NEXTERA ENERGY INC NEE 5.279 03.01.23
UNIT 03/01/2023 · PUBLIC · CUSIP 65339F770
71
institutional holders
+5 vs Q3 2022
41.0m
shares reported held*
$2.3bnreported value*
10 new
28 added
17 reduced
5 sold out
net bought ≈ $48.1m (+915.6k 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 ($281.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $56.34.
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 66 |
| Q4 2022 | 71 |
Biggest buyers
| Shaolin Capital Management LLC | Added | +1.3m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +766.5k |
| CAMDEN ASSET MANAGEMENT L P /CA | Added | +710.0k |
| Sculptor Capital LP | Added | +700.0k |
| TWO SIGMA INVESTMENTS, LP | Added | +679.4k |
| Skaana Management L.P. | Added | +486.6k |
| CSS LLC/IL | New | +425.5k |
| BlueCrest Capital Management Ltd | Added | +391.3k |
| MORGAN STANLEY | Added | +342.7k |
| BANK OF AMERICA CORP /DE/ | Added | +333.6k |
Biggest sellers
| FRANKLIN RESOURCES INC | Reduced | -4.3m |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Reduced | -2.5m |
| BlackRock Inc. | Reduced | -241.2k |
| LAZARD ASSET MANAGEMENT LLC | Sold out | -219.7k |
| ADVENT CAPITAL MANAGEMENT /DE/ | Sold out | -142.7k |
| SSI INVESTMENT MANAGEMENT LLC | Reduced | -93.4k |
| Thrivent Financial for Lutherans | Reduced | -39.0k |
| CITIGROUP INC | Sold out | -33.9k |
| PALISADE CAPITAL MANAGEMENT, LP | Reduced | -30.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -25.5k |
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| FRANKLIN RESOURCES INC 0.17% of their portfolio | 6.6m $333.6m | Reduced -4.3m |
| VOYA INVESTMENT MANAGEMENT LLC 0.29% of their portfolio | 5.0m $252.7m | Reduced -3.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.04% of their portfolio | 4.9m $248.5m | Reduced -25.5k |
| BlackRock Inc. 0.01% of their portfolio | 3.8m $190.3m | Reduced -241.2k |
| CAMDEN ASSET MANAGEMENT L P /CA 4.39% of their portfolio | 2.7m $136.3m | Added +710.0k |
| Sculptor Capital LP 2.35% of their portfolio | 2.5m $126.6m | Added +700.0k |
| TWO SIGMA INVESTMENTS, LP 0.40% of their portfolio | 2.5m $125.0m | Added +679.4k |
| Shaolin Capital Management LLC 2.57% of their portfolio | 1.7m $86.0m | Added +1.3m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.12% of their portfolio | 1.2m $61.5m | Added +766.5k |
| STATE STREET CORP 0.00% of their portfolio | 989.0k $50.0m | Added +10.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.06% of their portfolio | 977.2k $49.5m | Reduced -11.3k |
| Aequim Alternative Investments LP 1.34% of their portfolio | 975.0k $49.4m | Added +250.0k |
| VAN ECK ASSOCIATES CORP 0.10% of their portfolio | 788.8k $40.0m | Added +8.0k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 755.7k $38.3m | Added +155.6k |
| Weiss Asset Management LP 1.81% of their portfolio | 750.0k $38.0m | Added +75.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 700.8k $35.5m | Added +333.6k |
| Skaana Management L.P. 11.79% of their portfolio | 628.4k $31.9m | Added +486.6k |
| SSI INVESTMENT MANAGEMENT LLC 1.63% of their portfolio | 508.1k $25.7m | Reduced -93.4k |
| FMR LLC 0.00% of their portfolio | 500.7k $25.3m | Unchanged |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 486.8k $493.6k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 475.4k $24.1m | Added +273.6k |
| BlueCrest Capital Management Ltd 2.80% of their portfolio | 456.2k $23.1m | Added +391.3k |
| Calamos Advisors LLC 0.11% of their portfolio | 438.3k $22.2m | Unchanged |
| CSS LLC/IL 1.41% of their portfolio | 425.5k $21.5m | New |
| Walleye Capital LLC 0.47% of their portfolio | 425.0k $21.6m | Added +75.0k |
