Nextera Energy Capital (nee 5.65 03/01/79 N)Preferred / convertible

13F holders, Q3 2024 (September 30)
3holders
1new positions
1sold out
$24.81avg. 13F price*

At the end of Q3 2024, 3 institutions reported holding Nextera Energy Capital (nee 5.65 03/01/79 N) in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 1 sold out. The largest holders were Whalerock Point Partners, LLC ($546K), Boyd Watterson Asset Management LLC ($222K) and PNC Financial Services Group, Inc. ($19K).

Company
Nextera Energy Capital (nee 5.65 03/01/79 N)
CUSIP
65339K860
Latest filing quarter
Q2 2026

History

Number of 13F holders

012345 Q1 2024: 3Q1 2024Q2 2024: 3Q2 2024Q3 2024: 3Q3 2024Q4 2024: 3Q4 2024Q1 2025: 3Q1 2025Q2 2025: 4Q2 2025Q3 2025: 4Q3 2025Q4 2025: 5Q4 2025Q1 2026: 5Q1 2026Q2 2026: 4Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions1$546K
Exits1$171

All 13F filers, Q2 2024 → Q3 2024: 22,000 shares bought and 29 shares sold, net +21,971 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Whalerock Point Partners, LLC — New 22,000 $546K
Boyd Watterson Asset Management LLC — No change 8,948 $222K
PNC Financial Services Group, Inc. — Reduce -2.8% 769 $19K

"% 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.