NEEPRQ — NEXTERA ENERGY INC
NEEPRQ (NEXTERA ENERGY INC) is tracked on HoldingsHub across five years of quarterly 13F filings. 14 funds have reported positions historically, with the sum of their latest reported stakes valued at $595.05M. 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.
Q2 2023 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Franklin Resources history | 8.05M | $394.63M | 0.19% | Hold |
| Two Sigma Investments history | 1.93M | $94.86M | 0.25% | Add |
| Manulife Financial history | 952.46K | $46.63M | 0.04% | Reduce |
| Fidelity Management & Research (FMR) history | 336.00K | $16.41M | 0.00% | Hold |
| Citadel Advisors history | 278.20K | $13.58M | 0.00% | Hold |
| Wells Fargo & Co history | 208.16K | $10.21M | 0.00% | Reduce |
| Bank of America Corp history | 134.38K | $6.59M | 0.00% | Reduce |
| Citigroup Inc history | 104.67K | $5.13M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 66.45K | $3.26M | 0.00% | Reduce |
| Morgan Stanley history | 24.84K | $1.21M | 0.00% | Reduce |
| PNC Financial Services history | 1.59K | $78.20K | 0.00% | Hold |
| UBS Group AG history | 1.28K | $62.76K | 0.00% | Reduce |
Q1 2023 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Franklin Resources history | 8.05M | $393.10M | 0.20% | Hold |
| Manulife Financial history | 1.09M | $53.00M | 0.06% | Reduce |
| Two Sigma Investments history | 1.04M | $50.65M | 0.15% | Add |
| Fidelity Management & Research (FMR) history | 336.00K | $16.34M | 0.00% | Reduce |
| Citadel Advisors history | 277.48K | $13.49M | 0.00% | New |
| JPMorgan Chase & Co history | 255.46K | $12.48M | 0.00% | Add |
| Wells Fargo & Co history | 235.19K | $11.49M | 0.00% | Add |
| Citigroup Inc history | 144.59K | $7.06M | 0.01% | Add |
| Bank of America Corp history | 139.72K | $6.82M | 0.00% | Reduce |
| Morgan Stanley history | 72.23K | $3.53M | 0.00% | Add |
| UBS Group AG history | 1.75K | $85.67K | 0.00% | Reduce |
| PNC Financial Services history | 1.59K | $77.90K | 0.00% | Hold |
Q4 2022 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Franklin Resources history | 8.05M | $406.38M | 0.22% | Hold |
| Manulife Financial history | 2.36M | $118.36M | 0.12% | Add |
| Fidelity Management & Research (FMR) history | 472.50K | $23.68M | 0.00% | Hold |
| Two Sigma Investments history | 246.92K | $12.47M | 0.04% | New |
| Bank of America Corp history | 210.34K | $10.62M | 0.00% | Reduce |
| Wells Fargo & Co history | 199.74K | $10.08M | 0.00% | Add |
| Invesco Ltd history | 42.87K | $2.16M | 0.00% | Hold |
| Morgan Stanley history | 30.88K | $1.55M | 0.00% | Add |
| UBS Group AG history | 2.60K | $131.32K | 0.00% | Add |
| Citigroup Inc history | 2.13K | $107.69K | 0.00% | Reduce |
| PNC Financial Services history | 1.59K | $80.53K | 0.00% | Hold |
| JPMorgan Chase & Co history | 40.31K | $2.04K | 0.00% | Add |
Q3 2022 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Franklin Resources history | 8.05M | $391.09M | 0.22% | Hold |
| Manulife Financial history | 2.25M | $109.44M | 0.12% | Reduce |
| Fidelity Management & Research (FMR) history | 472.50K | $22.94M | 0.00% | Reduce |
| Bank of America Corp history | 231.95K | $11.26M | 0.00% | Add |
| Wells Fargo & Co history | 139.07K | $6.75M | 0.00% | Add |
