Nextera Energy Inc. (nee 7.234 11/01/27)Preferred / convertible
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 44 institutions reported holding Nextera Energy Inc. (nee 7.234 11/01/27) in their 13F filings, unchanged from Q2 2025. 9 opened new positions and 10 sold out. The largest holders were Franklin Resources Inc. ($289.3M), Capital Research Global Investors ($200.4M) and Manufacturers Life Insurance Company, The ($170.0M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $28.2M |
| Exits | 10 | $99.6M |
All 13F filers, Q2 2025 → Q3 2025: 1,618,488 shares bought and 2,249,168 shares sold, net −630,680 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| Franklin Resources Inc. | — | Add +3.7% | 6,150,803 | $289.3M |
| Capital Research Global Investors | — | No change | 4,261,472 | $200.4M |
| Manufacturers Life Insurance Company, The | — | Add +0.6% | 3,609,300 | $170.0M |
| BlackRock, Inc. | — | Add +1.4% | 2,378,664 | $111.9M |
| Portman Square Capital LLP | — | No change | 2,051,000 | $96.6M |
| Bank of Montreal | — | No change | 1,200,000 | $56.4M |
| Ameriprise Financial Inc. | — | Add +25.1% | 1,072,400 | $50.4M |
| Van Eck Associates Corp. | — | Add +2.1% | 915,686 | $43.1M |
| Massachusetts Financial Services Co. | — | Reduce -0.1% | 908,279 | $42.7M |
| Victory Capital Management Inc. | — | Add +143.9% | 734,072 | $34.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Reduce -1.3% | 635,439 | $29.9M |
| Calamos Advisors LLC | — | Reduce -0.1% | 502,739 | $23.6M |
| Financial Sense Advisors, Inc. | — | New | 435,426 | $20.5M |
| State Street Corp. | — | Add +2.2% | 415,000 | $19.6M |
| FMR LLC | — | Reduce -4.7% | 309,700 | $14.6M |
| Pier 88 Investment Partners LLC | — | No change | 256,330 | $12.1M |
| Context Capital Management, LLC | — | No change | 250,000 | $11.8M |
| JPMorgan Chase & Co. | — | Reduce -27.3% | 151,657 | $7.1M |
| Bank of America Corp. | — | Reduce -16.2% | 130,689 | $6.1M |
| Janus Henderson Group PLC | — | No change | 130,000 | $6.1M |
| Citigroup Inc. | — | Add +111.9% | 107,000 | $5.0M |
| Gabelli Funds LLC | — | Reduce -36.2% | 88,000 | $4.2M |
| Rational Advisors, Inc. | — | No change | 74,400 | $3.5M |
| Wells Fargo & Company | — | Reduce -6.2% | 71,365 | $3.4M |
| Sanders Morris Harris LLC | — | New | 69,865 | $3.3M |
| Wolverine Asset Management LLC | — | Reduce -54.4% | 41,476 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | — | New | 41,220 | $1.9M |
| Morgan Stanley | — | Reduce -24.5% | 29,081 | $1.4M |
| Nuveen, LLC | — | New | 25,700 | $1.2M |
| Kayne Anderson Capital Advisors LP | — | New | 25,000 | $1.2M |
| Bright Futures Wealth Management, LLC. | — | — | 24,651 | $1.2M |
| Goldman Sachs Group Inc. | — | No change | 23,400 | $1.1M |
| Formidable Asset Management, LLC | — | Add +51.4% | 23,190 | $1.0M |
| D. E. Shaw & Co. | — | Reduce -94.1% | 14,181 | $669K |
| Financiere des Professionnels - Fonds d'investissement inc. | — | No change | 11,100 | $522K |
| Jennison Associates LLC | — | No change | 10,076 | $474K |
| Wealthcare Advisory Partners LLC | — | Add +19.7% | 9,241 | $435K |
| GAMCO Investors | — | No change | 8,000 | $378K |
| Comerica Bank | — | Reduce -1.1% | 931 | $44K |
| Steward Partners Investment Advisory, LLC | — | New | 825 | $39K |
| Advisory Services Network, LLC | — | New | 800 | $38K |
| Global Retirement Partners, LLC | — | Add +1072.4% | 680 | $32K |
| Millstone Evans Group, LLC | — | New | 75 | $4K |
| IFP Advisors, Inc | — | New | 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.