Nextera Energy Capital (nee 5.65 03/01/79 N)Preferred / convertible
13F holders, Q2 2025 (June 30)4holders +1
1new positions
0sold out
$22.10avg. 13F price*
At the end of Q2 2025, 4 institutions reported holding Nextera Energy Capital (nee 5.65 03/01/79 N) in their 13F filings, up 1 from Q1 2025. 1 opened new positions and 0 sold out. The largest holders were Whalerock Point Partners, LLC ($486K), Boyd Watterson Asset Management LLC ($198K) and PNC Financial Services Group, Inc. ($13K).
- Company
- Nextera Energy Capital (nee 5.65 03/01/79 N)
- CUSIP
- 65339K860
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $10K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 456 shares bought and 191 shares sold, net +265 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Whalerock Point Partners, LLC | — | No change | 22,000 | $486K |
| Boyd Watterson Asset Management LLC | — | No change | 8,948 | $198K |
| PNC Financial Services Group, Inc. | — | Reduce -25.1% | 571 | $13K |
| Lanark Financial, Inc. | — | New | 456 | $10K |
"% 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.