Vault-13

NEXTERA ENERGY INC NEE 7.299 06.01.27

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

77 institutional holders +11 vs Q4 2025
37,840,67037.8m shares reported held*
$2.0bnreported value*
15 new 29 added 18 reduced 4 sold out net bought ≈ $9.3m (+726.8k 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 ($5.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.49.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100Q2 24: 56Q3 24: 61Q4 24: 60Q1 25: 63Q2 25: 64Q3 25: 62Q4 25: 66Q1 26: 7777Q2 24Q4 24Q2 25Q4 25Q1 26
Numbers
QuarterHolders
Q2 202456
Q3 202461
Q4 202460
Q1 202563
Q2 202564
Q3 202562
Q4 202566
Q1 202677

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 24: 40 bought or addedQ3 24: 33 cut or sold outQ3 24Q4 24: 25 bought or addedQ4 24: 35 cut or sold outQ1 25: 31 bought or addedQ1 25: 28 cut or sold outQ1 25Q2 25: 30 bought or addedQ2 25: 27 cut or sold outQ3 25: 24 bought or addedQ3 25: 34 cut or sold outQ3 25Q4 25: 24 bought or addedQ4 25: 36 cut or sold outQ1 26: 44 bought or addedQ1 26: 22 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244033
Q4 20242535
Q1 20253128
Q2 20253027
Q3 20252434
Q4 20252436
Q1 20264422

Biggest buyers

Sculptor Capital LP Added +570,343+570.3k
D. E. Shaw & Co., Inc. Added +475,000+475.0k
SUSQUEHANNA ADVISORS GROUP, INC. New +460,000+460.0k
Walleye Capital LLC Added +300,000+300.0k
MILLENNIUM MANAGEMENT LLC New +244,921+244.9k
Elequin Capital, LP Added +220,196+220.2k
TWO SIGMA INVESTMENTS, LP Added +156,324+156.3k
MIZUHO SECURITIES USA LLC New +100,000+100.0k
BlueCrest Capital Management Ltd Added +97,532+97.5k
Invesco Ltd. Added +80,000+80.0k

Biggest sellers

VOYA INVESTMENT MANAGEMENT LLC Reduced -830,225-830.2k
LORD, ABBETT & CO. LLC Reduced -508,749-508.7k
Shaolin Capital Management LLC Sold out -442,208-442.2k
BlackRock, Inc. Reduced -291,774-291.8k
Magnetar Financial LLC Reduced -272,750-272.8k
WELLS FARGO & COMPANY/MN Reduced -263,103-263.1k
VAN ECK ASSOCIATES CORP Reduced -174,203-174.2k
MANUFACTURERS LIFE INSURANCE COMPANY, THE Reduced -100,900-100.9k
ADVENT CAPITAL MANAGEMENT /DE/ Reduced -51,206-51.2k
AMERIPRISE FINANCIAL INC Reduced -34,806-34.8k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VOYA INVESTMENT MANAGEMENT LLC 0.41% of their portfolio ATLANTA, GA 7,048,5357.0m $394.6m $394.6m 0.41% Reduced -830.2k -830,225
2 FRANKLIN RESOURCES INC 0.08% of their portfolio San Mateo, CA 5,593,3955.6m $313.1m $313.1m 0.08% Reduced -4.1k -4,132
3 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 4,950,1505.0m $5.5m $5.5m 0.01% Unchanged
4 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,737,3932.7m $153.2m $153.2m 0.00% Reduced -291.8k -291,774
5 D. E. Shaw & Co., Inc. 0.09% of their portfolio New York, NY 2,081,0002.1m $117.5m $117.5m 0.09% Added +475.0k +475,000
6 ADVENT CAPITAL MANAGEMENT /DE/ 3.24% of their portfolio NEW YORK, NY 1,937,1161.9m $109.5m $109.5m 3.24% Reduced -51.2k -51,206
7 BANK OF MONTREAL /CAN/ 0.04% of their portfolio TORONTO, A6 1,584,0001.6m $88.7m $88.7m 0.04% Unchanged
8 VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio San Antonio, TX 1,107,1011.1m $62.0m $62.0m 0.04% Reduced -28.1k -28,091
9 AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio KANSAS CITY, MO 1,080,2041.1m $61.1m $61.1m 0.03% Added +2.1k +2,097
10 VAN ECK ASSOCIATES CORP 0.04% of their portfolio NEW YORK, NY 1,031,8271.0m $57.8m $57.8m 0.04% Reduced -174.2k -174,203
11 LORD, ABBETT & CO. LLC 0.17% of their portfolio JERSEY CITY, NJ 919,184919.2k $52.0m $52.0m 0.17% Reduced -508.7k -508,749
12 Calamos Advisors LLC 0.17% of their portfolio NAPERVILLE, IL 775,097775.1k $43.4m $43.4m 0.17% Added +7.3k +7,269
13 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% of their portfolio CAUSEWAY BAY, K3 773,410773.4k $43.3m $43.3m 0.06% Added +20.3k +20,320
14 Aequim Alternative Investments LP 0.79% of their portfolio MILL VALLEY, CA 725,000725.0k $40.6m $40.6m 0.79% Unchanged
15 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 615,195615.2k $34.7m $34.7m 0.01% Reduced -34.8k -34,806
16 Sculptor Capital LP 0.37% of their portfolio New York, NY 586,412586.4k $33.1m $33.1m 0.37% Added +570.3k +570,343
17 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 548,058548.1k $30.7m $30.7m 0.01% Reduced -263.1k -263,103
18 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 518,407518.4k $29.3m $29.3m 0.00% Reduced -26.6k -26,593
19 MacKay Shields LLC 0.98% of their portfolio New York, NY 472,936472.9k $26.7m $26.7m 0.98% Added +9.6k +9,591
20 SUSQUEHANNA ADVISORS GROUP, INC. 1.20% of their portfolio BALA CYNWYD, PA 460,000460.0k $25.8m $25.8m 1.20% New
21 FMR LLC 0.00% of their portfolio BOSTON, MA 438,300438.3k $24.7m $24.7m 0.00% Unchanged
22 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 413,915413.9k $23.2m $23.2m 0.01% Added +72.7k +72,675
23 Walleye Capital LLC 0.14% of their portfolio NEW YORK, NY 400,000400.0k $22.6m $22.6m 0.14% Added +300.0k +300,000
24 Point72 Asset Management, L.P. 0.04% of their portfolio STAMFORD, CT 399,500399.5k $22.6m $22.6m 0.04% Unchanged
25 CREDIT INDUSTRIEL ET COMMERCIAL 0.05% of their portfolio PARIS FRANCE, I0 325,000325.0k $325.0k $325.0k 0.05% Added +50.0k +50,000
26 Thrivent Financial for Lutherans 0.03% of their portfolio Minneapolis, MN 271,460271.5k $15.2m $15.2m 0.03% Reduced -1.9k -1,925
27 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 244,921244.9k $13.8m $13.8m 0.01% New
28 Elequin Capital, LP 1.12% of their portfolio NEW YORK, NY 235,904235.9k $12.2m $12.2m 1.12% Added +220.2k +220,196
29 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 217,000217.0k $12.1m $12.1m 0.00% Added +80.0k +80,000
30 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 214,402214.4k $12.0m $12.0m 0.00% Added +64.8k +64,807
31 HBK INVESTMENTS L P 0.14% of their portfolio DALLAS, TX 200,000200.0k $11.3m $11.3m 0.14% Added +50.0k +50,000
32 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 189,803189.8k $10.6m $10.6m 0.00% Added +23.7k +23,688
33 Socorro Asset Management LP 4.54% of their portfolio DALLAS, TX 179,085179.1k $10.0m $10.0m 4.54% Reduced -17.9k -17,915
34 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 164,133164.1k $9.2m $9.2m 0.01% Added +156.3k +156,324
