Vault-13

NEXTERA ENERGY INC NEE 6.926 09.01.25

UNIT 09/01/2025 · PUBLIC · CUSIP 65339F713

62 institutional holders +1 vs Q1 2023
38,606,99538.6m shares reported held*
$1.7bnreported value*
8 new 22 added 20 reduced 8 sold out net sold ≈ $32.5m (+694.8k 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 ($252.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $44.59.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0255075Q4 22: 48Q1 23: 61Q2 23: 6262Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q4 202248
Q1 202361
Q2 202362

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q1 23: 41 bought or addedQ1 23: 16 cut or sold outQ1 23Q2 23: 30 bought or addedQ2 23: 28 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q1 20234116
Q2 20233028

Biggest buyers

Capital Research Global Investors Added +718,800+718.8k
Russell Investments Group, Ltd. Added +703,850+703.9k
ADVENT CAPITAL MANAGEMENT /DE/ New +700,919+700.9k
VOYA INVESTMENT MANAGEMENT LLC Added +450,000+450.0k
BlackRock Inc. Added +259,666+259.7k
VAN ECK ASSOCIATES CORP Added +213,361+213.4k
VICTORY CAPITAL MANAGEMENT INC Added +184,224+184.2k
STATE STREET CORP Added +162,000+162.0k
EAGLE ASSET MANAGEMENT INC New +142,574+142.6k
WESTWOOD HOLDINGS GROUP INC New +123,150+123.2k

Biggest sellers

MANUFACTURERS LIFE INSURANCE COMPANY, THE Reduced -2,240,416-2.2m
FMR LLC Reduced -675,424-675.4k
ADVENT CAPITAL MANAGEMENT /DE/ Sold out -641,055-641.1k
AMERIPRISE FINANCIAL INC Reduced -114,250-114.2k
SSI INVESTMENT MANAGEMENT LLC Reduced -81,700-81.7k
EVENTIDE ASSET MANAGEMENT, LLC Sold out -75,000-75.0k
BlueCrest Capital Management Ltd Sold out -69,279-69.3k
CITIGROUP INC Sold out -40,000-40.0k
WELLINGTON MANAGEMENT GROUP LLP Reduced -39,362-39.4k
PALISADE CAPITAL MANAGEMENT, LP Reduced -37,105-37.1k

