Nextera Energy Inc. (nee 6.926 09/01/25)Preferred / convertible
13F holders, Q1 2025 (March 31)84holders −8
6new positions
12sold out
$35.14avg. 13F price*
At the end of Q1 2025, 84 institutions reported holding Nextera Energy Inc. (nee 6.926 09/01/25) in their 13F filings, down 8 from Q4 2024. 6 opened new positions and 12 sold out. The largest holders were Capital Research Global Investors ($194.9M), BlackRock, Inc. ($134.8M) and Franklin Resources Inc. ($130.8M).
- 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.4M |
| Exits | 12 | $73.6M |
All 13F filers, Q4 2024 → Q1 2025: 1,719,245 shares bought and 3,951,385 shares sold, net −2,232,140 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 84 holders
| Capital Research Global Investors | — | No change | 4,797,050 | $194.9M |
| BlackRock, Inc. | — | Reduce -3.4% | 3,317,896 | $134.8M |
| Franklin Resources Inc. | — | Reduce -0.4% | 3,218,562 | $130.8M |
| Two Sigma Investments, LP | — | Add +18.9% | 2,381,239 | $96.7M |
| Camden Asset Management L P | — | Add +20.0% | 2,072,123 | $84.6M |
| Advent Capital Management | — | Add +4.9% | 1,777,321 | $72.2M |
| American Century Companies Inc. | — | Add +0.6% | 1,537,233 | $62.9M |
| Victory Capital Management Inc. | — | Reduce -13.4% | 1,484,788 | $60.3M |
| Van Eck Associates Corp. | — | Reduce -7.8% | 1,317,476 | $53.5M |
| MacKay Shields LLC | — | Reduce -0.3% | 1,212,815 | $49.6M |
| Calamos Advisors LLC | — | Add +0.6% | 1,103,716 | $44.8M |
| Sculptor Capital LP | — | Add +29.6% | 1,020,293 | $41.5M |
| Clearbridge Investments, LLC | — | Add +0.6% | 930,823 | $37.8M |
| Weiss Asset Management LP | — | Reduce -3.1% | 775,000 | $31.6M |
| CBRE Investment Management Listed Real Assets LLC | — | No change | 737,300 | $30.0M |
| Infrastructure Capital Advisors, LLC | — | Add +9.1% | 713,485 | $29.0M |
| Voya Investment Management LLC | — | Add +3.1% | 667,025 | $27.1M |
| Lazard Asset Management LLC | — | Reduce -6.1% | 650,692 | $26.4M |
| State Street Corp. | — | Reduce -13.8% | 580,444 | $23.7M |
| Bank of America Corp. | — | Add +29.1% | 510,926 | $20.8M |
| FMR LLC | — | No change | 504,883 | $20.6M |
| JPMorgan Chase & Co. | — | Reduce -13.8% | 485,328 | $19.7M |
| Morgan Stanley | — | Add +129.4% | 476,326 | $19.4M |
| Sonora Investment Management Group, LLC | — | Add +8.9% | 437,977 | $17.8M |
| Jane Street Group, LLC | — | Reduce -18.4% | 387,014 | $15.7M |
| Angelo Gordon & Co., L.P. | — | No change | 350,000 | $14.3M |
| Wells Fargo & Company | — | Reduce -2.7% | 343,574 | $14.0M |
| Wolverine Asset Management LLC | — | Add +34.3% | 281,391 | $11.5M |
| Manufacturers Life Insurance Company, The | — | Reduce -60.5% | 252,090 | $10.3M |
| Raymond James Financial Inc. | — | Reduce -2.5% | 210,936 | $8.6M |
| Nuveen, LLC | — | — | 156,147 | $6.3M |
| Federated Hermes, Inc. | — | No change | 129,000 | $5.2M |
| Russell Investments Group, Ltd. | — | Reduce -12.0% | 5,789,400 | $4.7M |
| Gabelli Funds LLC | — | No change | 103,483 | $4.2M |
| Wellington Management Group LLP | — | No change | 96,838 | $3.9M |
