Vault-13

NEXTERA ENERGY INC NEE 6.926 09.01.25

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

89 institutional holders +0 vs Q1 2025
38,743,72738.7m shares reported held*
$1.4bnreported value*
9 new 20 added 43 reduced 9 sold out net sold ≈ $63.2m (-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 ($4.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $35.84.

Trends to Q2 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: 89Q2 25: 8989Q4 22Q2 23Q4 23Q2 24Q4 24Q2 25
Numbers
QuarterHolders
Q4 202248
Q1 202361
Q2 202362
Q3 202370
Q4 202378
Q1 202487
Q2 202486
Q3 202490
Q4 202496
Q1 202589
Q2 202589

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 39 bought or addedQ3 23: 27 cut or sold outQ4 23: 48 bought or addedQ4 23: 25 cut or sold outQ4 23Q1 24: 49 bought or addedQ1 24: 28 cut or sold outQ2 24: 31 bought or addedQ2 24: 52 cut or sold outQ2 24Q3 24: 35 bought or addedQ3 24: 50 cut or sold outQ4 24: 44 bought or addedQ4 24: 45 cut or sold outQ4 24Q1 25: 35 bought or addedQ1 25: 43 cut or sold outQ2 25: 29 bought or addedQ2 25: 52 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20233927
Q4 20234825
Q1 20244928
Q2 20243152
Q3 20243550
Q4 20244445
Q1 20253543
Q2 20252952

Biggest buyers

D. E. Shaw & Co., Inc. New +2,802,775+2.8m
Elequin Capital, LP New +1,134,000+1.1m
Sculptor Capital LP Added +997,560+997.6k
WELLS FARGO & COMPANY/MN Added +841,727+841.7k
CSS LLC/IL Added +756,498+756.5k
SUSQUEHANNA ADVISORS GROUP, INC. New +750,000+750.0k
BANK OF MONTREAL /CAN/ New +665,000+665.0k
TWO SIGMA INVESTMENTS, LP Added +507,673+507.7k
Clearbridge Investments, LLC Added +435,363+435.4k
MORGAN STANLEY Added +203,552+203.6k

Biggest sellers

Capital Research Global Investors Sold out -4,797,050-4.8m
FRANKLIN RESOURCES INC Reduced -1,536,318-1.5m
AMERICAN CENTURY COMPANIES INC Reduced -1,159,859-1.2m
VOYA INVESTMENT MANAGEMENT LLC Reduced -867,025-867.0k
INFRASTRUCTURE CAPITAL ADVISORS, LLC Reduced -650,868-650.9k
CAMDEN ASSET MANAGEMENT L P /CA Reduced -500,000-500.0k
Sonora Investment Management Group, LLC Sold out -437,977-438.0k
JANE STREET GROUP, LLC Reduced -369,062-369.1k
Russell Investments Group, Ltd. Reduced -250,000-250.0k
Weiss Asset Management LP Reduced -225,000-225.0k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 5,539,4005.5m $4.4m $4.4m 0.01% Reduced -250.0k -250,000
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 3,128,0823.1m $124.3m $124.3m 0.00% Reduced -189.8k -189,814
3 TWO SIGMA INVESTMENTS, LP 0.21% of their portfolio NEW YORK, NY 2,888,9122.9m $114.8m $114.8m 0.21% Added +507.7k +507,673
4 D. E. Shaw & Co., Inc. 0.11% of their portfolio New York, NY 2,802,7752.8m $111.5m $111.5m 0.11% New
5 Sculptor Capital LP 1.30% of their portfolio New York, NY 2,017,8532.0m $80.2m $80.2m 1.30% Added +997.6k +997,560
6 ADVENT CAPITAL MANAGEMENT /DE/ 1.53% of their portfolio NEW YORK, NY 1,766,5961.8m $69.9m $69.9m 1.53% Reduced -10.7k -10,725
7 FRANKLIN RESOURCES INC 0.02% of their portfolio San Mateo, CA 1,682,2441.7m $66.9m $66.9m 0.02% Reduced -1.5m -1,536,318
8 CAMDEN ASSET MANAGEMENT L P /CA 1.46% of their portfolio Los Angeles, CA 1,572,1231.6m $62.5m $62.5m 1.46% Reduced -500.0k -500,000
9 Clearbridge Investments, LLC 0.04% of their portfolio NEW YORK, NY 1,366,1861.4m $54.3m $54.3m 0.04% Added +435.4k +435,363
10 VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio San Antonio, TX 1,278,2721.3m $50.8m $50.8m 0.03% Reduced -206.5k -206,516
11 PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio BALTIMORE, MD 1,225,4891.2m $48.7m $48.7m 0.01% Reduced -19.1k -19,064
12 MacKay Shields LLC 1.54% of their portfolio New York, NY 1,204,6271.2m $48.0m $48.0m 1.54% Reduced -8.2k -8,188
13 VAN ECK ASSOCIATES CORP 0.05% of their portfolio NEW YORK, NY 1,195,7341.2m $47.5m $47.5m 0.05% Reduced -121.7k -121,742
14 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,185,3011.2m $47.1m $47.1m 0.01% Added +841.7k +841,727
15 Elequin Capital, LP 6.22% of their portfolio NEW YORK, NY 1,134,0001.1m $45.0m $45.0m 6.22% New
16 Calamos Advisors LLC 0.19% of their portfolio NAPERVILLE, IL 1,098,3891.1m $43.6m $43.6m 0.19% Reduced -5.3k -5,327
17 CSS LLC/IL 1.92% of their portfolio CHICAGO, IL 761,694761.7k $30.3m $30.3m 1.92% Added +756.5k +756,498
18 SUSQUEHANNA ADVISORS GROUP, INC. 1.18% of their portfolio BALA CYNWYD, PA 750,000750.0k $29.8m $29.8m 1.18% New
19 CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.44% of their portfolio RADNOR, PA 737,300737.3k $29.3m $29.3m 0.44% Unchanged
20 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 679,878679.9k $27.0m $27.0m 0.00% Added +203.6k +203,552
21 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 665,000665.0k $26.4m $26.4m 0.01% New
22 LAZARD ASSET MANAGEMENT LLC 0.04% of their portfolio NEW YORK, NY 641,900641.9k $25.5m $25.5m 0.04% Reduced -8.8k -8,792
23 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 566,758566.8k $22.5m $22.5m 0.00% Added +81.4k +81,430
24 Weiss Asset Management LP 0.35% of their portfolio BOSTON, MA 550,000550.0k $21.9m $21.9m 0.35% Reduced -225.0k -225,000
25 FMR LLC 0.00% of their portfolio BOSTON, MA 525,283525.3k $20.9m $20.9m 0.00% Added +20.4k +20,400
26 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 524,444524.4k $20.8m $20.8m 0.00% Reduced -56.0k -56,000
27 VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio ATLANTA, GA 467,025467.0k $18.6m $18.6m 0.02% Reduced -867.0k -867,025
28 ANGELO GORDON & CO., L.P. 2.38% of their portfolio NEW YORK, NY 450,000450.0k $17.9m $17.9m 2.38% Added +100.0k +100,000
29 WOLVERINE ASSET MANAGEMENT LLC 0.29% of their portfolio CHICAGO, IL 438,212438.2k $17.4m $17.4m 0.29% Added +156.8k +156,821
30 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 390,127390.1k $15.5m $15.5m 0.00% Reduced -120.8k -120,799
31 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 377,374377.4k $15.0m $15.0m 0.01% Reduced -1.2m -1,159,859
32 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 252,090252.1k $10.0m $10.0m 0.01% Unchanged
33 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 218,697218.7k $8.7m $8.7m 0.00% Added +62.5k +62,550
34 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 216,996217.0k $8.6m $8.6m 0.02% Reduced -5.0k -5,000
35 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 207,468207.5k $8.2m $8.2m 0.00% Reduced -3.5k -3,468
36 BlueCrest Capital Management Ltd 0.68% of their portfolio ST HELIER, Y9 153,583153.6k $6.1m $6.1m 0.68% Added +66.8k +66,793
37 FEDERATED HERMES, INC. 0.01% of their portfolio PITTSBURGH, PA 129,000129.0k $5.1m $5.1m 0.01% Unchanged
38 Daiwa Securities Group Inc. 0.01% of their portfolio CHIYODA-KU,TOKYO, M0 100,000100.0k $4.0m $4.0m 0.01% New
39 Aequim Alternative Investments LP 0.13% of their portfolio MILL VALLEY, CA 100,000100.0k $4.0m $4.0m 0.13% New
40 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 96,53896.5k $3.8m $3.8m 0.00% Reduced -300 -300
41 Meridian Wealth Management, LLC 0.15% of their portfolio LEXINGTON, KY 89,28889.3k $3.5m $3.5m 0.15% Reduced -1.6k -1,628
42 GABELLI FUNDS LLC 0.02% of their portfolio Rye, NY 73,86373.9k $2.9m $2.9m 0.02% Reduced -29.6k -29,620
43 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 70,11970.1k $2.8m $2.8m 0.01% Reduced -1.3k -1,313
44 INFRASTRUCTURE CAPITAL ADVISORS, LLC 0.30% of their portfolio New York, NY 62,61762.6k $2.5m $2.5m 0.30% Reduced -650.9k -650,868
45 AEGON USA Investment Management, LLC 1.70% of their portfolio CEDAR RAPIDS, IA 57,00057.0k $2.3m $2.3m 1.70% Unchanged
46 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 43,15043.1k $1.7m $1.7m 0.02% Reduced -1.6k -1,600
47 CREDIT INDUSTRIEL ET COMMERCIAL 0.25% of their portfolio PARIS FRANCE, I0 40,00040.0k $1.6m $1.6m 0.25% Unchanged
48 KCM INVESTMENT ADVISORS LLC 0.04% of their portfolio GREENBRAE, CA 33,58333.6k $1.3m $1.3m 0.04% Reduced -221 -221
49 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 30,62930.6k $1.2m $1.2m 0.00% Reduced -125 -125
50 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 29,87129.9k $1.2m $1.2m 0.00% Added +2.3k +2,344
51 SSI INVESTMENT MANAGEMENT LLC 0.08% of their portfolio Los Angeles, CA 29,52529.5k $1.2m $1.2m 0.08% Reduced -875 -875
52 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 28,89028.9k $1.1m $1.1m 0.00% Added +4.6k +4,578
53 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 28,03428.0k $1.2m $1.2m 0.00% Added +2.6k +2,603
54 Garner Asset Management Corp 0.39% of their portfolio PLANO, TX 20,97021.0k $833.3k $833.3k 0.39% Reduced -3.4k -3,420
55 Essex Financial Services, Inc. 0.05% of their portfolio ESSEX, CT 20,37520.4k $809.7k $809.7k 0.05% Reduced -115 -115
56 Dakota Wealth Management 0.02% of their portfolio PALM BEACH GARDENS, FL 19,76019.8k $785.3k $785.3k 0.02% Added +2.1k +2,135
57 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 19,66319.7k $781.4k $781.4k 0.00% Reduced -8.5k -8,456
58 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 19,29919.3k $766.9k $766.9k 0.00% Reduced -5.5k -5,504
59 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 17,95218.0k $713.4k $713.4k 0.00% Reduced -369.1k -369,062
60 JENNISON ASSOCIATES LLC 0.00% of their portfolio NEW YORK, NY 15,91115.9k $632.3k $632.3k 0.00% Unchanged
61 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 15,67615.7k $623.0k $623.0k 0.00% New
62 Darden Wealth Group Inc 0.36% of their portfolio ANN ARBOR, MI 15,06915.1k $598.8k $598.8k 0.36% Reduced -132 -132
63 UBS Group AG 0.00% of their portfolio ZURICH, V8 13,16113.2k $523.0k $523.0k 0.00% Reduced -1.5k -1,460
64 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 12,80112.8k $508.7k $508.7k 0.00% Reduced -4.7k -4,668
65 Kaizen Financial Strategies 0.22% of their portfolio CAMPBELL, CA 10,75210.8k $427.3k $427.3k 0.22% Reduced -3.6k -3,601
66 Principle Wealth Partners LLC 0.03% of their portfolio MADISON, CT 10,64510.6k $423.0k $423.0k 0.03% Unchanged
67 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 7,6167.6k $302.0k $302.0k 0.00% Added +1.1k +1,137
68 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 7,5957.6k $301.8k $301.8k 0.00% Added +181 +181
69 OPPENHEIMER ASSET MANAGEMENT INC. 0.00% of their portfolio NEW YORK, NY 6,4806.5k $257.5k $257.5k 0.00% Reduced -56 -56
70 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 6,1006.1k $242.4k $242.4k 0.00% Reduced -100 -100
71 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 5,5965.6k $222.4k $222.4k 0.00% Added +564 +564
72 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 5,3795.4k $213.0k $213.0k 0.00% New
73 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 5,1555.2k $204.9k $204.9k 0.00% Reduced -730 -730
74 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 3,5163.5k $139.7k $139.7k 0.00% Added +2.5k +2,472
75 Annis Gardner Whiting Capital Advisors, LLC 0.03% of their portfolio TAMPA, FL 2,2902.3k $91.0k $91.0k 0.03% Unchanged
76 Colonial Trust Advisors 0.00% of their portfolio SPARTANBURG, SC 1,0531.1k $41.8k $41.8k 0.00% Unchanged
77 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 564564 $22.4k $22.4k 0.00% First filing
78 Winthrop Capital Management, LLC 0.00% of their portfolio Carmel, IN 426426 $17.0k $17.0k 0.00% Reduced -132 -132
79 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 300300 $11.9k $11.9k 0.00% Reduced -13 -13
80 Olistico Wealth, LLC 0.01% of their portfolio TULSA, OK 250250 $9.9k $9.9k 0.01% New
81 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 231231 $9.2k $9.2k 0.00% Unchanged
82 COMERICA BANK 0.00% of their portfolio DALLAS, TX 117117 $4.7k $4.7k 0.00% Reduced -683 -683
83 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 103103 $4.1k $4.1k 0.00% Unchanged
84 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 5858 $2.3k $2.3k 0.00% Unchanged
85 Pinnacle Bancorp, Inc. 0.00% of their portfolio BEATRICE, NE 5151 $2.0k $2.0k 0.00% Unchanged
86 CWM, LLC 0.00% of their portfolio OMAHA, NE 3636 $1.0k $1.0k 0.00% Unchanged
87 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 3535 $1.4k $1.4k 0.00% Reduced -36 -36
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