| AEGON USA Investment Management, LLC 5.48% of their portfolio | 364.0k $18.4m | Added +199.8k |
| MIZUHO SECURITIES USA LLC 1.61% of their portfolio | 356.0k $17.3m | Added +131.0k |
| PUTNAM INVESTMENTS LLC 0.03% of their portfolio | 354.4k $17.9m | Added +3.1k |
| MORGAN STANLEY 0.00% of their portfolio | 347.9k $17.6m | Added +342.7k |
| Verition Fund Management LLC 0.30% of their portfolio | 300.0k $15.2m | New |
| Daiwa Securities Group Inc. 0.12% of their portfolio | 300.0k $15.2m | Added +150.0k |
| PIER 88 INVESTMENT PARTNERS LLC 3.68% of their portfolio | 299.1k $15.2m | Added +57.9k |
| WOLVERINE ASSET MANAGEMENT LLC 0.23% of their portfolio | 294.7k $14.9m | Added +15.6k |
| MacKay Shields LLC 0.33% of their portfolio | 254.8k $12.9m | Reduced -9.8k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 250.7k $12.7m | Unchanged |
| Thrivent Financial for Lutherans 0.03% of their portfolio | 247.2k $12.5m | Reduced -39.0k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 217.8k $110.0k | New |
| Parallax Volatility Advisers, L.P. 0.38% of their portfolio | 175.0k $14.6m | New |
| Sonora Investment Management Group, LLC 0.78% of their portfolio | 168.5k $8.5m | New |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 154.0k $7.8m | New |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 132.7k $6.7m | Unchanged |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 118.5k $6.0m | Reduced -2.5m |
| Centiva Capital, LP 0.42% of their portfolio | 100.0k $5.1m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 98.9k $5.0m | Added +30.4k |
| PALISADE CAPITAL MANAGEMENT, LP 0.13% of their portfolio | 94.3k $4.8m | Reduced -30.0k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 80.0k $4.1m | Unchanged |
| ANGELO GORDON & CO., L.P. 0.73% of their portfolio | 75.0k $3.8m | New |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 68.5k $3.5m | Added +2.6k |
| BARCLAYS PLC 0.00% of their portfolio | 56.5k $2.9m | First filing |
| ADVENT CAPITAL MANAGEMENT /DE/ 0.05% of their portfolio | 52.9k $2.7m | New |
| NewEdge Advisors, LLC 0.04% of their portfolio | 27.6k $1.4m | Unchanged |
| TD Asset Management Inc 0.00% of their portfolio | 26.7k $1.4m | Unchanged |
| RATIONAL ADVISORS, INC. 0.11% of their portfolio | 25.1k $1.3m | Unchanged |
| FIRST HAWAIIAN BANK 0.02% of their portfolio | 11.9k $603.0k | Reduced -1.4k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 9.4k $478.4k | Reduced -10 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 7.3k $370.0k | Added +4.0k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 6.0k $304.2k | Reduced -9.1k |
| Essex Financial Services, Inc. 0.03% of their portfolio | 6.0k $302.0k | Added +1.4k |
| UBS Group AG 0.00% of their portfolio | 5.8k $295.4k | Added +2.0k |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 5.7k $289.0k | Reduced -500 |
| Vestmark Advisory Solutions, Inc. 0.01% of their portfolio | 5.6k $281.9k | Added +73 |
| OPPENHEIMER & CO INC 0.01% of their portfolio | 5.0k $253.5k | Unchanged |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 4.8k $242.0k | Reduced -140 |
| STEPHENS INC /AR/ 0.00% of their portfolio | 4.2k $215.3k | Reduced -6.6k |
| US BANCORP \DE\ 0.00% of their portfolio | 1.6k $79.4k | Unchanged |
| Financial Synergies Wealth Advisors, Inc. 0.00% of their portfolio | 200 $10.1k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 150 $8.0k | New |
| PRIVATE TRUST CO NA 0.00% of their portfolio | 98 $5.0k | Unchanged |
| WASHINGTON TRUST Co 0.00% of their portfolio | 51 $2.6k | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |
| Parallel Advisors, LLC 0.00% of their portfolio | 0 $0 | Reduced -191 |