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Nextera Energy Inc

Q1 2023 vs Q2 2023

Comparing institutional holders between quarters

Quarters

Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Franklin Resources Inc
UNCHANGED
Shares8,048,700 from 8,048,700
Change0 (0%)
Value$394.6M (+$1.5M)
Filed 2023-08-11
Russell Investments Group, Ltd.
DECREASED
Shares5,150,500 from 5,225,500
Change-75,000 (-1%)
Value$5.1M (-$53.7K)
Filed 2023-08-10
Lord, Abbett & Co. LLC
DECREASED
Shares4,985,195 from 5,779,584
Change-794,389 (-14%)
Value$244.1K (-$27.2K)
Filed 2024-10-07
Voya Investment Management LLC
UNCHANGED
Shares4,779,825 from 4,779,825
Change0 (0%)
Value$234.4M (+$908.2K)
Filed 2025-02-07
BlackRock Inc.
INCREASED
Shares3,285,156 from 3,025,496
Change+259,660 (+9%)
Value$161.1M (+$13.3M)
Filed 2023-08-11
Camden Asset Management L P
INCREASED
Shares2,687,225 from 1,974,225
Change+713,000 (+36%)
Value$131.2M (+$35.2M)
Filed 2023-08-11
Two Sigma Investments, LP
INCREASED
Shares1,934,749 from 1,037,108
Change+897,641 (+87%)
Value$94.9M (+$44.2M)
Filed 2023-08-14
Advent Capital Management
DECREASED
Shares1,375,090 from 1,453,926
Change-78,836 (-5%)
Value$67.3M (-$3.6M)
Filed 2023-08-11
Calamos Advisors LLC
DECREASED
Shares1,361,864 from 1,443,870
Change-82,006 (-6%)
Value$66.8M (-$3.7M)
Filed 2023-07-28
Manufacturers Life Insurance Company, the
DECREASED
Shares952,464 from 1,087,351
Change-134,887 (-12%)
Value$46.6M (-$6.4M)
Filed 2023-08-11
Van Eck Associates Corp
INCREASED
Shares930,799 from 717,438
Change+213,361 (+30%)
Value$45.6K (+$10.6K)
Filed 2023-08-03
Victory Capital Management Inc
DECREASED
Shares893,546 from 1,136,664
Change-243,118 (-21%)
Value$43.8M (-$11.7M)
Filed 2023-07-27
State Street Corp
INCREASED
Shares838,420 from 662,744
Change+175,676 (+27%)
Value$41.0M (+$8.8M)
Filed 2023-08-14
Nuveen Asset Management, LLC
DECREASED
Shares775,175 from 777,836
Change-2,661 (0%)
Value$380.1K (+$379.7K)
Filed 2023-08-16
FMR LLC
UNCHANGED
Shares336,000 from 336,000
Change0 (0%)
Value$16.4M (+$70.6K)
Filed 2026-11-05
TD Asset Management Inc
DECREASED
Shares329,000 from 559,000
Change-230,000 (-41%)
Value$16.1M (-$11.2M)
Filed 2023-08-09
Pier 88 Investment Partners LLC
INCREASED
Shares280,020 from 76,800
Change+203,220 (+265%)
Value$13.7M (+$10.0M)
Filed 2023-08-07
Citadel Advisors LLC
INCREASED
Shares278,202 from 277,484
Change+718 (+0%)
Value$13.6M (+$89.9K)
Filed 2023-08-14
Aegon USA Investment Management, LLC
INCREASED
Shares259,275 from 243,922
Change+15,353 (+6%)
Value$12.7M (+$909.5K)
Filed 2023-08-01
Thrivent Financial for Lutherans
DECREASED
Shares252,000 from 270,000
Change-18,000 (-7%)
Value$12.3K (-$822)
Filed 2023-08-14
Wells Fargo & Company
DECREASED
Shares208,157 from 235,194
Change-27,037 (-11%)
Value$10.2M (-$1.3M)
Filed 2023-08-15
Bank of Montreal
UNCHANGED
Shares200,000 from 200,000
Change0 (0%)
Value$9.7M (+$8.0K)
Filed 2023-08-02
Clearbridge Investments, LLC
DECREASED
Shares183,441 from 183,821
Change-380 (0%)
Value$9.0M (+$16.3K)
Filed 2023-08-11
Bank of America Corp
DECREASED
Shares134,376 from 139,715
Change-5,339 (-4%)
Value$6.6M (-$235.2K)
Filed 2023-08-14
Susquehanna International Group, LLP
DECREASED
Shares114,620 from 232,000
Change-117,380 (-51%)
Value$5.6M (-$5.7M)
Filed 2023-08-11
Tortoise Capital Advisors, L.L.C.
