Nextera Energy Inc. (nee 7.234 11/01/27)Preferred / convertible
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 44 institutions reported holding Nextera Energy Inc. (nee 7.234 11/01/27) in their 13F filings, up 2 from Q1 2025. 6 opened new positions and 4 sold out. The largest holders were Franklin Resources Inc. ($262.4M), Capital Research Global Investors ($188.6M) and Manufacturers Life Insurance Company, The ($158.8M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $218.7M |
| Exits | 4 | $17.4M |
All 13F filers, Q1 2025 → Q2 2025: 6,238,311 shares bought and 5,667,974 shares sold, net +570,337 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| Franklin Resources Inc. | — | Add +17.7% | 5,929,577 | $262.4M |
| Capital Research Global Investors | — | New | 4,261,472 | $188.6M |
| Manufacturers Life Insurance Company, The | — | Reduce -0.2% | 3,586,600 | $158.8M |
| BlackRock, Inc. | — | Reduce -5.8% | 2,345,512 | $103.8M |
| Portman Square Capital LLP | — | No change | 2,051,000 | $90.8M |
| Parallax Volatility Advisers, L.P. | — | Reduce -23.2% | 787,858 | $54.7M |
| Bank of Montreal | — | No change | 1,200,000 | $53.1M |
| Massachusetts Financial Services Co. | — | Add +0.2% | 909,082 | $40.2M |
| Van Eck Associates Corp. | — | Reduce -9.2% | 896,803 | $39.7M |
| Ameriprise Financial Inc. | — | Reduce -21.1% | 857,400 | $37.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | New | 643,792 | $28.5M |
| Calamos Advisors LLC | — | Reduce -1.1% | 503,461 | $22.3M |
| State Street Corp. | — | Reduce -8.1% | 406,000 | $18.0M |
| Susquehanna Advisors Group, Inc. | — | Reduce -53.3% | 350,000 | $15.5M |
| Sona Asset Management (us) LLC | — | Reduce -36.4% | 350,000 | $15.5M |
| FMR LLC | — | Add +61.4% | 325,100 | $14.4M |
| Victory Capital Management Inc. | — | No change | 301,000 | $13.3M |
| Pier 88 Investment Partners LLC | — | Reduce -29.4% | 256,330 | $11.3M |
| Context Capital Management, LLC | — | No change | 250,000 | $11.1M |
| D. E. Shaw & Co. | — | Reduce -92.1% | 239,181 | $10.6M |
| JPMorgan Chase & Co. | — | Add +45.3% | 208,698 | $9.2M |
| Two Sigma Investments, LP | — | Reduce -66.5% | 195,378 | $8.6M |
| Bank of America Corp. | — | Add +455.4% | 155,880 | $6.9M |
| Gabelli Funds LLC | — | No change | 138,000 | $6.1M |
| Janus Henderson Group PLC | — | No change | 130,000 | $5.8M |
| Wolverine Asset Management LLC | — | Reduce -54.1% | 90,927 | $4.0M |
| Wells Fargo & Company | — | Add +116.1% | 76,101 | $3.4M |
| Rational Advisors, Inc. | — | Reduce -62.5% | 74,400 | $3.3M |
| Barclays PLC | — | Add +25.3% | 56,437 | $2.5M |
| Citigroup Inc. | — | No change | 50,500 | $2.2M |
| Camden Asset Management L P | — | Reduce -83.1% | 43,755 | $1.9M |
| Morgan Stanley | — | Add +435.9% | 38,537 | $1.7M |
| Goldman Sachs Group Inc. | — | New | 23,400 | $1.0M |
| Formidable Asset Management, LLC | — | No change | 15,315 | $695K |
| American Century Companies Inc. | — | New | 12,250 | $542K |
| Financiere des Professionnels - Fonds d'investissement inc. | — | No change | 11,100 | $491K |
| Jennison Associates LLC | — | No change | 10,076 | $446K |
| GAMCO Investors | — | No change | 8,000 | $354K |
| Wealthcare Advisory Partners LLC | — | Add +29.4% | 7,720 | $342K |
| Jane Street Group, LLC | — | Reduce -90.7% | 6,544 | $290K |
| Comerica Bank | — | New | 941 | $42K |
| Raymond James Financial Inc. | — | New | 500 | $22K |
| Sculptor Capital LP | — | Reduce -99.8% | 283 | $13K |
| Global Retirement Partners, LLC | — | — | 58 | $3K |
"% 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.