Nextera Energy Inc. (nee 7.299 06/01/27)Preferred / convertible
13F holders, Q4 2025 (December 31)63holders +4
10new positions
7sold out
3famous investors
$45.42avg. 13F price*
At the end of Q4 2025, 63 institutions reported holding Nextera Energy Inc. (nee 7.299 06/01/27) in their 13F filings, up 4 from Q3 2025. 10 opened new positions and 7 sold out. The largest holders were Voya Investment Management LLC ($407.9M), Franklin Resources Inc. ($289.8M) and BlackRock, Inc. ($156.8M). 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 Ken Griffin ( of Citadel Advisors'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $90.2M |
| Exits | 7 | $27.2M |
All 13F filers, Q3 2025 → Q4 2025: 2,484,350 shares bought and 4,212,553 shares sold, net −1,728,203 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Voya Investment Management LLC | — | Add +2.6% | 7,878,760 | $407.9M |
| Franklin Resources Inc. | — | Add +0.4% | 5,597,527 | $289.8M |
| BlackRock, Inc. | — | Reduce -4.5% | 3,029,167 | $156.8M |
| Advent Capital Management | — | Reduce -6.2% | 1,988,322 | $102.7M |
| Bank of Montreal | — | New | 1,584,000 | $86.9M |
| D. E. Shaw & Co. | — | Reduce -48.4% | 1,606,000 | $82.7M |
| Van Eck Associates Corp. | — | Reduce -1.2% | 1,206,030 | $62.4M |
| Victory Capital Management Inc. | — | Reduce -1.3% | 1,135,192 | $58.8M |
| American Century Companies Inc. | — | Reduce -0.6% | 1,078,107 | $55.7M |
| Wells Fargo & Company | — | Reduce -7.0% | 811,161 | $42.0M |
| Calamos Advisors LLC | — | Add +0.2% | 767,828 | $39.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Reduce -9.1% | 753,090 | $39.0M |
| Aequim Alternative Investments LP | — | No change | 725,000 | $37.5M |
| Ameriprise Financial Inc. | — | Add +182.6% | 650,001 | $33.5M |
| State Street Corp. | — | Reduce -2.0% | 545,000 | $28.1M |
| MacKay Shields LLC | — | Reduce -0.5% | 463,345 | $24.0M |
| Shaolin Capital Management LLC | — | Reduce -17.3% | 442,208 | $22.8M |
| FMR LLC | — | No change | 438,300 | $22.6M |
| Point72 Asset Management | — | No change | 399,500 | $20.7M |
| Magnetar Financial LLC | — | No change | 350,000 | $18.1M |
| Citigroup Inc. | — | Reduce -14.9% | 341,240 | $17.7M |
| Credit Industriel Et Commercial | — | No change | 275,000 | $14.1M |
| Socorro Asset Management LP | — | Reduce -17.6% | 197,000 | $10.2M |
| JPMorgan Chase & Co. | — | Add +85.1% | 166,115 | $8.6M |
| Manufacturers Life Insurance Company, The | — | No change | 153,500 | $7.9M |
| Morgan Stanley | — | Reduce -50.1% | 149,595 | $7.7M |
| HBK Investments L P | — | Add +50.0% | 150,000 | $7.7M |
| Invesco Ltd. | — | Reduce -30.5% | 137,000 | $7.1M |
| Nuveen, LLC | — | Add +1.1% | 136,850 | $7.1M |
| Walleye Capital LLC | — | No change | 100,000 | $5.2M |
| Portman Square Capital LLP | — | Reduce -90.9% | 100,000 | $5.2M |
| Russell Investments Group, Ltd. | — | Reduce -2.4% | 4,950,150 | $5.1M |
| Barclays PLC | — | Add +37.5% | 91,728 | $4.7M |
| Bank of America Corp. | — | Reduce -44.2% | 90,716 | $4.7M |
| Federated Hermes, Inc. | — | No change | 79,821 | $4.1M |
| Meridian Wealth Management, LLC | — | Add +6.8% | 75,712 | $3.9M |
| Nomura Asset Management International Inc. | — | — | 54,312 | $2.8M |
| Ssi Investment Management LLC | — | Reduce -1.0% | 43,935 | $2.3M |
| Wolverine Asset Management LLC | — | Reduce -36.9% | 37,487 | $1.9M |
| Raymond James Financial Inc. | — | Add +708.7% | 36,797 | $1.9M |
| Jane Street Group, LLC | — | Reduce -27.2% | 34,716 | $1.8M |
| BlueCrest Capital Management Ltd | — | Reduce -80.1% | 19,451 | $1.0M |
| Virtue Asset Management LLC | — | Reduce -0.7% | 19,375 | $1.0M |
| Sculptor Capital LP | — | New | 16,069 | $832K |
| Elequin Capital, LP | — | New | 15,708 | $810K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | — | No change | 15,583 | $804K |
| Cambridge Investment Research Advisors, Inc. | — | Reduce -4.6% | 15,528 | $804K |
| Envestnet Asset Management Inc. | — | Add +21.8% | 13,007 | $673K |
| Sei Investments Co. | — | Add +6.7% | 12,028 | $623K |
| Citadel Advisors | — | New | 11,869 | $614K |
| Corient Private Wealth LP | — | Reduce -10.6% | 10,628 | $548K |
| AEGON USA Investment Management, LLC | — | No change | 8,000 | $412K |
| Two Sigma Investments, LP | — | New | 7,809 | $404K |
| Cetera Investment Advisers | — | Reduce -3.4% | 6,593 | $341K |
| Calamos Wealth Management LLC | — | Reduce -1.0% | 4,759 | $246K |
| Oppenheimer Asset Management Inc. | — | Reduce -0.4% | 4,261 | $221K |
| Oppenheimer & Co. Inc. | — | New | 4,150 | $215K |
| Tidal Investments LLC | — | New | 3,950 | $204K |
| Whittier Trust Co. | — | New | 3,645 | $190K |
| Steward Partners Investment Advisory, LLC | — | Add +27.0% | 1,311 | $68K |
| Osaic Holdings, Inc. | — | New | 225 | $12K |
| Wolff Wiese Magana LLC | — | No change | 220 | $11K |
| CoreCap Advisors, LLC | — | New | 124 | $6K |
"% 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.