NEEPRR — NEXTERA ENERGY INC
NEEPRR (NEXTERA ENERGY INC) is tracked on HoldingsHub across five years of quarterly 13F filings. 20 funds have reported positions historically, with the sum of their latest reported stakes valued at $767.49M. 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 2025 — 16 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.13M | $124.31M | 0.00% | Reduce |
| Two Sigma Investments history | 2.89M | $114.81M | 0.21% | Add |
| D. E. Shaw & Co history | 2.80M | $111.51M | 0.09% | New |
| Franklin Resources history | 1.68M | $66.85M | 0.02% | Reduce |
| Wells Fargo & Co history | 1.19M | $47.10M | 0.01% | Add |
| Morgan Stanley history | 679.88K | $27.02M | 0.00% | Add |
| JPMorgan Chase & Co history | 566.76K | $22.52M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 525.28K | $20.87M | 0.00% | Add |
| Bank of America Corp history | 390.13K | $15.50M | 0.00% | Reduce |
| Manulife Financial history | 252.09K | $10.04M | 0.01% | Hold |
| Wellington Management Group history | 96.54K | $3.81M | 0.00% | Hold |
| Citigroup Inc history | 15.68K | $622.96K | 0.00% | New |
| UBS Group AG history | 13.16K | $523.02K | 0.00% | Reduce |
| T. Rowe Price Associates history | 1.23M | $48.70K | 0.01% | Reduce |
| Lazard Asset Management history | 641.90K | $25.51K | 0.04% | Reduce |
| PNC Financial Services history | 231 | $9.18K | 0.00% | Hold |
Q1 2025 — 15 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Capital Research Global Investors history | 4.80M | $194.90M | 0.04% | Hold |
| BlackRock Inc history | 3.32M | $134.81M | 0.00% | Reduce |
| Franklin Resources history | 3.22M | $130.77M | 0.04% | Hold |
| Two Sigma Investments history | 2.38M | $96.75M | 0.22% | Add |
| Bank of America Corp history | 510.93K | $20.76M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 504.88K | $20.61M | 0.00% | Hold |
| JPMorgan Chase & Co history | 485.33K | $19.72M | 0.00% | Reduce |
| Morgan Stanley history | 476.33K | $19.35M | 0.00% | Add |
| Wells Fargo & Co history | 343.57K | $13.96M | 0.00% | Reduce |
| Manulife Financial history | 252.09K | $10.32M | 0.01% | Reduce |
| Wellington Management Group history | 96.84K | $3.92M | 0.00% | Hold |
| UBS Group AG history | 14.62K | $594.05K | 0.00% | Reduce |
| T. Rowe Price Associates history | 1.24M | $50.57K | 0.01% | Reduce |
| Lazard Asset Management history | 650.69K | $26.44K | 0.04% | Reduce |
| PNC Financial Services history | 231 | $9.39K | 0.00% | Hold |
Q4 2024 — 17 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Capital Research Global Investors history | 4.80M | $196.30M | 0.04% | Reduce |
| BlackRock Inc history | 3.44M | $140.56M | 0.00% | Reduce |
| Franklin Resources history | 3.23M | $132.26M | 0.04% | Add |
| Two Sigma Investments history | 2.00M | $81.93M | 0.19% | Add |
| Manulife Financial history | 637.76K | $26.34M | 0.02% | Reduce |
| JPMorgan Chase & Co history | 562.81K | $23.03M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 504.88K | $20.79M | 0.00% | Add |
| Bank of America Corp history | 395.75K | $16.19M | 0.00% | Add |
| Wells Fargo & Co history | 353.21K | $14.45M | 0.00% | Add |
| Morgan Stanley history | 207.67K | $8.50M | 0.00% | Reduce |
| Wellington Management Group history | 96.84K | $3.94M | 0.00% | Reduce |
| Citigroup Inc history | 28.01K | $1.15M | 0.00% | New |
| Millennium Management history | 24.11K | $990.12K | 0.00% | Add |
| UBS Group AG history | 15.45K | $632.09K | 0.00% | Reduce |
| T. Rowe Price Associates history | 1.30M | $53.33K | 0.01% | Reduce |
| Lazard Asset Management history | 693.19K | $28.36K | 0.04% | Hold |
| PNC Financial Services history | 231 | $9.45K | 0.00% | New |
Q3 2024 — 16 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Capital Research Global Investors history | 4.88M | $226.03M | 0.05% | Reduce |
| BlackRock Inc history | 3.79M | $175.65M | 0.00% | New |
| Franklin Resources history | 3.17M | $146.38M | 0.04% | Add |
| Manulife Financial history | 1.10M | $52.11M | 0.05% | Reduce |
| JPMorgan Chase & Co history | 635.17K | $29.45M | 0.01% | Hold |
| Fidelity Management & Research (FMR) history | 473.18K | $22.34M | 0.00% | Reduce |
| Morgan Stanley history | 327.67K | $15.19M | 0.00% | Add |
| Bank of America Corp history | 320.03K | $14.84M | 0.00% | Add |
| Two Sigma Investments history | 264.47K | $12.26M | 0.03% | New |
| Wells Fargo & Co history | 132.67K | $6.15M | 0.00% | Add |
| Wellington Management Group history | 103.92K | $4.81M | 0.00% | Reduce |