UNCHANGED
Shares111,111 from 111,111
Change0 (0%)
Value$5.4M (+$21.1K)
Filed 2023-08-14
Neuberger Berman Group LLC
DECREASED
Shares109,248 from 125,048
Change-15,800 (-13%)
Value$5.4M (-$750.9K)
Filed 2023-08-11
Citigroup Inc
DECREASED
Shares104,675 from 144,594
Change-39,919 (-28%)
Value$5.1M (-$1.9M)
Filed 2023-08-10
Eagle Asset Management Inc
DECREASED
Shares94,171 from 240,325
Change-146,154 (-61%)
Value$4.6M (-$7.1M)
Filed 2023-08-09
Rational Advisors, Inc.
INCREASED
Shares87,400 from 76,800
Change+10,600 (+14%)
Value$4.3M (+$534.3K)
Filed 2023-08-08
Piper Sandler & Co.
NEW
Shares79,831
Change+79,831
Value$3.9M
Filed 2023-08-10
JPMorgan Chase & Co
DECREASED
Shares66,453 from 255,459
Change-189,006 (-74%)
Value$3.3M (-$9.2M)
Filed 2023-08-11
Gabelli Funds LLC
UNCHANGED
Shares59,325 from 59,325
Change0 (0%)
Value$2.9M (+$11.3K)
Filed 2023-08-10
Federated Hermes, Inc.
NEW
Shares51,500
Change+51,500
Value$2.5M
Filed 2023-08-14
Barclays PLC
NEW
Shares50,000
Change+50,000
Value$2.5K
Filed 2023-09-20
Steward Partners Investment Advisory, LLC
INCREASED
Shares46,258 from 45,158
Change+1,100 (+2%)
Value$2.3M (+$62.5K)
Filed 2023-08-14
Comerica Bank
NEW
Shares41,588
Change+41,588
Value$28
Filed 2023-08-22
Raymond James & Associates
DECREASED
Shares29,946 from 30,574
Change-628 (-2%)
Value$1.5M (-$25.0K)
Filed 2023-07-25
Morgan Stanley
DECREASED
Shares24,845 from 72,227
Change-47,382 (-66%)
Value$1.2M (-$2.3M)
Filed 2023-08-14
Shikiar Asset Management Inc
DECREASED
Shares24,685 from 24,785
Change-100 (0%)
Value$1.2K ($0)
Filed 2023-07-20
CSS LLC
NEW
Shares20,577
Change+20,577
Value$1.0M
Filed 2023-08-14
AGF Management LTD
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$980.6K (+$3.8K)
Filed 2023-08-09
Truist Financial Corp
UNCHANGED
Shares19,984 from 19,984
Change0 (0%)
Value$979.8K (+$3.8K)
Filed 2023-08-01
LPL Financial LLC
INCREASED
Shares18,446 from 5,236
Change+13,210 (+252%)
Value$904.4K (+$651.7K)
Filed 2023-07-31
Schnieders Capital Management LLC
DECREASED
Shares13,900 from 14,100
Change-200 (-1%)
Value$681.5K (-$7.1K)
Filed 2023-08-01
Royal Bank of Canada
DECREASED
Shares9,356 from 12,051
Change-2,695 (-22%)
Value$459.0K (-$130.0K)
Filed 2023-08-14
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares8,422 from 8,575
Change-153 (-2%)
Value$413 (-$6)
Filed 2023-07-13
Great Valley Advisor Group, Inc.
