Nextera Energy Inc. (nee 7.234 11/01/27)Preferred / convertible
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 55 institutions reported holding Nextera Energy Inc. (nee 7.234 11/01/27) in their 13F filings, up 4 from Q4 2025. 12 opened new positions and 7 sold out. The largest holders were Franklin Resources Inc. ($338.0M), Capital Research Global Investors ($224.1M) and BlackRock, Inc. ($107.9M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $58.1M |
| Exits | 7 | $53.1M |
All 13F filers, Q4 2025 → Q1 2026: 3,325,468 shares bought and 11,477,537 shares sold, net −8,152,069 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| Franklin Resources Inc. | — | Add +0.9% | 6,432,632 | $338.0M |
| Capital Research Global Investors | — | No change | 4,265,572 | $224.1M |
| BlackRock, Inc. | — | Reduce -9.6% | 2,053,069 | $107.9M |
| Bank of Montreal | — | No change | 1,200,000 | $63.0M |
| Calamos Advisors LLC | — | Add +106.5% | 1,040,496 | $54.7M |
| Van Eck Associates Corp. | — | Reduce -14.4% | 773,872 | $40.7M |
| D. E. Shaw & Co. | — | Add +5288.8% | 764,181 | $40.0M |
| Victory Capital Management Inc. | — | Reduce -1.0% | 668,957 | $35.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Add +3.2% | 589,895 | $31.0M |
| Manufacturers Life Insurance Company, The | — | Reduce -86.0% | 493,222 | $25.8M |
| Shaolin Capital Management LLC | — | New | 475,000 | $24.9M |
| Pier 88 Investment Partners LLC | — | Add +0.2% | 458,330 | $24.1M |
| Citigroup Inc. | — | Add +28.8% | 446,750 | $23.5M |
| Financial Sense Advisors, Inc. | — | Reduce -5.2% | 408,776 | $21.5M |
| State Street Corp. | — | Reduce -9.5% | 389,000 | $20.4M |
| Wolverine Asset Management LLC | — | Add +4466.0% | 355,324 | $18.6M |
| Ameriprise Financial Inc. | — | Reduce -34.4% | 344,209 | $18.0M |
| JPMorgan Chase & Co. | — | Add +61.3% | 322,291 | $16.9M |
| FMR LLC | — | No change | 309,700 | $16.2M |
| Bank of America Corp. | — | Add +99.6% | 264,866 | $13.9M |
| Sculptor Capital LP | — | New | 256,569 | $13.5M |
| Rational Advisors, Inc. | — | Add +5.3% | 201,000 | $10.6M |
| Susquehanna Advisors Group, Inc. | — | New | 200,000 | $10.5M |
| Raymond James Financial Inc. | — | Reduce -2.9% | 200,395 | $10.4M |
| Wells Fargo & Company | — | Add +157.3% | 193,842 | $10.2M |
| Context Capital Management, LLC | — | Reduce -40.0% | 150,000 | $7.9M |
| Gabelli Funds LLC | — | No change | 128,000 | $6.7M |
| BlueCrest Capital Management Ltd | — | New | 59,092 | $3.1M |
| Jane Street Group, LLC | — | New | 58,159 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | — | Add +23.0% | 53,872 | $2.8M |
| Portman Square Capital LLP | — | No change | 51,000 | $2.7M |
| Barclays PLC | — | Reduce -33.8% | 44,579 | $2.3M |
| AssuredPartners Investment Advisors, LLC | — | New | 43,270 | $2.3M |
| Morgan Stanley | — | Reduce -0.7% | 30,428 | $1.6M |
| Nuveen, LLC | — | Add +1.2% | 25,400 | $1.3M |
| Formidable Asset Management, LLC | — | Add +4.0% | 25,885 | $1.3M |
| Goldman Sachs Group Inc. | — | No change | 23,400 | $1.2M |
| Mercer Global Advisors Inc. | — | New | 14,303 | $751K |
| UBS Group AG | — | Add +3922.3% | 11,343 | $596K |
| Jennison Associates LLC | — | No change | 10,076 | $529K |
| Wealthcare Advisory Partners LLC | — | Add +1.4% | 9,341 | $489K |
| GAMCO Investors | — | No change | 8,000 | $420K |
| Steward Partners Investment Advisory, LLC | — | Add +18.2% | 1,625 | $85K |
| Ares Systematic Credit Ltd | — | New | 774 | $40K |
| Angeles Wealth Management, LLC | — | No change | 552 | $29K |
| Blair William & Co. | — | Add +175.3% | 523 | $27K |
| Millstone Evans Group, LLC | — | Add +80.0% | 135 | $7K |
| AE Wealth Management LLC | — | No change | 114 | $6K |
| Osaic Holdings, Inc. | — | Reduce -96.2% | 81 | $4K |
| Wolff Wiese Magana LLC | — | New | 80 | $4K |
| O'shaughnessy Asset Management, LLC | — | No change | 51 | $3K |
| US Bancorp \de | — | New | 40 | $2K |
| Fifth Third Bancorp | — | New | 32 | $2K |
| Philadelphia Investment Partners, LLC | — | — | 31 | $2K |
| Advisory Services Network, LLC | — | New | 30 | $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.