Vault-13

NEXTERA ENERGY INC NEE 6.926 09.01.25

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

87 institutional holders +9 vs Q4 2023
59,922,44459.9m shares reported held*
$2.0bnreported value*
13 new 36 added 23 reduced 5 sold out net bought ≈ $76.9m (+1.8m 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. Holder counts are more reliable. Implied quarter-end price ≈ $33.49.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

050100Q4 22: 48Q1 23: 61Q2 23: 62Q3 23: 70Q4 23: 78Q1 24: 8787Q4 22Q1 23Q2 23Q3 23Q4 23Q1 24
Numbers
QuarterHolders
Q4 202248
Q1 202361
Q2 202362
Q3 202370
Q4 202378
Q1 202487

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 23Q3 23: 39 bought or addedQ3 23: 27 cut or sold outQ3 23Q4 23: 48 bought or addedQ4 23: 25 cut or sold outQ4 23Q1 24: 49 bought or addedQ1 24: 28 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q1 20234116
Q2 20233028
Q3 20233927
Q4 20234825
Q1 20244928

Biggest buyers

VICTORY CAPITAL MANAGEMENT INC Added +755,419+755.4k
LORD, ABBETT & CO. LLC Added +563,738+563.7k
INFRASTRUCTURE CAPITAL ADVISORS, LLC Added +559,712+559.7k
FRANKLIN RESOURCES INC Added +421,706+421.7k
KAYNE ANDERSON CAPITAL ADVISORS LP Added +197,584+197.6k
BlackRock Inc. Added +192,081+192.1k
MORGAN STANLEY Added +189,479+189.5k
VAN ECK ASSOCIATES CORP Added +151,475+151.5k
LPL Financial LLC New +142,074+142.1k
MANUFACTURERS LIFE INSURANCE COMPANY, THE Added +135,817+135.8k

Biggest sellers

Capital International Investors Reduced -900,615-900.6k
BlueCrest Capital Management Ltd Reduced -347,726-347.7k
JANE STREET GROUP, LLC Reduced -167,034-167.0k
JPMORGAN CHASE & CO Reduced -141,648-141.6k
Russell Investments Group, Ltd. Reduced -114,950-115.0k
Thrivent Financial for Lutherans Reduced -91,400-91.4k
Mirae Asset Global Investments Co., Ltd. Reduced -83,457-83.5k
AMERICAN CENTURY COMPANIES INC Reduced -63,410-63.4k
FMR LLC Reduced -50,003-50.0k
Invesco Ltd. Reduced -34,000-34.0k

