Vault-13

NEXTERA ENERGY INC NEE 7.234 11.01.27

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

46 institutional holders -1 vs Q2 2025
27,350,59627.4m shares reported held*
$1.3bnreported value*
10 new 13 added 11 reduced 11 sold out net sold ≈ $17.8m (-479.0k 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 ≈ $47.41.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0204060Q4 24: 49Q1 25: 45Q2 25: 47Q3 25: 4646Q4 24Q1 25Q2 25Q3 25
Numbers
QuarterHolders
Q4 202449
Q1 202545
Q2 202547
Q3 202546

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 25Q3 25: 23 bought or addedQ3 25: 22 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q1 20251731
Q2 20251721
Q3 20252322

Biggest buyers

Financial Sense Advisors, Inc. New +435,426+435.4k
VICTORY CAPITAL MANAGEMENT INC Added +433,072+433.1k
FRANKLIN RESOURCES INC Added +221,226+221.2k
AMERIPRISE FINANCIAL INC Added +215,000+215.0k
LAZARD ASSET MANAGEMENT LLC New +197,078+197.1k
Thrivent Financial for Lutherans Added +100,600+100.6k
JPMORGAN CHASE & CO Added +94,616+94.6k
SANDERS MORRIS HARRIS LLC New +69,865+69.9k
CITIGROUP INC Added +56,500+56.5k
Cambridge Investment Research Advisors, Inc. New +41,220+41.2k