INCREASED
Shares8,350 from 7,600
Change+750 (+10%)
Value$409.4K (+$42.5K)
Filed 2023-08-10
Calamos Wealth Management LLC
DECREASED
Shares7,645 from 8,950
Change-1,305 (-15%)
Value$374.8K (-$62.3K)
Filed 2023-07-28
Rowlandmiller & Partners.adv
UNCHANGED
Shares6,450 from 6,450
Change0 (0%)
Value$316.2K (+$1.2K)
Filed 2023-08-04
NewEdge Advisors, LLC
NEW
Shares6,300
Change+6,300
Value$308.9K
Filed 2023-08-14
American Century Companies Inc
DECREASED
Shares6,150 from 8,464
Change-2,314 (-27%)
Value$301.1K (-$111.5K)
Filed 2023-08-14
Valley Brook Capital Group, Inc.
UNCHANGED
Shares5,950 from 5,950
Change0 (0%)
Value$291.7K (+$1.1K)
Filed 2023-07-31
SSI Investment Management LLC
DECREASED
Shares5,150 from 5,640
Change-490 (-9%)
Value$251.5K (-$22.7K)
Filed 2023-08-09
Colonial River Investments, LLC
DECREASED
Shares4,543 from 4,827
Change-284 (-6%)
Value$222.7K (-$10.3K)
Filed 2023-08-08
CWM, LLC
UNCHANGED
Shares3,591 from 3,591
Change0 (0%)
Value$176 (+$1)
Filed 2023-08-03
PNC Financial Services Group, Inc.
UNCHANGED
Shares1,595 from 1,595
Change0 (0%)
Value$78.2K (+$303)
Filed 2023-08-11
UBS Group AG
DECREASED
Shares1,280 from 1,754
Change-474 (-27%)
Value$62.8K (-$22.9K)
Filed 2023-08-11
Fifth Third Bancorp
NEW
Shares1,192
Change+1,192
Value$58.4K
Filed 2023-07-26
Osaic Holdings, Inc.
UNCHANGED
Shares547 from 547
Change0 (0%)
Value$26.8K (+$104)
Filed 2023-08-21
Private Trust Co NA
DECREASED
Shares361 from 407
Change-46 (-11%)
Value$17.7K (-$2.2K)
Filed 2023-07-28
Northwestern Mutual Wealth Management Co
NEW
Shares220
Change+220
Value$10.8K
Filed 2023-08-14
Godsey & Gibb, Inc
NEW
Shares72
Change+72
Value$3.5K
Filed 2023-07-25
Kayne Anderson Capital Advisors LP
CLOSED
Shares0 from 275,000
Change-275,000 (-100%)
Value$0 (-$13.4M)
Filed 2023-08-07
Skaana Management L.P.
