Nextera Energy Inc. (nee 7.234 11/01/27)Preferred / convertible
13F holders, Q2 2026 (June 30)59holders +4
8new positions
5sold out
2famous investors
$49.78avg. 13F price*
At the end of Q2 2026, 59 institutions reported holding Nextera Energy Inc. (nee 7.234 11/01/27) in their 13F filings, up 4 from Q1 2026. 8 opened new positions and 5 sold out. The largest holders were Franklin Resources Inc. ($325.1M), Capital Research Global Investors ($212.3M) and BlackRock, Inc. ($91.8M). 2 famous investors held it, including David E. Shaw ( of D. E. Shaw & Co.'s portfolio) and Mario Gabelli ( of GAMCO Investors's portfolio).
- Company
- Nextera Energy Inc. (nee 7.234 11/01/27)
- CUSIP
- 65339F119
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $42.9M |
| Exits | 5 | $35.9M |
All 13F filers, Q1 2026 → Q2 2026: 2,164,358 shares bought and 1,617,278 shares sold, net +547,080 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Franklin Resources Inc. | — | Add +1.7% | 6,541,738 | $325.1M |
| Capital Research Global Investors | — | Add +0.1% | 4,271,572 | $212.3M |
| BlackRock, Inc. | — | Reduce -10.1% | 1,846,469 | $91.8M |
| Bank of Montreal | — | No change | 1,200,000 | $59.6M |
| Ameriprise Financial Inc. | — | Add +205.8% | 1,052,634 | $52.3M |
| Calamos Advisors LLC | — | Add +0.1% | 1,041,520 | $51.8M |
| Camden Asset Management L P | — | New | 780,000 | $39.3M |
| D. E. Shaw & Co. | — | No change | 764,181 | $38.3M |
| Van Eck Associates Corp. | — | Reduce -3.0% | 750,505 | $37.3M |
| Victory Capital Management Inc. | — | Add +11.5% | 746,124 | $37.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Reduce -7.4% | 546,209 | $27.1M |
| Manufacturers Life Insurance Company, The | — | Reduce -1.6% | 485,222 | $24.5M |
| State Street Corp. | — | Add +20.8% | 469,720 | $23.5M |
| Pier 88 Investment Partners LLC | — | No change | 458,330 | $22.8M |
| Citigroup Inc. | — | Add +1.0% | 451,357 | $22.4M |
| Financial Sense Advisors, Inc. | — | Add +5.3% | 430,347 | $21.4M |
| Susquehanna Advisors Group, Inc. | — | Add +87.5% | 375,000 | $18.6M |
| FMR LLC | — | Reduce -1.2% | 306,000 | $15.4M |
| Sculptor Capital LP | — | Add +18.1% | 303,113 | $15.2M |
| Bank of America Corp. | — | Reduce -20.6% | 210,297 | $10.5M |
| Rational Advisors, Inc. | — | No change | 201,000 | $10.0M |
| Raymond James Financial Inc. | — | Reduce -1.1% | 198,106 | $9.8M |
| Wolverine Asset Management LLC | — | Reduce -62.3% | 134,026 | $6.7M |
| Gabelli Funds LLC | — | No change | 128,000 | $6.4M |
| Barclays PLC | — | Add +121.6% | 98,779 | $4.9M |
| JPMorgan Chase & Co. | — | Reduce -72.2% | 89,570 | $4.7M |
| Jane Street Group, LLC | — | Add +15.7% | 67,271 | $3.3M |
| Wells Fargo & Company | — | Reduce -67.5% | 62,973 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | — | Add +8.2% | 58,276 | $2.9M |
| Portman Square Capital LLP | — | No change | 51,000 | $2.6M |
| AssuredPartners Investment Advisors, LLC | — | Add +3.9% | 44,935 | $2.2M |
| Morgan Stanley | — | Add +25.8% | 38,265 | $1.9M |
| Formidable Asset Management, LLC | — | Add +9.8% | 28,435 | $1.5M |
| Nuveen, LLC | — | Reduce -0.2% | 25,350 | $1.3M |
| Goldman Sachs Group Inc. | — | Add +0.0% | 23,401 | $1.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | — | New | 20,000 | $1.0M |
| HRT Financial LP | — | New | 19,021 | $945K |
| Two Sigma Investments, LP | — | New | 18,612 | $925K |
| UBS Group AG | — | No change | 11,343 | $564K |
| Jennison Associates LLC | — | No change | 10,076 | $501K |
| Wealthcare Advisory Partners LLC | — | Reduce -0.5% | 9,291 | $464K |
| Mercer Global Advisors Inc. | — | Reduce -41.3% | 8,403 | $418K |
| Elequin Capital, LP | — | New | 8,175 | $409K |
| GAMCO Investors | — | No change | 8,000 | $398K |
| Ground Swell Capital, LLC | — | New | 5,885 | $292K |
| Steward Partners Investment Advisory, LLC | — | Add +144.9% | 3,980 | $198K |
| Ares Systematic Credit Ltd | — | No change | 774 | $38K |
| Global Retirement Partners, LLC | — | — | 663 | $33K |
| Blair William & Co. | — | Add +21.0% | 633 | $31K |
| Angeles Wealth Management, LLC | — | No change | 552 | $27K |
| Allworth Financial LP | — | New | 182 | $9K |
| Millstone Evans Group, LLC | — | No change | 135 | $7K |
| AE Wealth Management LLC | — | No change | 114 | $6K |
| Johnson Financial Group, Inc. | — | New | 85 | $4K |
| Osaic Holdings, Inc. | — | No change | 81 | $4K |
| Wolff Wiese Magana LLC | — | No change | 80 | $4K |
| US Bancorp \de | — | No change | 40 | $2K |
| Philadelphia Investment Partners, LLC | — | No change | 31 | $2K |
| Fifth Third Bancorp | — | Reduce -18.8% | 26 | $1K |
"% of holder's portfolio" is NEXTERA ENERGY INC (NEE 7.234 11/01/27)'s weight in each manager's 13F, not the share of Nextera Energy Inc. (nee 7.234 11/01/27) the manager owns.