Nextera Energy Inc. (nee 6.926 09/01/25)Preferred / convertible
13F holders, Q3 2024 (September 30)85holders +3
13new positions
10sold out
2famous investors
$41.00avg. 13F price*
At the end of Q3 2024, 85 institutions reported holding Nextera Energy Inc. (nee 6.926 09/01/25) in their 13F filings, up 3 from Q2 2024. 13 opened new positions and 10 sold out. The largest holders were Voya Investment Management LLC ($234.6M), Capital Research Global Investors ($226.0M) and Lord, Abbett & Co. LLC ($192.8M). 2 famous investors held it, including Mario Gabelli ( of GAMCO Investors's portfolio) and Israel Englander ( of Millennium Management's portfolio).
- Company
- Nextera Energy Inc. (nee 6.926 09/01/25)
- CUSIP
- 65339F713
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $57.5M |
| Exits | 10 | $5.6M |
All 13F filers, Q2 2024 → Q3 2024: 3,041,852 shares bought and 8,692,402 shares sold, net −5,650,550 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| Voya Investment Management LLC | — | Add +3.9% | 5,059,660 | $234.6M |
| Capital Research Global Investors | — | Reduce -15.9% | 4,875,555 | $226.0M |
| Lord, Abbett & Co. LLC | — | Add +8.1% | 4,071,774 | $192.8M |
| BlackRock, Inc. | — | — | 3,788,783 | $175.6M |
| Franklin Resources Inc. | — | Add +35.2% | 3,173,924 | $146.4M |
| Victory Capital Management Inc. | — | Reduce -19.1% | 2,209,028 | $102.4M |
| Capital International Investors | — | No change | 2,197,685 | $101.9M |
| Van Eck Associates Corp. | — | Add +1.6% | 1,619,297 | $75.7M |
| American Century Companies Inc. | — | Reduce -5.6% | 1,553,473 | $73.5M |
| Advent Capital Management | — | Reduce -14.0% | 1,514,565 | $71.3M |
| MacKay Shields LLC | — | Reduce -0.5% | 1,237,870 | $58.4M |
| Clearbridge Investments, LLC | — | Add +6.5% | 1,170,551 | $54.3M |
| Manufacturers Life Insurance Company, The | — | Reduce -71.7% | 1,100,711 | $52.1M |
| Calamos Advisors LLC | — | Reduce -6.8% | 1,102,070 | $51.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Add +2.1% | 817,983 | $37.9M |
| Lazard Asset Management LLC | — | No change | 693,192 | $32.1M |
| CBRE Investment Management Listed Real Assets LLC | — | Reduce -19.9% | 686,000 | $31.8M |
| JPMorgan Chase & Co. | — | Reduce -0.3% | 635,169 | $29.4M |
| State Street Corp. | — | Add +0.3% | 595,444 | $27.7M |
| Kayne Anderson Capital Advisors LP | — | Reduce -13.7% | 508,652 | $23.6M |
| FMR LLC | — | Reduce -25.7% | 473,183 | $22.3M |
| Jane Street Group, LLC | — | New | 414,730 | $19.2M |
| Camden Asset Management L P | — | New | 400,000 | $18.9M |
| Sonora Investment Management Group, LLC | — | Add +27.9% | 346,170 | $16.0M |
| Ameriprise Financial Inc. | — | Reduce -12.2% | 322,737 | $15.2M |
| Morgan Stanley | — | Add +264.4% | 327,667 | $15.2M |
| Bank of America Corp. | — | Add +1.6% | 320,028 | $14.8M |
| Two Sigma Investments, LP | — | New | 264,468 | $12.3M |
| Thrivent Financial for Lutherans | — | Reduce -36.5% | 257,171 | $12.1M |
| Eagle Asset Management Inc. | — | Reduce -0.4% | 205,136 | $9.0M |
| Nuveen Asset Management, LLC | — | Reduce -4.3% | 167,927 | $7.8M |
| Neuberger Berman Group LLC | — | Reduce -1.5% | 160,596 | $7.4M |
| Wells Fargo & Company | — | Add +9.1% | 132,670 | $6.2M |
| Federated Hermes, Inc. | — | No change | 129,000 | $6.0M |
| Russell Investments Group, Ltd. | — | Reduce -25.9% | 6,078,100 | $5.6M |
