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NEE.PRQ

NextEra Energy, Inc. 6.219% Corporate Units

Delisted

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

67 hedge funds and large institutions have $1.78B invested in NextEra Energy, Inc. 6.219% Corporate Units in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

5% more funds holding

Funds holding: 6467 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $1.9B → $1.78B (-$116M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $12.4M

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
23
Reduced
19
Closed
8
Calls
Puts
$12.4M
Net Calls
-$12.4M
Net Calls Change
-$5.34M
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
51
Great Valley Advisor Group
Delaware
$408K +$407K +8,300 New
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$359K +$24.1K +492 +7%
GI
53
GAMCO Investors
Connecticut
$345K
Citigroup
54
Citigroup
New York
$305K +$304K +6,200 New
VBCG
55
Valley Brook Capital Group
Pennsylvania
$292K +$9.81K +200 +3%
CWM
56
Calamos Wealth Management
Illinois
$288K -$9.81K -200 -3%
OPS
57
Orion Portfolio Solutions
Nebraska
$207K +$207K +4,216 New
UBS Group
58
UBS Group
Switzerland
$81K +$7.6K +155 +10%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$78K
GRP
60
Global Retirement Partners
California
$69K +$3.04K +62 +5%
SSC
61
Syverson Strege & Co
Iowa
$53K +$26K +531 +96%
HR
62
Howe & Rusling
New York
$47K +$46.5K +948 New
NSIM
63
North Star Investment Management
Illinois
$29K
RIM
64
Rockbridge Investment Management
New York
$10.3K
PTC
65
Private Trust Company
Ohio
$7K +$6.92K +141 New
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$3K
IA
67
IFP Advisors
Florida
$3K
LOAME
68
Lombard Odier Asset Management (Europe)
United Kingdom
-$20.9M -400,000 Closed
KACA
69
Kayne Anderson Capital Advisors
California
-$2.63M -50,000 Closed
AWM
70
AE Wealth Management
Kansas
-$980K -18,661 Closed
State of Tennessee, Department of Treasury
71
State of Tennessee, Department of Treasury
Tennessee
-$662K -12,600 Closed
TA
72
Teton Advisors
New York
-$512K -9,645 Closed
Citadel Advisors
73
Citadel Advisors
Florida
-$203K -3,848 Closed
Barclays
74
Barclays
United Kingdom
-$150K -2,859 Closed
TRCT
75
Tower Research Capital (TRC)
New York
-$20K -380 Closed

NEE.PRQ Hedge Fund Activity: Q2 2022 in Review

67 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy, Inc. 6.219% Corporate Units (NEE.PRQ) for Q2 2022, worth a combined $1.78B — down 6.1% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NEE.PRQ positions and 8 closed out — a net gain of 3 holders — while 23 added to existing stakes and 19 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $32.3M. The largest seller was Allianz Asset Management, cutting an estimated $20.9M.

  • 67 institutional investors held NextEra Energy, Inc. 6.219% Corporate Units (NEE.PRQ) as of Q2 2022, up from 64 in Q1 2022.
  • Funds reported $1.78B of NextEra Energy, Inc. 6.219% Corporate Units stock for Q2 2022, down 6.1% quarter-over-quarter.
  • 11 funds opened new NextEra Energy, Inc. 6.219% Corporate Units positions in Q2 2022 and 8 closed out, a net change of +3 holders.
  • The largest NextEra Energy, Inc. 6.219% Corporate Units buyer in Q2 2022 was Russell Investments Group, an estimated $32.3M added.
  • The largest NextEra Energy, Inc. 6.219% Corporate Units seller in Q2 2022 was Allianz Asset Management, an estimated $20.9M sold.

Based on aggregated 13F filings for Q2 2022.