Nextera Energy Inc. (nee 7.299 06/01/27)Preferred / convertible
13F holders, Q1 2025 (March 31)59holders +2
10new positions
8sold out
2famous investors
$45.77avg. 13F price*
At the end of Q1 2025, 59 institutions reported holding Nextera Energy Inc. (nee 7.299 06/01/27) in their 13F filings, up 2 from Q4 2024. 10 opened new positions and 8 sold out. The largest holders were Voya Investment Management LLC ($421.9M), Franklin Resources Inc. ($248.7M) and BlackRock, Inc. ($159.3M). 2 famous investors held it, including David E. Shaw ( of D. E. Shaw & Co.'s portfolio) and Steve Cohen ( of Point72 Asset 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $24.7M |
| Exits | 8 | $77.1M |
All 13F filers, Q4 2024 → Q1 2025: 4,357,662 shares bought and 6,298,350 shares sold, net −1,940,688 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Voya Investment Management LLC | — | Add +3.8% | 8,823,760 | $421.9M |
| Franklin Resources Inc. | — | Add +24.2% | 5,202,865 | $248.7M |
| BlackRock, Inc. | — | Reduce -3.0% | 3,332,960 | $159.3M |
| D. E. Shaw & Co. | — | Add +7.3% | 2,190,000 | $105.6M |
| Van Eck Associates Corp. | — | Reduce -7.8% | 1,317,476 | $63.0M |
| Susquehanna Advisors Group, Inc. | — | Reduce -21.2% | 1,300,000 | $62.2M |
| Aequim Alternative Investments LP | — | No change | 1,050,000 | $50.2M |
| Parallax Volatility Advisers, L.P. | — | Add +2177.3% | 670,179 | $47.5M |
| Sona Asset Management (us) LLC | — | Reduce -34.5% | 900,000 | $43.5M |
| Advent Capital Management | — | Add +27.7% | 890,515 | $42.7M |
| Calamos Advisors LLC | — | Add +16.9% | 773,610 | $37.0M |
| Sculptor Capital LP | — | Add +32.7% | 758,970 | $36.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Reduce -4.9% | 755,821 | $36.1M |
| State Street Corp. | — | Reduce -10.9% | 570,000 | $27.4M |
| Wells Fargo & Company | — | Add +41.5% | 507,319 | $24.3M |
| FMR LLC | — | No change | 496,700 | $23.9M |
| Morgan Stanley | — | Add +30.7% | 439,196 | $21.0M |
| Point72 Asset Management | — | No change | 399,500 | $19.2M |
| Victory Capital Management Inc. | — | Add +291.6% | 374,436 | $17.9M |
| Magnetar Financial LLC | — | New | 350,000 | $16.9M |
| BlueCrest Capital Management Ltd | — | Add +144.8% | 346,652 | $16.6M |
| Socorro Asset Management LP | — | No change | 245,000 | $11.7M |
| Ameriprise Financial Inc. | — | Reduce -63.9% | 230,017 | $11.1M |
| Credit Industriel Et Commercial | — | Add +12.5% | 225,000 | $10.8M |
| Citigroup Inc. | — | Reduce -14.0% | 206,300 | $9.9M |
| Two Sigma Investments, LP | — | Reduce -21.3% | 188,056 | $9.0M |
| Manufacturers Life Insurance Company, The | — | Reduce -95.0% | 153,500 | $7.4M |
| HBK Investments L P | — | No change | 150,000 | $7.2M |
| Invesco Ltd. | — | No change | 138,000 | $6.6M |
| Wolverine Asset Management LLC | — | Add +1.8% | 119,590 | $5.8M |
| Nuveen, LLC | — | — | 114,850 | $5.5M |
| Walleye Capital LLC | — | No change | 100,000 | $4.8M |
| Portman Square Capital LLP | — | New | 100,000 | $4.8M |
| Bank of America Corp. | — | Reduce -49.9% | 97,702 | $4.7M |
| Barclays PLC | — | Reduce -29.5% | 92,383 | $4.4M |
| Jane Street Group, LLC | — | Reduce -26.6% | 66,940 | $3.2M |
| Macquarie Group Ltd. | — | No change | 56,328 | $2.7M |
| Ssi Investment Management LLC | — | Add +3.0% | 55,865 | $2.7M |
| JPMorgan Chase & Co. | — | Add +29.3% | 55,969 | $2.7M |
| Mizuho Securities USA LLC | — | Reduce -5.8% | 55,700 | $2.7M |
| Context Capital Management, LLC | — | No change | 50,000 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | — | Add +6.2% | 49,575 | $2.4M |
| Russell Investments Group, Ltd. | — | Add +30.7% | 1,910,300 | $1.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | — | New | 36,316 | $1.7M |
| Corient Private Wealth LP | — | Reduce -22.2% | 22,549 | $1.1M |
| Infrastructure Capital Advisors, LLC | — | Add +7.6% | 17,958 | $859K |
| Ground Swell Capital, LLC | — | New | 9,678 | $463K |
| American Century Companies Inc. | — | Reduce -15.9% | 8,873 | $428K |
| AEGON USA Investment Management, LLC | — | No change | 8,000 | $386K |
| Envestnet Asset Management Inc. | — | New | 7,090 | $339K |
| Calamos Wealth Management LLC | — | Reduce -42.1% | 5,340 | $255K |
| Oppenheimer & Co. Inc. | — | Reduce -14.3% | 4,693 | $224K |
| Avantax Advisory Services, Inc. | — | New | 4,671 | $223K |
| Susquehanna International Group, LLP | — | New | 4,375 | $209K |
| Steward Partners Investment Advisory, LLC | — | Add +79.3% | 1,099 | $53K |
| Tower Research Capital LLC (TRC) | — | New | 546 | $26K |
| First Horizon Advisors, Inc. | — | New | 282 | $13K |
| Alken Asset Management Ltd | — | No change | 40,000 | $2K |
| Northwestern Mutual Wealth Management Co. | — | New | 32 | $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.