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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
Franklin Resources
1
Franklin Resources
California
$395M
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$244M -$38.8M -794,389 -14%
VOYA Investment Management
3
VOYA Investment Management
Georgia
$234M
BlackRock
4
BlackRock
New York
$161M +$12.7M +259,660 +9%
CAM
5
Camden Asset Management
California
$131M +$34.8M +713,000 +36%
Two Sigma Investments
6
Two Sigma Investments
New York
$94.9M +$43.8M +897,641 +87%
ACM
7
Advent Capital Management
New York
$67.3M +$67.1M +1,375,090 New
Calamos Advisors
8
Calamos Advisors
Illinois
$66.8M -$4M -82,006 -6%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$46.6M -$6.58M -134,887 -12%
VanEck Associates
10
VanEck Associates
New York
$45.6M +$10.4M +213,361 +30%
Victory Capital Management
11
Victory Capital Management
Texas
$43.8M -$11.9M -243,118 -21%
State Street
12
State Street
Massachusetts
$41M +$8.57M +175,676 +27%
WAM
13
Weiss Asset Management
Massachusetts
$34.4M +$488K +10,000 +1%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$16.4M
TD Asset Management
15
TD Asset Management
Ontario, Canada
$16.1M -$11.2M -230,000 -41%
P8IP
16
Pier 88 Investment Partners
California
$13.7M +$9.91M +203,220 +265%
Citadel Advisors
17
Citadel Advisors
Florida
$13.6M
AUIM
18
Aegon USA Investment Management
Iowa
$12.7M +$749K +15,353 +6%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$12.3M -$878K -18,000 -7%
Wells Fargo
20
Wells Fargo
California
$10.2M -$1.32M -27,037 -11%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$9.71M
ClearBridge Investments
22
ClearBridge Investments
New York
$8.99M -$18.5K -380 -0.2%
Bank of America
23
Bank of America
North Carolina
$6.59M -$260K -5,339 -4%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$5.62M -$5.73M -117,380 -51%
TCA
25
Tortoise Capital Advisors
Kansas
$5.45M

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.