Vault-13

NEXTERA ENERGY INC NEE 7.234 11.01.27

UNIT 11/01/2027 · PUBLIC · CUSIP 65339F119

47 institutional holders +2 vs Q1 2025
27,804,96827.8m shares reported held*
$1.3bnreported value*
6 new 11 added 17 reduced 4 sold out net bought ≈ $25.5m (+570.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $45.14.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0204060Q4 24: 49Q1 25: 45Q2 25: 4747Q4 24Q1 25Q2 25
Numbers
QuarterHolders
Q4 202449
Q1 202545
Q2 202547

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q1 25: 17 bought or addedQ1 25: 31 cut or sold outQ1 25Q2 25: 17 bought or addedQ2 25: 21 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q1 20251731
Q2 20251721

Biggest buyers

Capital Research Global Investors New +4,261,472+4.3m
FRANKLIN RESOURCES INC Added +891,973+892.0k
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. New +643,792+643.8k
BANK OF AMERICA CORP /DE/ Added +127,811+127.8k
FMR LLC Added +123,700+123.7k
JPMORGAN CHASE & CO Added +65,093+65.1k
WELLS FARGO & COMPANY/MN Added +40,881+40.9k
MORGAN STANLEY Added +31,346+31.3k
GOLDMAN SACHS GROUP INC New +23,400+23.4k
AMERICAN CENTURY COMPANIES INC New +12,250+12.2k

