Nextera Energy Inc. (nee 7.299 06/01/27)Preferred / convertible
13F holders, Q1 2026 (March 31)74holders +11
15new positions
4sold out
3famous investors
$48.80avg. 13F price*
At the end of Q1 2026, 74 institutions reported holding Nextera Energy Inc. (nee 7.299 06/01/27) in their 13F filings, up 11 from Q4 2025. 15 opened new positions and 4 sold out. The largest holders were Voya Investment Management LLC ($394.6M), Franklin Resources Inc. ($313.1M) and BlackRock, Inc. ($153.2M). 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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $54.7M |
| Exits | 4 | $24.0M |
All 13F filers, Q4 2025 → Q1 2026: 3,308,128 shares bought and 2,570,684 shares sold, net +737,444 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| Voya Investment Management LLC | — | Reduce -10.5% | 7,048,535 | $394.6M |
| Franklin Resources Inc. | — | Reduce -0.1% | 5,593,395 | $313.1M |
| BlackRock, Inc. | — | Reduce -9.6% | 2,737,393 | $153.2M |
| D. E. Shaw & Co. | — | Add +29.6% | 2,081,000 | $117.5M |
| Advent Capital Management | — | Reduce -2.6% | 1,937,116 | $109.5M |
| Bank of Montreal | — | No change | 1,584,000 | $88.7M |
| Victory Capital Management Inc. | — | Reduce -2.5% | 1,107,101 | $62.0M |
| American Century Companies Inc. | — | Add +0.2% | 1,080,204 | $61.1M |
| Van Eck Associates Corp. | — | Reduce -14.4% | 1,031,827 | $57.8M |
| Calamos Advisors LLC | — | Add +0.9% | 775,097 | $43.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Add +2.7% | 773,410 | $43.3M |
| Aequim Alternative Investments LP | — | No change | 725,000 | $40.6M |
| Ameriprise Financial Inc. | — | Reduce -5.3% | 615,195 | $34.7M |
| Sculptor Capital LP | — | Add +3549.3% | 586,412 | $33.1M |
| Wells Fargo & Company | — | Reduce -32.4% | 548,058 | $30.7M |
| State Street Corp. | — | Reduce -4.9% | 518,407 | $29.3M |
| MacKay Shields LLC | — | Add +2.1% | 472,936 | $26.7M |
| Susquehanna Advisors Group, Inc. | — | New | 460,000 | $25.8M |
| FMR LLC | — | No change | 438,300 | $24.7M |
| Citigroup Inc. | — | Add +21.3% | 413,915 | $23.2M |
| Walleye Capital LLC | — | Add +300.0% | 400,000 | $22.6M |
| Point72 Asset Management | — | No change | 399,500 | $22.6M |
| Millennium Management | — | New | 244,921 | $13.8M |
| Elequin Capital, LP | — | Add +1401.8% | 235,904 | $12.2M |
| Invesco Ltd. | — | Add +58.4% | 217,000 | $12.1M |
| Morgan Stanley | — | Add +43.3% | 214,402 | $12.0M |
| HBK Investments L P | — | Add +33.3% | 200,000 | $11.3M |
| JPMorgan Chase & Co. | — | Add +14.3% | 189,803 | $10.6M |
| Socorro Asset Management LP | — | Reduce -9.1% | 179,085 | $10.0M |
| Two Sigma Investments, LP | — | Add +2001.8% | 164,133 | $9.2M |
| Nuveen, LLC | — | Add +0.2% | 137,150 | $7.7M |
| Bank of America Corp. | — | Add +35.0% | 122,445 | $6.9M |
| BlueCrest Capital Management Ltd | — | Add +501.4% | 116,983 | $6.5M |
| Barclays PLC | — | Add +17.1% | 107,366 | $6.0M |
| Portman Square Capital LLP | — | No change | 100,000 | $5.7M |
| Mizuho Securities USA LLC | — | New | 100,000 | $5.6M |
| Russell Investments Group, Ltd. | — | No change | 4,950,150 | $5.5M |
| Jane Street Group, LLC | — | Add +157.8% | 89,488 | $5.0M |
| Meridian Wealth Management, LLC | — | Add +7.5% | 81,405 | $4.6M |
| Federated Hermes, Inc. | — | No change | 79,821 | $4.5M |
| Magnetar Financial LLC | — | Reduce -77.9% | 77,250 | $4.4M |
| Nomura Asset Management International Inc. | — | No change | 54,312 | $3.1M |
| Manufacturers Life Insurance Company, The | — | Reduce -65.7% | 52,600 | $3.0M |
| CSS LLC | — | New | 48,477 | $2.7M |
| Raymond James Financial Inc. | — | Add +22.8% | 45,178 | $2.5M |
| Ssi Investment Management LLC | — | Reduce -3.6% | 42,335 | $2.4M |
| Capital World Investors | — | New | 40,200 | $2.3M |
| Wolverine Asset Management LLC | — | Reduce -22.5% | 29,049 | $1.6M |
| Envestnet Asset Management Inc. | — | Add +82.6% | 23,748 | $1.3M |
| Goldman Sachs Group Inc. | — | New | 20,638 | $1.2M |
| Virtue Asset Management LLC | — | No change | 19,375 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | — | Add +8.7% | 16,874 | $945K |
| UBS Group AG | — | New | 15,793 | $884K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | — | No change | 15,583 | $872K |
| Sei Investments Co. | — | Reduce -0.2% | 12,007 | $672K |
| Ares Systematic Credit Ltd | — | New | 11,035 | $618K |
| Andrew Hill Investment Advisors, Inc. | — | New | 9,020 | $505K |
| AEGON USA Investment Management, LLC | — | No change | 8,000 | $449K |
| Cetera Investment Advisers | — | Add +2.1% | 6,734 | $377K |
| Tidal Investments LLC | — | Add +64.9% | 6,514 | $365K |
| Credit Industriel Et Commercial | — | Add +18.2% | 325,000 | $325K |
| &partners | — | New | 5,278 | $295K |
| Mercer Global Advisors Inc. | — | New | 5,160 | $289K |
| Susquehanna International Group, LLP | — | New | 5,042 | $282K |
| Wellington Management Group LLP | — | New | 5,000 | $281K |
| Calamos Wealth Management LLC | — | Add +1.6% | 4,835 | $271K |
| Virtu Financial LLC | — | New | 4,810 | $269K |
| Oppenheimer & Co. Inc. | — | Add +1.8% | 4,225 | $237K |
| Oppenheimer Asset Management Inc. | — | Reduce -2.3% | 4,163 | $233K |
| Whittier Trust Co. | — | No change | 3,645 | $205K |
| Steward Partners Investment Advisory, LLC | — | Add +87.8% | 2,462 | $138K |
| Blair William & Co. | — | New | 305 | $17K |
| Osaic Holdings, Inc. | — | No change | 225 | $13K |
| Wolff Wiese Magana LLC | — | No change | 220 | $12K |
"% 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.