| Wellington Management Group LLP | — | Reduce -17.8% | 103,918 | $4.8M |
| Meridian Wealth Management, LLC | — | Reduce -4.4% | 83,064 | $3.9M |
| Gabelli Funds LLC | — | Reduce -28.6% | 75,000 | $3.5M |
| Pier 88 Investment Partners LLC | — | Reduce -87.4% | 70,800 | $3.3M |
| Rational Advisors, Inc. | — | Reduce -53.2% | 70,500 | $3.3M |
| Janney Montgomery Scott LLC | — | Add +1.2% | 69,379 | $3.2M |
| Ssi Investment Management LLC | — | No change | 65,190 | $3.0M |
| AEGON USA Investment Management, LLC | — | Reduce -5.4% | 57,000 | $2.7M |
| Wolverine Asset Management LLC | — | New | 51,142 | $2.4M |
| Infrastructure Capital Advisors, LLC | — | Reduce -90.0% | 44,362 | $2.1M |
| Kestra Private Wealth Services, LLC | — | Add +3.5% | 44,250 | $2.1M |
| Sculptor Capital LP | — | New | 43,048 | $2.0M |
| KCM Investment Advisors LLC | — | Reduce -0.4% | 38,987 | $1.8M |
| LPL Financial LLC | — | Reduce -7.2% | 35,268 | $1.6M |
| Susquehanna International Group, LLP | — | New | 29,303 | $1.4M |
| Sei Investments Co. | — | Reduce -47.7% | 28,119 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | — | Reduce -65.8% | 25,419 | $1.2M |
| Kestra Advisory Services, LLC | — | Reduce -1.6% | 24,556 | $1.1M |
| Essex Financial Services, Inc. | — | Reduce -1.2% | 21,795 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | — | Add +277.1% | 20,187 | $936K |
| Envestnet Asset Management Inc. | — | Add +2.4% | 19,097 | $885K |
| Dakota Wealth Management | — | Reduce -5.5% | 18,355 | $851K |
| UBS Group AG | — | Add +2962.9% | 16,019 | $743K |
| Jennison Associates LLC | — | No change | 15,911 | $738K |
| Darden Wealth Group Inc | — | No change | 15,572 | $722K |
| Oppenheimer & Co. Inc. | — | Reduce -7.5% | 13,505 | $626K |
| Principle Wealth Partners LLC | — | Add +27.5% | 9,470 | $439K |
| Raymond James Financial Services Advisors, Inc. | — | Reduce -2.1% | 8,529 | $395K |
| GAMCO Investors | — | No change | 8,000 | $371K |
| Kaizen Financial Strategies | — | New | 7,240 | $336K |
| Oppenheimer Asset Management Inc. | — | Reduce -5.3% | 7,091 | $329K |
| Lanark Financial, Inc. | — | Add +15.7% | 7,091 | $328K |
| Virtu Financial LLC | — | New | 6,436 | $298K |
| Steward Partners Investment Advisory, LLC | — | Add +6.8% | 5,875 | $272K |
| Millennium Management | — | New | 5,707 | $266K |
| Stephens Inc. | — | Reduce -4.7% | 5,222 | $242K |
| Cetera Investment Advisers | — | New | 4,495 | $208K |
| Barclays PLC | — | New | 4,245 | $197K |
| Tower Research Capital LLC (TRC) | — | Add +394.1% | 2,574 | $119K |
| Annis Gardner Whiting Capital Advisors, LLC | — | Reduce -16.5% | 2,290 | $106K |
| Osaic Holdings, Inc. | — | New | 1,400 | $65K |
| Colonial Trust Advisors | — | No change | 1,053 | $49K |
| Bessemer Group Inc. | — | New | 1,000 | $46K |
| Comerica Bank | — | Add +12.3% | 984 | $46K |
| Global Retirement Partners, LLC | — | Add +9.3% | 648 | $30K |
| UMB Bank, n.a. | — | No change | 105 | $5K |
| Ashton Thomas Securities, LLC | — | Reduce -30.4% | 71 | $3K |
| Rothschild Investment LLC | — | No change | 58 | $3K |
| Cwm, LLC | — | No change | 36 | $2K |
| Bank of Montreal | — | No change | 26 | $1K |
"% of holder's portfolio" is NEXTERA ENERGY INC (NEE 6.926 09/01/25)'s weight in each manager's 13F, not the share of Nextera Energy Inc. (nee 6.926 09/01/25) the manager owns.