Vault-13

NEXTERA ENERGY INC NEE 7.299 06.01.27

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

80 institutional holders +3 vs Q1 2026
42,115,01942.1m shares reported held*
$2.1bnreported value*
6 new 32 added 22 reduced 5 sold out net bought ≈ $179.6m (+4.3m 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 ($6.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $47.79.

Trends to Q2 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: 77Q2 26: 8080Q2 24Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q2 202456
Q3 202461
Q4 202460
Q1 202563
Q2 202564
Q3 202562
Q4 202566
Q1 202677
Q2 202680

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 outQ4 24: 25 bought or addedQ4 24: 35 cut or sold outQ4 24Q1 25: 31 bought or addedQ1 25: 28 cut or sold outQ2 25: 30 bought or addedQ2 25: 27 cut or sold outQ2 25Q3 25: 24 bought or addedQ3 25: 34 cut or sold outQ4 25: 24 bought or addedQ4 25: 36 cut or sold outQ4 25Q1 26: 44 bought or addedQ1 26: 22 cut or sold outQ2 26: 38 bought or addedQ2 26: 27 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244033
Q4 20242535
Q1 20253128
Q2 20253027
Q3 20252434
Q4 20252436
Q1 20264422
Q2 20263827

Biggest buyers

TWO SIGMA INVESTMENTS, LP Added +1,289,175+1.3m
Russell Investments Group, Ltd. Added +950,000+950.0k
Sculptor Capital LP Added +847,159+847.2k
SUSQUEHANNA ADVISORS GROUP, INC. Added +625,000+625.0k
MacKay Shields LLC Added +468,014+468.0k
Aequim Alternative Investments LP Added +365,000+365.0k
BANK OF AMERICA CORP /DE/ Added +327,737+327.7k
MILLENNIUM MANAGEMENT LLC Added +212,407+212.4k
JANE STREET GROUP, LLC Added +190,637+190.6k
CAMDEN ASSET MANAGEMENT L P /CA New +150,000+150.0k