| Invesco Ltd history | 42.87K | $2.08M | 0.00% | Hold |
| JPMorgan Chase & Co history | 25.00K | $1.21M | 0.00% | Reduce |
| Morgan Stanley history | 17.22K | $836.00K | 0.00% | Reduce |
| Citigroup Inc history | 6.73K | $327.00K | 0.00% | Add |
| UBS Group AG history | 1.66K | $80.00K | 0.00% | Hold |
| PNC Financial Services history | 1.59K | $77.00K | 0.00% | Hold |
Q2 2022 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Franklin Resources history | 8.05M | $395.82M | 0.21% | Hold |
| Manulife Financial history | 3.75M | $184.68M | 0.19% | Reduce |
| Fidelity Management & Research (FMR) history | 585.50K | $28.73M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 488.89K | $24.03M | 0.01% | Add |
| Bank of America Corp history | 165.23K | $8.12M | 0.00% | Add |
| Wells Fargo & Co history | 134.68K | $6.62M | 0.00% | Reduce |
| Invesco Ltd history | 42.87K | $2.11M | 0.00% | Hold |
| Morgan Stanley history | 17.36K | $854.00K | 0.00% | Reduce |
| Citigroup Inc history | 6.20K | $305.00K | 0.00% | New |
| UBS Group AG history | 1.66K | $81.00K | 0.00% | Add |
| PNC Financial Services history | 1.59K | $78.00K | 0.00% | Hold |
Q1 2022 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Franklin Resources history | 8.05M | $423.04M | 0.18% | Add |
| Manulife Financial history | 3.79M | $199.99M | 0.17% | Add |
| Fidelity Management & Research (FMR) history | 591.00K | $31.05M | 0.00% | Add |
| JPMorgan Chase & Co history | 366.38K | $19.25M | 0.00% | Reduce |
| Wells Fargo & Co history | 181.21K | $9.52M | 0.00% | Hold |
| Morgan Stanley history | 103.85K | $5.47M | 0.00% | Add |
| Invesco Ltd history | 42.87K | $2.25M | 0.00% | Add |
| Bank of America Corp history | 5.31K | $279.00K | 0.00% | Reduce |
| Citadel Advisors history | 3.85K | $203.00K | 0.00% | New |
| PNC Financial Services history | 1.59K | $84.00K | 0.00% | Hold |
| UBS Group AG history | 1.50K | $79.00K | 0.00% | Reduce |
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 14 funds)
| Fund | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|
| Franklin Resources | 8.05M | 8.05M | 8.05M | 8.05M | 8.05M | 8.05M | 7.68M | 7.68M |
| Two Sigma Investments | 1.93M | 1.04M | 246.92K | — | — | — | — | — |
| Manulife Financial | 952.46K | 1.09M | 2.36M | 2.25M | 3.75M | 3.79M | 3.71M | 4.17M |
| Fidelity Management & Research (FMR) | 336.00K | 336.00K | 472.50K | 472.50K | 585.50K | 591.00K | 574.00K | 299.00K |
| Citadel Advisors | 278.20K | 277.48K | — | — | — | 3.85K | — | — |
| Wells Fargo & Co | 208.16K | 235.19K | 199.74K | 139.07K | 134.68K | 181.21K | 181.02K | 215.57K |
| Bank of America Corp | 134.38K | 139.72K | 210.34K | 231.95K | 165.23K | 5.31K | 27.73K | 107.72K |
| Citigroup Inc | 104.67K | 144.59K | 2.13K | 6.73K | 6.20K | — | — | 3.55K |
| JPMorgan Chase & Co | 66.45K | 255.46K | 40.31K | 25.00K | 488.89K | 366.38K | 408.69K | 436.80K |
| Morgan Stanley | 24.84K | 72.23K | 30.88K | 17.22K | 17.36K | 103.85K | 71.02K | 155.16K |
| PNC Financial Services | 1.59K | 1.59K | 1.59K | 1.59K | 1.59K | 1.59K | 1.59K | — |
| UBS Group AG | 1.28K | 1.75K | 2.60K | 1.66K | 1.66K | 1.50K | 1.58K | 1.50K |
| Invesco Ltd | — | — | 42.87K | 42.87K | 42.87K | 42.87K | 20.27K | 20.27K |
| Millennium Management | — | — | — | — | — | — | — | 4.57K |