Nextera Energy Inc. (nee 7.234 11/01/27)Preferred / convertible

13F holders, Q4 2024 (December 31)
47holders
4famous investors
$39.31avg. 13F price*

At the end of Q4 2024, 47 institutions reported holding Nextera Energy Inc. (nee 7.234 11/01/27) in their 13F filings. The largest holders were Franklin Resources Inc. ($181.5M), D. E. Shaw & Co. ($178.4M) and Portman Square Capital LLP ($128.1M). 4 famous investors held it, including David E. Shaw ( of D. E. Shaw & Co.'s portfolio), Israel Englander ( of Millennium Management's portfolio) and Steve Cohen ( of Point72 Asset Management's portfolio).

Company
Nextera Energy Inc. (nee 7.234 11/01/27)
CUSIP
65339F119
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q4 2024: 47Q4 2024Q1 2025: 42Q1 2025Q2 2025: 44Q2 2025Q3 2025: 44Q3 2025Q4 2025: 51Q4 2025Q1 2026: 55Q1 2026Q2 2026: 59Q2 2026

Total Exit/New Position Q4 2024

InstitutionsTotal Value
New Positions47$1.3B
Exits0$0

Ownership 47 holders

Franklin Resources Inc. — New 3,980,000 $181.5M
D. E. Shaw & Co. — New 3,900,000 $178.4M
Portman Square Capital LLP — New 2,800,000 $128.1M
BlackRock, Inc. — New 2,588,036 $118.0M
Parallax Volatility Advisers, L.P. — New 1,069,304 $76.7M
Two Sigma Investments, LP — New 1,627,035 $74.2M
Camden Asset Management L P — New 1,431,755 $65.4M
Bank of Montreal — New 1,200,000 $54.7M
Van Eck Associates Corp. — New 1,075,666 $49.0M
Jane Street Group, LLC — New 952,572 $43.4M
Susquehanna Advisors Group, Inc. — — 950,000 $43.3M
Massachusetts Financial Services Co. — New 716,981 $32.7M
Sona Asset Management (us) LLC — New 550,000 $25.1M
BlueCrest Capital Management Ltd — New 550,919 $25.1M
State Street Corp. — New 507,000 $23.2M
Calamos Advisors LLC — New 502,308 $22.9M
Context Capital Management, LLC — New 500,000 $22.8M
Ameriprise Financial Inc. — New 390,000 $17.8M
Manufacturers Life Insurance Company, The — New 377,950 $17.3M
Sculptor Capital LP — New 374,033 $17.1M
Wolverine Asset Management LLC — New 300,981 $13.8M
Victory Capital Management Inc. — New 301,000 $13.7M
Highbridge Capital Management LLC — New 250,100 $11.4M
Algebris (uk) Ltd. — New 240,000 $10.6M
Weiss Asset Management LP — New 206,600 $9.5M
FMR LLC — New 201,400 $9.2M
Bank of America Corp. — New 190,263 $8.7M
Walleye Capital LLC — New 150,000 $6.9M
JPMorgan Chase & Co. — New 144,733 $6.6M
Gabelli Funds LLC — New 138,000 $6.3M
Balyasny Asset Management L.P. — New 125,000 $5.7M
Westwood Holdings Group Inc. — New 113,150 $5.2M
Millennium Management — New 5,500,000 $5.0M
Janus Henderson Group PLC — New 100,000 $4.6M
Point72 Asset Management — New 100,000 $4.6M
Thrivent Financial for Lutherans — New 70,888 $3.2M
Sanders Morris Harris LLC — New 69,865 $3.2M
Barclays PLC — New 68,001 $3.1M
Mizuho Securities USA LLC — New 31,500 $1.4M
HRT Financial LP — New 30,427 $1.4M
Paloma Partners Management Co — New 27,500 $1.3M
Bright Futures Wealth Management, LLC. — New 26,430 $1.2M
Skaana Management L.P. — New 20,179 $920K
Jennison Associates LLC — New 10,076 $459K
GAMCO Investors — New 8,000 $365K
Wells Fargo & Company — New 1,150 $52K
UBS Group AG — New 400 $18K

"% 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.