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Capital International Investors 0.06% of their portfolio Los Angeles, CA 5,241,9005.2m $237.4m $237.4m 0.06% Unchanged
2 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.13% of their portfolio Toronto, A6 5,063,8445.1m $228.5m $228.5m 0.13% Reduced -2.2m -2,240,416
3 Capital Research Global Investors 0.04% of their portfolio Los Angeles, CA 3,639,7003.6m $164.8m $164.8m 0.04% Added +718.8k +718,800
4 BlackRock Inc. 0.00% of their portfolio New York, NY 3,285,1563.3m $148.8m $148.8m 0.00% Added +259.7k +259,666
5 VOYA INVESTMENT MANAGEMENT LLC 0.11% of their portfolio ATLANTA, GA 2,303,0002.3m $104.3m $104.3m 0.11% Added +450.0k +450,000
6 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 2,027,0002.0m $1.8m $1.8m 0.00% Added +703.9k +703,850
7 AMERICAN CENTURY COMPANIES INC 0.06% of their portfolio KANSAS CITY, MO 1,730,9661.7m $78.1m $78.1m 0.06% Added +50.5k +50,484
8 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 1,712,9001.7m $77.1m $77.1m 0.02% Reduced -114.2k -114,250
9 VICTORY CAPITAL MANAGEMENT INC 0.07% of their portfolio San Antonio, TX 1,429,1431.4m $64.7m $64.7m 0.07% Added +184.2k +184,224
10 PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio BALTIMORE, MD 1,425,9611.4m $64.9m $64.9m 0.01% Unchanged
11 Calamos Advisors LLC 0.32% of their portfolio NAPERVILLE, IL 1,385,2241.4m $62.7m $62.7m 0.32% Added +14 +14
12 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,085,3291.1m $49.2m $49.2m 0.01% Added +35.5k +35,455
13 FRANKLIN RESOURCES INC 0.02% of their portfolio San Mateo, CA 976,820976.8k $44.2m $44.2m 0.02% Added +121.7k +121,662
14 VAN ECK ASSOCIATES CORP 0.09% of their portfolio NEW YORK, NY 930,799930.8k $42.2m $42.2m 0.09% Added +213.4k +213,361
15 Mirae Asset Global Investments Co., Ltd. 0.08% of their portfolio SEOUL, M5 835,569835.6k $37.8m $37.8m 0.08% Added +70.1k +70,084
16 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 835,444835.4k $37.6m $37.6m 0.00% Added +162.0k +162,000
17 LAZARD ASSET MANAGEMENT LLC 0.04% of their portfolio NEW YORK, NY 747,210747.2k $33.8m $33.8m 0.04% Unchanged
18 MacKay Shields LLC 0.90% of their portfolio New York, NY 715,626715.6k $32.3m $32.3m 0.90% Reduced -5.2k -5,150
19 ADVENT CAPITAL MANAGEMENT /DE/ 0.63% of their portfolio NEW YORK, NY 700,919700.9k $31.6m $31.6m 0.63% New
20 CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.55% of their portfolio RADNOR, PA 675,900675.9k $30.6m $30.6m 0.55% Unchanged
21 FMR LLC 0.00% of their portfolio BOSTON, MA 572,224572.2k $25.8m $25.8m 0.00% Reduced -675.4k -675,424
22 SSI INVESTMENT MANAGEMENT LLC 1.39% of their portfolio Los Angeles, CA 439,440439.4k $19.8m $19.8m 1.39% Reduced -81.7k -81,700
23 Thrivent Financial for Lutherans 0.03% of their portfolio Minneapolis, MN 313,380313.4k $14.1m $14.1m 0.03% Added +6.2k +6,160
24 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 221,050221.1k $10.0m $10.0m 0.00% Added +13.9k +13,900
25 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 179,137179.1k $80.6k $80.6k 0.00% Reduced -4.9k -4,856
26 PUTNAM INVESTMENTS LLC 0.01% of their portfolio BOSTON, MA 174,742174.7k $7.9m $7.9m 0.01% Reduced -5.3k -5,282
27 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 165,056165.1k $7.5m $7.5m 0.00% Added +26.0k +25,980
28 NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio NEW YORK, NY 160,672160.7k $7.3m $7.3m 0.01% Reduced -2.2k -2,209
29 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 156,794156.8k $7.1m $7.1m 0.00% Reduced -39.4k -39,362
30 EAGLE ASSET MANAGEMENT INC 0.04% of their portfolio ST PETERSBURG, FL 142,574142.6k $6.5m $6.5m 0.04% New
31 WESTWOOD HOLDINGS GROUP INC 0.05% of their portfolio DALLAS, TX 123,150123.2k $5.6m $5.6m 0.05% New
32 GABELLI FUNDS LLC 0.03% of their portfolio Rye, NY 100,000100.0k $4.5m $4.5m 0.03% Unchanged
33 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 87,83587.8k $4.0m $4.0m 0.00% Added +10.4k +10,389
34 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 84,80884.8k $3.8m $3.8m 0.00% Added +44.8k +44,808
35 FEDERATED HERMES, INC. 0.01% of their portfolio PITTSBURGH, PA 82,00082.0k $3.7m $3.7m 0.01% Unchanged
36 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 65,15065.2k $3.0m $3.0m 0.01% Added +621 +621
37 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 55,85855.9k $2.5m $2.5m 0.00% Reduced -28.7k -28,680
38 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 54,65154.7k $2.5m $2.5m 0.01% Added +6.8k +6,750
39 Jefferies Financial Group Inc. 0.05% of their portfolio NEW YORK, NY 54,60454.6k $2.5m $2.5m 0.05% Reduced -652 -652
40 INFRASTRUCTURE CAPITAL ADVISORS, LLC 0.30% of their portfolio New York, NY 44,52244.5k $2.0m $2.0m 0.30% Added +31.2k +31,236
41 KESTRA PRIVATE WEALTH SERVICES, LLC 0.06% of their portfolio AUSTIN, TX 40,80040.8k $1.8m $1.8m 0.06% Added +5.8k +5,850
42 Mariner, LLC 0.00% of their portfolio Overland Park, KS 20,32520.3k $921.0k $921.0k 0.00% Added +5.2k +5,175
43 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 19,20919.2k $867.9k $867.9k 0.00% Reduced -16.7k -16,687
44 JENNISON ASSOCIATES LLC 0.00% of their portfolio NEW YORK, NY 16,00016.0k $724.6k $724.6k 0.00% Unchanged
45 Calamos Wealth Management LLC 0.05% of their portfolio NAPERVILLE, IL 15,48015.5k $701.1k $701.1k 0.05% Reduced -795 -795
46 HUB Investment Partners, LLC 0.09% of their portfolio AUSTIN, TX 11,82011.8k $535.3k $535.3k 0.09% Unchanged
47 PALISADE CAPITAL MANAGEMENT, LP 0.01% of their portfolio FORT LEE, NJ 11,39511.4k $518.5k $518.5k 0.01% Reduced -37.1k -37,105
48 FIRST HAWAIIAN BANK 0.01% of their portfolio HONOLULU, HI 9,3159.3k $421.9k $421.9k 0.01% Reduced -1.4k -1,420
49 Essex Financial Services, Inc. 0.05% of their portfolio ESSEX, CT 8,9358.9k $404.7k $404.7k 0.05% Reduced -1.5k -1,505
50 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 8,3728.4k $379.0k $379.0k 0.00% Reduced -5.7k -5,664
51 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 8,2518.3k $373.7k $373.7k 0.00% New
52 GAMCO INVESTORS, INC. ET AL 0.00% of their portfolio GREENWICH, CT 8,0008.0k $362.3k $362.3k 0.00% Unchanged
53 Principle Wealth Partners LLC 0.03% of their portfolio MADISON, CT 6,1406.1k $278.1k $278.1k 0.03% Reduced -15 -15
54 Vestmark Advisory Solutions, Inc. 0.01% of their portfolio Wakefield, MA 5,5775.6k $252.6k $252.6k 0.01% Reduced -410 -410
55 Teton Advisors, Inc. 0.06% of their portfolio Rye, NY 5,0005.0k $226.4k $226.4k 0.06% Unchanged
56 GABELLI & Co INVESTMENT ADVISERS, INC. 0.03% of their portfolio Rye, NY 4,5004.5k $203.8k $203.8k 0.03% New
57 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 654654 $29.6k $29.6k 0.00% Not comparable
58 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 114114 $5.2k $5.2k 0.00% New
59 TD PRIVATE CLIENT WEALTH LLC 0.00% of their portfolio NEW YORK, NY 5050 $2.3k $2.3k 0.00% New
60 UBS Group AG 0.00% of their portfolio ZURICH, V8 4848 $2.2k $2.2k 0.00% Reduced -306 -306
61 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged
62 NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio TOKYO, M0 00 $0 $0 0.00% New