Nextera Energy Inc. (nee 7.234 11/01/27)Preferred / convertible
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 51 institutions reported holding Nextera Energy Inc. (nee 7.234 11/01/27) in their 13F filings, up 7 from Q3 2025. 11 opened new positions and 4 sold out. The largest holders were Franklin Resources Inc. ($310.8M), Capital Research Global Investors ($207.9M) and Manufacturers Life Insurance Company, The ($171.1M). 3 famous investors held it, including David E. Shaw ( of D. E. Shaw & Co.'s portfolio), Mario Gabelli ( of GAMCO Investors's portfolio) and Ken Griffin ( of Citadel Advisors'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $17.6M |
| Exits | 4 | $9.5M |
All 13F filers, Q3 2025 → Q4 2025: 7,931,574 shares bought and 3,119,279 shares sold, net +4,812,295 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| Franklin Resources Inc. | — | Add +3.6% | 6,374,769 | $310.8M |
| Capital Research Global Investors | — | Add +0.1% | 4,265,572 | $207.9M |
| Manufacturers Life Insurance Company, The | — | Reduce -2.5% | 3,518,672 | $171.1M |
| BlackRock, Inc. | — | Reduce -4.5% | 2,271,843 | $110.8M |
| Bank of Montreal | — | No change | 1,200,000 | $58.5M |
| Massachusetts Financial Services Co. | — | No change | 908,279 | $44.3M |
| Van Eck Associates Corp. | — | Reduce -1.2% | 904,524 | $44.1M |
| Victory Capital Management Inc. | — | Reduce -8.0% | 675,749 | $32.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Reduce -10.1% | 571,380 | $27.9M |
| Ameriprise Financial Inc. | — | Reduce -51.1% | 524,400 | $25.5M |
| Calamos Advisors LLC | — | Add +0.2% | 503,936 | $24.6M |
| Pier 88 Investment Partners LLC | — | Add +78.4% | 457,230 | $22.3M |
| Financial Sense Advisors, Inc. | — | Reduce -1.0% | 431,160 | $21.0M |
| State Street Corp. | — | Add +3.6% | 430,000 | $20.9M |
| Citigroup Inc. | — | Add +224.1% | 346,750 | $16.9M |
| FMR LLC | — | No change | 309,700 | $15.0M |
| Context Capital Management, LLC | — | No change | 250,000 | $12.2M |
| Raymond James Financial Inc. | — | New | 206,341 | $10.0M |
| JPMorgan Chase & Co. | — | Add +31.8% | 199,819 | $9.7M |
| Rational Advisors, Inc. | — | Add +156.4% | 190,800 | $9.3M |
| Bank of America Corp. | — | Add +1.6% | 132,710 | $6.5M |
| Gabelli Funds LLC | — | Add +45.5% | 128,000 | $6.2M |
| Wells Fargo & Company | — | Add +5.6% | 75,333 | $3.7M |
| Barclays PLC | — | New | 67,317 | $3.3M |
| Fosun International Ltd | — | New | 6,700,000 | $3.3M |
| Kayne Anderson Capital Advisors LP | — | Add +140.0% | 60,000 | $2.9M |
| Portman Square Capital LLP | — | Reduce -97.5% | 51,000 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | — | Add +6.3% | 43,799 | $2.1M |
| Morgan Stanley | — | Add +5.3% | 30,630 | $1.5M |
| Nuveen, LLC | — | Reduce -2.3% | 25,100 | $1.2M |
| Bright Futures Wealth Management, LLC. | — | Reduce -1.8% | 24,220 | $1.2M |
| Formidable Asset Management, LLC | — | Add +7.3% | 24,885 | $1.2M |
| Goldman Sachs Group Inc. | — | No change | 23,400 | $1.1M |
| D. E. Shaw & Co. | — | No change | 14,181 | $690K |
| Financiere des Professionnels - Fonds d'investissement inc. | — | No change | 11,100 | $541K |
| Elequin Capital, LP | — | New | 10,246 | $497K |
| Jennison Associates LLC | — | No change | 10,076 | $491K |
| Wealthcare Advisory Partners LLC | — | Reduce -0.3% | 9,216 | $448K |
| GAMCO Investors | — | No change | 8,000 | $390K |
| Wolverine Asset Management LLC | — | Reduce -81.2% | 7,782 | $378K |
| Citadel Advisors | — | New | 7,497 | $365K |
| Osaic Holdings, Inc. | — | New | 2,147 | $105K |
| Steward Partners Investment Advisory, LLC | — | Add +66.7% | 1,375 | $67K |
| Global Retirement Partners, LLC | — | Reduce -0.7% | 675 | $33K |
| Angeles Wealth Management, LLC | — | New | 552 | $27K |
| Comerica Bank | — | Reduce -61.6% | 357 | $17K |
| UBS Group AG | — | New | 282 | $14K |
| Blair William & Co. | — | New | 190 | $9K |
| AE Wealth Management LLC | — | New | 114 | $6K |
| Millstone Evans Group, LLC | — | No change | 75 | $4K |
| O'shaughnessy Asset Management, LLC | — | New | 51 | $2K |
"% 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.