Nextera Energy Inc. (nee 7.234 11/01/27)Preferred / convertible
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 42 institutions reported holding Nextera Energy Inc. (nee 7.234 11/01/27) in their 13F filings, down 5 from Q4 2024. 8 opened new positions and 13 sold out. The largest holders were Franklin Resources Inc. ($229.5M), Manufacturers Life Insurance Company, The ($162.4M) and D. E. Shaw & Co. ($136.7M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $34.2M |
| Exits | 13 | $80.1M |
All 13F filers, Q4 2024 → Q1 2025: 5,982,274 shares bought and 13,192,464 shares sold, net −7,210,190 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Franklin Resources Inc. | — | Add +26.6% | 5,037,604 | $229.5M |
| Manufacturers Life Insurance Company, The | — | Add +850.5% | 3,592,400 | $162.4M |
| D. E. Shaw & Co. | — | Reduce -22.4% | 3,025,000 | $136.7M |
| BlackRock, Inc. | — | Reduce -3.9% | 2,488,487 | $113.4M |
| Portman Square Capital LLP | — | Reduce -26.8% | 2,051,000 | $92.8M |
| Parallax Volatility Advisers, L.P. | — | Reduce -4.1% | 1,025,561 | $72.7M |
| Bank of Montreal | — | No change | 1,200,000 | $54.7M |
| Ameriprise Financial Inc. | — | Add +178.8% | 1,087,400 | $49.1M |
| Van Eck Associates Corp. | — | Reduce -8.1% | 988,107 | $45.0M |
| Massachusetts Financial Services Co. | — | Add +26.5% | 907,092 | $41.3M |
| Susquehanna Advisors Group, Inc. | — | Reduce -21.1% | 750,000 | $34.2M |
| Two Sigma Investments, LP | — | Reduce -64.1% | 583,853 | $26.6M |
| Sona Asset Management (us) LLC | — | No change | 550,000 | $24.9M |
| Calamos Advisors LLC | — | Add +1.3% | 509,036 | $23.2M |
| State Street Corp. | — | Reduce -12.8% | 442,000 | $20.0M |
| Pier 88 Investment Partners LLC | — | New | 363,240 | $16.5M |
| Victory Capital Management Inc. | — | No change | 301,000 | $13.7M |
| Camden Asset Management L P | — | Reduce -81.9% | 258,755 | $11.7M |
| Context Capital Management, LLC | — | Reduce -50.0% | 250,000 | $11.4M |
| FMR LLC | — | No change | 201,400 | $9.1M |
| Rational Advisors, Inc. | — | New | 198,600 | $9.0M |
| Wolverine Asset Management LLC | — | Reduce -34.1% | 198,259 | $9.0M |
| Sculptor Capital LP | — | Reduce -61.4% | 144,419 | $6.6M |
| JPMorgan Chase & Co. | — | Reduce -0.8% | 143,605 | $6.5M |
| Gabelli Funds LLC | — | No change | 138,000 | $6.3M |
| Janus Henderson Group PLC | — | Add +30.0% | 130,000 | $5.8M |
| Westwood Holdings Group Inc. | — | No change | 113,150 | $5.2M |
| Monashee Investment Management LLC | — | New | 100,000 | $4.6M |
| Walleye Capital LLC | — | Reduce -33.3% | 100,000 | $4.5M |
| Jane Street Group, LLC | — | Reduce -92.6% | 70,274 | $3.2M |
| Sanders Morris Harris LLC | — | No change | 69,865 | $3.2M |
| Citigroup Inc. | — | New | 50,500 | $2.3M |
| Barclays PLC | — | Reduce -33.8% | 45,030 | $2.1M |
| Wells Fargo & Company | — | Add +2962.6% | 35,220 | $1.6M |
| Bank of America Corp. | — | Reduce -85.3% | 28,069 | $1.3M |
| Bright Futures Wealth Management, LLC. | — | Reduce -7.5% | 24,439 | $1.0M |
| Formidable Asset Management, LLC | — | New | 15,315 | $695K |
| Financiere des Professionnels - Fonds d'investissement inc. | — | New | 11,100 | $506K |
| Jennison Associates LLC | — | No change | 10,076 | $459K |
| GAMCO Investors | — | No change | 8,000 | $364K |
| Morgan Stanley | — | New | 7,191 | $328K |
| Wealthcare Advisory Partners LLC | — | New | 5,965 | $271K |
"% 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.