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 10,510,40010.5m $8.2m $8.2m 0.01% Reduced -115.0k -114,950
2 LORD, ABBETT & CO. LLC 0.32% of their portfolio JERSEY CITY, NJ 5,015,6865.0m $198.5m $198.5m 0.32% Added +563.7k +563,738
3 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.17% of their portfolio Toronto, A6 4,599,1034.6m $182.1m $182.1m 0.17% Added +135.8k +135,817
4 Capital Research Global Investors 0.04% of their portfolio Los Angeles, CA 4,447,8884.4m $173.2m $173.2m 0.04% Unchanged
5 BlackRock Inc. 0.00% of their portfolio New York, NY 3,844,0143.8m $149.6m $149.6m 0.00% Added +192.1k +192,081
6 VICTORY CAPITAL MANAGEMENT INC 0.12% of their portfolio San Antonio, TX 3,082,5433.1m $120.0m $120.0m 0.12% Added +755.4k +755,419
7 Capital International Investors 0.02% of their portfolio Los Angeles, CA 2,814,8852.8m $109.6m $109.6m 0.02% Reduced -900.6k -900,615
8 FRANKLIN RESOURCES INC 0.03% of their portfolio San Mateo, CA 2,319,1482.3m $90.3m $90.3m 0.03% Added +421.7k +421,706
9 VOYA INVESTMENT MANAGEMENT LLC 0.09% of their portfolio ATLANTA, GA 2,268,0002.3m $88.3m $88.3m 0.09% Added +50.0k +50,000
10 ADVENT CAPITAL MANAGEMENT /DE/ 2.21% of their portfolio NEW YORK, NY 2,184,6742.2m $87.1m $87.1m 2.21% Reduced -9.0k -9,001
11 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,818,0221.8m $70.8m $70.8m 0.00% Reduced -141.6k -141,648
12 AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio KANSAS CITY, MO 1,760,1251.8m $69.7m $69.7m 0.04% Reduced -63.4k -63,410
13 PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio BALTIMORE, MD 1,466,1771.5m $58.4m $58.4m 0.01% Added +6.4k +6,354
14 VAN ECK ASSOCIATES CORP 0.08% of their portfolio NEW YORK, NY 1,419,8101.4m $55.3m $55.3m 0.08% Added +151.5k +151,475
15 Calamos Advisors LLC 0.25% of their portfolio NAPERVILLE, IL 1,303,2451.3m $50.7m $50.7m 0.25% Added +3.3k +3,331
16 MacKay Shields LLC 1.37% of their portfolio New York, NY 1,256,0031.3m $49.6m $49.6m 1.37% Reduced -2.5k -2,550
17 INFRASTRUCTURE CAPITAL ADVISORS, LLC 5.04% of their portfolio New York, NY 966,023966.0k $38.2m $38.2m 5.04% Added +559.7k +559,712
18 Clearbridge Investments, LLC 0.03% of their portfolio NEW YORK, NY 851,434851.4k $33.1m $33.1m 0.03% Added +92.1k +92,141
19 FMR LLC 0.00% of their portfolio BOSTON, MA 826,124826.1k $32.6m $32.6m 0.00% Reduced -50.0k -50,003
20 CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.59% of their portfolio RADNOR, PA 822,000822.0k $32.0m $32.0m 0.59% Added +80.9k +80,900
21 Mirae Asset Global Investments Co., Ltd. 0.07% of their portfolio SEOUL, M5 760,077760.1k $34.5m $34.5m 0.07% Reduced -83.5k -83,457
22 LAZARD ASSET MANAGEMENT LLC 0.04% of their portfolio NEW YORK, NY 747,316747.3k $29.1m $29.1m 0.04% Added +1.6k +1,590
23 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 665,444665.4k $26.2m $26.2m 0.00% Added +7.0k +7,000
24 PIER 88 INVESTMENT PARTNERS LLC 5.39% of their portfolio SAN FRANCISCO, CA 563,340563.3k $21.9m $21.9m 5.39% Added +31.1k +31,100
25 KAYNE ANDERSON CAPITAL ADVISORS LP 0.56% of their portfolio LOS ANGELES, CA 514,584514.6k $20.0m $20.0m 0.56% Added +197.6k +197,584
26 Thrivent Financial for Lutherans 0.04% of their portfolio Minneapolis, MN 497,360497.4k $19.6m $19.6m 0.04% Reduced -91.4k -91,400
27 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 456,005456.0k $18.0m $18.0m 0.00% Added +13.2k +13,198
28 SSI INVESTMENT MANAGEMENT LLC 1.23% of their portfolio Los Angeles, CA 411,585411.6k $16.2m $16.2m 1.23% Added +975 +975
29 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 302,859302.9k $11.8m $11.8m 0.00% Added +35.8k +35,799
30 Sonora Investment Management Group, LLC 0.82% of their portfolio TUCSON, AZ 270,725270.7k $10.5m $10.5m 0.82% Added +56.1k +56,085
31 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 229,251229.3k $9.0m $9.0m 0.00% Added +189.5k +189,479
32 EAGLE ASSET MANAGEMENT INC 0.04% of their portfolio ST PETERSBURG, FL 213,094213.1k $8.3m $8.3m 0.04% Reduced -4.8k -4,809
33 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 175,127175.1k $6.9m $6.9m 0.00% Reduced -192 -192
34 NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio NEW YORK, NY 164,477164.5k $6.4m $6.4m 0.01% Added +2.8k +2,770
35 RATIONAL ADVISORS, INC. 0.54% of their portfolio San Juan, PR 150,700150.7k $5.9m $5.9m 0.54% Reduced -10.1k -10,100
36 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 145,000145.0k $5.6m $5.6m 0.00% Reduced -34.0k -34,000
37 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 142,074142.1k $5.6m $5.6m 0.00% New
38 GABELLI FUNDS LLC 0.04% of their portfolio Rye, NY 136,000136.0k $5.3m $5.3m 0.04% Reduced -2.0k -2,000
39 FEDERATED HERMES, INC. 0.01% of their portfolio PITTSBURGH, PA 129,000129.0k $5.0m $5.0m 0.01% Added +17.0k +17,000
40 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 126,865126.9k $5.0m $5.0m 0.00% Reduced -5.4k -5,370
