Vault-13

NEXTERA ENERGY INC NEE 6.926 09.01.25

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

86 institutional holders -1 vs Q1 2024
59,860,76459.9m shares reported held*
$2.2bnreported value*
12 new 19 added 38 reduced 14 sold out net bought ≈ $61.2m (-760.3k 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 ($310.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $36.99.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100Q4 22: 48Q1 23: 61Q2 23: 62Q3 23: 70Q4 23: 78Q1 24: 87Q2 24: 8686Q4 22Q2 23Q4 23Q2 24
Numbers
QuarterHolders
Q4 202248
Q1 202361
Q2 202362
Q3 202370
Q4 202378
Q1 202487
Q2 202486

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 24Q2 24: 31 bought or addedQ2 24: 52 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q1 20234116
Q2 20233028
Q3 20233927
Q4 20234825
Q1 20244928
Q2 20243152

Biggest buyers

VOYA INVESTMENT MANAGEMENT LLC Added +2,600,000+2.6m
LORD, ABBETT & CO. LLC Added +2,516,072+2.5m
Capital Research Global Investors Added +1,352,867+1.4m
Clearbridge Investments, LLC Added +247,535+247.5k
VAN ECK ASSOCIATES CORP Added +174,059+174.1k
Monashee Investment Management LLC New +100,000+100.0k
Meridian Wealth Management, LLC New +86,875+86.9k
KAYNE ANDERSON CAPITAL ADVISORS LP Added +75,000+75.0k
KCM INVESTMENT ADVISORS LLC New +39,156+39.2k
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC Added +34,000+34.0k

Biggest sellers

Russell Investments Group, Ltd. Reduced -2,304,500-2.3m
Mirae Asset Global Investments Co., Ltd. Sold out -760,077-760.1k
MANUFACTURERS LIFE INSURANCE COMPANY, THE Reduced -710,395-710.4k
Capital International Investors Reduced -617,200-617.2k
JPMORGAN CHASE & CO Reduced -544,212-544.2k
INFRASTRUCTURE CAPITAL ADVISORS, LLC Reduced -521,614-521.6k
ADVENT CAPITAL MANAGEMENT /DE/ Reduced -423,827-423.8k
VICTORY CAPITAL MANAGEMENT INC Reduced -351,621-351.6k
SSI INVESTMENT MANAGEMENT LLC Reduced -346,395-346.4k
FMR LLC Reduced -189,400-189.4k

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 8,205,9008.2m $6.8m $6.8m 0.01% Reduced -2.3m -2,304,500
2 LORD, ABBETT & CO. LLC 0.52% of their portfolio JERSEY CITY, NJ 7,531,7587.5m $313.5m $313.5m 0.52% Added +2.5m +2,516,072
3 Capital Research Global Investors 0.05% of their portfolio Los Angeles, CA 5,800,7555.8m $240.7m $240.7m 0.05% Added +1.4m +1,352,867
4 VOYA INVESTMENT MANAGEMENT LLC 0.20% of their portfolio ATLANTA, GA 4,868,0004.9m $202.0m $202.0m 0.20% Added +2.6m +2,600,000
5 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.15% of their portfolio Toronto, A6 3,888,7083.9m $161.9m $161.9m 0.15% Reduced -710.4k -710,395
6 BlackRock Inc. 0.00% of their portfolio New York, NY 3,803,3413.8m $157.8m $157.8m 0.00% Reduced -40.7k -40,673
7 VICTORY CAPITAL MANAGEMENT INC 0.11% of their portfolio San Antonio, TX 2,730,9222.7m $113.3m $113.3m 0.11% Reduced -351.6k -351,621
8 FRANKLIN RESOURCES INC 0.03% of their portfolio San Mateo, CA 2,347,0182.3m $97.4m $97.4m 0.03% Added +27.9k +27,870
9 Capital International Investors 0.02% of their portfolio Los Angeles, CA 2,197,6852.2m $91.2m $91.2m 0.02% Reduced -617.2k -617,200
10 ADVENT CAPITAL MANAGEMENT /DE/ 1.81% of their portfolio NEW YORK, NY 1,760,8471.8m $74.8m $74.8m 1.81% Reduced -423.8k -423,827
11 AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio KANSAS CITY, MO 1,646,2231.6m $68.5m $68.5m 0.04% Reduced -113.9k -113,902
12 VAN ECK ASSOCIATES CORP 0.09% of their portfolio NEW YORK, NY 1,593,8691.6m $66.1m $66.1m 0.09% Added +174.1k +174,059
13 PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio BALTIMORE, MD 1,443,9811.4m $60.3m $60.3m 0.01% Reduced -22.2k -22,196
14 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,273,8101.3m $52.9m $52.9m 0.00% Reduced -544.2k -544,212
15 MacKay Shields LLC 1.57% of their portfolio New York, NY 1,244,2331.2m $51.8m $51.8m 1.57% Reduced -11.8k -11,770
16 Calamos Advisors LLC 0.24% of their portfolio NAPERVILLE, IL 1,182,8601.2m $49.1m $49.1m 0.24% Reduced -120.4k -120,385
17 Clearbridge Investments, LLC 0.04% of their portfolio NEW YORK, NY 1,098,9691.1m $45.6m $45.6m 0.04% Added +247.5k +247,535
18 CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.65% of their portfolio RADNOR, PA 856,000856.0k $35.5m $35.5m 0.65% Added +34.0k +34,000
19 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.08% of their portfolio CAUSEWAY BAY, K3 800,780800.8k $33.2m $33.2m 0.08% First filing
20 LAZARD ASSET MANAGEMENT LLC 0.04% of their portfolio NEW YORK, NY 693,192693.2k $28.8m $28.8m 0.04% Reduced -54.1k -54,124
21 FMR LLC 0.00% of their portfolio BOSTON, MA 636,724636.7k $26.4m $26.4m 0.00% Reduced -189.4k -189,400
22 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 593,444593.4k $24.7m $24.7m 0.00% Reduced -72.0k -72,000
23 KAYNE ANDERSON CAPITAL ADVISORS LP 0.66% of their portfolio LOS ANGELES, CA 589,584589.6k $24.5m $24.5m 0.66% Added +75.0k +75,000
24 PIER 88 INVESTMENT PARTNERS LLC 5.24% of their portfolio SAN FRANCISCO, CA 563,340563.3k $23.4m $23.4m 5.24% Unchanged
25 INFRASTRUCTURE CAPITAL ADVISORS, LLC 2.57% of their portfolio New York, NY 444,409444.4k $18.4m $18.4m 2.57% Reduced -521.6k -521,614
26 Thrivent Financial for Lutherans 0.03% of their portfolio Minneapolis, MN 404,795404.8k $16.8m $16.8m 0.03% Reduced -92.6k -92,565
27 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 367,462367.5k $15.3m $15.3m 0.00% Reduced -88.5k -88,543
28 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 315,015315.0k $13.1m $13.1m 0.00% Added +12.2k +12,156
29 Sonora Investment Management Group, LLC 0.82% of their portfolio TUCSON, AZ 270,725270.7k $10.5m $10.5m 0.82% Unchanged
30 EAGLE ASSET MANAGEMENT INC 0.05% of their portfolio ST PETERSBURG, FL 205,939205.9k $8.5m $8.5m 0.05% Reduced -7.2k -7,155
31 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 175,477175.5k $7.3m $7.3m 0.00% Added +350 +350
32 NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio NEW YORK, NY 163,015163.0k $6.8m $6.8m 0.01% Reduced -1.5k -1,462
33 RATIONAL ADVISORS, INC. 0.61% of their portfolio San Juan, PR 150,700150.7k $6.3m $6.3m 0.61% Unchanged
34 FEDERATED HERMES, INC. 0.01% of their portfolio PITTSBURGH, PA 129,000129.0k $5.4m $5.4m 0.01% Unchanged
35 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 126,433126.4k $5.2m $5.2m 0.00% Reduced -432 -432
36 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 121,595121.6k $5.0m $5.0m 0.00% Reduced -1.3k -1,262
37 GABELLI FUNDS LLC 0.03% of their portfolio Rye, NY 105,000105.0k $4.4m $4.4m 0.03% Reduced -31.0k -31,000
38 Monashee Investment Management LLC 0.54% of their portfolio Boston, MA 100,000100.0k $4.1m $4.1m 0.54% New
39 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 89,92289.9k $3.7m $3.7m 0.00% Reduced -139.3k -139,329
40 Meridian Wealth Management, LLC 0.43% of their portfolio LEXINGTON, KY 86,87586.9k $3.6m $3.6m 0.43% New
41 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 74,40574.4k $3.1m $3.1m 0.01% Reduced -1.8k -1,783
42 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 68,55968.6k $2.8m $2.8m 0.01% Reduced -2.3k -2,344
43 SSI INVESTMENT MANAGEMENT LLC 0.21% of their portfolio Los Angeles, CA 65,19065.2k $2.7m $2.7m 0.21% Reduced -346.4k -346,395
44 AEGON USA Investment Management, LLC 1.99% of their portfolio CEDAR RAPIDS, IA 60,28260.3k $2.5m $2.5m 1.99% Reduced -36.7k -36,718
45 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 53,81053.8k $2.2m $2.2m 0.00% Reduced -15.2k -15,250
46 KESTRA PRIVATE WEALTH SERVICES, LLC 0.04% of their portfolio AUSTIN, TX 42,75042.8k $1.8m $1.8m 0.04% Reduced -1.7k -1,700
47 KCM INVESTMENT ADVISORS LLC 0.06% of their portfolio GREENBRAE, CA 39,15639.2k $1.6m $1.6m 0.06% New
48 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 38,01438.0k $1.6m $1.6m 0.00% Reduced -104.1k -104,060
49 Alken Asset Management Ltd 22.78% of their portfolio LONDON, X0 35,00035.0k $1.5m $1.5m 22.78% Unchanged
50 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 24,96725.0k $1.0m $1.0m 0.01% Added +3.2k +3,205
51 Essex Financial Services, Inc. 0.07% of their portfolio ESSEX, CT 22,05522.1k $987.2k $987.2k 0.07% Added +5.1k +5,090
52 Dakota Wealth Management 0.02% of their portfolio PALM BEACH GARDENS, FL 19,42019.4k $805.7k $805.7k 0.02% Unchanged
53 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 18,65418.7k $774.0k $774.0k 0.00% Added +2.2k +2,235
54 JENNISON ASSOCIATES LLC 0.00% of their portfolio NEW YORK, NY 15,91115.9k $660.1k $660.1k 0.00% Unchanged
55 Darden Wealth Group Inc 0.39% of their portfolio ANN ARBOR, MI 15,57215.6k $646.1k $646.1k 0.39% Reduced -640 -640
56 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 14,60514.6k $606.0k $606.0k 0.01% Added +3.8k +3,802
57 Calamos Wealth Management LLC 0.03% of their portfolio NAPERVILLE, IL 13,20413.2k $547.8k $547.8k 0.03% Added +235 +235
58 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 10,64610.6k $442.0k $442.0k 0.00% Reduced -235 -235
59 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 10,00010.0k $414.9k $414.9k 0.00% New
60 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 8,7088.7k $361.3k $361.3k 0.00% Reduced -126 -126
61 GAMCO INVESTORS, INC. ET AL 0.00% of their portfolio GREENWICH, CT 8,0008.0k $331.9k $331.9k 0.00% Reduced -4.0k -4,000
62 OPPENHEIMER ASSET MANAGEMENT INC. 0.00% of their portfolio NEW YORK, NY 7,4897.5k $310.7k $310.7k 0.00% New
63 Principle Wealth Partners LLC 0.02% of their portfolio MADISON, CT 7,4307.4k $308.3k $308.3k 0.02% Unchanged
64 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 6,1286.1k $254.0k $254.0k 0.02% Added +314 +314
65 Financiere des Professionnels - Fonds d'investissement inc. 0.02% of their portfolio MONTREAL, A8 5,9506.0k $247.1k $247.1k 0.02% Reduced -1.3k -1,270
66 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 5,5005.5k $228.2k $228.2k 0.00% Added +800 +800
67 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 5,4815.5k $227.4k $227.4k 0.00% Reduced -8 -8
68 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 5,3545.4k $222.1k $222.1k 0.00% New
69 Teton Advisors, Inc. 0.09% of their portfolio Rye, NY 5,0005.0k $207.4k $207.4k 0.09% New
70 Annis Gardner Whiting Capital Advisors, LLC 0.03% of their portfolio TAMPA, FL 2,7432.7k $113.8k $113.8k 0.03% Unchanged
71 Colonial Trust Advisors 0.00% of their portfolio SPARTANBURG, SC 1,0531.1k $43.7k $43.7k 0.00% Unchanged
72 COMERICA BANK 0.00% of their portfolio DALLAS, TX 876876 $36.3k $36.3k 0.00% Reduced -17 -17
73 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 593593 $24.6k $24.6k 0.00% Added +31 +31
74 UBS Group AG 0.00% of their portfolio ZURICH, V8 523523 $21.7k $21.7k 0.00% Added +23 +23
75 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 521521 $21.6k $21.6k 0.00% Reduced -20 -20
76 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 319319 $13.2k $13.2k 0.00% New
77 Winthrop Capital Management, LLC 0.00% of their portfolio Carmel, IN 200200 $8.0k $8.0k 0.00% Unchanged
78 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 162162 $6.7k $6.7k 0.00% New
79 UMB Bank, n.a. 0.00% of their portfolio Kansas City, MO 105105 $4.4k $4.4k 0.00% Unchanged
80 ASHTON THOMAS SECURITIES, LLC 0.00% of their portfolio ROCHESTER, NY 102102 $4.3k $4.3k 0.00% First filing
81 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 5858 $2.4k $2.4k 0.00% New
82 CWM, LLC 0.00% of their portfolio OMAHA, NE 3636 $1.0k $1.0k 0.00% Unchanged
83 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 2626 $1.1k $1.1k 0.00% Unchanged
84 Johnson Financial Group, Inc. 0.00% of their portfolio RACINE, WI 1818 $747 $747 0.00% New
85 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged
86 NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio TOKYO, M0 00 $0 $0 0.00% New