial for Lutherans 0.04% of their portfolio Minneapolis, MN 286,190286.2k $14.2m $14.2m 0.04% —
25 WOLVERINE ASSET MANAGEMENT LLC 0.20% of their portfolio CHICAGO, IL 279,111279.1k $13.8m $13.8m 0.20% —
26 MacKay Shields LLC 0.33% of their portfolio New York, NY 264,695264.7k $13.2m $13.2m 0.33% —
27 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio Boston, MA 250,700250.7k $12.5m $12.5m 0.00% —
28 PIER 88 INVESTMENT PARTNERS LLC 2.86% of their portfolio SAN FRANCISCO, CA 241,234241.2k $12.0m $12.0m 2.86% —
29 MIZUHO SECURITIES USA LLC 1.48% of their portfolio NEW YORK, NY 225,000225.0k $10.9m $10.9m 1.48% —
30 LAZARD ASSET MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 219,657219.7k $10.9m $10.9m 0.02% —
31 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 201,748201.7k $10.0m $10.0m 0.00% —
32 AEGON USA Investment Management, LLC 4.77% of their portfolio CEDAR RAPIDS, IA 164,221164.2k $8.2m $8.2m 4.77% —
33 Daiwa Securities Group Inc. 0.06% of their portfolio CHIYODA-KU,TOKYO, M0 150,000150.0k $7.4m $7.4m 0.06% —
34 ADVENT CAPITAL MANAGEMENT /DE/ 0.13% of their portfolio NEW YORK, NY 142,695142.7k $7.1m $7.1m 0.13% —
35 Skaana Management L.P. 2.43% of their portfolio BROOKLYN, NY 141,828141.8k $7.1m $7.1m 2.43% —
36 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 132,706132.7k $6.6m $6.6m 0.01% —
37 PALISADE CAPITAL MANAGEMENT, LP 0.17% of their portfolio FORT LEE, NJ 124,258124.3k $6.2m $6.2m 0.17% —
38 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 80,00080.0k $4.0m $4.0m 0.00% —
39 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 68,50868.5k $3.4m $3.4m 0.00% —
40 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 65,88465.9k $3.3m $3.3m 0.01% —
41 BlueCrest Capital Management Ltd 0.31% of their portfolio ST HELIER, Y9 64,84064.8k $3.2m $3.2m 0.31% —
42 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 33,85233.9k $1.7m $1.7m 0.00% —
43 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 27,57027.6k $1.4m $1.4m 0.02% —
44 TD Asset Management Inc 0.00% of their portfolio Toronto, A6 26,70026.7k $1.3m $1.3m 0.00% —
45 RATIONAL ADVISORS, INC. 0.10% of their portfolio San Juan, PR 25,11825.1k $1.2m $1.2m 0.10% —
46 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 15,10515.1k $752.0k $752.0k 0.00% —
47 FIRST HAWAIIAN BANK 0.03% of their portfolio HONOLULU, HI 13,24513.2k $659.0k $659.0k 0.03% —
48 HUB Investment Partners, LLC 0.19% of their portfolio AUSTIN, TX 12,52012.5k $623.0k $623.0k 0.19% —
49 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 10,86610.9k $541.0k $541.0k 0.01% —
50 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 9,4459.4k $470.0k $470.0k 0.00% —
51 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 6,2006.2k $309.0k $309.0k 0.00% —
52 Vestmark Advisory Solutions, Inc. 0.02% of their portfolio Wakefield, MA 5,4885.5k $273.0k $273.0k 0.02% —
53 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 5,2035.2k $257.0k $257.0k 0.00% —
54 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 5,0005.0k $249.0k $249.0k 0.01% —
55 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 4,9174.9k $245.0k $245.0k 0.00% —
56 Essex Financial Services, Inc. 0.03% of their portfolio ESSEX, CT 4,5214.5k $225.0k $225.0k 0.03% —
57 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,8763.9k $193.0k $193.0k 0.00% —
58 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 3,2903.3k $164.0k $164.0k 0.00% —
59 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 1,5671.6k $78.0k $78.0k 0.00% —
60 ExodusPoint Capital Management, LP 0.00% of their portfolio NEW YORK, NY 450450 $22.0k $22.0k 0.00% —
61 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 288288 $14.0k $14.0k 0.00% —
62 Financial Synergies Wealth Advisors, Inc. 0.00% of their portfolio HOUSTON, TX 200200 $10.0k $10.0k 0.00% —
63 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 191191 $10.0k $10.0k 0.00% —
64 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 9898 $5.0k $5.0k 0.00% —
65 WASHINGTON TRUST Co 0.00% of their portfolio WESTERLY, RI 5151 $3.0k $3.0k 0.00% —
66 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% —