Biggest sellers

Parallax Volatility Advisers, L.P. Sold out -787,858-787.9k
SUSQUEHANNA ADVISORS GROUP, INC. Sold out -350,000-350.0k
SONA ASSET MANAGEMENT (US) LLC Sold out -350,000-350.0k
D. E. Shaw & Co., Inc. Reduced -225,000-225.0k
TWO SIGMA INVESTMENTS, LP Sold out -195,378-195.4k
BARCLAYS PLC Sold out -56,437-56.4k
GABELLI FUNDS LLC Reduced -50,000-50.0k
WOLVERINE ASSET MANAGEMENT LLC Reduced -49,451-49.5k
CAMDEN ASSET MANAGEMENT L P /CA Sold out -43,755-43.8k
BANK OF AMERICA CORP /DE/ Reduced -25,191-25.2k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FRANKLIN RESOURCES INC 0.07% of their portfolio San Mateo, CA 6,150,8036.2m $289.3m $289.3m 0.07% Added +221.2k +221,226
2 Capital Research Global Investors 0.04% of their portfolio Los Angeles, CA 4,261,4724.3m $200.4m $200.4m 0.04% Unchanged
3 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.14% of their portfolio Toronto, A6 3,609,3003.6m $170.0m $170.0m 0.14% Added +22.7k +22,700
4 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,378,6642.4m $111.9m $111.9m 0.00% Added +33.2k +33,152
5 Portman Square Capital LLP 12.80% of their portfolio London, X0 2,051,0002.1m $96.6m $96.6m 12.80% Unchanged
6 BANK OF MONTREAL /CAN/ 0.02% of their portfolio TORONTO, A6 1,200,0001.2m $56.4m $56.4m 0.02% Unchanged
7 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,072,4001.1m $50.4m $50.4m 0.01% Added +215.0k +215,000
8 VAN ECK ASSOCIATES CORP 0.04% of their portfolio NEW YORK, NY 915,686915.7k $43.1m $43.1m 0.04% Added +18.9k +18,883
9 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio Boston, MA 908,279908.3k $42.7m $42.7m 0.01% Reduced -803 -803
10 VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio San Antonio, TX 734,072734.1k $34.5m $34.5m 0.02% Added +433.1k +433,072
11 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% of their portfolio CAUSEWAY BAY, K3 635,439635.4k $29.9m $29.9m 0.05% Reduced -8.4k -8,353
12 Calamos Advisors LLC 0.10% of their portfolio NAPERVILLE, IL 502,739502.7k $23.6m $23.6m 0.10% Reduced -722 -722
13 Financial Sense Advisors, Inc. 3.78% of their portfolio SAN DIEGO, CA 435,426435.4k $20.5m $20.5m 3.78% New
14 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 415,000415.0k $19.6m $19.6m 0.00% Added +9.0k +9,000
15 FMR LLC 0.00% of their portfolio BOSTON, MA 309,700309.7k $14.6m $14.6m 0.00% Reduced -15.4k -15,400
16 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 303,314303.3k $14.3m $14.3m 0.00% Added +94.6k +94,616
17 PIER 88 INVESTMENT PARTNERS LLC 2.26% of their portfolio SAN FRANCISCO, CA 256,330256.3k $12.1m $12.1m 2.26% Unchanged
18 Context Capital Management, LLC 0.36% of their portfolio LAJOLLA, CA 250,000250.0k $11.8m $11.8m 0.36% Unchanged
19 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 209,723209.7k $9.9m $9.9m 0.02% Added +100.6k +100,600
20 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 197,078197.1k $1.9k $1.9k 0.00% New
21 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 130,689130.7k $6.1m $6.1m 0.00% Reduced -25.2k -25,191
22 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 130,000130.0k $6.1m $6.1m 0.00% Unchanged
23 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 107,000107.0k $5.0m $5.0m 0.00% Added +56.5k +56,500
24 GABELLI FUNDS LLC 0.03% of their portfolio Rye, NY 88,00088.0k $4.2m $4.2m 0.03% Reduced -50.0k -50,000
25 RATIONAL ADVISORS, INC. 0.35% of their portfolio San Juan, PR 74,40074.4k $3.5m $3.5m 0.35% Unchanged
26 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 71,36571.4k $3.4m $3.4m 0.00% Reduced -4.7k -4,736
27 SANDERS MORRIS HARRIS LLC 0.43% of their portfolio Houston, TX 69,86569.9k $3.3m $3.3m 0.43% New
28 WOLVERINE ASSET MANAGEMENT LLC 0.03% of their portfolio CHICAGO, IL 41,47641.5k $2.0m $2.0m 0.03% Reduced -49.5k -49,451
29 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 41,22041.2k $1.9m $1.9m 0.01% New
30 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 29,08129.1k $1.4m $1.4m 0.00% Reduced -9.5k -9,456
31 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 25,70025.7k $1.2m $1.2m 0.00% New
32 KAYNE ANDERSON CAPITAL ADVISORS LP 0.03% of their portfolio LOS ANGELES, CA 25,00025.0k $1.2m $1.2m 0.03% New
33 Bright Futures Wealth Management, LLC. 0.91% of their portfolio WEBSTER, NY 14580, NY 24,65124.7k $1.2m $1.2m 0.91% First filing
34 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 23,40023.4k $1.1m $1.1m 0.00% Unchanged
35 Formidable Asset Management, LLC 0.16% of their portfolio CINCINNATI, OH 23,19023.2k $1.0m $1.0m 0.16% Added +7.9k +7,875
36 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 14,18114.2k $669.0k $669.0k 0.00% Reduced -225.0k -225,000
37 Financiere des Professionnels - Fonds d'investissement inc. 0.03% of their portfolio MONTREAL, A8 11,10011.1k $522.0k $522.0k 0.03% Unchanged
38 JENNISON ASSOCIATES LLC 0.00% of their portfolio NEW YORK, NY 10,07610.1k $473.9k $473.9k 0.00% Unchanged
39 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 9,2419.2k $434.8k $434.8k 0.01% Added +1.5k +1,521
40 GAMCO INVESTORS, INC. ET AL 0.00% of their portfolio GREENWICH, CT 8,0008.0k $378.1k $378.1k 0.00% Unchanged
41 COMERICA BANK 0.00% of their portfolio DALLAS, TX 931931 $43.8k $43.8k 0.00% Reduced -10 -10
42 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 825825 $38.8k $38.8k 0.00% New
43 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 800800 $37.6k $37.6k 0.00% New
44 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 680680 $32.0k $32.0k 0.00% Added +622 +622
45 Millstone Evans Group, LLC 0.00% of their portfolio BOULDER, CO 7575 $3.5k $3.5k 0.00% New
46 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 2626 $1.2k $1.2k 0.00% New