Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Calamos Advisors LLC | 12 | 12 | 0.15% | 0.26% | 0.34% | Q3 2020 | Q2 2023 | 12 |
ADVENT CAPITAL MANAGEMENT /DE/ | 12 | 12 | 0.79% | 1.21% | 1.56% | Q3 2020 | Q2 2023 | 12 |
FMR LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
JPMORGAN CHASE & CO | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
WELLS FARGO & COMPANY/MN | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
Calamos Wealth Management LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q2 2023 | 12 |
VAN ECK ASSOCIATES CORP | 12 | 12 | 0.05% | 0.07% | 0.10% | Q3 2020 | Q2 2023 | 12 |
Nuveen Asset Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
MORGAN STANLEY | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
FRANKLIN RESOURCES INC | 12 | 12 | 0.14% | 0.17% | 0.21% | Q3 2020 | Q2 2023 | 12 |
GABELLI FUNDS LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q2 2023 | 12 |
BlackRock Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
ClearBridge Investments | 12 | 12 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 12 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 12 | 12 | 0.08% | 0.09% | 0.11% | Q3 2020 | Q2 2023 | 12 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
TD ASSET MANAGEMENT INC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q2 2023 | 12 |
BANK OF AMERICA CORP /DE/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
STATE STREET CORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12 | 12 | 0.03% | 0.11% | 0.17% | Q3 2020 | Q2 2023 | 12 |
Neuberger Berman Group LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 12 |
UBS Group AG | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
SHIKIAR ASSET MANAGEMENT INC | 9 | 2 | 0.19% | 0.43% | 0.59% | Q3 2020 | Q2 2023 | 11 |
Steward Partners Investment Advisory, LLC | 11 | 11 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 11 |
Valley Brook Capital Group, Inc. | 11 | 11 | 0.24% | 0.27% | 0.32% | Q4 2020 | Q2 2023 | 11 |
AMERIPRISE FINANCIAL INC | 11 | 11 | 0.00% | 0.03% | 0.04% | Q3 2020 | Q1 2023 | 11 |
Russell Investments Group, Ltd. | 9 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 11 |
THRIVENT FINANCIAL FOR LUTHERANS | 11 | 11 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 11 |
LORD, ABBETT & CO. LLC | 10 | 10 | 0.32% | 0.69% | 1.10% | Q1 2021 | Q2 2023 | 10 |
Invesco Ltd. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
Mutual Advisors, LLC | 10 | 10 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q1 2023 | 10 |
AMERICAN CENTURY COMPANIES INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Oxbow Advisors, LLC | 10 | 10 | 0.09% | 2.06% | 4.17% | Q4 2020 | Q1 2023 | 10 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 10 | 10 | 0.14% | 0.19% | 0.21% | Q1 2021 | Q2 2023 | 10 |
TRUIST FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
LPL Financial LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Cambridge Investment Research Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
JENNISON ASSOCIATES LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 9 |
ROYAL BANK OF CANADA | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 9 |
AGF INVESTMENTS INC. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 9 |
Jefferies Group LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2022 | 9 |
RAYMOND JAMES & ASSOCIATES | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Allianz Asset Management GmbH | 8 | 8 | 0.00% | 0.19% | 0.24% | Q3 2020 | Q2 2022 | 8 |
GAMCO INVESTORS, INC. ET AL | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Mirae Asset Global Investments Co., Ltd. | 8 | 8 | 0.02% | 0.06% | 0.08% | Q4 2020 | Q3 2022 | 8 |
RATIONAL ADVISORS LLC | 7 | 7 | 0.07% | 0.24% | 0.36% | Q4 2021 | Q2 2023 | 7 |
PNC FINANCIAL SERVICES GROUP, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
