Nextera Energy Inc. (nee 7.299 06/01/27)Preferred / convertible

13F holders, Q4 2024 (December 31)
57holders −2
7new positions
11sold out
3famous investors
$46.98avg. 13F price*

At the end of Q4 2024, 57 institutions reported holding Nextera Energy Inc. (nee 7.299 06/01/27) in their 13F filings, down 2 from Q3 2024. 7 opened new positions and 11 sold out. The largest holders were Voya Investment Management LLC ($415.0M), Franklin Resources Inc. ($204.4M) and BlackRock, Inc. ($167.6M). 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

020406080 Q2 2024: 50Q2 2024Q3 2024: 59Q3 2024Q4 2024: 57Q4 2024Q1 2025: 59Q1 2025Q2 2025: 59Q2 2025Q3 2025: 59Q3 2025Q4 2025: 63Q4 2025Q1 2026: 74Q1 2026Q2 2026: 75Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions7$101.9M
Exits11$336.3M

All 13F filers, Q3 2024 → Q4 2024: 7,484,842 shares bought and 11,571,922 shares sold, net −4,087,080 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 57 holders

Voya Investment Management LLC — Add +108.2% 8,505,030 $415.0M
Franklin Resources Inc. — Add +1.2% 4,189,735 $204.4M
BlackRock, Inc. — Reduce -9.3% 3,435,024 $167.6M
Manufacturers Life Insurance Company, The — Reduce -4.1% 3,076,800 $150.5M
D. E. Shaw & Co. — Reduce -8.9% 2,040,000 $99.7M
Susquehanna Advisors Group, Inc. — — 1,650,000 $80.5M
Van Eck Associates Corp. — Reduce -11.8% 1,428,974 $69.7M
Sona Asset Management (us) LLC — No change 1,375,000 $67.2M
Aequim Alternative Investments LP — Reduce -12.5% 1,050,000 $51.2M
Shaolin Capital Management LLC — New 918,874 $44.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. — New 795,027 $38.8M
Advent Capital Management — Add +130.5% 697,558 $33.9M
Calamos Advisors LLC — Reduce -0.9% 661,681 $32.3M
State Street Corp. — Add +12.1% 640,000 $31.2M
Ameriprise Financial Inc. — Reduce -18.6% 636,800 $31.1M
Sculptor Capital LP — Reduce -46.5% 572,081 $27.9M
FMR LLC — Reduce -33.3% 496,700 $24.2M
Point72 Asset Management — Add +14.2% 399,500 $19.5M
Wells Fargo & Company — Reduce -68.6% 358,490 $17.5M
Morgan Stanley — Reduce -11.0% 336,005 $16.4M
Millennium Management — Add +5.2% 315,627 $15.4M
Socorro Asset Management LP — Add +44.1% 245,000 $12.0M
Citigroup Inc. — Add +26.3% 240,000 $11.7M
Two Sigma Investments, LP — Reduce -84.6% 238,846 $11.7M
Credit Industriel Et Commercial — — 200,000 $10.6M
Bank of America Corp. — Reduce -70.1% 194,856 $9.5M
Thrivent Financial for Lutherans — Add +53.9% 152,113 $7.4M
HBK Investments L P — New 150,000 $7.3M
BlueCrest Capital Management Ltd — Reduce -74.7% 141,584 $6.9M
Invesco Ltd. — Reduce -4.8% 138,000 $6.7M
Barclays PLC — Reduce -55.3% 131,111 $6.4M
Wolverine Asset Management LLC — Reduce -27.7% 117,507 $5.7M
Nuveen Asset Management, LLC — Reduce -2.8% 116,650 $5.7M
Walleye Capital LLC — Reduce -60.0% 100,000 $4.9M
Victory Capital Management Inc. — Add +165.6% 95,604 $4.7M
Jane Street Group, LLC — New 91,172 $4.4M
Paloma Partners Management Co — No change 68,750 $3.4M
Loomis Sayles & Co. L P — New 42,576 $3.1M
Mizuho Securities USA LLC — New 59,154 $3.0M
Macquarie Group Ltd. — Reduce -25.7% 56,328 $2.7M
Ssi Investment Management LLC — Add +34.9% 54,250 $2.6M
Context Capital Management, LLC — No change 50,000 $2.4M
Cambridge Investment Research Advisors, Inc. — Add +7.6% 46,686 $2.3M
JPMorgan Chase & Co. — Reduce -73.5% 43,300 $2.1M
Parallax Volatility Advisers, L.P. — Reduce -71.8% 29,428 $2.1M
Kayne Anderson Capital Advisors LP — No change 40,000 $2.0M
Russell Investments Group, Ltd. — Add +12.3% 1,461,950 $1.4M
Corient Private Wealth LP — Reduce -1.0% 28,967 $1.4M
Infrastructure Capital Advisors, LLC — Add +10.6% 16,684 $814K
Financiere des Professionnels - Fonds d'investissement inc. — Add +17.1% 12,350 $603K
American Century Companies Inc. — Add +2.5% 10,548 $516K
Mackenzie Financial Corp. — New 9,400 $459K
Calamos Wealth Management LLC — Reduce -43.6% 9,216 $450K
AEGON USA Investment Management, LLC — No change 8,000 $390K
Oppenheimer & Co. Inc. — Reduce -1.8% 5,475 $267K
Steward Partners Investment Advisory, LLC — Add +22.6% 613 $30K
Alken Asset Management Ltd — No change 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.