Nextera Energy Inc. (nee 7.299 06/01/27)Preferred / convertible
13F holders, Q2 2026 (June 30)75holders +1
5new positions
6sold out
2famous investors
$46.28avg. 13F price*
At the end of Q2 2026, 75 institutions reported holding Nextera Energy Inc. (nee 7.299 06/01/27) in their 13F filings, up 1 from Q1 2026. 5 opened new positions and 6 sold out. The largest holders were Voya Investment Management LLC ($373.1M), Franklin Resources Inc. ($298.8M) and BlackRock, Inc. ($130.8M). 2 famous investors held it, including David E. Shaw ( of D. E. Shaw & Co.'s portfolio) and Israel Englander ( of Millennium Management's portfolio).
- Company
- Nextera Energy Inc. (nee 7.299 06/01/27)
- CUSIP
- 65339F663
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $10.2M |
| Exits | 6 | $29.2M |
All 13F filers, Q1 2026 → Q2 2026: 6,146,551 shares bought and 1,982,868 shares sold, net +4,163,683 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 75 holders
| Voya Investment Management LLC | — | Reduce -0.4% | 7,021,945 | $373.1M |
| Franklin Resources Inc. | — | Add +0.5% | 5,623,695 | $298.8M |
| BlackRock, Inc. | — | Reduce -10.1% | 2,461,903 | $130.8M |
| D. E. Shaw & Co. | — | Add +2.4% | 2,131,000 | $114.1M |
| Advent Capital Management | — | Add +0.9% | 1,953,959 | $104.8M |
| Bank of Montreal | — | No change | 1,584,000 | $84.2M |
| Two Sigma Investments, LP | — | Add +785.5% | 1,453,308 | $77.2M |
| Sculptor Capital LP | — | Add +144.5% | 1,433,571 | $77.0M |
| Victory Capital Management Inc. | — | Reduce -0.8% | 1,098,825 | $58.4M |
| Aequim Alternative Investments LP | — | Add +50.3% | 1,090,000 | $57.9M |
| Susquehanna Advisors Group, Inc. | — | Add +135.9% | 1,085,000 | $57.7M |
| American Century Companies Inc. | — | Reduce -0.9% | 1,070,134 | $57.4M |
| Van Eck Associates Corp. | — | Reduce -3.0% | 1,000,670 | $53.2M |
| MacKay Shields LLC | — | Add +99.0% | 940,950 | $50.5M |
| Calamos Advisors LLC | — | Reduce -2.0% | 759,368 | $40.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Reduce -5.9% | 727,754 | $38.7M |
| State Street Corp. | — | Add +18.3% | 613,407 | $32.9M |
| Walleye Capital LLC | — | Add +25.0% | 500,000 | $26.8M |
| Millennium Management | — | Add +86.7% | 457,328 | $24.5M |
| Bank of America Corp. | — | Add +267.7% | 450,182 | $23.9M |
| FMR LLC | — | Reduce -0.7% | 435,100 | $23.3M |
| Citigroup Inc. | — | Reduce -0.6% | 411,453 | $21.9M |
| Ameriprise Financial Inc. | — | Reduce -43.9% | 345,195 | $18.5M |
| Credit Industriel Et Commercial | — | No change | 325,000 | $17.4M |
| Jane Street Group, LLC | — | Add +213.0% | 280,125 | $14.9M |
| JPMorgan Chase & Co. | — | Add +28.1% | 243,087 | $13.6M |
| Morgan Stanley | — | Add +7.0% | 229,352 | $12.2M |
| Invesco Ltd. | — | No change | 217,000 | $11.5M |
| Socorro Asset Management LP | — | No change | 179,085 | $9.5M |
| Wells Fargo & Company | — | Reduce -70.9% | 159,370 | $8.5M |
| UBS Group AG | — | Add +889.2% | 156,221 | $8.3M |
| Camden Asset Management L P | — | New | 150,000 | $8.0M |
| Nuveen, LLC | — | Reduce -0.2% | 136,900 | $7.3M |
| Russell Investments Group, Ltd. | — | Add +19.2% | 5,900,150 | $6.3M |
| Portman Square Capital LLP | — | No change | 100,000 | $5.4M |
| HBK Investments L P | — | Reduce -50.0% | 100,000 | $5.4M |
| CSS LLC | — | Add +100.4% | 97,165 | $5.2M |
| BlueCrest Capital Management Ltd | — | Reduce -24.2% | 88,622 | $4.7M |
| Federated Hermes, Inc. | — | No change | 79,821 | $4.2M |
| Magnetar Financial LLC | — | No change | 77,250 | $4.2M |
| Meridian Wealth Management, LLC | — | Reduce -4.7% | 77,579 | $4.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | — | Add +367.7% | 72,883 | $3.9M |
| Elequin Capital, LP | — | Reduce -70.2% | 70,277 | $3.8M |
| Wolverine Asset Management LLC | — | Add +101.5% | 58,530 | $3.1M |
| Envestnet Asset Management Inc. | — | Add +145.6% | 58,322 | $3.1M |
| Manufacturers Life Insurance Company, The | — | Add +4.8% | 55,100 | $3.0M |
| Nomura Asset Management International Inc. | — | Reduce -14.8% | 46,296 | $2.5M |
| Raymond James Financial Inc. | — | Add +1.1% | 45,667 | $2.4M |
| Ssi Investment Management LLC | — | Reduce -3.3% | 40,960 | $2.2M |
| Capital World Investors | — | No change | 40,200 | $2.1M |
| Barclays PLC | — | Reduce -72.6% | 29,410 | $1.6M |
| HRT Financial LP | — | New | 26,339 | $1.4M |
| Goldman Sachs Group Inc. | — | No change | 20,638 | $1.1M |
| Virtue Asset Management LLC | — | Reduce -0.6% | 19,258 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | — | Reduce -3.2% | 16,337 | $868K |
| Sei Investments Co. | — | Add +12.8% | 13,550 | $720K |
| Ares Systematic Credit Ltd | — | No change | 11,035 | $586K |
| Andrew Hill Investment Advisors, Inc. | — | Add +5.5% | 9,520 | $506K |
| Ground Swell Capital, LLC | — | New | 9,228 | $490K |
| AEGON USA Investment Management, LLC | — | No change | 8,000 | $430K |
| Cetera Investment Advisers | — | Add +16.2% | 7,824 | $416K |
| Tidal Investments LLC | — | Add +13.7% | 7,404 | $393K |
| Axxion S.A. | — | — | 7,000 | $376K |
| Oppenheimer & Co. Inc. | — | Add +31.4% | 5,550 | $295K |
| &partners | — | No change | 5,278 | $280K |
| Calamos Wealth Management LLC | — | Add +4.9% | 5,072 | $270K |
| AQR Arbitrage LLC | — | New | 5,000 | $268K |
| Wellington Management Group LLP | — | No change | 5,000 | $267K |
| Whittier Trust Co. | — | No change | 3,645 | $194K |
| Steward Partners Investment Advisory, LLC | — | Reduce -32.9% | 1,652 | $88K |
| Osaic Holdings, Inc. | — | Add +423.1% | 1,177 | $63K |
| Tower Research Capital LLC (TRC) | — | New | 481 | $26K |
| Blair William & Co. | — | No change | 305 | $16K |
| Wolff Wiese Magana LLC | — | No change | 220 | $12K |
| Global Retirement Partners, LLC | — | — | 9 | $478 |
"% of holder's portfolio" is NEXTERA ENERGY INC (NEE 7.299 06/01/27)'s weight in each manager's 13F, not the share of Nextera Energy Inc. (nee 7.299 06/01/27) the manager owns.