Vault-13

NEXTERA ENERGY INC NEE 6.926 09.01.25

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

89 institutional holders -7 vs Q4 2024
40,545,20940.5m shares reported held*
$1.5bnreported value*
7 new 28 added 31 reduced 12 sold out net sold ≈ $25.3m (-1.6m 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 ($5.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $36.64.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100Q4 22: 48Q1 23: 61Q2 23: 62Q3 23: 70Q4 23: 78Q1 24: 87Q2 24: 86Q3 24: 90Q4 24: 96Q1 25: 8989Q4 22Q2 23Q4 23Q2 24Q4 24Q1 25
Numbers
QuarterHolders
Q4 202248
Q1 202361
Q2 202362
Q3 202370
Q4 202378
Q1 202487
Q2 202486
Q3 202490
Q4 202496
Q1 202589

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 30 bought or addedQ2 23: 28 cut or sold outQ3 23: 39 bought or addedQ3 23: 27 cut or sold outQ3 23Q4 23: 48 bought or addedQ4 23: 25 cut or sold outQ1 24: 49 bought or addedQ1 24: 28 cut or sold outQ1 24Q2 24: 31 bought or addedQ2 24: 52 cut or sold outQ3 24: 35 bought or addedQ3 24: 50 cut or sold outQ3 24Q4 24: 44 bought or addedQ4 24: 45 cut or sold outQ1 25: 35 bought or addedQ1 25: 43 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20233028
Q3 20233927
Q4 20234825
Q1 20244928
Q2 20243152
Q3 20243550
Q4 20244445
Q1 20253543

Biggest buyers

VOYA INVESTMENT MANAGEMENT LLC Added +687,025+687.0k
TWO SIGMA INVESTMENTS, LP Added +378,968+379.0k
CAMDEN ASSET MANAGEMENT L P /CA Added +345,000+345.0k
MORGAN STANLEY Added +268,660+268.7k
Sculptor Capital LP Added +233,109+233.1k
Thrivent Financial for Lutherans New +221,996+222.0k
BANK OF AMERICA CORP /DE/ Added +115,172+115.2k
ADVENT CAPITAL MANAGEMENT /DE/ Added +82,506+82.5k
WOLVERINE ASSET MANAGEMENT LLC Added +71,848+71.8k
INFRASTRUCTURE CAPITAL ADVISORS, LLC Added +59,304+59.3k

Biggest sellers

Russell Investments Group, Ltd. Reduced -787,550-787.5k
KAYNE ANDERSON CAPITAL ADVISORS LP Sold out -505,441-505.4k
MANUFACTURERS LIFE INSURANCE COMPANY, THE Reduced -385,671-385.7k
Parallax Volatility Advisers, L.P. Sold out -350,000-350.0k
AMERIPRISE FINANCIAL INC Reduced -305,490-305.5k
VICTORY CAPITAL MANAGEMENT INC Reduced -230,193-230.2k
Thrivent Financial for Lutherans Sold out -221,996-222.0k
Daiwa Securities Group Inc. Sold out -150,000-150.0k
BlackRock, Inc. Reduced -117,128-117.1k
VAN ECK ASSOCIATES CORP Reduced -110,832-110.8k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 5,789,4005.8m $4.7m $4.7m 0.01% Reduced -787.5k -787,550
2 Capital Research Global Investors 0.04% of their portfolio Los Angeles, CA 4,797,0504.8m $194.9m $194.9m 0.04% Unchanged
3 BlackRock, Inc. 0.00% of their portfolio New York, NY 3,317,8963.3m $134.8m $134.8m 0.00% Reduced -117.1k -117,128
4 FRANKLIN RESOURCES INC 0.04% of their portfolio San Mateo, CA 3,218,5623.2m $130.8m $130.8m 0.04% Reduced -13.6k -13,645
5 TWO SIGMA INVESTMENTS, LP 0.21% of their portfolio NEW YORK, NY 2,381,2392.4m $96.7m $96.7m 0.21% Added +379.0k +378,968
6 CAMDEN ASSET MANAGEMENT L P /CA 2.26% of their portfolio Los Angeles, CA 2,072,1232.1m $84.6m $84.6m 2.26% Added +345.0k +345,000
7 ADVENT CAPITAL MANAGEMENT /DE/ 1.65% of their portfolio NEW YORK, NY 1,777,3211.8m $72.2m $72.2m 1.65% Added +82.5k +82,506
8 AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio KANSAS CITY, MO 1,537,2331.5m $62.9m $62.9m 0.04% Added +8.5k +8,488
9 VICTORY CAPITAL MANAGEMENT INC 0.06% of their portfolio San Antonio, TX 1,484,7881.5m $60.3m $60.3m 0.06% Reduced -230.2k -230,193
10 VOYA INVESTMENT MANAGEMENT LLC 0.03% of their portfolio ATLANTA, GA 1,334,0501.3m $54.2m $54.2m 0.03% Added +687.0k +687,025
11 VAN ECK ASSOCIATES CORP 0.07% of their portfolio NEW YORK, NY 1,317,4761.3m $53.5m $53.5m 0.07% Reduced -110.8k -110,832
12 PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio BALTIMORE, MD 1,244,5531.2m $50.6m $50.6m 0.01% Reduced -58.7k -58,713
13 MacKay Shields LLC 1.59% of their portfolio New York, NY 1,212,8151.2m $49.6m $49.6m 1.59% Reduced -4.0k -3,996
14 Calamos Advisors LLC 0.21% of their portfolio NAPERVILLE, IL 1,103,7161.1m $44.8m $44.8m 0.21% Added +6.5k +6,510
15 Sculptor Capital LP 0.93% of their portfolio New York, NY 1,020,2931.0m $41.5m $41.5m 0.93% Added +233.1k +233,109
16 Clearbridge Investments, LLC 0.03% of their portfolio NEW YORK, NY 930,823930.8k $37.8m $37.8m 0.03% Added +5.1k +5,096
17 Weiss Asset Management LP 0.84% of their portfolio BOSTON, MA 775,000775.0k $31.6m $31.6m 0.84% Reduced -25.0k -25,000
18 CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.46% of their portfolio RADNOR, PA 737,300737.3k $30.0m $30.0m 0.46% Unchanged
19 INFRASTRUCTURE CAPITAL ADVISORS, LLC 3.65% of their portfolio New York, NY 713,485713.5k $29.0m $29.0m 3.65% Added +59.3k +59,304
20 LAZARD ASSET MANAGEMENT LLC 0.04% of their portfolio NEW YORK, NY 650,692650.7k $26.4m $26.4m 0.04% Reduced -42.5k -42,500
21 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 580,444580.4k $23.7m $23.7m 0.00% Reduced -93.0k -93,000
22 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 510,926510.9k $20.8m $20.8m 0.00% Added +115.2k +115,172
23 FMR LLC 0.00% of their portfolio BOSTON, MA 504,883504.9k $20.6m $20.6m 0.00% Unchanged
24 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 485,328485.3k $19.7m $19.7m 0.00% Reduced -77.5k -77,486
25 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 476,326476.3k $19.4m $19.4m 0.00% Added +268.7k +268,660
26 Sonora Investment Management Group, LLC 1.41% of their portfolio TUCSON, AZ 437,977438.0k $17.8m $17.8m 1.41% Added +35.8k +35,842
27 JANE STREET GROUP, LLC 0.03% of their portfolio NEW YORK, NY 387,014387.0k $15.7m $15.7m 0.03% Reduced -87.0k -87,039
28 ANGELO GORDON & CO., L.P. 2.48% of their portfolio NEW YORK, NY 350,000350.0k $14.3m $14.3m 2.48% Unchanged
29 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 343,574343.6k $14.0m $14.0m 0.00% Reduced -9.6k -9,635
30 WOLVERINE ASSET MANAGEMENT LLC 0.22% of their portfolio CHICAGO, IL 281,391281.4k $11.5m $11.5m 0.22% Added +71.8k +71,848
31 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 252,090252.1k $10.3m $10.3m 0.01% Reduced -385.7k -385,671
32 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 221,996222.0k $9.0m $9.0m 0.02% New
33 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 210,936210.9k $8.6m $8.6m 0.00% Reduced -5.5k -5,489
34 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 156,147156.1k $6.3m $6.3m 0.00% First filing
35 FEDERATED HERMES, INC. 0.01% of their portfolio PITTSBURGH, PA 129,000129.0k $5.2m $5.2m 0.01% Unchanged
36 GABELLI FUNDS LLC 0.03% of their portfolio Rye, NY 103,483103.5k $4.2m $4.2m 0.03% Unchanged
37 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 96,83896.8k $3.9m $3.9m 0.00% Unchanged
38 Meridian Wealth Management, LLC 0.18% of their portfolio LEXINGTON, KY 90,91690.9k $3.7m $3.7m 0.18% Added +12.2k +12,221
39 BlueCrest Capital Management Ltd 0.56% of their portfolio ST HELIER, Y9 86,79086.8k $3.5m $3.5m 0.56% Reduced -45.5k -45,524
40 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 71,43271.4k $2.9m $2.9m 0.01% Added +1.4k +1,378
41 AEGON USA Investment Management, LLC 1.85% of their portfolio CEDAR RAPIDS, IA 57,00057.0k $2.3m $2.3m 1.85% Unchanged
42 KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% of their portfolio AUSTIN, TX 44,75044.8k $1.8m $1.8m 0.03% Added +500 +500
43 CREDIT INDUSTRIEL ET COMMERCIAL 0.29% of their portfolio PARIS FRANCE, I0 40,00040.0k $1.6m $1.6m 0.29% Unchanged
44 KCM INVESTMENT ADVISORS LLC 0.05% of their portfolio GREENBRAE, CA 33,80433.8k $1.4m $1.4m 0.05% Reduced -5.2k -5,182
45 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 30,75430.8k $1.2m $1.2m 0.00% Added +5.2k +5,250
46 SSI INVESTMENT MANAGEMENT LLC 0.10% of their portfolio Los Angeles, CA 30,40030.4k $1.2m $1.2m 0.10% Reduced -13.4k -13,400
47 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 28,11928.1k $1.1m $1.1m 0.00% Unchanged
48 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 27,52727.5k $1.1m $1.1m 0.00% Added +1.3k +1,326
49 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 25,43125.4k $1.0m $1.0m 0.00% Added +3.2k +3,215
50 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 24,80324.8k $1.0m $1.0m 0.00% Reduced -1.9k -1,851
51 Garner Asset Management Corp 0.43% of their portfolio PLANO, TX 24,39024.4k $991.0k $991.0k 0.43% New
52 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 24,31224.3k $987.8k $987.8k 0.00% New
53 Essex Financial Services, Inc. 0.06% of their portfolio ESSEX, CT 20,49020.5k $832.5k $832.5k 0.06% Reduced -595 -595
54 Dakota Wealth Management 0.02% of their portfolio PALM BEACH GARDENS, FL 17,62517.6k $716.1k $716.1k 0.02% Reduced -525 -525
55 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 17,46917.5k $709.8k $709.8k 0.00% Reduced -2.1k -2,061
56 JENNISON ASSOCIATES LLC 0.00% of their portfolio NEW YORK, NY 15,91115.9k $646.5k $646.5k 0.00% Unchanged
57 Darden Wealth Group Inc 0.48% of their portfolio ANN ARBOR, MI 15,20115.2k $617.6k $617.6k 0.48% Reduced -169 -169
58 UBS Group AG 0.00% of their portfolio ZURICH, V8 14,62114.6k $594.1k $594.1k 0.00% Reduced -826 -826
59 Kaizen Financial Strategies 0.34% of their portfolio CAMPBELL, CA 14,35314.4k $583.2k $583.2k 0.34% Added +3.2k +3,213
60 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 10,78110.8k $438.0k $438.0k 0.01% Reduced -2.1k -2,124
61 Principle Wealth Partners LLC 0.03% of their portfolio MADISON, CT 10,64510.6k $432.5k $432.5k 0.03% Unchanged
62 LANARK FINANCIAL, INC. 0.03% of their portfolio BIRMINGHAM, AL 8,5338.5k $346.0k $346.0k 0.03% Added +8.5k +8,526
63 Ground Swell Capital, LLC 0.75% of their portfolio FOLLY BEACH, SC 8,1328.1k $330.4k $330.4k 0.75% New
64 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 7,4147.4k $301.2k $301.2k 0.00% Added +231 +231
65 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 6,7116.7k $272.7k $272.7k 0.00% Reduced -8.7k -8,656
66 OPPENHEIMER ASSET MANAGEMENT INC. 0.00% of their portfolio NEW YORK, NY 6,5366.5k $265.6k $265.6k 0.00% Added +57 +57
67 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 6,4796.5k $263.0k $263.0k 0.00% Reduced -2.0k -1,971
68 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 6,2006.2k $251.9k $251.9k 0.00% Added +1.5k +1,500
69 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 5,8855.9k $239.1k $239.1k 0.00% Added +528 +528
70 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 5,7335.7k $234.7k $234.7k 0.00% Reduced -17.1k -17,075
71 CSS LLC/IL 0.01% of their portfolio CHICAGO, IL 5,1965.2k $212.3k $212.3k 0.01% Reduced -26.3k -26,339
72 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 5,0325.0k $204.4k $204.4k 0.00% Reduced -305.5k -305,490
73 Annis Gardner Whiting Capital Advisors, LLC 0.04% of their portfolio TAMPA, FL 2,2902.3k $93.0k $93.0k 0.04% Unchanged
74 GLENMEDE TRUST CO NA 0.00% of their portfolio PHILADELPHIA, PA 1,2001.2k $48.8k $48.8k 0.00% New
75 Colonial Trust Advisors 0.00% of their portfolio SPARTANBURG, SC 1,0531.1k $42.8k $42.8k 0.00% Unchanged
76 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,0441.0k $42.4k $42.4k 0.00% Added +578 +578
77 COMERICA BANK 0.00% of their portfolio DALLAS, TX 800800 $32.5k $32.5k 0.00% Added +11 +11
78 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 638638 $26.0k $26.0k 0.00% New
79 Winthrop Capital Management, LLC 0.01% of their portfolio Carmel, IN 558558 $23.0k $23.0k 0.01% Unchanged
80 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 313313 $12.7k $12.7k 0.00% Added +11 +11
81 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 231231 $9.4k $9.4k 0.00% Unchanged
82 UMB Bank, n.a. 0.00% of their portfolio Kansas City, MO 105105 $4.3k $4.3k 0.00% Unchanged
83 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 103103 $4.2k $4.2k 0.00% Unchanged
84 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 7171 $2.9k $2.9k 0.00% Reduced -429 -429
85 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 5858 $2.4k $2.4k 0.00% Unchanged
86 Pinnacle Bancorp, Inc. 0.00% of their portfolio BEATRICE, NE 5151 $2.1k $2.1k 0.00% New
87 CWM, LLC 0.00% of their portfolio OMAHA, NE 3636 $1.0k $1.0k 0.00% Unchanged
88 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged
89 NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio TOKYO, M0 00 $0 $0 0.00% Unchanged