CLOSED
Shares0 from 218,415
Change-218,415 (-100%)
Value$0 (-$10.7M)
Filed 2023-08-14
Jane Street Group, LLC
CLOSED
Shares0 from 125,000
Change-125,000 (-100%)
Value$0 (-$6.1M)
Filed 2023-08-14
BlueCrest Capital Management Ltd
CLOSED
Shares0 from 122,729
Change-122,729 (-100%)
Value$0 (-$6.0M)
Filed 2023-08-14
Sculptor Capital LP
CLOSED
Shares0 from 50,000
Change-50,000 (-100%)
Value$0 (-$2.4M)
Filed 2023-08-14
Loomis Sayles & Co L P
CLOSED
Shares0 from 35,005
Change-35,005 (-100%)
Value$0 (-$2.7K)
Filed 2023-08-11
Credit Suisse AG/
CLOSED
Shares0 from 30,000
Change-30,000 (-100%)
Value$0 (-$1.5M)
Filed 2023-08-11
Mariner, LLC
CLOSED
Shares0 from 20,800
Change-20,800 (-100%)
Value$0 (-$1.0K)
Filed 2023-08-11
Kavar Capital Partners Group, LLC
CLOSED
Shares0 from 16,500
Change-16,500 (-100%)
Value$0 (-$805.9K)
Filed 2023-08-07
Mutual Advisors, LLC
CLOSED
Shares0 from 15,274
Change-15,274 (-100%)
Value$0 (-$746.0K)
Filed 2023-07-31
Oxbow Advisors, LLC
CLOSED
Shares0 from 10,693
Change-10,693 (-100%)
Value$0 (-$522.2K)
Filed 2023-08-04
Ameriprise Financial Inc
CLOSED
Shares0 from 5,520
Change-5,520 (-100%)
Value$0 (-$268.8K)
Filed 2023-08-14
Infrastructure Capital Advisors, LLC
CLOSED
Shares0 from 5,014
Change-5,014 (-100%)
Value$0 (-$244.9K)
Filed 2023-08-14
Rockefeller Capital Management L.P.
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$244)
Filed 2023-08-14
Global Retirement Partners, LLC
CLOSED
Shares0 from 633
Change-633 (-100%)
Value$0 (-$30.8K)
Filed 2023-07-20
North Star Investment Management Corp.
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$29.3K)
Filed 2023-08-02
Ameritas Advisory Services, LLC
CLOSED
Shares0 from 171
Change-171 (-100%)
Value$0 (-$8.4K)
Filed 2023-07-25
Syverson Strege & Co
CLOSED
Shares0 from 55
Change-55 (-100%)
Value$0 (-$2.7K)
Filed 2023-08-04
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2023-08-10
Status
Franklin Resources Inc
UNCHANGED8,048,7008,048,70000%$393.1M$394.6M+$1.5M2023-08-11
Russell Investments Group, Ltd.
DECREASED5,150,5005,225,500-75,000-1%$5.1M$5.1M-$53.7K2023-08-10
Lord, Abbett & Co. LLC
DECREASED4,985,1955,779,584-794,389-14%$271.3K$244.1K-$27.2K2024-10-07
Voya Investment Management LLC
UNCHANGED4,779,8254,779,82500%$233.4M$234.4M+$908.2K2025-02-07
BlackRock Inc.
INCREASED3,285,1563,025,496+259,660+9%$147.8M$161.1M+$13.3M2023-08-11
Camden Asset Management L P
INCREASED2,687,2251,974,225+713,000+36%$96.0M$131.2M+$35.2M2023-08-11
Two Sigma Investments, LP
INCREASED1,934,7491,037,108+897,641+87%$50.7M$94.9M+$44.2M2023-08-14
Advent Capital Management
DECREASED1,375,0901,453,926-78,836-5%$70.9M$67.3M-$3.6M2023-08-11
Calamos Advisors LLC
DECREASED1,361,8641,443,870-82,006-6%$70.5M$66.8M-$3.7M2023-07-28
Manufacturers Life Insurance Company, the
DECREASED952,4641,087,351-134,887-12%$53.0M$46.6M-$6.4M2023-08-11
Van Eck Associates Corp
INCREASED930,799717,438+213,361+30%$35.0K$45.6K+$10.6K2023-08-03
