NEEPRP — NEXTERA ENERGY INC
NEEPRP (NEXTERA ENERGY INC) is tracked on HoldingsHub across five years of quarterly 13F filings. 19 funds have reported positions historically, with the sum of their latest reported stakes valued at $1.11B. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q4 2022 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Franklin Resources history | 6.58M | $333.63M | 0.18% | Reduce |
| Two Sigma Investments history | 2.47M | $125.03M | 0.41% | Add |
| Citadel Advisors history | 755.72K | $38.26M | 0.01% | Add |
| Bank of America Corp history | 700.85K | $35.53M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 500.70K | $25.32M | 0.00% | Hold |
| Wells Fargo & Co history | 475.39K | $24.10M | 0.01% | Add |
| Morgan Stanley history | 347.94K | $17.58M | 0.00% | Add |
| MFS Investment Management history | 250.70K | $12.71M | 0.01% | Hold |
| D. E. Shaw & Co history | 132.71K | $6.72M | 0.01% | Hold |
| Manulife Financial history | 118.48K | $6.02M | 0.01% | Reduce |
| UBS Group AG history | 5.83K | $295.43K | 0.00% | Add |
| T. Rowe Price Associates history | 4.89M | $248.49K | 0.04% | Reduce |
| JPMorgan Chase & Co history | 98.88K | $5.01K | 0.00% | Add |
Q3 2022 — 15 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Franklin Resources history | 10.89M | $542.32M | 0.31% | Reduce |
| T. Rowe Price Associates history | 4.92M | $246.15M | 0.04% | Reduce |
| Manulife Financial history | 2.58M | $128.61M | 0.14% | Reduce |
| Two Sigma Investments history | 1.79M | $88.94M | 0.31% | Add |
| Citadel Advisors history | 600.09K | $29.71M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 500.70K | $24.82M | 0.00% | Reduce |
| Bank of America Corp history | 367.28K | $18.28M | 0.00% | Reduce |
| MFS Investment Management history | 250.70K | $12.48M | 0.01% | Hold |
| Lazard Asset Management history | 219.66K | $10.93M | 0.02% | Hold |
| Wells Fargo & Co history | 201.75K | $10.04M | 0.00% | Add |
| D. E. Shaw & Co history | 132.71K | $6.57M | 0.01% | Add |
| JPMorgan Chase & Co history | 68.51K | $3.41M | 0.00% | Reduce |
| Citigroup Inc history | 33.85K | $1.69M | 0.00% | Reduce |
| Morgan Stanley history | 5.20K | $257.00K | 0.00% | Reduce |
| UBS Group AG history | 3.88K | $193.00K | 0.00% | New |
Q2 2022 — 15 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Franklin Resources history | 11.08M | $550.32M | 0.29% | Hold |
| T. Rowe Price Associates history | 5.34M | $265.22M | 0.03% | Add |
| Manulife Financial history | 3.93M | $195.58M | 0.20% | Reduce |
| Two Sigma Investments history | 960.80K | $47.70M | 0.16% | Add |
| Citadel Advisors history | 754.47K | $37.41M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 610.70K | $30.21M | 0.00% | Reduce |
| Bank of America Corp history | 592.71K | $29.43M | 0.00% | Add |
| Invesco Ltd history | 408.61K | $20.29M | 0.01% | Hold |
| MFS Investment Management history | 250.70K | $12.45M | 0.00% | Hold |
| Lazard Asset Management history | 219.66K | $10.90M | 0.02% | Hold |
| Wells Fargo & Co history | 103.25K | $5.13M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 84.00K | $4.17M | 0.00% | Reduce |
| Citigroup Inc history | 53.25K | $2.64M | 0.00% | Add |
| Morgan Stanley history | 37.54K | $1.86M | 0.00% | Add |
| D. E. Shaw & Co history | 32.71K | $1.62M | 0.00% | Hold |
Q1 2022 — 15 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Franklin Resources history | 11.10M | $579.07M | 0.24% | Add |
| T. Rowe Price Associates history | 5.02M | $261.94M | 0.03% | Hold |
| Manulife Financial history | 4.05M | $213.28M | 0.19% | Reduce |
| Two Sigma Investments history | 711.47K | $37.10M | 0.12% | New |
| Fidelity Management & Research (FMR) history | 615.20K | $32.21M | 0.00% | Add |
| Citadel Advisors history | 505.81K | $26.47M | 0.01% | Add |
| Invesco Ltd history | 408.61K | $21.31M | 0.01% | Add |
| Lazard Asset Management history | 219.66K | $11.46M | 0.01% | Hold |
| JPMorgan Chase & Co history | 205.50K | $10.72M | 0.00% | Add |
| Bank of America Corp history | 179.01K | $9.34M | 0.00% | Add |
| Wells Fargo & Co history | 171.88K | $8.96M | 0.00% | Add |