| Meridian Wealth Management, LLC | — | Add +15.5% | 90,916 | $3.7M |
| BlueCrest Capital Management Ltd | — | Reduce -34.4% | 86,790 | $3.5M |
| Janney Montgomery Scott LLC | — | Add +2.0% | 71,432 | $2.9M |
| AEGON USA Investment Management, LLC | — | No change | 57,000 | $2.3M |
| Kestra Private Wealth Services, LLC | — | Add +1.1% | 44,750 | $1.8M |
| Credit Industriel Et Commercial | — | No change | 40,000 | $1.6M |
| KCM Investment Advisors LLC | — | Reduce -13.3% | 33,804 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | — | Add +20.6% | 30,754 | $1.3M |
| Ssi Investment Management LLC | — | Reduce -30.6% | 30,400 | $1.2M |
| Sei Investments Co. | — | No change | 28,119 | $1.1M |
| Neuberger Berman Group LLC | — | Add +5.1% | 27,527 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | — | Add +14.5% | 25,431 | $1.0M |
| Kestra Advisory Services, LLC | — | Reduce -6.9% | 24,803 | $1.0M |
| Garner Asset Management Corp | — | New | 24,390 | $991K |
| Barclays PLC | — | New | 24,312 | $988K |
| Essex Financial Services, Inc. | — | Reduce -2.8% | 20,490 | $833K |
| Dakota Wealth Management | — | Reduce -2.9% | 17,625 | $716K |
| Envestnet Asset Management Inc. | — | Reduce -10.6% | 17,469 | $710K |
| Jennison Associates LLC | — | No change | 15,911 | $646K |
| Darden Wealth Group Inc | — | Reduce -1.1% | 15,201 | $618K |
| UBS Group AG | — | Reduce -5.3% | 14,621 | $594K |
| Kaizen Financial Strategies | — | Add +28.8% | 14,353 | $583K |
| Oppenheimer & Co. Inc. | — | Reduce -16.5% | 10,781 | $438K |
| Principle Wealth Partners LLC | — | No change | 10,645 | $433K |
| Lanark Financial, Inc. | — | — | 8,533 | $346K |
| Ground Swell Capital, LLC | — | New | 8,132 | $330K |
| Steward Partners Investment Advisory, LLC | — | Add +3.2% | 7,414 | $301K |
| Susquehanna International Group, LLP | — | Reduce -56.3% | 6,711 | $273K |
| Oppenheimer Asset Management Inc. | — | Add +0.9% | 6,536 | $266K |
| Osaic Holdings, Inc. | — | Add +31.9% | 6,200 | $252K |
| Cetera Investment Advisers | — | Add +9.9% | 5,885 | $239K |
| LPL Financial LLC | — | Reduce -74.9% | 5,733 | $235K |
| CSS LLC | — | Reduce -83.5% | 5,196 | $212K |
| Ameriprise Financial Inc. | — | Reduce -98.4% | 5,032 | $204K |
| Annis Gardner Whiting Capital Advisors, LLC | — | No change | 2,290 | $93K |
| Glenmede Trust Co. NA | — | New | 1,200 | $49K |
| Colonial Trust Advisors | — | No change | 1,053 | $43K |
| Tower Research Capital LLC (TRC) | — | Add +124.0% | 1,044 | $42K |
| Comerica Bank | — | Add +1.4% | 800 | $33K |
| Bessemer Group Inc. | — | New | 638 | $26K |
| Winthrop Capital Management, LLC | — | No change | 558 | $23K |
| Northwestern Mutual Wealth Management Co. | — | Add +3.6% | 313 | $13K |
| PNC Financial Services Group, Inc. | — | No change | 231 | $9K |
| UMB Bank, n.a. | — | No change | 105 | $4K |
| MAI Capital Management | — | No change | 103 | $4K |
| IFP Advisors, Inc | — | Reduce -85.8% | 71 | $3K |
| Rothschild Investment LLC | — | No change | 58 | $2K |
| Pinnacle Bancorp, Inc. | — | New | 51 | $2K |
| Cwm, LLC | — | No change | 36 | $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.