Vault-13

NEXTERA ENERGY INC NEE 7.299 06.01.27

UNIT 06/01/2027 · PUBLIC · CUSIP 65339F663

63 institutional holders +3 vs Q4 2024
44,015,78144.0m shares reported held*
$2.2bnreported value*
12 new 19 added 19 reduced 9 sold out net bought ≈ $287.2m (+6.9m 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 ($1.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $49.04.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0255075Q2 24: 56Q3 24: 61Q4 24: 60Q1 25: 6363Q2 24Q3 24Q4 24Q1 25
Numbers
QuarterHolders
Q2 202456
Q3 202461
Q4 202460
Q1 202563

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 24: 40 bought or addedQ3 24: 33 cut or sold outQ3 24Q4 24: 25 bought or addedQ4 24: 35 cut or sold outQ4 24Q1 25: 31 bought or addedQ1 25: 28 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q3 20244033
Q4 20242535
Q1 20253128

Biggest buyers

VOYA INVESTMENT MANAGEMENT LLC Added +9,142,490+9.1m
FRANKLIN RESOURCES INC Added +1,013,130+1.0m
Parallax Volatility Advisers, L.P. Added +640,751+640.8k
Russell Investments Group, Ltd. Added +448,350+448.4k
Magnetar Financial LLC New +350,000+350.0k
VICTORY CAPITAL MANAGEMENT INC Added +278,832+278.8k
BlueCrest Capital Management Ltd Added +205,068+205.1k
ADVENT CAPITAL MANAGEMENT /DE/ Added +192,957+193.0k
Thrivent Financial for Lutherans New +190,755+190.8k
Sculptor Capital LP Added +186,889+186.9k

