Nextera Energy Inc. (nee 6.926 09/01/25)Preferred / convertible

13F holders, Q2 2025 (June 30)
84holders
9new positions
9sold out
1famous investor
$34.42avg. 13F price*

At the end of Q2 2025, 84 institutions reported holding Nextera Energy Inc. (nee 6.926 09/01/25) in their 13F filings, unchanged from Q1 2025. 9 opened new positions and 9 sold out. The largest holders were BlackRock, Inc. ($124.3M), Two Sigma Investments, LP ($114.8M) and D. E. Shaw & Co. ($111.5M). One famous investor held it David E. Shaw ( of D. E. Shaw & Co.'s portfolio).

Company
Nextera Energy Inc. (nee 6.926 09/01/25)
CUSIP
65339F713
Latest filing quarter
Q3 2025

History

Number of 13F holders

020406080100 Q1 2024: 83Q1 2024Q2 2024: 82Q2 2024Q3 2024: 85Q3 2024Q4 2024: 92Q4 2024Q1 2025: 84Q1 2025Q2 2025: 84Q2 2025Q3 2025: 1Q3 2025

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions9$221.6M
Exits9$214.4M

All 13F filers, Q1 2025 → Q2 2025: 9,818,324 shares bought and 10,962,926 shares sold, net −1,144,602 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 84 holders

BlackRock, Inc. — Reduce -5.7% 3,128,082 $124.3M
Two Sigma Investments, LP — Add +21.3% 2,888,912 $114.8M
D. E. Shaw & Co. — New 2,802,775 $111.5M
Sculptor Capital LP — Add +97.8% 2,017,853 $80.2M
Advent Capital Management — Reduce -0.6% 1,766,596 $69.9M
Franklin Resources Inc. — Reduce -47.7% 1,682,244 $66.9M
Camden Asset Management L P — Reduce -24.1% 1,572,123 $62.5M
Clearbridge Investments, LLC — Add +46.8% 1,366,186 $54.3M
Victory Capital Management Inc. — Reduce -13.9% 1,278,272 $50.8M
MacKay Shields LLC — Reduce -0.7% 1,204,627 $48.0M
Van Eck Associates Corp. — Reduce -9.2% 1,195,734 $47.5M
Wells Fargo & Company — Add +245.0% 1,185,301 $47.1M
Elequin Capital, LP — New 1,134,000 $45.0M
Calamos Advisors LLC — Reduce -0.5% 1,098,389 $43.6M
CSS LLC — Add +14559.2% 761,694 $30.3M
Susquehanna Advisors Group, Inc. — New 750,000 $29.8M
CBRE Investment Management Listed Real Assets LLC — No change 737,300 $29.3M
Morgan Stanley — Add +42.7% 679,878 $27.0M
Bank of Montreal — New 665,000 $26.4M
Lazard Asset Management LLC — Reduce -1.4% 641,900 $25.5M
JPMorgan Chase & Co. — Add +16.8% 566,758 $22.5M
Weiss Asset Management LP — Reduce -29.0% 550,000 $21.9M
FMR LLC — Add +4.0% 525,283 $20.9M
State Street Corp. — Reduce -9.7% 524,444 $20.8M
Voya Investment Management LLC — Reduce -30.0% 467,025 $18.6M
Angelo Gordon & Co., L.P. — Add +28.6% 450,000 $17.9M
Wolverine Asset Management LLC — Add +55.7% 438,212 $17.4M
Bank of America Corp. — Reduce -23.6% 390,127 $15.5M
American Century Companies Inc. — Reduce -75.5% 377,374 $15.0M
Manufacturers Life Insurance Company, The — No change 252,090 $10.0M
Nuveen, LLC — Add +40.1% 218,697 $8.7M
Raymond James Financial Inc. — Reduce -1.6% 207,468 $8.2M
BlueCrest Capital Management Ltd — Add +77.0% 153,583 $6.1M
Federated Hermes, Inc. — No change 129,000 $5.1M
Russell Investments Group, Ltd. — Reduce -4.3% 5,539,400 $4.4M
Aequim Alternative Investments LP — New 100,000 $4.0M
Daiwa Securities Group Inc. — New 100,000 $4.0M
Wellington Management Group LLP — Reduce -0.3% 96,538 $3.8M
Meridian Wealth Management, LLC — Reduce -1.8% 89,288 $3.5M
Gabelli Funds LLC — Reduce -28.6% 73,863 $2.9M
Janney Montgomery Scott LLC — Reduce -1.8% 70,119 $2.8M
Infrastructure Capital Advisors, LLC — Reduce -91.2% 62,617 $2.5M
AEGON USA Investment Management, LLC — No change 57,000 $2.3M
Kestra Private Wealth Services, LLC — Reduce -3.6% 43,150 $1.7M
Credit Industriel Et Commercial — No change 40,000 $1.6M
KCM Investment Advisors LLC — Reduce -0.7% 33,583 $1.3M
Cambridge Investment Research Advisors, Inc. — Reduce -0.4% 30,629 $1.2M
Neuberger Berman Group LLC — Add +8.5% 29,871 $1.2M
Wealth Enhancement Advisory Services, LLC — Add +10.2% 28,034 $1.2M
Ssi Investment Management LLC — Reduce -2.9% 29,525 $1.2M
Barclays PLC — Add +18.8% 28,890 $1.1M
Garner Asset Management Corp — Reduce -14.0% 20,970 $833K
Essex Financial Services, Inc. — Reduce -0.6% 20,375 $810K
Dakota Wealth Management — Add +12.1% 19,760 $785K
Sei Investments Co. — Reduce -30.1% 19,663 $781K
Kestra Advisory Services, LLC — Reduce -22.2% 19,299 $767K
Jane Street Group, LLC — Reduce -95.4% 17,952 $713K
Jennison Associates LLC — No change 15,911 $632K
Citigroup Inc. — New 15,676 $623K
Darden Wealth Group Inc — Reduce -0.9% 15,069 $599K
UBS Group AG — Reduce -10.0% 13,161 $523K
Envestnet Asset Management Inc. — Reduce -26.7% 12,801 $509K
Kaizen Financial Strategies — Reduce -25.1% 10,752 $427K
Principle Wealth Partners LLC — No change 10,645 $423K
Steward Partners Investment Advisory, LLC — Add +2.4% 7,595 $302K
Oppenheimer Asset Management Inc. — Reduce -0.9% 6,480 $258K
Osaic Holdings, Inc. — Reduce -1.6% 6,100 $242K
Ameriprise Financial Inc. — Add +11.2% 5,596 $222K
HRT Financial LP — New 5,379 $213K
Cetera Investment Advisers — Reduce -12.4% 5,155 $205K
Tower Research Capital LLC (TRC) — Add +236.8% 3,516 $140K
Annis Gardner Whiting Capital Advisors, LLC — No change 2,290 $91K
Colonial Trust Advisors — No change 1,053 $42K
Global Retirement Partners, LLC — — 564 $22K
Winthrop Capital Management, LLC — Reduce -23.7% 426 $17K
Northwestern Mutual Wealth Management Co. — Reduce -4.2% 300 $12K
Olistico Wealth, LLC — New 250 $10K
PNC Financial Services Group, Inc. — No change 231 $9K
Comerica Bank — Reduce -85.4% 117 $5K
MAI Capital Management — No change 103 $4K
Rothschild Investment LLC — No change 58 $2K
Pinnacle Bancorp, Inc. — No change 51 $2K
IFP Advisors, Inc — Reduce -50.7% 35 $1K
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.