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

13F holders, Q2 2025 (June 30)
59holders
7new positions
5sold out
2famous investors
$44.55avg. 13F price*

At the end of Q2 2025, 59 institutions reported holding Nextera Energy Inc. (nee 7.299 06/01/27) in their 13F filings, unchanged from Q1 2025. 7 opened new positions and 5 sold out. The largest holders were Voya Investment Management LLC ($404.2M), Franklin Resources Inc. ($269.8M) and BlackRock, Inc. ($147.3M). 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

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions7$16.1M
Exits5$3.9M

All 13F filers, Q1 2025 → Q2 2025: 4,503,482 shares bought and 2,994,461 shares sold, net +1,509,021 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 59 holders

Voya Investment Management LLC — Reduce -2.7% 8,583,760 $404.2M
Franklin Resources Inc. — Add +10.1% 5,728,778 $269.8M
BlackRock, Inc. — Reduce -6.1% 3,128,592 $147.3M
D. E. Shaw & Co. — No change 2,190,000 $103.5M
Van Eck Associates Corp. — Reduce -9.2% 1,195,734 $56.3M
Portman Square Capital LLP — Add +1000.0% 1,100,000 $52.0M
American Century Companies Inc. — Add +12232.0% 1,094,220 $51.7M
Aequim Alternative Investments LP — No change 1,050,000 $49.4M
Advent Capital Management — Add +6.1% 944,551 $44.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. — Add +13.1% 855,027 $40.3M
Calamos Advisors LLC — Reduce -0.9% 766,247 $36.1M
Susquehanna Advisors Group, Inc. — Reduce -48.1% 675,000 $31.8M
Wells Fargo & Company — Add +27.5% 646,779 $30.5M
State Street Corp. — Reduce -6.7% 532,000 $25.1M
Ameriprise Financial Inc. — Add +130.4% 530,001 $25.0M
FMR LLC — Add +3.5% 514,000 $24.3M
Sculptor Capital LP — Reduce -33.2% 507,159 $23.9M
Victory Capital Management Inc. — Add +26.4% 473,138 $22.3M
Parallax Volatility Advisers, L.P. — Reduce -52.2% 320,536 $22.3M
Point72 Asset Management — No change 399,500 $18.9M
Two Sigma Investments, LP — Add +107.8% 390,744 $18.4M
Morgan Stanley — Reduce -14.0% 377,579 $17.8M
Magnetar Financial LLC — No change 350,000 $16.5M
BlueCrest Capital Management Ltd — Reduce -19.6% 278,731 $13.1M
Credit Industriel Et Commercial — Add +22.2% 275,000 $12.8M
Bank of America Corp. — Add +173.5% 267,186 $12.6M
Socorro Asset Management LP — No change 245,000 $11.5M
Sona Asset Management (us) LLC — Reduce -77.8% 200,000 $9.4M
Invesco Ltd. — Add +42.8% 197,000 $9.3M
Citigroup Inc. — Reduce -18.9% 167,300 $7.9M
Manufacturers Life Insurance Company, The — No change 153,500 $7.3M
Camden Asset Management L P — New 150,000 $7.1M
Nuveen, LLC — Add +19.0% 136,650 $6.4M
Kayne Anderson Capital Advisors LP — New 122,000 $5.7M
HBK Investments L P — Reduce -33.3% 100,000 $4.7M
Walleye Capital LLC — No change 100,000 $4.7M
JPMorgan Chase & Co. — Add +67.9% 93,966 $4.4M
Wolverine Asset Management LLC — Reduce -35.4% 77,277 $3.6M
Barclays PLC — Reduce -27.1% 67,316 $3.2M
Macquarie Group Ltd. — No change 56,328 $2.7M
Cambridge Investment Research Advisors, Inc. — Add +3.1% 51,133 $2.4M
Banco Santander, S.A. — New 50,000 $2.4M
Ssi Investment Management LLC — Reduce -20.5% 44,425 $2.1M
Russell Investments Group, Ltd. — Add +15.2% 2,200,300 $2.1M
Corient Private Wealth LP — Reduce -14.7% 19,242 $908K
Universal- Beteiligungs- und Servicegesellschaft mbH — Reduce -57.1% 15,583 $734K
Jane Street Group, LLC — Reduce -78.8% 14,212 $669K
Raymond James Financial Inc. — New 11,938 $562K
Envestnet Asset Management Inc. — Add +41.0% 10,000 $471K
Susquehanna International Group, LLP — Add +93.1% 8,450 $398K
Sei Investments Co. — New 8,177 $385K
AEGON USA Investment Management, LLC — No change 8,000 $376K
Avantax Advisory Services, Inc. — Add +28.9% 6,022 $284K
Calamos Wealth Management LLC — Reduce -0.0% 5,339 $251K
Steward Partners Investment Advisory, LLC — Reduce -4.2% 1,053 $50K
Tower Research Capital LLC (TRC) — Add +35.0% 737 $35K
First Horizon Advisors, Inc. — Add +51.4% 427 $20K
Wolff Wiese Magana LLC — New 220 $10K
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.