Vault-13

NEXTERA ENERGY INC NEE 7.234 11.01.27

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

64 institutional holders +6 vs Q1 2026
24,464,21424.5m shares reported held*
$1.3bnreported value*
10 new 20 added 15 reduced 5 sold out net bought ≈ $39.6m (+605.4k 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 ≈ $52.65.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q4 24: 49Q1 25: 45Q2 25: 47Q3 25: 46Q4 25: 53Q1 26: 58Q2 26: 6464Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 202449
Q1 202545
Q2 202547
Q3 202546
Q4 202553
Q1 202658
Q2 202664

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 26Q2 26: 30 bought or addedQ2 26: 20 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 20251731
Q2 20251721
Q3 20252322
Q4 20252620
Q1 20263220
Q2 20263020

Biggest buyers

CAMDEN ASSET MANAGEMENT L P /CA New +780,000+780.0k
AMERIPRISE FINANCIAL INC Added +708,425+708.4k
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Added +192,255+192.3k
SUSQUEHANNA ADVISORS GROUP, INC. Added +175,000+175.0k
FRANKLIN RESOURCES INC Added +109,106+109.1k
STATE STREET CORP Added +80,720+80.7k
VICTORY CAPITAL MANAGEMENT INC Added +77,167+77.2k
Cambridge Investment Research Advisors, Inc. Added +62,680+62.7k
BARCLAYS PLC Added +54,200+54.2k
Sculptor Capital LP Added +46,544+46.5k

Biggest sellers

Shaolin Capital Management LLC Sold out -475,000-475.0k
JPMORGAN CHASE & CO Reduced -232,721-232.7k
WOLVERINE ASSET MANAGEMENT LLC Reduced -221,298-221.3k
BlackRock, Inc. Reduced -206,600-206.6k
Context Capital Management, LLC Sold out -150,000-150.0k
WELLS FARGO & COMPANY/MN Reduced -130,869-130.9k
BlueCrest Capital Management Ltd Sold out -59,092-59.1k
BANK OF AMERICA CORP /DE/ Reduced -54,569-54.6k
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Reduced -43,686-43.7k
VAN ECK ASSOCIATES CORP Reduced -23,367-23.4k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FRANKLIN RESOURCES INC 0.07% of their portfolio San Mateo, CA 6,541,7386.5m $325.1m $325.1m 0.07% Added +109.1k +109,106
2 Capital Research Global Investors 0.03% of their portfolio Los Angeles, CA 4,271,5724.3m $212.3m $212.3m 0.03% Added +6.0k +6,000
3 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,846,4691.8m $91.8m $91.8m 0.00% Reduced -206.6k -206,600
4 BANK OF MONTREAL /CAN/ 0.02% of their portfolio TORONTO, A6 1,200,0001.2m $59.6m $59.6m 0.02% Unchanged
5 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.02% of their portfolio Boston, MA 1,186,6001.2m $60.3m $60.3m 0.02% Added +192.3k +192,255
6 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,052,6341.1m $52.3m $52.3m 0.01% Added +708.4k +708,425
7 Calamos Advisors LLC 0.19% of their portfolio NAPERVILLE, IL 1,041,5201.0m $51.8m $51.8m 0.19% Added +1.0k +1,024
8 CAMDEN ASSET MANAGEMENT L P /CA 1.14% of their portfolio Los Angeles, CA 780,000780.0k $39.3m $39.3m 1.14% New
9 D. E. Shaw & Co., Inc. 0.02% of their portfolio New York, NY 764,181764.2k $38.3m $38.3m 0.02% Unchanged
10 VAN ECK ASSOCIATES CORP 0.02% of their portfolio NEW YORK, NY 750,505750.5k $37.3m $37.3m 0.02% Reduced -23.4k -23,367
11 VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio San Antonio, TX 746,124746.1k $37.1m $37.1m 0.02% Added +77.2k +77,167
12 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% of their portfolio CAUSEWAY BAY, K3 546,209546.2k $27.1m $27.1m 0.03% Reduced -43.7k -43,686
13 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.02% of their portfolio Toronto, A6 485,222485.2k $24.5m $24.5m 0.02% Reduced -8.0k -8,000
14 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 469,720469.7k $23.5m $23.5m 0.00% Added +80.7k +80,720
15 PIER 88 INVESTMENT PARTNERS LLC 5.41% of their portfolio SAN FRANCISCO, CA 458,330458.3k $22.8m $22.8m 5.41% Unchanged
16 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 451,357451.4k $22.4m $22.4m 0.01% Added +4.6k +4,607
17 Financial Sense Advisors, Inc. 4.21% of their portfolio SAN DIEGO, CA 430,347430.3k $21.4m $21.4m 4.21% Added +21.6k +21,571
18 SUSQUEHANNA ADVISORS GROUP, INC. 0.51% of their portfolio BALA CYNWYD, PA 375,000375.0k $18.6m $18.6m 0.51% Added +175.0k +175,000
19 FMR LLC 0.00% of their portfolio BOSTON, MA 306,000306.0k $15.4m $15.4m 0.00% Reduced -3.7k -3,700
20 Sculptor Capital LP 0.16% of their portfolio New York, NY 303,113303.1k $15.2m $15.2m 0.16% Added +46.5k +46,544
21 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 210,297210.3k $10.5m $10.5m 0.00% Reduced -54.6k -54,569
22 RATIONAL ADVISORS, INC. 0.92% of their portfolio San Juan, PR 201,000201.0k $10.0m $10.0m 0.92% Unchanged
23 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 199,293199.3k $9.9m $9.9m 0.02% Reduced -1.4k -1,400
24 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 198,106198.1k $9.8m $9.8m 0.00% Reduced -2.3k -2,289
25 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 197,078197.1k $2.0k $2.0k 0.00% Unchanged
26 WOLVERINE ASSET MANAGEMENT LLC 0.09% of their portfolio CHICAGO, IL 134,026134.0k $6.7m $6.7m 0.09% Reduced -221.3k -221,298
27 GABELLI FUNDS LLC 0.04% of their portfolio Rye, NY 128,000128.0k $6.4m $6.4m 0.04% Unchanged
28 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 116,552116.6k $5.8m $5.8m 0.01% Added +62.7k +62,680
29 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 98,77998.8k $4.9m $4.9m 0.00% Added +54.2k +54,200
30 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 89,57089.6k $4.7m $4.7m 0.00% Reduced -232.7k -232,721
31 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 67,27167.3k $3.3m $3.3m 0.00% Added +9.1k +9,112
32 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 62,97363.0k $3.1m $3.1m 0.00% Reduced -130.9k -130,869
33 Portman Square Capital LLP 0.44% of their portfolio London, X0 51,00051.0k $2.6m $2.6m 0.44% Unchanged
34 AssuredPartners Investment Advisors, LLC 0.22% of their portfolio Tampa, FL 44,93544.9k $2.2m $2.2m 0.22% Added +1.7k +1,665
35 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 38,26538.3k $1.9m $1.9m 0.00% Added +7.8k +7,837
36 Formidable Asset Management, LLC 0.24% of their portfolio CINCINNATI, OH 28,43528.4k $1.5m $1.5m 0.24% Added +2.5k +2,550
37 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 25,35025.4k $1.3m $1.3m 0.00% Reduced -50 -50
38 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 23,40123.4k $1.2m $1.2m 0.00% Added +1 +1
39 Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio FRANKFURT AM MAIN, 2M 20,00020.0k $1.0m $1.0m 0.00% New
40 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 19,02119.0k $945.0k $945.0k 0.00% New
41 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 18,61218.6k $925.0k $925.0k 0.00% New
42 UBS Group AG 0.00% of their portfolio ZURICH, V8 11,34311.3k $563.7k $563.7k 0.00% Unchanged
43 JENNISON ASSOCIATES LLC 0.00% of their portfolio NEW YORK, NY 10,07610.1k $500.8k $500.8k 0.00% Unchanged
44 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 9,2919.3k $463.8k $463.8k 0.01% Reduced -50 -50
45 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 8,4038.4k $417.6k $417.6k 0.00% Reduced -5.9k -5,900
46 Elequin Capital, LP 0.01% of their portfolio NEW YORK, NY 8,1758.2k $409.3k $409.3k 0.01% New
47 GAMCO INVESTORS, INC. ET AL 0.00% of their portfolio GREENWICH, CT 8,0008.0k $397.6k $397.6k 0.00% Unchanged
48 Ground Swell Capital, LLC 0.32% of their portfolio FOLLY BEACH, SC 5,8855.9k $292.5k $292.5k 0.32% New
49 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 3,9804.0k $197.8k $197.8k 0.00% Added +2.4k +2,355
50 Ares Systematic Credit Ltd 0.02% of their portfolio LONDON, X0 774774 $38.5k $38.5k 0.02% Unchanged
51 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 663663 $33.0k $33.0k 0.00% First filing
52 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 633633 $31.5k $31.5k 0.00% Added +110 +110
53 ANGELES WEALTH MANAGEMENT, LLC 0.00% of their portfolio SANTA MONICA, CA 552552 $27.4k $27.4k 0.00% Unchanged
54 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 530530 $26.0k $26.0k 0.00% New
55 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 182182 $9.0k $9.0k 0.00% New
56 Millstone Evans Group, LLC 0.00% of their portfolio BOULDER, CO 135135 $6.7k $6.7k 0.00% Unchanged
57 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 114114 $5.7k $5.7k 0.00% Unchanged
58 Johnson Financial Group, Inc. 0.00% of their portfolio RACINE, WI 8585 $4.2k $4.2k 0.00% New
59 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 8181 $4.0k $4.0k 0.00% Unchanged
60 WOLFF WIESE MAGANA LLC 0.00% of their portfolio CARSLBAD, CA 8080 $4.0k $4.0k 0.00% Unchanged
61 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 4040 $2.0k $2.0k 0.00% Unchanged
62 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 3131 $1.5k $1.5k 0.00% New
63 Philadelphia Investment Partners, LLC 0.00% of their portfolio Voorhees, NJ 3131 $1.5k $1.5k 0.00% Unchanged
64 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 2626 $1.3k $1.3k 0.00% Reduced -6 -6