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This page summarizes the FPL holdings changes quarter over quarter among those 13F filers that have reported for
the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023.
Share count is compared over these two periods to provide an indication of whether FPL is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 9/30/2023
Share Count | 12/31/2023
Share Count | Change | % Change |
|---|
| 13F Filers Increasing FPL Share Count |
|---|
| LPL Financial LLC |
40,517 |
187,750 |
+147,233 |
+363.39% |
| Sea Otter Advisors LLC |
10,000 |
32,600 |
+22,600 |
+226.00% |
| Raymond James Financial Services Advisors Inc. |
27,517 |
82,560 |
+55,043 |
+200.03% |
| Susquehanna International Group LLP |
23,142 |
43,386 |
+20,244 |
+87.48% |
| Invesco Ltd. |
91,336 |
131,358 |
+40,022 |
+43.82% |
| Cohen & Steers Inc. |
245,800 |
328,800 |
+83,000 |
+33.77% |
| Kayne Anderson Capital Advisors LP |
45,700 |
53,700 |
+8,000 |
+17.51% |
| National Asset Management Inc. |
71,001 |
80,501 |
+9,500 |
+13.38% |
| Ameriprise Financial Inc. |
111,134 |
120,402 |
+9,268 |
+8.34% |
| CoreCap Advisors LLC |
264,415 |
273,675 |
+9,260 |
+3.50% |
| Royal Bank of Canada |
45,000 |
45,787 |
+787 |
+1.75% |
| Allworth Financial LP |
1,539 |
1,564 |
+25 |
+1.62% |
| Pinnacle Associates Ltd. |
13,809 |
13,969 |
+160 |
+1.16% |
| Pinnacle Wealth Management Advisory Group LLC |
13,809 |
13,969 |
+160 |
+1.16% |
| 13F Filers Reporting New Positions In FPL |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Principal Securities Inc. |
0 |
417 |
+417 |
+100% |
| Stifel Financial Corp |
0 |
10,078 |
+10,078 |
+100% |
| Goldman Sachs Group Inc. |
0 |
326,487 |
+326,487 |
+100% |
| Clough Capital Partners L P |
0 |
55,356 |
+55,356 |
+100% |
| Blue Bell Private Wealth Management LLC |
0 |
6,449 |
+6,449 |
+100% |
| Baystate Wealth Management LLC |
0 |
707 |
+707 |
+100% |
| Yakira Capital Management Inc. |
0 |
11,704 |
+11,704 |
+100% |
| Jane Street Group LLC |
0 |
22,621 |
+22,621 |
+100% |
| Hunting Hill Global Capital LLC |
0 |
145,500 |
+145,500 |
+100% |
| Quarry LP |
0 |
21,360 |
+21,360 |
+100% |
| Hobbs Group Advisors LLC |
0 |
1,000 |
+1,000 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Sit Investment Associates Inc. |
21,500 |
21,500 |
UNCH |
0.00% |
| Nottingham Advisors Inc. |
11,000 |
11,000 |
UNCH |
0.00% |
| Northwestern Mutual Wealth Management Co. |
450 |
450 |
UNCH |
0.00% |
| Wedbush Securities Inc. |
17,600 |
17,600 |
UNCH |
0.00% |
| Benjamin F. Edwards & Company Inc. |
2,100 |
2,100 |
UNCH |
0.00% |
| Saba Capital Management L.P. |
1,965,760 |
1,965,760 |
UNCH |
0.00% |
| Highlander Capital Management LLC |
500 |
500 |
UNCH |
0.00% |
| Merit Financial Group LLC |
13,126 |
13,126 |
UNCH |
0.00% |
| Steward Partners Investment Advisory LLC |
2,300 |
2,300 |
UNCH |
0.00% |
| Global Retirement Partners LLC |
120 |
120 |
UNCH |
0.00% |
| Cedar Mountain Advisors LLC |
1,689 |
1,689 |
UNCH |
0.00% |
| Carolinas Wealth Consulting LLC |
8,298 |
8,298 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
2,350 |
2,350 |
UNCH |
0.00% |
| Schechter Investment Advisors LLC |
48,964 |
48,964 |
UNCH |
0.00% |
| Grey Street Capital LLC |
13,729 |
13,729 |
UNCH |
0.00% |
| 13F Filers Decreasing FPL Share Count |
|---|
| Advisor Group Holdings Inc. |
196,568 |
55,113 |
-141,455 |
-71.96% |
| Wolverine Asset Management LLC |
126,403 |
47,933 |
-78,470 |
-62.08% |
| Pine Valley Investments Ltd Liability Co |
22,635 |
14,360 |
-8,275 |
-36.56% |
| Private Advisor Group LLC |
112,455 |
73,709 |
-38,746 |
-34.45% |
| Commonwealth Equity Services LLC |
20,981 |
14,710 |
-6,271 |
-29.89% |
| Rivernorth Capital Management LLC |
317,904 |
242,804 |
-75,100 |
-23.62% |
| NBC Securities Inc. |
6,230 |
5,018 |
-1,212 |
-19.45% |
| Oppenheimer & Co. Inc. |
15,928 |
13,516 |
-2,412 |
-15.14% |
| Wells Fargo & Company MN |
44,191 |
38,381 |
-5,810 |
-13.15% |
| Truist Financial Corp |
29,700 |
25,900 |
-3,800 |
-12.79% |
| Wealth Enhancement Advisory Services LLC |
13,350 |
11,850 |
-1,500 |
-11.24% |
| UBS Group AG |
15,815 |
14,450 |
-1,365 |
-8.63% |
| Capital Investment Advisors LLC |
25,416 |
24,232 |
-1,184 |
-4.66% |
| Raymond James & Associates |
169,299 |
161,641 |
-7,658 |
-4.52% |
| Cambridge Investment Research Advisors Inc. |
22,374 |
21,515 |
-859 |
-3.84% |
| Coastal Bridge Advisors LLC |
1,723,520 |
1,683,712 |
-39,808 |
-2.31% |
| Morgan Stanley |
1,112,903 |
1,094,962 |
-17,941 |
-1.61% |
| Retirement Planning Co of New England Inc. |
23,248 |
22,956 |
-292 |
-1.26% |
| Atomi Financial Group Inc. |
47,805 |
47,386 |
-419 |
-0.88% |
| Advisors Asset Management Inc. |
694,812 |
689,580 |
-5,232 |
-0.75% |
| 13F Filers Exiting FPL |
|---|
| Atria Wealth Solutions Inc. |
12,505 |
0 |
-12,505 |
-100.00% |
| Quantedge Capital Pte Ltd |
28,846 |
0 |
-28,846 |
-100.00% |
| Janney Montgomery Scott LLC |
101,549 |
0 |
-101,549 |
-100.00% |
| JPMorgan Chase & Co. |
84 |
0 |
-84 |
-100.00% |
See Summary: Institutional Holders of FPL
See Details: Top 10 Hedge Funds Holding FPL
Also See: FPL Insider Buying
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