Nextera Energy Capital (nee 5.65 03/01/79 N)Preferred / convertible
13F holders, Q4 2025 (December 31)5holders +1
1new positions
0sold out
$23.82avg. 13F price*
At the end of Q4 2025, 5 institutions reported holding Nextera Energy Capital (nee 5.65 03/01/79 N) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were Whalerock Point Partners, LLC ($524K), Boyd Watterson Asset Management LLC ($213K) and Towne Trust Company, N.A ($95K).
- 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $524K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 22,000 shares bought and 110 shares sold, net +21,890 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Whalerock Point Partners, LLC | — | New | 22,000 | $524K |
| Boyd Watterson Asset Management LLC | — | No change | 8,948 | $213K |
| Towne Trust Company, N.A | — | No change | 4,000 | $95K |
| Lanark Financial, Inc. | — | Reduce -1.1% | 451 | $11K |
| PNC Financial Services Group, Inc. | — | Reduce -19.9% | 422 | $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.