Vault-13

NEXTERA ENERGY INC NEE 7.299 06.01.27

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

64 institutional holders +1 vs Q1 2025
36,591,30636.6m shares reported held*
$1.8bnreported value*
7 new 23 added 22 reduced 5 sold out net sold ≈ $388.7m (-7.3m 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 ($2.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $47.09.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0255075Q2 24: 56Q3 24: 61Q4 24: 60Q1 25: 63Q2 25: 6464Q2 24Q3 24Q4 24Q1 25Q2 25
Numbers
QuarterHolders
Q2 202456
Q3 202461
Q4 202460
Q1 202563
Q2 202564

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 25Q2 25: 30 bought or addedQ2 25: 27 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20244033
Q4 20242535
Q1 20253128
Q2 20253027

Biggest buyers

AMERICAN CENTURY COMPANIES INC Added +1,085,347+1.1m
Portman Square Capital LLP Added +1,000,000+1.0m
FRANKLIN RESOURCES INC Added +525,913+525.9k
AMERIPRISE FINANCIAL INC Added +299,984+300.0k
Russell Investments Group, Ltd. Added +290,000+290.0k
TWO SIGMA INVESTMENTS, LP Added +202,688+202.7k
BANK OF AMERICA CORP /DE/ Added +169,484+169.5k
CAMDEN ASSET MANAGEMENT L P /CA New +150,000+150.0k
WELLS FARGO & COMPANY/MN Added +139,460+139.5k
KAYNE ANDERSON CAPITAL ADVISORS LP New +122,000+122.0k