Biggest sellers

D. E. Shaw & Co., Inc. Reduced -2,785,819-2.8m
SUSQUEHANNA ADVISORS GROUP, INC. Reduced -400,000-400.0k
TWO SIGMA INVESTMENTS, LP Reduced -388,475-388.5k
Parallax Volatility Advisers, L.P. Reduced -237,703-237.7k
AMERIPRISE FINANCIAL INC Reduced -230,000-230.0k
CAMDEN ASSET MANAGEMENT L P /CA Reduced -215,000-215.0k
SONA ASSET MANAGEMENT (US) LLC Reduced -200,000-200.0k
Sculptor Capital LP Reduced -144,136-144.1k
BlackRock, Inc. Reduced -142,975-143.0k
RATIONAL ADVISORS, INC. Reduced -124,200-124.2k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FRANKLIN RESOURCES INC 0.07% of their portfolio San Mateo, CA 5,929,5775.9m $262.4m $262.4m 0.07% Added +892.0k +891,973
2 Capital Research Global Investors 0.04% of their portfolio Los Angeles, CA 4,261,4724.3m $188.6m $188.6m 0.04% New
3 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.14% of their portfolio Toronto, A6 3,586,6003.6m $158.8m $158.8m 0.14% Reduced -5.8k -5,800
4 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,345,5122.3m $103.8m $103.8m 0.00% Reduced -143.0k -142,975
5 Portman Square Capital LLP 9.78% of their portfolio London, X0 2,051,0002.1m $90.8m $90.8m 9.78% Unchanged
6 BANK OF MONTREAL /CAN/ 0.03% of their portfolio TORONTO, A6 1,200,0001.2m $53.1m $53.1m 0.03% Unchanged
7 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio Boston, MA 909,082909.1k $40.2m $40.2m 0.01% Added +2.0k +1,990
8 VAN ECK ASSOCIATES CORP 0.04% of their portfolio NEW YORK, NY 896,803896.8k $39.7m $39.7m 0.04% Reduced -91.3k -91,304
9 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 857,400857.4k $37.9m $37.9m 0.01% Reduced -230.0k -230,000
10 Parallax Volatility Advisers, L.P. 2.19% of their portfolio San Francisco, CA 787,858787.9k $54.7m $54.7m 2.19% Reduced -237.7k -237,703
11 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% of their portfolio CAUSEWAY BAY, K3 643,792643.8k $28.5m $28.5m 0.06% New
12 Calamos Advisors LLC 0.10% of their portfolio NAPERVILLE, IL 503,461503.5k $22.3m $22.3m 0.10% Reduced -5.6k -5,575
13 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 406,000406.0k $18.0m $18.0m 0.00% Reduced -36.0k -36,000
14 SUSQUEHANNA ADVISORS GROUP, INC. 0.62% of their portfolio BALA CYNWYD, PA 350,000350.0k $15.5m $15.5m 0.62% Reduced -400.0k -400,000
15 SONA ASSET MANAGEMENT (US) LLC 0.52% of their portfolio NEW YORK, NY 350,000350.0k $15.5m $15.5m 0.52% Reduced -200.0k -200,000
16 FMR LLC 0.00% of their portfolio BOSTON, MA 325,100325.1k $14.4m $14.4m 0.00% Added +123.7k +123,700
17 VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio San Antonio, TX 301,000301.0k $13.3m $13.3m 0.01% Unchanged
18 PIER 88 INVESTMENT PARTNERS LLC 2.11% of their portfolio SAN FRANCISCO, CA 256,330256.3k $11.3m $11.3m 2.11% Reduced -106.9k -106,910
19 Context Capital Management, LLC 0.37% of their portfolio LAJOLLA, CA 250,000250.0k $11.1m $11.1m 0.37% Unchanged
20 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 239,181239.2k $10.6m $10.6m 0.01% Reduced -2.8m -2,785,819
21 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 208,698208.7k $9.2m $9.2m 0.00% Added +65.1k +65,093
22 TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio NEW YORK, NY 195,378195.4k $8.6m $8.6m 0.02% Reduced -388.5k -388,475
23 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 155,880155.9k $6.9m $6.9m 0.00% Added +127.8k +127,811
24 GABELLI FUNDS LLC 0.04% of their portfolio Rye, NY 138,000138.0k $6.1m $6.1m 0.04% Unchanged
25 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 130,000130.0k $5.8m $5.8m 0.00% Unchanged
26 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 109,123109.1k $4.8m $4.8m 0.01% Added +4.9k +4,922
27 WOLVERINE ASSET MANAGEMENT LLC 0.07% of their portfolio CHICAGO, IL 90,92790.9k $4.0m $4.0m 0.07% Reduced -107.3k -107,332
28 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 76,10176.1k $3.4m $3.4m 0.00% Added +40.9k +40,881
29 RATIONAL ADVISORS, INC. 0.33% of their portfolio San Juan, PR 74,40074.4k $3.3m $3.3m 0.33% Reduced -124.2k -124,200
30 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 56,43756.4k $2.5m $2.5m 0.00% Added +11.4k +11,407
31 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 50,50050.5k $2.2m $2.2m 0.00% Unchanged
32 CAMDEN ASSET MANAGEMENT L P /CA 0.05% of their portfolio Los Angeles, CA 43,75543.8k $1.9m $1.9m 0.05% Reduced -215.0k -215,000
33 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 38,53738.5k $1.7m $1.7m 0.00% Added +31.3k +31,346
34 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 23,40023.4k $1.0m $1.0m 0.00% New
35 Formidable Asset Management, LLC 0.12% of their portfolio CINCINNATI, OH 15,31515.3k $694.8k $694.8k 0.12% Unchanged
36 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 12,25012.2k $542.1k $542.1k 0.00% New
37 Financiere des Professionnels - Fonds d'investissement inc. 0.03% of their portfolio MONTREAL, A8 11,10011.1k $491.2k $491.2k 0.03% Unchanged
38 JENNISON ASSOCIATES LLC 0.00% of their portfolio NEW YORK, NY 10,07610.1k $445.9k $445.9k 0.00% Unchanged
39 GAMCO INVESTORS, INC. ET AL 0.00% of their portfolio GREENWICH, CT 8,0008.0k $354.0k $354.0k 0.00% Unchanged
40 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 7,7207.7k $341.7k $341.7k 0.01% Added +1.8k +1,755
41 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 6,5446.5k $289.6k $289.6k 0.00% Reduced -63.7k -63,730
42 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,0281.0k $46.0k $46.0k 0.00% Added +577 +577
43 COMERICA BANK 0.00% of their portfolio DALLAS, TX 941941 $41.6k $41.6k 0.00% New
44 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 500500 $22.1k $22.1k 0.00% New
45 Sculptor Capital LP 0.00% of their portfolio New York, NY 283283 $12.5k $12.5k 0.00% Reduced -144.1k -144,136
46 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 5858 $2.6k $2.6k 0.00% First filing
47 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged