Vault-13

NEXTERA ENERGY INC NEE 7.234 11.01.27

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

58 institutional holders +5 vs Q4 2025
23,858,16423.9m shares reported held*
$1.3bnreported value*
13 new 19 added 13 reduced 7 sold out net sold ≈ $27.6m (-8.2m 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 ≈ $55.20.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q4 24: 49Q1 25: 45Q2 25: 47Q3 25: 46Q4 25: 53Q1 26: 5858Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26
Numbers
QuarterHolders
Q4 202449
Q1 202545
Q2 202547
Q3 202546
Q4 202553
Q1 202658

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 25Q4 25: 26 bought or addedQ4 25: 20 cut or sold outQ4 25Q1 26: 32 bought or addedQ1 26: 20 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q1 20251731
Q2 20251721
Q3 20252322
Q4 20252620
Q1 20263220

Biggest buyers

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ New +994,345+994.3k
D. E. Shaw & Co., Inc. Added +750,000+750.0k
Calamos Advisors LLC Added +536,560+536.6k
Shaolin Capital Management LLC New +475,000+475.0k
WOLVERINE ASSET MANAGEMENT LLC Added +347,542+347.5k
Sculptor Capital LP New +256,569+256.6k
SUSQUEHANNA ADVISORS GROUP, INC. New +200,000+200.0k
BANK OF AMERICA CORP /DE/ Added +132,156+132.2k
JPMORGAN CHASE & CO Added +122,472+122.5k
WELLS FARGO & COMPANY/MN Added +118,509+118.5k