| D. E. Shaw & Co history | 32.71K | $1.71M | 0.00% | Reduce |
| Citigroup Inc history | 13.29K | $693.00K | 0.00% | New |
| Morgan Stanley history | 5.20K | $271.00K | 0.00% | Hold |
| UBS Group AG history | 1.13K | $59.00K | 0.00% | Add |
Q4 2021 — 15 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Franklin Resources history | 8.85M | $509.42M | 0.19% | Hold |
| Capital World Investors history | 7.57M | $435.64M | 0.07% | Hold |
| Manulife Financial history | 5.76M | $331.90M | 0.28% | Add |
| T. Rowe Price Associates history | 5.05M | $290.52M | 0.03% | Hold |
| Fidelity Management & Research (FMR) history | 505.20K | $28.97M | 0.00% | Hold |
| Invesco Ltd history | 357.11K | $20.55M | 0.01% | Reduce |
| MFS Investment Management history | 250.70K | $14.43M | 0.00% | Hold |
| Lazard Asset Management history | 219.66K | $12.64M | 0.01% | Hold |
| Citadel Advisors history | 200.09K | $11.49M | 0.00% | New |
| Wells Fargo & Co history | 126.34K | $7.27M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 73.46K | $4.23M | 0.00% | Reduce |
| D. E. Shaw & Co history | 50.34K | $2.89M | 0.00% | Reduce |
| Bank of America Corp history | 30.63K | $1.76M | 0.00% | Hold |
| Morgan Stanley history | 5.20K | $298.00K | 0.00% | Reduce |
| UBS Group AG history | 792 | $45.00K | 0.00% | Reduce |
Q3 2021 — 18 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Franklin Resources history | 8.85M | $451.17M | 0.18% | New |
| Capital World Investors history | 7.57M | $385.82M | 0.07% | New |
| T. Rowe Price Associates history | 5.06M | $258.82M | 0.03% | New |
| Manulife Financial history | 2.99M | $152.14M | 0.13% | New |
| Fidelity Management & Research (FMR) history | 505.20K | $25.76M | 0.00% | New |
| D. E. Shaw & Co history | 433.34K | $22.13M | 0.02% | New |
| Invesco Ltd history | 404.50K | $20.61M | 0.01% | New |
| Marshall Wace history | 300.00K | $15.29M | 0.07% | New |
| MFS Investment Management history | 250.70K | $12.78M | 0.00% | Hold |
| Lazard Asset Management history | 219.66K | $11.19M | 0.01% | New |
| Wells Fargo & Co history | 127.49K | $6.50M | 0.00% | New |
| JPMorgan Chase & Co history | 101.46K | $5.17M | 0.00% | New |
| Two Sigma Investments history | 50.00K | $2.55M | 0.01% | New |
| Bank of America Corp history | 30.67K | $1.56M | 0.00% | New |
| Morgan Stanley history | 8.82K | $451.00K | 0.00% | New |
| Millennium Management history | 4.82K | $246.00K | 0.00% | New |
| Citigroup Inc history | 4.31K | $220.00K | 0.00% | New |
| UBS Group AG history | 1.95K | $100.00K | 0.00% | New |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 19 funds)
| Fund | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 | Q2 2021 |
|---|---|---|---|---|---|---|---|
| Franklin Resources | 6.58M | 10.89M | 11.08M | 11.10M | 8.85M | 8.85M | — |
| Two Sigma Investments | 2.47M | 1.79M | 960.80K | 711.47K | — | 50.00K | — |
| Citadel Advisors | 755.72K | 600.09K | 754.47K | 505.81K | 200.09K | — | — |
| Bank of America Corp | 700.85K | 367.28K | 592.71K | 179.01K | 30.63K | 30.67K | — |
| Fidelity Management & Research (FMR) | 500.70K | 500.70K | 610.70K | 615.20K | 505.20K | 505.20K | — |
| Wells Fargo & Co | 475.39K | 201.75K | 103.25K | 171.88K | 126.34K | 127.49K | — |
| Morgan Stanley | 347.94K | 5.20K | 37.54K | 5.20K | 5.20K | 8.82K | — |
| MFS Investment Management | 250.70K | 250.70K | 250.70K | — | 250.70K | 250.70K | 250.70K |
| D. E. Shaw & Co | 132.71K | 132.71K | 32.71K | 32.71K | 50.34K | 433.34K | — |
| Manulife Financial | 118.48K | 2.58M | 3.93M | 4.05M | 5.76M | 2.99M | — |
| UBS Group AG | 5.83K | 3.88K | — | 1.13K | 792 | 1.95K | — |
| T. Rowe Price Associates | 4.89M | 4.92M | 5.34M | 5.02M | 5.05M | 5.06M | — |
| JPMorgan Chase & Co | 98.88K | 68.51K | 84.00K | 205.50K | 73.46K | 101.46K | — |
| Capital World Investors | — | — | — | — | 7.57M | 7.57M | — |
| Citigroup Inc | — | 33.85K | 53.25K | 13.29K | — | 4.31K | — |
| Invesco Ltd | — | — | 408.61K | 408.61K | 357.11K | 404.50K | — |
| Lazard Asset Management | — | 219.66K | 219.66K | 219.66K | 219.66K | 219.66K | — |
| Marshall Wace | — | — | — | — | — | 300.00K | — |
| Millennium Management | — | — | — | — | — | 4.82K | — |