Biggest sellers

Point72 Asset Management, L.P. Sold out -399,500-399.5k
WELLS FARGO & COMPANY/MN Reduced -388,688-388.7k
BlackRock, Inc. Reduced -275,490-275.5k
AMERIPRISE FINANCIAL INC Reduced -270,000-270.0k
Elequin Capital, LP Reduced -165,627-165.6k
HBK INVESTMENTS L P Reduced -100,000-100.0k
BARCLAYS PLC Reduced -77,956-78.0k
Thrivent Financial for Lutherans Reduced -59,750-59.8k
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Reduced -45,656-45.7k
VAN ECK ASSOCIATES CORP Reduced -31,157-31.2k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VOYA INVESTMENT MANAGEMENT LLC 0.32% of their portfolio ATLANTA, GA 7,021,9457.0m $373.1m $373.1m 0.32% Reduced -26.6k -26,590
2 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 5,900,1505.9m $6.3m $6.3m 0.01% Added +950.0k +950,000
3 FRANKLIN RESOURCES INC 0.06% of their portfolio San Mateo, CA 5,623,6955.6m $298.8m $298.8m 0.06% Added +30.3k +30,300
4 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,461,9032.5m $130.8m $130.8m 0.00% Reduced -275.5k -275,490
5 D. E. Shaw & Co., Inc. 0.07% of their portfolio New York, NY 2,131,0002.1m $114.1m $114.1m 0.07% Added +50.0k +50,000
6 ADVENT CAPITAL MANAGEMENT /DE/ 2.39% of their portfolio NEW YORK, NY 1,953,9592.0m $104.8m $104.8m 2.39% Added +16.8k +16,843
7 BANK OF MONTREAL /CAN/ 0.03% of their portfolio TORONTO, A6 1,584,0001.6m $84.2m $84.2m 0.03% Unchanged
8 TWO SIGMA INVESTMENTS, LP 0.06% of their portfolio NEW YORK, NY 1,453,3081.5m $77.2m $77.2m 0.06% Added +1.3m +1,289,175
9 Sculptor Capital LP 0.80% of their portfolio New York, NY 1,433,5711.4m $77.0m $77.0m 0.80% Added +847.2k +847,159
10 VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio San Antonio, TX 1,098,8251.1m $58.4m $58.4m 0.03% Reduced -8.3k -8,276
11 Aequim Alternative Investments LP 0.90% of their portfolio MILL VALLEY, CA 1,090,0001.1m $57.9m $57.9m 0.90% Added +365.0k +365,000
12 SUSQUEHANNA ADVISORS GROUP, INC. 1.58% of their portfolio BALA CYNWYD, PA 1,085,0001.1m $57.7m $57.7m 1.58% Added +625.0k +625,000
13 AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio KANSAS CITY, MO 1,070,1341.1m $57.4m $57.4m 0.03% Reduced -10.1k -10,070
14 LORD, ABBETT & CO. LLC 0.15% of their portfolio JERSEY CITY, NJ 1,008,9501.0m $54.1m $54.1m 0.15% Added +89.8k +89,766
15 VAN ECK ASSOCIATES CORP 0.03% of their portfolio NEW YORK, NY 1,000,6701.0m $53.2m $53.2m 0.03% Reduced -31.2k -31,157
16 MacKay Shields LLC 1.69% of their portfolio New York, NY 940,950941.0k $50.5m $50.5m 1.69% Added +468.0k +468,014
17 Calamos Advisors LLC 0.15% of their portfolio NAPERVILLE, IL 759,368759.4k $40.4m $40.4m 0.15% Reduced -15.7k -15,729
18 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% of their portfolio CAUSEWAY BAY, K3 727,754727.8k $38.7m $38.7m 0.05% Reduced -45.7k -45,656
19 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 613,407613.4k $32.9m $32.9m 0.00% Added +95.0k +95,000
20 Walleye Capital LLC 0.13% of their portfolio NEW YORK, NY 500,000500.0k $26.8m $26.8m 0.13% Added +100.0k +100,000
21 MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 457,328457.3k $24.5m $24.5m 0.02% Added +212.4k +212,407
22 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 450,182450.2k $23.9m $23.9m 0.00% Added +327.7k +327,737
23 FMR LLC 0.00% of their portfolio BOSTON, MA 435,100435.1k $23.3m $23.3m 0.00% Reduced -3.2k -3,200
24 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 411,453411.5k $21.9m $21.9m 0.01% Reduced -2.5k -2,462
25 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 345,195345.2k $18.5m $18.5m 0.00% Reduced -270.0k -270,000
26 CREDIT INDUSTRIEL ET COMMERCIAL 1.88% of their portfolio PARIS FRANCE, I0 325,000325.0k $17.4m $17.4m 1.88% Unchanged
27 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 280,125280.1k $14.9m $14.9m 0.01% Added +190.6k +190,637
28 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 243,087243.1k $13.6m $13.6m 0.00% Added +53.3k +53,284
29 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 229,352229.4k $12.2m $12.2m 0.00% Added +14.9k +14,950
30 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 217,000217.0k $11.5m $11.5m 0.00% Unchanged
31 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 211,710211.7k $11.3m $11.3m 0.02% Reduced -59.8k -59,750
32 Socorro Asset Management LP 4.27% of their portfolio DALLAS, TX 179,085179.1k $9.5m $9.5m 4.27% Unchanged
33 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 159,370159.4k $8.5m $8.5m 0.00% Reduced -388.7k -388,688
34 UBS Group AG 0.00% of their portfolio ZURICH, V8 156,221156.2k $8.3m $8.3m 0.00% Added +140.4k +140,428
35 CAMDEN ASSET MANAGEMENT L P /CA 0.23% of their portfolio Los Angeles, CA 150,000150.0k $8.0m $8.0m 0.23% New
36 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 136,900136.9k $7.3m $7.3m 0.00% Reduced -250 -250
37 MIZUHO SECURITIES USA LLC 0.05% of their portfolio NEW YORK, NY 100,000100.0k $5.6m $5.6m 0.05% Unchanged
38 HBK INVESTMENTS L P 0.06% of their portfolio DALLAS, TX 100,000100.0k $5.4m $5.4m 0.06% Reduced -100.0k -100,000
39 Portman Square Capital LLP 0.91% of their portfolio London, X0 100,000100.0k $5.4m $5.4m 0.91% Unchanged
40 CSS LLC/IL 0.23% of their portfolio CHICAGO, IL 97,16597.2k $5.2m $5.2m 0.23% Added +48.7k +48,688
41 BlueCrest Capital Management Ltd 0.20% of their portfolio ST HELIER, Y9 88,62288.6k $4.7m $4.7m 0.20% Reduced -28.4k -28,361
42 FEDERATED HERMES, INC. 0.01% of their portfolio PITTSBURGH, PA 79,82179.8k $4.2m $4.2m 0.01% Unchanged
43 Meridian Wealth Management, LLC 0.13% of their portfolio LEXINGTON, KY 77,57977.6k $4.1m $4.1m 0.13% Reduced -3.8k -3,826
44 Magnetar Financial LLC 0.04% of their portfolio EVANSTON, IL 77,25077.2k $4.2m $4.2m 0.04% Unchanged
45 Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio FRANKFURT AM MAIN, 2M 72,88372.9k $3.9m $3.9m 0.01% Added +57.3k +57,300
46 Elequin Capital, LP 0.13% of their portfolio NEW YORK, NY 70,27770.3k $3.8m $3.8m 0.13% Reduced -165.6k -165,627
47 WOLVERINE ASSET MANAGEMENT LLC 0.04% of their portfolio CHICAGO, IL 58,53058.5k $3.1m $3.1m 0.04% Added +29.5k +29,481
48 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 58,32258.3k $3.1m $3.1m 0.00% Added +34.6k +34,574
49 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 55,10055.1k $3.0m $3.0m 0.00% Added +2.5k +2,500
50 NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.00% of their portfolio PHILADELPHIA, PA 46,29646.3k $2.5m $2.5m 0.00% Reduced -8.0k -8,016
51 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 45,66745.7k $2.4m $2.4m 0.00% Added +489 +489
52 SSI INVESTMENT MANAGEMENT LLC 0.13% of their portfolio Los Angeles, CA 40,96041.0k $2.2m $2.2m 0.13% Reduced -1.4k -1,375
53 Capital World Investors 0.00% of their portfolio LOS ANGELES, CA 40,20040.2k $2.1m $2.1m 0.00% Unchanged
54 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 32,67432.7k $1.7m $1.7m 0.00% Added +15.8k +15,800
55 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 29,41029.4k $1.6m $1.6m 0.00% Reduced -78.0k -77,956
56 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 26,33926.3k $1.4m $1.4m 0.00% New
57 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 20,63820.6k $1.1m $1.1m 0.00% Unchanged
58 VIRTUE ASSET MANAGEMENT LLC 0.72% of their portfolio BARRINGTON, IL 19,25819.3k $1.0m $1.0m 0.72% Reduced -117 -117
59 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 13,55013.6k $720.0k $720.0k 0.00% Added +1.5k +1,543
60 Ares Systematic Credit Ltd 0.36% of their portfolio LONDON, X0 11,03511.0k $586.4k $586.4k 0.36% Unchanged
61 Andrew Hill Investment Advisors, Inc. 0.38% of their portfolio NAPLES, FL 9,5209.5k $505.9k $505.9k 0.38% Added +500 +500
62 Ground Swell Capital, LLC 0.53% of their portfolio FOLLY BEACH, SC 9,2289.2k $490.4k $490.4k 0.53% New
63 AEGON USA Investment Management, LLC 0.31% of their portfolio CEDAR RAPIDS, IA 8,0008.0k $430.1k $430.1k 0.31% Unchanged
64 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 7,8247.8k $415.8k $415.8k 0.00% Added +1.1k +1,090
65 Tidal Investments LLC 0.00% of their portfolio Milwaukee, WI 7,4047.4k $393.4k $393.4k 0.00% Added +890 +890
66 Axxion S.A. 0.03% of their portfolio GREVENMACHER, N4 7,0007.0k $376.1k $376.1k 0.03% First filing
67 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 5,5505.5k $294.9k $294.9k 0.00% Added +1.3k +1,325
68 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 5,2785.3k $280.5k $280.5k 0.00% Unchanged
69 Calamos Wealth Management LLC 0.01% of their portfolio NAPERVILLE, IL 5,0725.1k $269.5k $269.5k 0.01% Added +237 +237
70 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 5,0005.0k $266.8k $266.8k 0.00% Unchanged
71 AQR Arbitrage LLC 0.00% of their portfolio Greenwich, CT 5,0005.0k $268.1k $268.1k 0.00% New
72 WHITTIER TRUST CO 0.00% of their portfolio SOUTH PASADENA, CA 3,6453.6k $194.5k $194.5k 0.00% Unchanged
73 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,6521.7k $87.8k $87.8k 0.00% Reduced -810 -810
74 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 1,1771.2k $62.5k $62.5k 0.00% Added +952 +952
75 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 731731 $39.0k $39.0k 0.00% New
76 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 481481 $25.6k $25.6k 0.00% New
77 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 305305 $16.2k $16.2k 0.00% Unchanged
78 WOLFF WIESE MAGANA LLC 0.01% of their portfolio CARSLBAD, CA 220220 $11.7k $11.7k 0.01% Unchanged
79 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 99 $478 $478 0.00% First filing
80 NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio TOKYO, M0 00 $0 $0 0.00% Unchanged