EAGLE ASSET MANAGEMENT INC | 7 | 7 | 0.03% | 0.06% | 0.08% | Q4 2021 | Q2 2023 | 7 |
Financial Sense Advisors, Inc. | 5 | 2 | 1.03% | 1.56% | 2.09% | Q4 2020 | Q3 2022 | 7 |
NOMURA HOLDINGS INC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 7 |
Global Retirement Partners, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 7 |
Teton Advisors, Inc. | 7 | 7 | 0.06% | 0.07% | 0.09% | Q3 2020 | Q1 2022 | 7 |
PIER 88 INVESTMENT PARTNERS LLC | 7 | 7 | 0.27% | 1.09% | 3.40% | Q4 2021 | Q2 2023 | 7 |
CITIGROUP INC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 7 |
VICTORY CAPITAL MANAGEMENT INC | 6 | 6 | 0.01% | 0.05% | 0.07% | Q1 2022 | Q2 2023 | 6 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 3 | 1 | 0.06% | 0.27% | 0.46% | Q1 2021 | Q1 2023 | 6 |
North Star Investment Management Corp. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 6 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.03% | 0.15% | 0.25% | Q3 2020 | Q1 2023 | 6 |
ROWLANDMILLER & PARTNERS.ADV | 4 | 1 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q2 2023 | 6 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.05% | 0.10% | Q3 2020 | Q4 2022 | 6 |
Laurion Capital Management LP | 6 | 6 | 0.06% | 0.13% | 0.23% | Q3 2020 | Q4 2021 | 6 |
Rockbridge Investment Management, LCC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
CREDIT SUISSE AG/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 5 |
PRIVATE TRUST CO NA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
AE Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Verition Fund Management LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q4 2021 | 5 |
Skaana Management L.P. | 5 | 5 | 0.46% | 2.05% | 3.47% | Q1 2022 | Q1 2023 | 5 |
GREAT VALLEY ADVISOR GROUP, INC. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2023 | 5 |
CAMDEN ASSET MANAGEMENT L P /CA | 3 | 2 | 1.07% | 3.50% | 5.87% | Q3 2020 | Q2 2023 | 5 |
Sculptor Capital LP | 3 | 1 | 0.06% | 0.12% | 0.22% | Q3 2020 | Q1 2023 | 5 |
Weiss Asset Management LP | 3 | 1 | 0.17% | 1.38% | 2.64% | Q1 2021 | Q2 2023 | 4 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q3 2021 | 4 |
QCI ASSET MANAGEMENT INC/NY | 4 | 4 | 1.14% | 1.17% | 1.22% | Q4 2020 | Q3 2021 | 4 |
Capital World Investors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Capital International Investors | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2022 | 4 |
D. E. Shaw & Co., Inc. | 4 | 4 | 0.00% | 0.05% | 0.10% | Q3 2020 | Q2 2021 | 4 |
Citadel Advisors | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 4 |
SSI INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.02% | 0.06% | 0.12% | Q3 2022 | Q2 2023 | 4 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 4 |
Magnetar Financial LLC | 4 | 4 | 0.05% | 0.11% | 0.18% | Q3 2020 | Q2 2021 | 4 |
OSAIC HOLDINGS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
ANGELO GORDON & CO., L.P. | 4 | 4 | 0.57% | 1.48% | 2.31% | Q3 2020 | Q2 2021 | 4 |
State of Tennessee, Treasury Department | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 4 |
LOOMIS SAYLES & CO L P | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
CWM, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
TWO SIGMA INVESTMENTS, LP | 3 | 3 | 0.04% | 0.14% | 0.24% | Q4 2022 | Q2 2023 | 3 |
Colonial River Wealth Management, LLC | 2 | 1 | 0.14% | 0.14% | 0.15% | Q3 2022 | Q2 2023 | 3 |
IFP Advisors, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 3 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 3 |
AGF MANAGEMENT LTD | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
MIZUHO SECURITIES USA LLC | 2 | 1 | 0.10% | 0.19% | 0.26% | Q3 2020 | Q3 2022 | 3 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 1 | 1 | 0.17% | 0.21% | 0.25% | Q4 2020 | Q1 2023 | 3 |