Victory Capital Management Inc
DECREASED893,5461,136,664-243,118-21%$55.5M$43.8M-$11.7M2023-07-27
State Street Corp
INCREASED838,420662,744+175,676+27%$32.2M$41.0M+$8.8M2023-08-14
Nuveen Asset Management, LLC
DECREASED775,175777,836-2,6610%$380$380.1K+$379.7K2023-08-16
FMR LLC
UNCHANGED336,000336,00000%$16.3M$16.4M+$70.6K2026-11-05
TD Asset Management Inc
DECREASED329,000559,000-230,000-41%$27.3M$16.1M-$11.2M2023-08-09
Pier 88 Investment Partners LLC
INCREASED280,02076,800+203,220+265%$3.8M$13.7M+$10.0M2023-08-07
Citadel Advisors LLC
INCREASED278,202277,484+718+0%$13.5M$13.6M+$89.9K2023-08-14
Aegon USA Investment Management, LLC
INCREASED259,275243,922+15,353+6%$11.8M$12.7M+$909.5K2023-08-01
Thrivent Financial for Lutherans
DECREASED252,000270,000-18,000-7%$13.1K$12.3K-$8222023-08-14
Wells Fargo & Company
DECREASED208,157235,194-27,037-11%$11.5M$10.2M-$1.3M2023-08-15
Bank of Montreal
UNCHANGED200,000200,00000%$9.7M$9.7M+$8.0K2023-08-02
Clearbridge Investments, LLC
DECREASED183,441183,821-3800%$9.0M$9.0M+$16.3K2023-08-11
Bank of America Corp
DECREASED134,376139,715-5,339-4%$6.8M$6.6M-$235.2K2023-08-14
Susquehanna International Group, LLP
DECREASED114,620232,000-117,380-51%$11.3M$5.6M-$5.7M2023-08-11
Tortoise Capital Advisors, L.L.C.
UNCHANGED111,111111,11100%$5.4M$5.4M+$21.1K2023-08-14
Neuberger Berman Group LLC
DECREASED109,248125,048-15,800-13%$6.1M$5.4M-$750.9K2023-08-11
Citigroup Inc
DECREASED104,675144,594-39,919-28%$7.1M$5.1M-$1.9M2023-08-10
Eagle Asset Management Inc
DECREASED94,171240,325-146,154-61%$11.7M$4.6M-$7.1M2023-08-09
Rational Advisors, Inc.
INCREASED87,40076,800+10,600+14%$3.8M$4.3M+$534.3K2023-08-08
Piper Sandler & Co.
NEW79,831—+79,831——$3.9M—2023-08-10
JPMorgan Chase & Co
DECREASED66,453255,459-189,006-74%$12.5M$3.3M-$9.2M2023-08-11
Gabelli Funds LLC
UNCHANGED59,32559,32500%$2.9M$2.9M+$11.3K2023-08-10
Federated Hermes, Inc.
NEW51,500—+51,500——$2.5M—2023-08-14
Barclays PLC
NEW50,000—+50,000——$2.5K—2023-09-20
Steward Partners Investment Advisory, LLC
INCREASED46,25845,158+1,100+2%$2.2M$2.3M+$62.5K2023-08-14
Comerica Bank
NEW41,588—+41,588——$28—2023-08-22
Raymond James & Associates
DECREASED29,94630,574-628-2%$1.5M$1.5M-$25.0K2023-07-25
Morgan Stanley
DECREASED24,84572,227-47,382-66%$3.5M$1.2M-$2.3M2023-08-14
Shikiar Asset Management Inc
DECREASED24,68524,785-1000%$1.2K$1.2K$02023-07-20
CSS LLC
NEW20,577—+20,577——$1.0M—2023-08-14
AGF Management LTD
UNCHANGED20,00020,00000%$976.8K$980.6K+$3.8K2023-08-09
Truist Financial Corp
UNCHANGED19,98419,98400%$976.0K$979.8K+$3.8K2023-08-01
LPL Financial LLC
INCREASED18,4465,236+13,210+252%$252.7K$904.4K+$651.7K2023-07-31
Schnieders Capital Management LLC
DECREASED13,90014,100-200-1%$688.6K$681.5K-$7.1K2023-08-01
Royal Bank of Canada
DECREASED9,35612,051-2,695-22%$589.0K$459.0K-$130.0K2023-08-14
Cambridge Investment Research Advisors, Inc.
DECREASED8,4228,575-153-2%$419$413-$62023-07-13
Great Valley Advisor Group, Inc.
