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NEE.PRQ

NextEra Energy, Inc. 6.219% Corporate Units

Delisted

NEE.PRQ was delisted on the 31st of August, 2023.

62 hedge funds and large institutions have $1.79B invested in NextEra Energy, Inc. 6.219% Corporate Units in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 26 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less capital invested

Capital invested by funds: $1.79B → $1.79B (-$2.41M)

10% less funds holding

Funds holding: 6962 (-7)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

54% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 26

Holders
62
Holders Change
-7
Holders Change %
-10.14%
% of All Funds
0.97%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
11
Increased
12
Reduced
26
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
26
Neuberger Berman Group
New York
$5.36M -$771K -15,800 -13%
Citigroup
27
Citigroup
New York
$5.13M -$1.95M -39,919 -28%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$5.05M -$3.66M -75,000 -1%
EAM
29
Eagle Asset Management
Florida
$4.62M -$7.13M -146,154 -61%
RA
30
Rational Advisors
New York
$4.29M +$517K +10,600 +14%
PSC
31
Piper Sandler & Co
Minnesota
$3.91M +$3.89M +79,831 New
JP Morgan Chase
32
JP Morgan Chase
New York
$3.26M -$9.22M -189,006 -74%
GF
33
Gabelli Funds
New York
$2.91M
Federated Hermes
34
Federated Hermes
Pennsylvania
$2.53M +$2.51M +51,500 New
Barclays
35
Barclays
United Kingdom
$2.45M +$2.44M +50,000 New
SPIA
36
Steward Partners Investment Advisory
New York
$2.27M +$53.7K +1,100 +2%
RJA
37
Raymond James & Associates
Florida
$1.47M -$30.6K -628 -2%
Morgan Stanley
38
Morgan Stanley
New York
$1.21M -$2.31M -47,382 -66%
SAM
39
Shikiar Asset Management
New York
$1.21M -$4.88K -100 -0.4%
CL
40
CSS LLC
Illinois
$1.01M +$1M +20,577 New
AM
41
AGF Management
Ontario, Canada
$981K
Truist Financial
42
Truist Financial
North Carolina
$980K
LPL Financial
43
LPL Financial
California
$904K +$644K +13,210 +252%
SCM
44
Schnieders Capital Management
California
$682K -$9.76K -200 -1%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$459K
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$413K -$7.46K -153 -2%
GVAG
47
Great Valley Advisor Group
Delaware
$409K +$36.6K +750 +10%
N
48
Nuveen
North Carolina
$380K +$37.8M +775,175 New
CWM
49
Calamos Wealth Management
Illinois
$375K -$63.7K -1,305 -15%
RP
50
Rowlandmiller & Partners
Georgia
$316K

NEE.PRQ Hedge Fund Activity: Q2 2023 in Review

62 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy, Inc. 6.219% Corporate Units (NEE.PRQ) for Q2 2023, worth a combined $1.79B — down 0.13% from $1.79B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of NEE.PRQ and 11 opened new positions — a net loss of 7 holders — while 26 trimmed existing stakes and 12 added.

The largest buyer was Advent Capital Management, opening a new position worth an estimated $67.1M. The largest seller was Lord, Abbett & Co, cutting an estimated $38.8M.

  • 62 institutional investors held NextEra Energy, Inc. 6.219% Corporate Units (NEE.PRQ) as of Q2 2023, down from 69 in Q1 2023.
  • Funds reported $1.79B of NextEra Energy, Inc. 6.219% Corporate Units stock for Q2 2023, down 0.13% quarter-over-quarter.
  • 11 funds opened new NextEra Energy, Inc. 6.219% Corporate Units positions in Q2 2023 and 18 closed out, a net change of -7 holders.
  • The largest NextEra Energy, Inc. 6.219% Corporate Units buyer in Q2 2023 was Advent Capital Management, an estimated $67.1M added.
  • The largest NextEra Energy, Inc. 6.219% Corporate Units seller in Q2 2023 was Lord, Abbett & Co, an estimated $38.8M sold.

Based on aggregated 13F filings for Q2 2023.