Nextera Energy Inc. (nee 7.299 06/01/27)Preferred / convertible
13F holders, Q3 2025 (September 30)59holders
8new positions
8sold out
2famous investors
$43.83avg. 13F price*
At the end of Q3 2025, 59 institutions reported holding Nextera Energy Inc. (nee 7.299 06/01/27) in their 13F filings, unchanged from Q2 2025. 8 opened new positions and 8 sold out. The largest holders were Voya Investment Management LLC ($382.9M), Franklin Resources Inc. ($278.1M) and BlackRock, Inc. ($158.2M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $58.1M |
| Exits | 8 | $52.1M |
All 13F filers, Q2 2025 → Q3 2025: 7,460,577 shares bought and 4,291,097 shares sold, net +3,169,480 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Voya Investment Management LLC | — | Reduce -10.5% | 7,678,760 | $382.9M |
| Franklin Resources Inc. | — | Reduce -2.7% | 5,575,870 | $278.1M |
| BlackRock, Inc. | — | Add +1.4% | 3,171,602 | $158.2M |
| D. E. Shaw & Co. | — | Add +42.2% | 3,115,000 | $155.8M |
| Advent Capital Management | — | Add +124.4% | 2,119,534 | $105.4M |
| Van Eck Associates Corp. | — | Add +2.1% | 1,220,873 | $60.9M |
| Victory Capital Management Inc. | — | Add +143.1% | 1,150,206 | $57.4M |
| Portman Square Capital LLP | — | No change | 1,100,000 | $55.0M |
| American Century Companies Inc. | — | Reduce -0.9% | 1,084,266 | $54.2M |
| Wells Fargo & Company | — | Add +34.8% | 872,073 | $43.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Reduce -3.2% | 828,024 | $41.3M |
| Calamos Advisors LLC | — | Reduce -0.0% | 765,995 | $38.2M |
| Aequim Alternative Investments LP | — | Reduce -30.9% | 725,000 | $36.2M |
| State Street Corp. | — | Add +4.5% | 556,000 | $27.9M |
| Shaolin Capital Management LLC | — | New | 535,000 | $26.8M |
| MacKay Shields LLC | — | New | 465,471 | $23.3M |
| FMR LLC | — | Reduce -14.7% | 438,300 | $21.9M |
| Citigroup Inc. | — | Add +139.8% | 401,240 | $20.0M |
| Point72 Asset Management | — | No change | 399,500 | $20.0M |
| Magnetar Financial LLC | — | No change | 350,000 | $17.5M |
| Morgan Stanley | — | Reduce -20.6% | 299,671 | $14.9M |
| Credit Industriel Et Commercial | — | No change | 275,000 | $13.8M |
| Socorro Asset Management LP | — | Reduce -2.5% | 239,000 | $11.9M |
| Ameriprise Financial Inc. | — | Reduce -56.6% | 230,001 | $11.5M |
| Sona Asset Management (us) LLC | — | No change | 200,000 | $10.0M |
| Invesco Ltd. | — | No change | 197,000 | $9.8M |
| Kayne Anderson Capital Advisors LP | — | Add +49.2% | 182,000 | $9.1M |
| Bank of America Corp. | — | Reduce -39.2% | 162,487 | $8.1M |
| Manufacturers Life Insurance Company, The | — | No change | 153,500 | $7.7M |
| Nuveen, LLC | — | Reduce -0.9% | 135,350 | $6.7M |
| Russell Investments Group, Ltd. | — | Add +130.5% | 5,072,650 | $5.1M |
| Walleye Capital LLC | — | No change | 100,000 | $5.0M |
| HBK Investments L P | — | No change | 100,000 | $5.0M |
| BlueCrest Capital Management Ltd | — | Reduce -64.9% | 97,805 | $4.9M |
| JPMorgan Chase & Co. | — | Reduce -4.5% | 89,763 | $4.5M |
| Federated Hermes, Inc. | — | New | 79,821 | $4.0M |
| Meridian Wealth Management, LLC | — | New | 70,860 | $3.5M |
| Barclays PLC | — | Reduce -0.9% | 66,728 | $3.3M |
| Susquehanna Advisors Group, Inc. | — | Reduce -90.3% | 65,179 | $3.3M |
| Wolverine Asset Management LLC | — | Reduce -23.1% | 59,441 | $3.0M |
| Macquarie Group Ltd. | — | Reduce -3.6% | 54,312 | $2.7M |
| Jane Street Group, LLC | — | Add +235.4% | 47,661 | $2.4M |
| Ssi Investment Management LLC | — | Reduce -0.1% | 44,365 | $2.2M |
| Parallax Volatility Advisers, L.P. | — | Reduce -91.3% | 27,844 | $2.1M |
| Virtue Asset Management LLC | — | — | 19,508 | $973K |
| Cambridge Investment Research Advisors, Inc. | — | Reduce -68.2% | 16,279 | $812K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | — | No change | 15,583 | $777K |
| Corient Private Wealth LP | — | Reduce -38.2% | 11,894 | $594K |
| Sei Investments Co. | — | Add +37.9% | 11,277 | $562K |
| Envestnet Asset Management Inc. | — | Add +6.8% | 10,677 | $532K |
| AEGON USA Investment Management, LLC | — | No change | 8,000 | $398K |
| Cetera Investment Advisers | — | New | 6,827 | $340K |
| Calamos Wealth Management LLC | — | Reduce -9.9% | 4,809 | $240K |
| Raymond James Financial Inc. | — | Reduce -61.9% | 4,550 | $227K |
| Oppenheimer Asset Management Inc. | — | New | 4,279 | $213K |
| Steward Partners Investment Advisory, LLC | — | Reduce -2.0% | 1,032 | $51K |
| Fifth Third Bancorp | — | New | 252 | $13K |
| Wolff Wiese Magana LLC | — | No change | 220 | $11K |
| Northwestern Mutual Wealth Management Co. | — | New | 57 | $3K |
"% 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.