Biggest sellers

VOYA INVESTMENT MANAGEMENT LLC Reduced -9,063,760-9.1m
SONA ASSET MANAGEMENT (US) LLC Reduced -700,000-700.0k
LORD, ABBETT & CO. LLC Reduced -656,620-656.6k
SUSQUEHANNA ADVISORS GROUP, INC. Reduced -625,000-625.0k
Parallax Volatility Advisers, L.P. Reduced -349,643-349.6k
Sculptor Capital LP Reduced -251,811-251.8k
BlackRock, Inc. Reduced -204,368-204.4k
VAN ECK ASSOCIATES CORP Reduced -121,742-121.7k
BlueCrest Capital Management Ltd Reduced -67,921-67.9k
MORGAN STANLEY Reduced -61,617-61.6k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VOYA INVESTMENT MANAGEMENT LLC 0.40% of their portfolio ATLANTA, GA 8,583,7608.6m $404.2m $404.2m 0.40% Reduced -9.1m -9,063,760
2 FRANKLIN RESOURCES INC 0.07% of their portfolio San Mateo, CA 5,728,7785.7m $269.8m $269.8m 0.07% Added +525.9k +525,913
3 BlackRock, Inc. 0.00% of their portfolio New York, NY 3,128,5923.1m $147.3m $147.3m 0.00% Reduced -204.4k -204,368
4 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 2,200,3002.2m $2.1m $2.1m 0.00% Added +290.0k +290,000
5 D. E. Shaw & Co., Inc. 0.10% of their portfolio New York, NY 2,190,0002.2m $103.5m $103.5m 0.10% Unchanged
6 LORD, ABBETT & CO. LLC 0.27% of their portfolio JERSEY CITY, NJ 1,785,8931.8m $84.4m $84.4m 0.27% Reduced -656.6k -656,620
7 VAN ECK ASSOCIATES CORP 0.06% of their portfolio NEW YORK, NY 1,195,7341.2m $56.3m $56.3m 0.06% Reduced -121.7k -121,742
8 Portman Square Capital LLP 5.60% of their portfolio London, X0 1,100,0001.1m $52.0m $52.0m 5.60% Added +1.0m +1,000,000
9 AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio KANSAS CITY, MO 1,094,2201.1m $51.7m $51.7m 0.03% Added +1.1m +1,085,347
10 Aequim Alternative Investments LP 1.61% of their portfolio MILL VALLEY, CA 1,050,0001.1m $49.4m $49.4m 1.61% Unchanged
11 ADVENT CAPITAL MANAGEMENT /DE/ 0.97% of their portfolio NEW YORK, NY 944,551944.6k $44.4m $44.4m 0.97% Added +54.0k +54,036
12 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.08% of their portfolio CAUSEWAY BAY, K3 855,027855.0k $40.3m $40.3m 0.08% Added +99.2k +99,206
13 Calamos Advisors LLC 0.15% of their portfolio NAPERVILLE, IL 766,247766.2k $36.1m $36.1m 0.15% Reduced -7.4k -7,363
14 SUSQUEHANNA ADVISORS GROUP, INC. 1.26% of their portfolio BALA CYNWYD, PA 675,000675.0k $31.8m $31.8m 1.26% Reduced -625.0k -625,000
15 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 646,779646.8k $30.5m $30.5m 0.01% Added +139.5k +139,460
16 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 532,000532.0k $25.1m $25.1m 0.00% Reduced -38.0k -38,000
17 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 530,001530.0k $25.0m $25.0m 0.01% Added +300.0k +299,984
18 FMR LLC 0.00% of their portfolio BOSTON, MA 514,000514.0k $24.3m $24.3m 0.00% Added +17.3k +17,300
19 Sculptor Capital LP 0.39% of their portfolio New York, NY 507,159507.2k $23.9m $23.9m 0.39% Reduced -251.8k -251,811
20 VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio San Antonio, TX 473,138473.1k $22.3m $22.3m 0.01% Added +98.7k +98,702
21 Point72 Asset Management, L.P. 0.04% of their portfolio STAMFORD, CT 399,500399.5k $18.9m $18.9m 0.04% Unchanged
22 TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio NEW YORK, NY 390,744390.7k $18.4m $18.4m 0.03% Added +202.7k +202,688
23 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 377,579377.6k $17.8m $17.8m 0.00% Reduced -61.6k -61,617
24 Magnetar Financial LLC 0.08% of their portfolio EVANSTON, IL 350,000350.0k $16.5m $16.5m 0.08% Unchanged
25 Parallax Volatility Advisers, L.P. 0.89% of their portfolio San Francisco, CA 320,536320.5k $22.3m $22.3m 0.89% Reduced -349.6k -349,643
26 BlueCrest Capital Management Ltd 1.46% of their portfolio ST HELIER, Y9 278,731278.7k $13.1m $13.1m 1.46% Reduced -67.9k -67,921
27 CREDIT INDUSTRIEL ET COMMERCIAL 2.03% of their portfolio PARIS FRANCE, I0 275,000275.0k $12.8m $12.8m 2.03% Added +50.0k +50,000
28 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 267,186267.2k $12.6m $12.6m 0.00% Added +169.5k +169,484
29 Socorro Asset Management LP 3.85% of their portfolio DALLAS, TX 245,000245.0k $11.5m $11.5m 3.85% Unchanged
30 SONA ASSET MANAGEMENT (US) LLC 0.32% of their portfolio NEW YORK, NY 200,000200.0k $9.4m $9.4m 0.32% Reduced -700.0k -700,000
31 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 197,000197.0k $9.3m $9.3m 0.00% Added +59.0k +59,000
32 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 190,755190.8k $9.0m $9.0m 0.02% Unchanged
33 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 167,300167.3k $7.9m $7.9m 0.01% Reduced -39.0k -39,000
34 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 153,500153.5k $7.3m $7.3m 0.01% Unchanged
35 CAMDEN ASSET MANAGEMENT L P /CA 0.17% of their portfolio Los Angeles, CA 150,000150.0k $7.1m $7.1m 0.17% New
36 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 136,650136.7k $6.4m $6.4m 0.00% Added +21.8k +21,800
37 KAYNE ANDERSON CAPITAL ADVISORS LP 0.13% of their portfolio LOS ANGELES, CA 122,000122.0k $5.7m $5.7m 0.13% New
38 HBK INVESTMENTS L P 0.08% of their portfolio DALLAS, TX 100,000100.0k $4.7m $4.7m 0.08% Reduced -50.0k -50,000
39 Walleye Capital LLC 0.04% of their portfolio NEW YORK, NY 100,000100.0k $4.7m $4.7m 0.04% Unchanged
40 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 93,96694.0k $4.4m $4.4m 0.00% Added +38.0k +37,997
41 WOLVERINE ASSET MANAGEMENT LLC 0.06% of their portfolio CHICAGO, IL 77,27777.3k $3.6m $3.6m 0.06% Reduced -42.3k -42,313
42 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 67,31667.3k $3.2m $3.2m 0.00% Reduced -25.1k -25,067
43 MACQUARIE GROUP LTD 0.00% of their portfolio Sydney, NSW 2000, C3 56,32856.3k $2.7m $2.7m 0.00% Unchanged
44 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 51,13351.1k $2.4m $2.4m 0.01% Added +1.6k +1,558
45 Banco Santander, S.A. 0.02% of their portfolio Madrid, U3 50,00050.0k $2.4m $2.4m 0.02% New
46 SSI INVESTMENT MANAGEMENT LLC 0.15% of their portfolio Los Angeles, CA 44,42544.4k $2.1m $2.1m 0.15% Reduced -11.4k -11,440
47 Alken Asset Management Ltd 3.29% of their portfolio LONDON, X0 40,00040.0k $1.9m $1.9m 3.29% Unchanged
48 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 19,24219.2k $907.8k $907.8k 0.00% Reduced -3.3k -3,307
49 Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio FRANKFURT AM MAIN, 2M 15,58315.6k $733.8k $733.8k 0.00% Reduced -20.7k -20,733
50 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 14,21214.2k $669.2k $669.2k 0.00% Reduced -52.7k -52,728
51 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 11,93811.9k $562.2k $562.2k 0.00% New
52 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 10,00010.0k $470.9k $470.9k 0.00% Added +2.9k +2,910
53 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 8,4508.4k $397.9k $397.9k 0.00% Added +4.1k +4,075
54 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 8,1778.2k $385.1k $385.1k 0.00% New
55 AEGON USA Investment Management, LLC 0.28% of their portfolio CEDAR RAPIDS, IA 8,0008.0k $376.3k $376.3k 0.28% Unchanged
56 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 6,0226.0k $283.6k $283.6k 0.00% Added +1.4k +1,351
57 Calamos Wealth Management LLC 0.01% of their portfolio NAPERVILLE, IL 5,3395.3k $251.4k $251.4k 0.01% Reduced -1 -1
58 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,4521.5k $68.0k $68.0k 0.00% Added +1.0k +1,006
59 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,0531.1k $49.6k $49.6k 0.00% Reduced -46 -46
60 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 737737 $34.7k $34.7k 0.00% Added +191 +191
61 First Horizon Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 427427 $20.1k $20.1k 0.00% Added +145 +145
62 WOLFF WIESE MAGANA LLC 0.01% of their portfolio CARSLBAD, CA 220220 $10.4k $10.4k 0.01% New
63 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged
64 NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio TOKYO, M0 00 $0 $0 0.00% New