Nextera Energy Inc. (nee 7.299 06/01/27)Preferred / convertible
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 59 institutions reported holding Nextera Energy Inc. (nee 7.299 06/01/27) in their 13F filings, up 9 from Q2 2024. 19 opened new positions and 11 sold out. The largest holders were Franklin Resources Inc. ($228.0M), Voya Investment Management LLC ($226.5M) and BlackRock, Inc. ($210.1M). 3 famous investors held it, including David E. Shaw ( of D. E. Shaw & Co.'s portfolio), Steve Cohen ( of Point72 Asset Management'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $177.0M |
| Exits | 11 | $292.9M |
All 13F filers, Q2 2024 → Q3 2024: 10,987,335 shares bought and 73,463,436 shares sold, net −62,476,101 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Franklin Resources Inc. | — | Add +37.4% | 4,139,725 | $228.0M |
| Voya Investment Management LLC | — | Add +133.4% | 4,084,230 | $226.5M |
| BlackRock, Inc. | — | — | 3,788,783 | $210.1M |
| Manufacturers Life Insurance Company, The | — | Add +113.9% | 3,207,850 | $179.1M |
| D. E. Shaw & Co. | — | Add +6.7% | 2,240,000 | $124.8M |
| Susquehanna International Group, LLP | — | Reduce -21.4% | 2,025,000 | $112.3M |
| Van Eck Associates Corp. | — | New | 1,619,297 | $90.0M |
| Two Sigma Investments, LP | — | Add +5.2% | 1,551,487 | $86.0M |
| Sona Asset Management (us) LLC | — | Add +25.0% | 1,375,000 | $76.2M |
| Aequim Alternative Investments LP | — | Add +33.3% | 1,200,000 | $66.5M |
| Wells Fargo & Company | — | Reduce -23.2% | 1,142,157 | $63.3M |
| Sculptor Capital LP | — | Reduce -7.1% | 1,068,379 | $59.2M |
| Weiss Asset Management LP | — | Reduce -68.2% | 860,000 | $47.9M |
| Ameriprise Financial Inc. | — | Add +118.9% | 781,800 | $43.5M |
| Camden Asset Management L P | — | Add +25.0% | 750,000 | $41.8M |
| FMR LLC | — | Add +5.3% | 744,400 | $41.5M |
| Bank of Montreal | — | Add +15.1% | 690,000 | $38.4M |
| Calamos Advisors LLC | — | Add +7.5% | 667,833 | $37.0M |
| Bank of America Corp. | — | Reduce -57.7% | 650,904 | $36.1M |
| Lord, Abbett & Co. LLC | — | New | 586,760 | $32.6M |
| State Street Corp. | — | Reduce -1.6% | 571,000 | $31.8M |
| BlueCrest Capital Management Ltd | — | Reduce -7.5% | 559,824 | $31.0M |
| III Capital Management | — | Add +9.9% | 555,000 | $30.9M |
| Morgan Stanley | — | Add +64.1% | 377,380 | $20.9M |
| Angelo Gordon & Co., L.P. | — | New | 350,000 | $19.5M |
| Point72 Asset Management | — | Reduce -12.6% | 349,800 | $19.4M |
| Advent Capital Management | — | Add +68.2% | 302,663 | $16.8M |
| Millennium Management | — | Reduce -76.9% | 300,000 | $16.7M |
| Barclays PLC | — | Add +63.0% | 293,125 | $16.3M |
| Walleye Capital LLC | — | Reduce -16.7% | 250,000 | $14.0M |
| Citigroup Inc. | — | Reduce -5.0% | 190,000 | $10.5M |
| Socorro Asset Management LP | — | New | 170,000 | $9.4M |
| JPMorgan Chase & Co. | — | Reduce -1.9% | 163,372 | $9.1M |
| Wolverine Asset Management LLC | — | Reduce -50.9% | 162,561 | $9.0M |
| Parallax Volatility Advisers, L.P. | — | Reduce -25.4% | 104,428 | $8.8M |
| Invesco Ltd. | — | No change | 145,000 | $8.0M |
| Highbridge Capital Management LLC | — | Reduce -83.8% | 129,682 | $7.2M |
| Nuveen Asset Management, LLC | — | Reduce -71.4% | 120,000 | $6.7M |
| Thrivent Financial for Lutherans | — | New | 98,864 | $5.5M |
| Monashee Investment Management LLC | — | Add +325.0% | 85,000 | $4.7M |
| Macquarie Group Ltd. | — | New | 75,767 | $4.2M |
| Paloma Partners Management Co | — | Add +25.0% | 68,750 | $3.8M |
| Context Capital Management, LLC | — | New | 50,000 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | — | New | 43,394 | $2.4M |
| Ssi Investment Management LLC | — | New | 40,205 | $2.2M |
| Kayne Anderson Capital Advisors LP | — | New | 40,000 | $2.2M |
| Victory Capital Management Inc. | — | New | 36,000 | $2.0M |
| Corient Private Wealth LP | — | New | 29,261 | $1.6M |
| Russell Investments Group, Ltd. | — | Add +69.7% | 1,302,300 | $1.4M |
| Boothbay Fund Management, LLC | — | Add +9.7% | 16,443 | $912K |
| Calamos Wealth Management LLC | — | New | 16,338 | $906K |
| Infrastructure Capital Advisors, LLC | — | Reduce -88.0% | 15,085 | $836K |
| Financiere des Professionnels - Fonds d'investissement inc. | — | Add +177.6% | 10,550 | $585K |
| American Century Companies Inc. | — | New | 10,293 | $575K |
| AEGON USA Investment Management, LLC | — | New | 8,000 | $445K |
| Oppenheimer & Co. Inc. | — | New | 5,575 | $309K |
| Tower Research Capital LLC (TRC) | — | New | 2,339 | $130K |
| Steward Partners Investment Advisory, LLC | — | New | 500 | $28K |
| Alken Asset Management Ltd | — | New | 40,000 | $2K |
"% 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.