41 WESTWOOD HOLDINGS GROUP INC 0.04% of their portfolio DALLAS, TX 123,150123.2k $4.8m $4.8m 0.04% Unchanged
42 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 122,857122.9k $4.8m $4.8m 0.00% Added +8.7k +8,707
43 AEGON USA Investment Management, LLC 2.59% of their portfolio CEDAR RAPIDS, IA 97,00097.0k $3.8m $3.8m 2.59% Unchanged
44 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 94,80894.8k $3.7m $3.7m 0.00% Added +15.0k +15,000
45 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 76,18876.2k $3.0m $3.0m 0.01% Added +11.8k +11,785
46 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 70,90370.9k $2.8m $2.8m 0.01% Added +8.0k +7,968
47 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 69,06069.1k $2.7m $2.7m 0.00% Unchanged
48 KESTRA PRIVATE WEALTH SERVICES, LLC 0.04% of their portfolio AUSTIN, TX 44,45044.5k $1.7m $1.7m 0.04% Reduced -600 -600
49 Alken Asset Management Ltd 0.03% of their portfolio LONDON, X0 35,00035.0k $1.4k $1.4k 0.03% New
50 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 21,76221.8k $847.2k $847.2k 0.01% New
51 FIRST HAWAIIAN BANK 0.03% of their portfolio HONOLULU, HI 20,84020.8k $811.3k $811.3k 0.03% Added +8.6k +8,600
52 Dakota Wealth Management 0.02% of their portfolio PALM BEACH GARDENS, FL 19,42019.4k $756.0k $756.0k 0.02% New
53 Central Pacific Bank - Trust Division 0.09% of their portfolio HONOLULU, HI 17,68017.7k $692.7k $692.7k 0.09% First filing
54 Essex Financial Services, Inc. 0.06% of their portfolio ESSEX, CT 16,96517.0k $660.4k $660.4k 0.06% Added +185 +185
55 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 16,41916.4k $639.2k $639.2k 0.00% New
56 Darden Wealth Group Inc 0.49% of their portfolio ANN ARBOR, MI 16,21216.2k $631.1k $631.1k 0.49% Reduced -526 -526
57 JENNISON ASSOCIATES LLC 0.00% of their portfolio NEW YORK, NY 15,91115.9k $619.4k $619.4k 0.00% Unchanged
58 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 13,06013.1k $508.0k $508.0k 0.00% New
59 Calamos Wealth Management LLC 0.03% of their portfolio NAPERVILLE, IL 12,96913.0k $504.9k $504.9k 0.03% Added +641 +641
60 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 12,78612.8k $505.0k $505.0k 0.00% New
61 GAMCO INVESTORS, INC. ET AL 0.00% of their portfolio GREENWICH, CT 12,00012.0k $467.2k $467.2k 0.00% Unchanged
62 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 10,88110.9k $423.0k $423.0k 0.00% Reduced -980 -980
63 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 10,80310.8k $420.6k $420.6k 0.01% Added +1.7k +1,700
64 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 9,1839.2k $357.5k $357.5k 0.00% Added +1.3k +1,334
65 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 8,8348.8k $343.9k $343.9k 0.00% Reduced -419 -419
66 Principle Wealth Partners LLC 0.02% of their portfolio MADISON, CT 7,4307.4k $289.2k $289.2k 0.02% Unchanged
67 BlueCrest Capital Management Ltd 0.07% of their portfolio ST HELIER, Y9 7,3957.4k $287.9k $287.9k 0.07% Reduced -347.7k -347,726
68 Financiere des Professionnels - Fonds d'investissement inc. 0.02% of their portfolio MONTREAL, A8 7,2207.2k $281.1k $281.1k 0.02% Added +1.6k +1,620
69 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 6,2606.3k $244.9k $244.9k 0.00% Reduced -167.0k -167,034
70 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 5,8145.8k $226.0k $226.0k 0.02% Added +801 +801
71 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 5,4895.5k $213.7k $213.7k 0.00% New
72 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 4,7004.7k $183.0k $183.0k 0.00% Reduced -3.7k -3,700
73 Elequin Capital, LP 0.02% of their portfolio NEW YORK, NY 3,0163.0k $118.6k $118.6k 0.02% New
74 Annis Gardner Whiting Capital Advisors, LLC 0.04% of their portfolio TAMPA, FL 2,7432.7k $106.8k $106.8k 0.04% Added +453 +453
75 Colonial Trust Advisors 0.00% of their portfolio SPARTANBURG, SC 1,0531.1k $41.0k $41.0k 0.00% New
76 COMERICA BANK 0.00% of their portfolio DALLAS, TX 893893 $34.8k $34.8k 0.00% Reduced -8 -8
77 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 562562 $21.9k $21.9k 0.00% Unchanged
78 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 541541 $21.1k $21.1k 0.00% Added +417 +417
79 UBS Group AG 0.00% of their portfolio ZURICH, V8 500500 $19.5k $19.5k 0.00% New
80 Winthrop Capital Management, LLC 0.00% of their portfolio Carmel, IN 200200 $8.0k $8.0k 0.00% Unchanged
81 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 141141 $5.5k $5.5k 0.00% New
82 UMB Bank, n.a. 0.00% of their portfolio Kansas City, MO 105105 $4.1k $4.1k 0.00% Not comparable
83 TD PRIVATE CLIENT WEALTH LLC 0.00% of their portfolio NEW YORK, NY 5050 $1.9k $1.9k 0.00% Unchanged
84 CWM, LLC 0.00% of their portfolio OMAHA, NE 3636 $1.0k $1.0k 0.00% Unchanged
85 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 2626 $1.0k $1.0k 0.00% New
86 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged
87 NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio TOKYO, M0 00 $0 $0 0.00% Unchanged