Biggest sellers

Fosun International Ltd Sold out -6,700,000-6.7m
MANUFACTURERS LIFE INSURANCE COMPANY, THE Reduced -3,025,450-3.0m
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Sold out -908,279-908.3k
BlackRock, Inc. Reduced -218,774-218.8k
AMERIPRISE FINANCIAL INC Reduced -180,191-180.2k
VAN ECK ASSOCIATES CORP Reduced -130,652-130.7k
Context Capital Management, LLC Reduced -100,000-100.0k
KAYNE ANDERSON CAPITAL ADVISORS LP Sold out -60,000-60.0k
STATE STREET CORP Reduced -41,000-41.0k
Bright Futures Wealth Management, LLC. Sold out -24,220-24.2k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FRANKLIN RESOURCES INC 0.08% of their portfolio San Mateo, CA 6,432,6326.4m $338.0m $338.0m 0.08% Added +57.9k +57,863
2 Capital Research Global Investors 0.03% of their portfolio Los Angeles, CA 4,265,5724.3m $224.1m $224.1m 0.03% Unchanged
3 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,053,0692.1m $107.9m $107.9m 0.00% Reduced -218.8k -218,774
4 BANK OF MONTREAL /CAN/ 0.03% of their portfolio TORONTO, A6 1,200,0001.2m $63.0m $63.0m 0.03% Unchanged
5 Calamos Advisors LLC 0.21% of their portfolio NAPERVILLE, IL 1,040,4961.0m $54.7m $54.7m 0.21% Added +536.6k +536,560
6 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.02% of their portfolio Boston, MA 994,345994.3k $53.5m $53.5m 0.02% New
7 VAN ECK ASSOCIATES CORP 0.03% of their portfolio NEW YORK, NY 773,872773.9k $40.7m $40.7m 0.03% Reduced -130.7k -130,652
8 D. E. Shaw & Co., Inc. 0.03% of their portfolio New York, NY 764,181764.2k $40.0m $40.0m 0.03% Added +750.0k +750,000
9 VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio San Antonio, TX 668,957669.0k $35.1m $35.1m 0.02% Reduced -6.8k -6,792
10 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% of their portfolio CAUSEWAY BAY, K3 589,895589.9k $31.0m $31.0m 0.04% Added +18.5k +18,515
11 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.02% of their portfolio Toronto, A6 493,222493.2k $25.8m $25.8m 0.02% Reduced -3.0m -3,025,450
12 Shaolin Capital Management LLC 1.04% of their portfolio Miami, FL 475,000475.0k $24.9m $24.9m 1.04% New
13 PIER 88 INVESTMENT PARTNERS LLC 6.18% of their portfolio SAN FRANCISCO, CA 458,330458.3k $24.1m $24.1m 6.18% Added +1.1k +1,100
14 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 446,750446.8k $23.5m $23.5m 0.01% Added +100.0k +100,000
15 Financial Sense Advisors, Inc. 4.36% of their portfolio SAN DIEGO, CA 408,776408.8k $21.5m $21.5m 4.36% Reduced -22.4k -22,384
16 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 389,000389.0k $20.4m $20.4m 0.00% Reduced -41.0k -41,000
17 WOLVERINE ASSET MANAGEMENT LLC 0.29% of their portfolio CHICAGO, IL 355,324355.3k $18.6m $18.6m 0.29% Added +347.5k +347,542
18 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 344,209344.2k $18.0m $18.0m 0.00% Reduced -180.2k -180,191
19 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 322,291322.3k $16.9m $16.9m 0.00% Added +122.5k +122,472
20 FMR LLC 0.00% of their portfolio BOSTON, MA 309,700309.7k $16.2m $16.2m 0.00% Unchanged
21 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 264,866264.9k $13.9m $13.9m 0.00% Added +132.2k +132,156
22 Sculptor Capital LP 0.15% of their portfolio New York, NY 256,569256.6k $13.5m $13.5m 0.15% New
23 RATIONAL ADVISORS, INC. 1.08% of their portfolio San Juan, PR 201,000201.0k $10.6m $10.6m 1.08% Added +10.2k +10,200
24 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 200,693200.7k $10.5m $10.5m 0.02% Reduced -1.2k -1,205
25 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 200,395200.4k $10.4m $10.4m 0.00% Reduced -5.9k -5,946
26 SUSQUEHANNA ADVISORS GROUP, INC. 0.49% of their portfolio BALA CYNWYD, PA 200,000200.0k $10.5m $10.5m 0.49% New
27 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 197,078197.1k $2.1k $2.1k 0.00% Unchanged
28 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 193,842193.8k $10.2m $10.2m 0.00% Added +118.5k +118,509
29 Context Capital Management, LLC 0.18% of their portfolio LAJOLLA, CA 150,000150.0k $7.9m $7.9m 0.18% Reduced -100.0k -100,000
30 GABELLI FUNDS LLC 0.05% of their portfolio Rye, NY 128,000128.0k $6.7m $6.7m 0.05% Unchanged
31 BlueCrest Capital Management Ltd 0.29% of their portfolio ST HELIER, Y9 59,09259.1k $3.1m $3.1m 0.29% New
32 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 58,15958.2k $3.1m $3.1m 0.00% New
33 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 53,87253.9k $2.8m $2.8m 0.01% Added +10.1k +10,073
34 Portman Square Capital LLP 0.41% of their portfolio London, X0 51,00051.0k $2.7m $2.7m 0.41% Unchanged
35 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 44,57944.6k $2.3m $2.3m 0.00% Reduced -22.7k -22,738
36 AssuredPartners Investment Advisors, LLC 0.25% of their portfolio Tampa, FL 43,27043.3k $2.3m $2.3m 0.25% New
37 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 30,42830.4k $1.6m $1.6m 0.00% Reduced -202 -202
38 Formidable Asset Management, LLC 0.19% of their portfolio CINCINNATI, OH 25,88525.9k $1.3m $1.3m 0.19% Added +1.0k +1,000
39 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 25,40025.4k $1.3m $1.3m 0.00% Added +300 +300
40 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 23,40023.4k $1.2m $1.2m 0.00% Unchanged
41 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 14,30314.3k $751.5k $751.5k 0.00% New
42 UBS Group AG 0.00% of their portfolio ZURICH, V8 11,34311.3k $596.0k $596.0k 0.00% Added +11.1k +11,061
43 JENNISON ASSOCIATES LLC 0.00% of their portfolio NEW YORK, NY 10,07610.1k $529.4k $529.4k 0.00% Unchanged
44 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 9,3419.3k $488.7k $488.7k 0.01% Added +125 +125
45 GAMCO INVESTORS, INC. ET AL 0.00% of their portfolio GREENWICH, CT 8,0008.0k $420.3k $420.3k 0.00% Unchanged
46 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,6251.6k $85.4k $85.4k 0.00% Added +250 +250
47 Ares Systematic Credit Ltd 0.03% of their portfolio LONDON, X0 774774 $40.2k $40.2k 0.03% New
48 ANGELES WEALTH MANAGEMENT, LLC 0.00% of their portfolio SANTA MONICA, CA 552552 $29.0k $29.0k 0.00% Unchanged
49 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 523523 $27.5k $27.5k 0.00% Added +333 +333
50 Millstone Evans Group, LLC 0.00% of their portfolio BOULDER, CO 135135 $7.1k $7.1k 0.00% Added +60 +60
51 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 114114 $6.0k $6.0k 0.00% Unchanged
52 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 8181 $4.3k $4.3k 0.00% Reduced -2.1k -2,066
53 WOLFF WIESE MAGANA LLC 0.00% of their portfolio CARSLBAD, CA 8080 $4.2k $4.2k 0.00% New
54 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 5151 $2.7k $2.7k 0.00% Unchanged
55 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 4040 $2.1k $2.1k 0.00% New
56 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 3232 $1.7k $1.7k 0.00% New
57 Philadelphia Investment Partners, LLC 0.00% of their portfolio Voorhees, NJ 3131 $1.6k $1.6k 0.00% First filing
58 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 3030 $1.6k $1.6k 0.00% New