| UBS Group AG history | 16.02K | $742.64K | 0.00% | Add |
| Citadel Advisors history | 7.89K | $366.01K | 0.00% | New |
| Millennium Management history | 5.71K | $266.33K | 0.00% | New |
| T. Rowe Price Associates history | 1.43M | $66.99K | 0.01% | Reduce |
| Lazard Asset Management history | 693.19K | $32.14K | 0.05% | Hold |
Q2 2024 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Capital Research Global Investors history | 5.80M | $240.67M | 0.05% | Add |
| Manulife Financial history | 3.89M | $161.91M | 0.15% | Reduce |
| Franklin Resources history | 2.35M | $97.38M | 0.03% | Add |
| Fidelity Management & Research (FMR) history | 636.72K | $26.43M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 636.90K | $26.43M | 0.00% | Reduce |
| Bank of America Corp history | 315.01K | $13.07M | 0.00% | Add |
| Wellington Management Group history | 126.43K | $5.25M | 0.00% | Hold |
| Wells Fargo & Co history | 121.59K | $5.04M | 0.00% | Reduce |
| Morgan Stanley history | 89.92K | $3.75M | 0.00% | Add |
| T. Rowe Price Associates history | 1.44M | $60.32K | 0.01% | Reduce |
| Lazard Asset Management history | 693.19K | $28.76K | 0.04% | Reduce |
| UBS Group AG history | 523 | $21.70K | 0.00% | Add |
Q1 2024 — 15 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Manulife Financial history | 4.60M | $182.06M | 0.17% | Add |
| Capital Research Global Investors history | 4.45M | $173.16M | 0.04% | Hold |
| Franklin Resources history | 2.32M | $90.28M | 0.03% | Add |
| JPMorgan Chase & Co history | 909.01K | $35.39M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 826.12K | $32.60M | 0.00% | Reduce |
| Bank of America Corp history | 302.86K | $11.79M | 0.00% | Add |
| Invesco Ltd history | 145.00K | $5.64M | 0.00% | Reduce |
| Wellington Management Group history | 126.86K | $5.01M | 0.00% | Reduce |
| Wells Fargo & Co history | 122.86K | $4.78M | 0.00% | Add |
| Morgan Stanley history | 76.42K | $3.01M | 0.00% | Add |
| Millennium Management history | 12.79K | $505.03K | 0.00% | New |
| T. Rowe Price Associates history | 1.47M | $58.37K | 0.01% | Hold |
| Lazard Asset Management history | 747.32K | $29.09K | 0.04% | Hold |
| UBS Group AG history | 500 | $19.46K | 0.00% | New |
| PNC Financial Services history | 141 | $5.49K | 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 20 funds)
| Fund | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 3.13M | 3.32M | 3.44M | 3.79M | — | — | — | — | — | — | — |
| Two Sigma Investments | 2.89M | 2.38M | 2.00M | 264.47K | — | — | — | — | — | — | — |
| D. E. Shaw & Co | 2.80M | — | — | — | — | — | — | — | — | — | — |
| Franklin Resources | 1.68M | 3.22M | 3.23M | 3.17M | 2.35M | 2.32M | 1.90M | 1.69M | 976.82K | 855.16K | 37.83K |
| Wells Fargo & Co | 1.19M | 343.57K | 353.21K | 132.67K | 121.59K | 122.86K | 114.15K | 103.33K | 87.83K | 77.45K | 86.15K |
| Morgan Stanley | 679.88K | 476.33K | 207.67K | 327.67K | 89.92K | 76.42K | 19.89K | 19.88K | 19.21K | 35.90K | 67.11K |
| JPMorgan Chase & Co | 566.76K | 485.33K | 562.81K | 635.17K | 636.90K | 909.01K | 979.84K | 1.11M | 1.09M | 1.05M | 979.15K |
| Fidelity Management & Research (FMR) | 525.28K | 504.88K | 504.88K | 473.18K | 636.72K | 826.12K | 876.13K | 1.43M | 572.22K | 623.82K | 1.14M |
| Bank of America Corp | 390.13K | 510.93K | 395.75K | 320.03K | 315.01K | 302.86K | 267.06K | 279.95K | 165.06K | 139.08K | 2.33K |
| Manulife Financial | 252.09K | 252.09K | 637.76K | 1.10M | 3.89M | 4.60M | 4.46M | 4.48M | 5.06M | 7.30M | 9.48M |
| Wellington Management Group | 96.54K | 96.84K | 96.84K | 103.92K | 126.43K | 126.86K | 132.24K | 135.29K | 156.79K | 196.16K | 252.46K |
| Citigroup Inc | 15.68K | — | 28.01K | — | — | — | — | — | — | 40.00K | 199.89K |
| UBS Group AG | 13.16K | 14.62K | 15.45K | 16.02K | 523 | 500 | — | — | 48 | 354 | — |
| T. Rowe Price Associates | 1.23M | 1.24M | 1.30M | 1.43M | 1.44M | 1.47M | 1.46M | 1.42M | 1.43M | 1.43M | 1.43M |
| Lazard Asset Management | 641.90K | 650.69K | 693.19K | 693.19K | 693.19K | 747.32K | 745.73K | 745.73K | 747.21K | 747.21K | 756.31K |
| PNC Financial Services | 231 | 231 | 231 | — | — | 141 | — | — | 114 | — | — |
| Citadel Advisors | — | — | — | 7.89K | — | — | — | — | — | — | — |
| Capital Research Global Investors | — | 4.80M | 4.80M | 4.88M | 5.80M | 4.45M | 4.45M | 3.64M | 3.64M | 2.92M | 2.92M |
| Invesco Ltd | — | — | — | — | — | 145.00K | 179.00K | 156.65K | 221.05K | 207.15K | 485.65K |
| Millennium Management | — | — | 24.11K | 5.71K | — | 12.79K | — | — | — | — | — |