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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 $1.79B invested in NextEra Energy, Inc. 6.219% Corporate Units in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

16% more funds holding

Funds holding: 5867 (+9)

10% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 21

7% less capital invested

Capital invested by funds: $1.92B → $1.79B (-$132M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
67
Holders Change
+9
Holders Change %
+15.52%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
23
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$364M +$28.4M +553,500 +8%
Allianz Asset Management
2
Allianz Asset Management
Germany
$219M +$29.8M +581,445 +15%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$176M +$32M +622,967 +21%
BlackRock
4
BlackRock
New York
$163M -$7.82M -152,438 -4%
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$127M +$132M +2,567,050 New
Ameriprise
6
Ameriprise
Minnesota
$103M -$13.2M -256,400 -11%
Bank of Nova Scotia
7
Bank of Nova Scotia
Ontario, Canada
$79.9M +$82.6M +1,610,000 New
ACM
8
Advent Capital Management
New York
$72.4M +$20.3M +395,195 +37%
Calamos Advisors
9
Calamos Advisors
Illinois
$52.3M +$27.1M +528,356 +101%
State Street
10
State Street
Massachusetts
$41.1M +$631K +12,300 +2%
JP Morgan Chase
11
JP Morgan Chase
New York
$33.5M -$30M -585,033 -50%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$27.9M -$23.3M -454,277 -45%
Capital World Investors
13
Capital World Investors
California
$27.8M -$2.68M -52,156 -9%
TD Asset Management
14
TD Asset Management
Ontario, Canada
$22.8M -$2.62M -51,000 -10%
VanEck Associates
15
VanEck Associates
New York
$21.5M +$2.02M +39,283 +10%
SC
16
Sculptor Capital
New York
$21.1M -$1.46M -28,520 -6%
QAM
17
QCI Asset Management
New York
$18.6M +$1.52M +29,685 +9%
Mirae Asset Global Investments
18
Mirae Asset Global Investments
South Korea
$15.5M +$10.6M +206,953 +196%
AGC
19
Angelo Gordon & Co
New York
$15M -$10.3M -200,000 -40%
LCM
20
Laurion Capital Management
New York
$14.9M -$5.13M -100,000 -25%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$14.9M -$3.64M -71,000 -19%
OA
22
Oxbow Advisors
Texas
$13.8M +$3.62M +70,521 +34%
SG Americas Securities
23
SG Americas Securities
New York
$13.4M +$13.9M +271,000 New
Neuberger Berman Group
24
Neuberger Berman Group
New York
$12.6M +$481K +9,370 +4%
Morgan Stanley
25
Morgan Stanley
New York
$11.2M +$2.23M +43,519 +24%

NEE.PRQ Hedge Fund Activity: Q1 2021 in Review

67 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy, Inc. 6.219% Corporate Units (NEE.PRQ) for Q1 2021, worth a combined $1.79B — down 6.8% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NEE.PRQ positions and 8 closed out — a net gain of 9 holders — while 23 added to existing stakes and 21 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $132M. The largest seller was Camden Asset Management, exiting entirely with an estimated $169M sold.

  • 67 institutional investors held NextEra Energy, Inc. 6.219% Corporate Units (NEE.PRQ) as of Q1 2021, up from 58 in Q4 2020.
  • Funds reported $1.79B of NextEra Energy, Inc. 6.219% Corporate Units stock for Q1 2021, down 6.8% quarter-over-quarter.
  • 17 funds opened new NextEra Energy, Inc. 6.219% Corporate Units positions in Q1 2021 and 8 closed out, a net change of +9 holders.
  • The largest NextEra Energy, Inc. 6.219% Corporate Units buyer in Q1 2021 was Lord, Abbett & Co, an estimated $132M added.
  • The largest NextEra Energy, Inc. 6.219% Corporate Units seller in Q1 2021 was Camden Asset Management, an estimated $169M sold.

Based on aggregated 13F filings for Q1 2021.