Nextera Energy Capital (nee 5.65 03/01/79 N)Preferred / convertible
13F holders, Q2 2026 (June 30)4holders −1
0new positions
1sold out
$21.99avg. 13F price*
At the end of Q2 2026, 4 institutions reported holding Nextera Energy Capital (nee 5.65 03/01/79 N) in their 13F filings, down 1 from Q1 2026. 0 opened new positions and 1 sold out. The largest holders were Whalerock Point Partners, LLC ($484K), Boyd Watterson Asset Management LLC ($197K) and Towne Trust Company, N.A ($143K).
- Company
- Nextera Energy Capital (nee 5.65 03/01/79 N)
- Filed as
- NEE 5.65 (Q2 2026)
- CUSIP
- 65339K860
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $7K |
All 13F filers, Q1 2026 → Q2 2026: 3,163 shares bought and 328 shares sold, net +2,835 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Whalerock Point Partners, LLC | — | No change | 22,000 | $484K |
| Boyd Watterson Asset Management LLC | — | No change | 8,948 | $197K |
| Towne Trust Company, N.A | — | Add +62.5% | 6,500 | $143K |
| First Command Advisory Services, Inc. | — | Add +182.1% | 1,027 | $23K |
"% of holder's portfolio" is NEXTERA ENERGY CAPITAL (NEE 5.65 03/01/79 N)'s weight in each manager's 13F, not the share of Nextera Energy Capital (nee 5.65 03/01/79 N) the manager owns.