INCREASED8,3507,600+750+10%$366.9K$409.4K+$42.5K2023-08-10
Calamos Wealth Management LLC
DECREASED7,6458,950-1,305-15%$437.1K$374.8K-$62.3K2023-07-28
Rowlandmiller & Partners.adv
UNCHANGED6,4506,45000%$315.0K$316.2K+$1.2K2023-08-04
NewEdge Advisors, LLC
NEW6,300—+6,300——$308.9K—2023-08-14
American Century Companies Inc
DECREASED6,1508,464-2,314-27%$412.6K$301.1K-$111.5K2023-08-14
Valley Brook Capital Group, Inc.
UNCHANGED5,9505,95000%$290.6K$291.7K+$1.1K2023-07-31
SSI Investment Management LLC
DECREASED5,1505,640-490-9%$274.2K$251.5K-$22.7K2023-08-09
Colonial River Investments, LLC
DECREASED4,5434,827-284-6%$233.0K$222.7K-$10.3K2023-08-08
CWM, LLC
UNCHANGED3,5913,59100%$175$176+$12023-08-03
PNC Financial Services Group, Inc.
UNCHANGED1,5951,59500%$77.9K$78.2K+$3032023-08-11
UBS Group AG
DECREASED1,2801,754-474-27%$85.7K$62.8K-$22.9K2023-08-11
Fifth Third Bancorp
NEW1,192—+1,192——$58.4K—2023-07-26
Osaic Holdings, Inc.
UNCHANGED54754700%$26.7K$26.8K+$1042023-08-21
Private Trust Co NA
DECREASED361407-46-11%$19.9K$17.7K-$2.2K2023-07-28
Northwestern Mutual Wealth Management Co
NEW220—+220——$10.8K—2023-08-14
Godsey & Gibb, Inc
NEW72—+72——$3.5K—2023-07-25
Kayne Anderson Capital Advisors LP
CLOSED0275,000-275,000-100%$13.4M$0-$13.4M2023-08-07
Skaana Management L.P.
CLOSED0218,415-218,415-100%$10.7M$0-$10.7M2023-08-14
Jane Street Group, LLC
CLOSED0125,000-125,000-100%$6.1M$0-$6.1M2023-08-14
BlueCrest Capital Management Ltd
CLOSED0122,729-122,729-100%$6.0M$0-$6.0M2023-08-14
Sculptor Capital LP
CLOSED050,000-50,000-100%$2.4M$0-$2.4M2023-08-14
Loomis Sayles & Co L P
CLOSED035,005-35,005-100%$2.7K$0-$2.7K2023-08-11
Credit Suisse AG/
CLOSED030,000-30,000-100%$1.5M$0-$1.5M2023-08-11
Mariner, LLC
CLOSED020,800-20,800-100%$1.0K$0-$1.0K2023-08-11
Kavar Capital Partners Group, LLC
CLOSED016,500-16,500-100%$805.9K$0-$805.9K2023-08-07
Mutual Advisors, LLC
CLOSED015,274-15,274-100%$746.0K$0-$746.0K2023-07-31
Oxbow Advisors, LLC
CLOSED010,693-10,693-100%$522.2K$0-$522.2K2023-08-04
Ameriprise Financial Inc
CLOSED05,520-5,520-100%$268.8K$0-$268.8K2023-08-14
Infrastructure Capital Advisors, LLC
CLOSED05,014-5,014-100%$244.9K$0-$244.9K2023-08-14
Rockefeller Capital Management L.P.
CLOSED05,000-5,000-100%$244$0-$2442023-08-14
Global Retirement Partners, LLC
CLOSED0633-633-100%$30.8K$0-$30.8K2023-07-20
North Star Investment Management Corp.
CLOSED0600-600-100%$29.3K$0-$29.3K2023-08-02
Ameritas Advisory Services, LLC
CLOSED0171-171-100%$8.4K$0-$8.4K2023-07-25
Syverson Strege & Co
CLOSED055-55-100%$2.7K$0-$2.7K2023-08-04
Proequities, Inc.
UNCHANGED000—$0$0$02023-08-10
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