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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 $1.89B invested in NextEra Energy, Inc. 6.219% Corporate Units in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $1.81B → $1.89B (+$79.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 6562 (-3)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

17% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 18

Holders
62
Holders Change
-3
Holders Change %
-4.62%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
15
Reduced
18
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$445M
Allianz Asset Management
2
Allianz Asset Management
Germany
$326M +$49.6M +907,500 +19%
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$241M +$12.8M +234,550 +6%
BlackRock
4
BlackRock
New York
$196M +$2.29M +41,797 +1%
Ameriprise
5
Ameriprise
Minnesota
$126M +$10M +183,000 +9%
Capital International Investors
6
Capital International Investors
California
$89M +$57.6M +1,052,600 +217%
ACM
7
Advent Capital Management
New York
$64.2M -$4.25M -77,637 -7%
Calamos Advisors
8
Calamos Advisors
Illinois
$61.1M -$43.2K -789 -0.1%
State Street
9
State Street
Massachusetts
$48.4M -$5.58M -102,000 -11%
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$35.5M +$3.54M +64,710 +12%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$33.2M +$15M +275,000 +92%
VanEck Associates
12
VanEck Associates
New York
$27.8M +$1.12M +20,494 +4%
TD Asset Management
13
TD Asset Management
Ontario, Canada
$26.6M
OA
14
Oxbow Advisors
Texas
$24.4M -$389K -7,118 -2%
JP Morgan Chase
15
JP Morgan Chase
New York
$23.7M -$1.54M -28,113 -6%
LCM
16
Laurion Capital Management
New York
$17.4M
EAM
17
Eagle Asset Management
Florida
$11.8M +$11.2M +205,623 New
ClearBridge Investments
18
ClearBridge Investments
New York
$10.7M
Wells Fargo
19
Wells Fargo
California
$10.5M -$1.89M -34,546 -16%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$8.14M -$217K -3,975 -3%
Jennison Associates
21
Jennison Associates
New York
$6.83M
TCA
22
Tortoise Capital Advisors
Kansas
$6.43M
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$5.77M
GF
24
Gabelli Funds
New York
$5.63M
FSA
25
Financial Sense Advisors
California
$5.1M -$532K -9,729 -10%

NEE.PRQ Hedge Fund Activity: Q4 2021 in Review

62 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy, Inc. 6.219% Corporate Units (NEE.PRQ) for Q4 2021, worth a combined $1.89B — up 4.4% from $1.81B a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of NEE.PRQ and 10 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 15 added.

The largest buyer was Capital International Investors, adding an estimated $57.6M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $25.1M.

  • 62 institutional investors held NextEra Energy, Inc. 6.219% Corporate Units (NEE.PRQ) as of Q4 2021, down from 65 in Q3 2021.
  • Funds reported $1.89B of NextEra Energy, Inc. 6.219% Corporate Units stock for Q4 2021, up 4.4% quarter-over-quarter.
  • 10 funds opened new NextEra Energy, Inc. 6.219% Corporate Units positions in Q4 2021 and 12 closed out, a net change of -2 holders.
  • The largest NextEra Energy, Inc. 6.219% Corporate Units buyer in Q4 2021 was Capital International Investors, an estimated $57.6M added.
  • The largest NextEra Energy, Inc. 6.219% Corporate Units seller in Q4 2021 was Manulife (Manufacturers Life Insurance), an estimated $25.1M sold.

Based on aggregated 13F filings for Q4 2021.