35 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 137,150137.2k $7.7m $7.7m 0.00% Added +300 +300
36 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 122,445122.4k $6.9m $6.9m 0.00% Added +31.7k +31,729
37 BlueCrest Capital Management Ltd 0.62% of their portfolio ST HELIER, Y9 116,983117.0k $6.5m $6.5m 0.62% Added +97.5k +97,532
38 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 107,366107.4k $6.0m $6.0m 0.00% Added +15.6k +15,638
39 MIZUHO SECURITIES USA LLC 0.13% of their portfolio NEW YORK, NY 100,000100.0k $5.6m $5.6m 0.13% New
40 Portman Square Capital LLP 0.86% of their portfolio London, X0 100,000100.0k $5.7m $5.7m 0.86% Unchanged
41 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 89,48889.5k $5.0m $5.0m 0.01% Added +54.8k +54,772
42 Meridian Wealth Management, LLC 0.16% of their portfolio LEXINGTON, KY 81,40581.4k $4.6m $4.6m 0.16% Added +5.7k +5,693
43 FEDERATED HERMES, INC. 0.01% of their portfolio PITTSBURGH, PA 79,82179.8k $4.5m $4.5m 0.01% Unchanged
44 Magnetar Financial LLC 0.04% of their portfolio EVANSTON, IL 77,25077.2k $4.4m $4.4m 0.04% Reduced -272.8k -272,750
45 NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.01% of their portfolio PHILADELPHIA, PA 54,31254.3k $3.1m $3.1m 0.01% Unchanged
46 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 52,60052.6k $3.0m $3.0m 0.00% Reduced -100.9k -100,900
47 CSS LLC/IL 0.15% of their portfolio CHICAGO, IL 48,47748.5k $2.7m $2.7m 0.15% New
48 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 45,17845.2k $2.5m $2.5m 0.00% Added +8.4k +8,381
49 SSI INVESTMENT MANAGEMENT LLC 0.16% of their portfolio Los Angeles, CA 42,33542.3k $2.4m $2.4m 0.16% Reduced -1.6k -1,600
50 Capital World Investors 0.00% of their portfolio LOS ANGELES, CA 40,20040.2k $2.3m $2.3m 0.00% New
51 WOLVERINE ASSET MANAGEMENT LLC 0.03% of their portfolio CHICAGO, IL 29,04929.0k $1.6m $1.6m 0.03% Reduced -8.4k -8,438
52 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 23,74823.7k $1.3m $1.3m 0.00% Added +10.7k +10,741
53 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 20,63820.6k $1.2m $1.2m 0.00% New
54 VIRTUE ASSET MANAGEMENT LLC 0.86% of their portfolio BARRINGTON, IL 19,37519.4k $1.1m $1.1m 0.86% Unchanged
55 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 16,87416.9k $945.0k $945.0k 0.00% Added +1.3k +1,346
56 UBS Group AG 0.00% of their portfolio ZURICH, V8 15,79315.8k $884.1k $884.1k 0.00% New
57 Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio FRANKFURT AM MAIN, 2M 15,58315.6k $872.3k $872.3k 0.00% Unchanged
58 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 12,00712.0k $672.2k $672.2k 0.00% Reduced -21 -21
59 Ares Systematic Credit Ltd 0.49% of their portfolio LONDON, X0 11,03511.0k $618.0k $618.0k 0.49% New
60 Andrew Hill Investment Advisors, Inc. 0.45% of their portfolio NAPLES, FL 9,0209.0k $504.9k $504.9k 0.45% New
61 AEGON USA Investment Management, LLC 0.35% of their portfolio CEDAR RAPIDS, IA 8,0008.0k $449.1k $449.1k 0.35% Unchanged
62 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 6,7346.7k $377.0k $377.0k 0.00% Added +141 +141
63 Tidal Investments LLC 0.00% of their portfolio Milwaukee, WI 6,5146.5k $364.7k $364.7k 0.00% Added +2.6k +2,564
64 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 5,2785.3k $295.5k $295.5k 0.00% New
65 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 5,1605.2k $288.9k $288.9k 0.00% New
66 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 5,0425.0k $282.3k $282.3k 0.00% New
67 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 5,0005.0k $280.5k $280.5k 0.00% New
68 Calamos Wealth Management LLC 0.01% of their portfolio NAPERVILLE, IL 4,8354.8k $270.7k $270.7k 0.01% Added +76 +76
69 Virtu Financial LLC 0.01% of their portfolio New York, NY 4,8104.8k $269.0k $269.0k 0.01% New
70 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 4,2254.2k $236.5k $236.5k 0.00% Added +75 +75
71 OPPENHEIMER ASSET MANAGEMENT INC. 0.00% of their portfolio NEW YORK, NY 4,1634.2k $233.0k $233.0k 0.00% Reduced -98 -98
72 WHITTIER TRUST CO 0.00% of their portfolio SOUTH PASADENA, CA 3,6453.6k $204.8k $204.8k 0.00% Unchanged
73 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 2,4622.5k $137.8k $137.8k 0.00% Added +1.2k +1,151
74 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 305305 $17.1k $17.1k 0.00% New
75 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 225225 $12.6k $12.6k 0.00% Unchanged
76 WOLFF WIESE MAGANA LLC 0.01% of their portfolio CARSLBAD, CA 220220 $12.3k $12.3k 0.01% Unchanged
77 NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio TOKYO, M0 00 $0 $0 0.00% Unchanged