Syverson Strege & Co | 2 | 1 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q1 2023 | 3 |
DLD Asset Management, LP | 3 | 3 | 0.45% | 0.76% | 0.94% | Q1 2022 | Q3 2022 | 3 |
DeepCurrents Investment Group LLC | 3 | 3 | 0.14% | 0.21% | 0.30% | Q3 2020 | Q1 2021 | 3 |
First National Bank of South Miami | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
US BANCORP \DE\ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Compagnie Lombard Odier SCmA | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
EQUITEC SPECIALISTS, LLC | 3 | 3 | 0.24% | 0.79% | 1.32% | Q3 2020 | Q1 2021 | 3 |
III Capital Management | 2 | 2 | 0.97% | 1.13% | 1.29% | Q3 2020 | Q4 2020 | 2 |
Financial Advisors Network, Inc. | 2 | 2 | 0.08% | 0.10% | 0.12% | Q3 2021 | Q4 2021 | 2 |
BANK OF NOVA SCOTIA | 2 | 2 | 0.13% | 0.14% | 0.16% | Q1 2021 | Q2 2021 | 2 |
CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
CITY HOLDING CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 2 |
CIBC WORLD MARKET INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
MUFG Americas Holdings Corp | 2 | 2 | 0.02% | 0.08% | 0.13% | Q4 2020 | Q1 2021 | 2 |
WHITEBOX ADVISORS LLC | 2 | 2 | 0.93% | 1.26% | 1.58% | Q3 2020 | Q4 2020 | 2 |
AEGON USA Investment Management, LLC | 2 | 2 | 6.71% | 6.99% | 7.28% | Q1 2023 | Q2 2023 | 2 |
CSS LLC/IL | 1 | 1 | 0.03% | 0.05% | 0.06% | Q3 2021 | Q2 2023 | 2 |
CAAS CAPITAL MANAGEMENT LP | 2 | 2 | 0.02% | 0.24% | 0.45% | Q3 2020 | Q4 2020 | 2 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 2 |
Mariner, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
HOWE & RUSLING INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
AQR Arbitrage LLC | 2 | 2 | 0.08% | 0.26% | 0.43% | Q3 2020 | Q4 2020 | 2 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Myriad Asset Management Ltd. | 1 | 1 | 2.82% | 2.82% | 2.82% | Q3 2020 | Q3 2020 | 1 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2020 | Q3 2020 | 1 |
Chicago Capital Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2022 | Q2 2022 | 1 |
LINDEN ADVISORS LP | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2020 | Q3 2020 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2020 | Q3 2020 | 1 |
Belpointe Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Lombard Odier Asset Management (Europe) Ltd | 1 | 1 | 0.80% | 0.80% | 0.80% | Q1 2022 | Q1 2022 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ionic Capital Management LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2020 | Q3 2020 | 1 |
PIPER SANDLER & CO. | 1 | 1 | 4.18% | 4.18% | 4.18% | Q2 2023 | Q2 2023 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
FEDERATED HERMES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Shaolin Capital Management LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2020 | Q3 2020 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
H2O AM LLP | 1 | 1 | 7.71% | 7.71% | 7.71% | Q3 2020 | Q3 2020 | 1 |
Elequin Capital, LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2022 | Q3 2022 | 1 |
Kamunting Street Capital Management, L.P. | 1 | 1 | 2.96% | 2.96% | 2.96% | Q3 2020 | Q3 2020 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
BLAIR WILLIAM & CO/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Daiwa Securities Group Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2020 | Q3 2020 | 1 |
Walleye Capital LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2020 | Q3 2020 | 1 |
Blackstone Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Shulman DeMeo Asset Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2020 | Q3 2020 | 1 |
Rockefeller Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Permanens Capital L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
External links
This page lists all the filers that currently own NEXTERA ENERGY INC or have owned NEXTERA ENERGY INC in the past.