Biggest sellers

MANUFACTURERS LIFE INSURANCE COMPANY, THE Reduced -2,923,300-2.9m
Shaolin Capital Management LLC Sold out -918,874-918.9k
LORD, ABBETT & CO. LLC Reduced -592,408-592.4k
SONA ASSET MANAGEMENT (US) LLC Reduced -475,000-475.0k
AMERIPRISE FINANCIAL INC Reduced -406,783-406.8k
SUSQUEHANNA ADVISORS GROUP, INC. Reduced -350,000-350.0k
MILLENNIUM MANAGEMENT LLC Sold out -315,627-315.6k
Thrivent Financial for Lutherans Sold out -152,113-152.1k
VAN ECK ASSOCIATES CORP Reduced -111,498-111.5k
BlackRock, Inc. Reduced -102,064-102.1k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VOYA INVESTMENT MANAGEMENT LLC 0.47% of their portfolio ATLANTA, GA 17,647,52017.6m $843.7m $843.7m 0.47% Added +9.1m +9,142,490
2 FRANKLIN RESOURCES INC 0.07% of their portfolio San Mateo, CA 5,202,8655.2m $248.7m $248.7m 0.07% Added +1.0m +1,013,130
3 BlackRock, Inc. 0.00% of their portfolio New York, NY 3,332,9603.3m $159.3m $159.3m 0.00% Reduced -102.1k -102,064
4 LORD, ABBETT & CO. LLC 0.42% of their portfolio JERSEY CITY, NJ 2,442,5132.4m $117.8m $117.8m 0.42% Reduced -592.4k -592,408
5 D. E. Shaw & Co., Inc. 0.13% of their portfolio New York, NY 2,190,0002.2m $105.6m $105.6m 0.13% Added +150.0k +150,000
6 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 1,910,3001.9m $1.8m $1.8m 0.00% Added +448.4k +448,350
7 VAN ECK ASSOCIATES CORP 0.08% of their portfolio NEW YORK, NY 1,317,4761.3m $63.0m $63.0m 0.08% Reduced -111.5k -111,498
8 SUSQUEHANNA ADVISORS GROUP, INC. 3.96% of their portfolio BALA CYNWYD, PA 1,300,0001.3m $62.2m $62.2m 3.96% Reduced -350.0k -350,000
9 Aequim Alternative Investments LP 2.00% of their portfolio MILL VALLEY, CA 1,050,0001.1m $50.2m $50.2m 2.00% Unchanged
10 SONA ASSET MANAGEMENT (US) LLC 1.65% of their portfolio NEW YORK, NY 900,000900.0k $43.5m $43.5m 1.65% Reduced -475.0k -475,000
11 ADVENT CAPITAL MANAGEMENT /DE/ 0.98% of their portfolio NEW YORK, NY 890,515890.5k $42.7m $42.7m 0.98% Added +193.0k +192,957
12 Calamos Advisors LLC 0.17% of their portfolio NAPERVILLE, IL 773,610773.6k $37.0m $37.0m 0.17% Added +111.9k +111,929
13 Sculptor Capital LP 0.81% of their portfolio New York, NY 758,970759.0k $36.3m $36.3m 0.81% Added +186.9k +186,889
14 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.08% of their portfolio CAUSEWAY BAY, K3 755,821755.8k $36.1m $36.1m 0.08% Reduced -39.2k -39,206
15 Parallax Volatility Advisers, L.P. 1.53% of their portfolio San Francisco, CA 670,179670.2k $47.5m $47.5m 1.53% Added +640.8k +640,751
16 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 570,000570.0k $27.4m $27.4m 0.00% Reduced -70.0k -70,000
17 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 507,319507.3k $24.3m $24.3m 0.01% Added +148.8k +148,829
18 FMR LLC 0.00% of their portfolio BOSTON, MA 496,700496.7k $23.9m $23.9m 0.00% Unchanged
19 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 439,196439.2k $21.0m $21.0m 0.00% Added +103.2k +103,191
20 Point72 Asset Management, L.P. 0.05% of their portfolio STAMFORD, CT 399,500399.5k $19.2m $19.2m 0.05% Unchanged
21 VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio San Antonio, TX 374,436374.4k $17.9m $17.9m 0.02% Added +278.8k +278,832
22 Magnetar Financial LLC 0.22% of their portfolio EVANSTON, IL 350,000350.0k $16.9m $16.9m 0.22% New
23 BlueCrest Capital Management Ltd 2.64% of their portfolio ST HELIER, Y9 346,652346.7k $16.6m $16.6m 2.64% Added +205.1k +205,068
24 Socorro Asset Management LP 4.04% of their portfolio DALLAS, TX 245,000245.0k $11.7m $11.7m 4.04% Unchanged
25 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 230,017230.0k $11.1m $11.1m 0.00% Reduced -406.8k -406,783
26 CREDIT INDUSTRIEL ET COMMERCIAL 1.95% of their portfolio PARIS FRANCE, I0 225,000225.0k $10.8m $10.8m 1.95% Added +25.0k +25,000
27 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 206,300206.3k $9.9m $9.9m 0.01% Reduced -33.7k -33,700
28 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 190,755190.8k $9.1m $9.1m 0.02% New
29 TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio NEW YORK, NY 188,056188.1k $9.0m $9.0m 0.02% Reduced -50.8k -50,790
30 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 153,500153.5k $7.4m $7.4m 0.01% Reduced -2.9m -2,923,300
31 HBK INVESTMENTS L P 0.13% of their portfolio DALLAS, TX 150,000150.0k $7.2m $7.2m 0.13% Unchanged
32 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 138,000138.0k $6.6m $6.6m 0.00% Unchanged
33 WOLVERINE ASSET MANAGEMENT LLC 0.11% of their portfolio CHICAGO, IL 119,590119.6k $5.8m $5.8m 0.11% Added +2.1k +2,083
34 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 114,850114.8k $5.5m $5.5m 0.00% First filing
35 Walleye Capital LLC 0.05% of their portfolio NEW YORK, NY 100,000100.0k $4.8m $4.8m 0.05% Unchanged
36 Portman Square Capital LLP 0.66% of their portfolio London, X0 100,000100.0k $4.8m $4.8m 0.66% New
37 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 97,70297.7k $4.7m $4.7m 0.00% Reduced -97.2k -97,154
38 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 92,38392.4k $4.4m $4.4m 0.00% Reduced -38.7k -38,728
39 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 66,94066.9k $3.2m $3.2m 0.01% Reduced -24.2k -24,232
40 MACQUARIE GROUP LTD 0.00% of their portfolio Sydney, NSW 2000, C3 56,32856.3k $2.7m $2.7m 0.00% Unchanged
41 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 55,96956.0k $2.7m $2.7m 0.00% Added +12.7k +12,669
42 SSI INVESTMENT MANAGEMENT LLC 0.21% of their portfolio Los Angeles, CA 55,86555.9k $2.7m $2.7m 0.21% Added +1.6k +1,615
43 MIZUHO SECURITIES USA LLC 0.06% of their portfolio NEW YORK, NY 55,70055.7k $2.7m $2.7m 0.06% Reduced -3.5k -3,454
44 Context Capital Management, LLC 0.09% of their portfolio LAJOLLA, CA 50,00050.0k $2.4m $2.4m 0.09% Unchanged
45 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 49,57549.6k $2.4m $2.4m 0.01% Added +2.9k +2,889
46 Alken Asset Management Ltd 3.12% of their portfolio LONDON, X0 40,00040.0k $1.9m $1.9m 3.12% Unchanged
47 Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio FRANKFURT AM MAIN, 2M 36,31636.3k $1.7m $1.7m 0.00% New
48 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 22,54922.5k $1.1m $1.1m 0.00% Reduced -6.4k -6,418
49 INFRASTRUCTURE CAPITAL ADVISORS, LLC 0.11% of their portfolio New York, NY 17,95818.0k $858.6k $858.6k 0.11% Added +1.3k +1,274
50 Ground Swell Capital, LLC 1.05% of their portfolio FOLLY BEACH, SC 9,6789.7k $462.7k $462.7k 1.05% New
51 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 8,8738.9k $428.3k $428.3k 0.00% Reduced -1.7k -1,675
52 AEGON USA Investment Management, LLC 0.31% of their portfolio CEDAR RAPIDS, IA 8,0008.0k $385.7k $385.7k 0.31% Unchanged
53 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 7,0907.1k $339.0k $339.0k 0.00% New
54 Calamos Wealth Management LLC 0.01% of their portfolio NAPERVILLE, IL 5,3405.3k $255.3k $255.3k 0.01% Reduced -3.9k -3,876
55 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 4,6934.7k $224.4k $224.4k 0.00% Reduced -782 -782
56 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 4,6714.7k $223.3k $223.3k 0.00% New
57 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 4,3754.4k $209.2k $209.2k 0.00% New
58 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,0991.1k $52.5k $52.5k 0.00% Added +486 +486
59 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 546546 $26.1k $26.1k 0.00% New
60 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 446446 $21.0k $21.0k 0.00% New
61 First Horizon Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 282282 $13.5k $13.5k 0.00% New
62 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 3232 $1.5k $1.5k 0.00% New
63 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged