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NEE.PRS

NextEra Energy 7.299% Corporate Units

59 hedge funds and large institutions have $2.17B invested in NextEra Energy 7.299% Corporate Units in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

18% more funds holding

Funds holding: 5059 (+9)

10% more capital invested

Capital invested by funds: $1.97B → $2.17B (+$200M)

146.72% less ownership

Funds ownership: 247.37%100.66% (-147%)

Holders
59
Holders Change
+9
Holders Change %
+18%
% of All Funds
0.85%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
20
Increased
21
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$228M +$59.3M +1,126,725 +37%
VOYA Investment Management
2
VOYA Investment Management
Georgia
$226M +$123M +2,334,230 +133%
BlackRock
3
BlackRock
New York
$210M +$199M +3,788,783 New
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$179M +$89.8M +1,707,850 +114%
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$125M +$7.36M +140,000 +7%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$112M -$28.9M -550,000 -21%
VanEck Associates
7
VanEck Associates
New York
$90M +$85.2M +1,619,297 New
Two Sigma Investments
8
Two Sigma Investments
New York
$86M +$4.02M +76,487 +5%
SAMU
9
SONA Asset Management (US)
New York
$76.2M +$14.5M +275,000 +25%
AAI
10
Aequim Alternative Investments
California
$66.5M +$15.8M +300,000 +33%
Wells Fargo
11
Wells Fargo
California
$63.3M -$18.2M -345,770 -23%
SC
12
Sculptor Capital
New York
$59.2M -$4.31M -81,984 -7%
WAM
13
Weiss Asset Management
Massachusetts
$47.9M -$96.8M -1,840,000 -68%
Ameriprise
14
Ameriprise
Minnesota
$43.5M +$22.3M +424,700 +119%
CAM
15
Camden Asset Management
California
$41.8M +$7.89M +150,000 +25%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$41.5M +$1.97M +37,400 +5%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$38.4M +$4.77M +90,750 +15%
Calamos Advisors
18
Calamos Advisors
Illinois
$37M +$2.45M +46,548 +7%
Bank of America
19
Bank of America
North Carolina
$36.1M -$46.7M -888,596 -58%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$32.6M +$30.9M +586,760 New
State Street
21
State Street
Massachusetts
$31.8M -$473K -9,000 -2%
BCM
22
BlueCrest Capital Management
Jersey
$31M -$2.4M -45,678 -8%
ICM
23
III Capital Management
Florida
$30.9M +$2.63M +50,000 +10%
Morgan Stanley
24
Morgan Stanley
New York
$20.9M +$7.75M +147,380 +64%
AGC
25
Angelo Gordon & Co
New York
$19.5M +$18.4M +350,000 New

NEE.PRS Hedge Fund Activity: Q3 2024 in Review

59 of the 6,970 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy 7.299% Corporate Units (NEE.PRS) for Q3 2024, worth a combined $2.17B — up 10% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new NEE.PRS positions and 11 closed out — a net gain of 9 holders — while 21 added to existing stakes and 17 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $199M. The largest seller was Linden Advisors, exiting entirely with an estimated $97.7M sold.

  • 59 institutional investors held NextEra Energy 7.299% Corporate Units (NEE.PRS) as of Q3 2024, up from 50 in Q2 2024.
  • Funds reported $2.17B of NextEra Energy 7.299% Corporate Units stock for Q3 2024, up 10% quarter-over-quarter.
  • 20 funds opened new NextEra Energy 7.299% Corporate Units positions in Q3 2024 and 11 closed out, a net change of +9 holders.
  • The largest NextEra Energy 7.299% Corporate Units buyer in Q3 2024 was BlackRock, an estimated $199M added.
  • The largest NextEra Energy 7.299% Corporate Units seller in Q3 2024 was Linden Advisors, an estimated $97.7M sold.

Based on aggregated 13F filings for Q3 2024.