NEXTERA ENERGY CAP HLDGS INC NEE 3 03.01.27
NOTE 3.000% 3/0 · US DOMESTIC · CUSIP 65339KCY4
68
institutional holders
+14 vs Q1 2025
25.4m
shares reported held*
$1.4bnreported value*
16 new
16 added
18 reduced
2 sold out
net bought ≈ $17.2m (+11.0m 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 ≈ $54.74.
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2025 | 54 |
| Q2 2025 | 68 |
Biggest buyers
| CITADEL ADVISORS LLC | New | +32.2m |
| Point72 Asset Management, L.P. | New | +23.8m |
| Mirabaud Asset Management (France) SAS | New | +14.5m |
| SCHRODER INVESTMENT MANAGEMENT GROUP | New | +9.6m |
| SSI INVESTMENT MANAGEMENT LLC | Added | +5.5m |
| TRUIST FINANCIAL CORP | New | +5.1m |
| FRANKLIN RESOURCES INC | New | +5.0m |
| CSS LLC/IL | Added | +5.0m |
| Jain Global LLC | New | +5.0m |
| SUSQUEHANNA ADVISORS GROUP, INC. | New | +5.0m |
Biggest sellers
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -65.6m |
| WHITEBOX ADVISORS LLC | Reduced | -16.1m |
| WELLS FARGO & COMPANY/MN | Reduced | -9.1m |
| Walleye Capital LLC | Reduced | -5.0m |
| CAMDEN ASSET MANAGEMENT L P /CA | Reduced | -4.5m |
| TWO SIGMA INVESTMENTS, LP | Reduced | -3.9m |
| SONA ASSET MANAGEMENT (US) LLC | Sold out | -2.5m |
| CITIGROUP INC | Sold out | -2.5m |
| BARCLAYS PLC | Reduced | -2.1m |
| STATE STREET CORP | Reduced | -1.8m |
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| CAMDEN ASSET MANAGEMENT L P /CA 4.88% of their portfolio | 183.3m $208.4m | Reduced -4.5m |
| LAZARD ASSET MANAGEMENT LLC 0.13% of their portfolio | 82.1m $93.5m | Added +2.1m |
| TWO SIGMA INVESTMENTS, LP 0.15% of their portfolio | 72.8m $82.8m | Reduced -3.9m |
| Calamos Advisors LLC 0.30% of their portfolio | 60.8m $69.0m | Added +2.7m |
| ADVENT CAPITAL MANAGEMENT /DE/ 1.29% of their portfolio | 51.7m $58.9m | Added +3.2m |
| VOYA INVESTMENT MANAGEMENT LLC 0.04% of their portfolio | 39.2m $44.6m | Reduced -65.6m |
| SSI INVESTMENT MANAGEMENT LLC 2.69% of their portfolio | 33.6m $38.2m | Added +5.5m |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.07% of their portfolio | 33.2m $38.0m | Reduced -40.0k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 32.2m $36.7m | New |
| Point72 Asset Management, L.P. 0.06% of their portfolio | 23.8m $27.0m | New |
| STATE STREET CORP 0.00% of their portfolio | 19.4m $22.1m | Reduced -1.8m |
| JONES ROAD CAPITAL MANAGEMENT, L.P. 19.30% of their portfolio | 17.4m $19.8m | Unchanged |
| Lombard Odier Asset Management (Europe) Ltd 1.38% of their portfolio | 16.9m $19.2m | Added +750.0k |
| Mirabaud Asset Management (France) SAS 17.30% of their portfolio | 14.5m $17.3m | New |
| WHITEBOX ADVISORS LLC 0.44% of their portfolio | 14.2m $16.2m | Reduced -16.1m |
| Walleye Capital LLC 0.13% of their portfolio | 12.5m $14.2m | Reduced -5.0m |
| FMR LLC 0.00% of their portfolio | 12.4m $14.1m | Unchanged |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 12.0m $13.8m | Added +370.0k |
| SHENKMAN CAPITAL MANAGEMENT INC 1.26% of their portfolio | 10.8m $12.7m | Added +1.2m |
| CSS LLC/IL 0.71% of their portfolio | 10.0m $11.3m | Added +5.0m |
| BlackRock, Inc. 0.00% of their portfolio | 9.7m $11.0m | Reduced -1.0m |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio | 9.6m $11.0m | New |
| MORGAN STANLEY 0.00% of their portfolio | 9.1m $10.4m | Added +361.0k |
| Invesco Ltd. 0.00% of their portfolio | 8.7m $9.9m | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% of their portfolio | 8.3m $9.5m | Added +750.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 7.5m $8.5m | Unchanged |
| OAKTREE CAPITAL MANAGEMENT LP 0.16% of their portfolio | 7.1m $8.1m | Reduced -1.7m |
| INCOME RESEARCH & MANAGEMENT 2.04% of their portfolio | 6.7m $7.6m | Added +215.0k |
| Nicholas Investment Partners, LP 0.64% of their portfolio | 6.3m $7.2m | Unchanged |
| RWC Asset Management LLP 0.38% of their portfolio | 6.3m $7.2m | Reduced -200.0k |
| AXA S.A. 0.02% of their portfolio | 6.3m $7.1m | Reduced -300.0k |
| WESTWOOD HOLDINGS GROUP INC 0.04% of their portfolio | 6.1m $6.1m | Unchanged |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 5.6m $6.4m | Reduced -575.0k |
| TRUIST FINANCIAL CORP 0.01% of their portfolio | 5.1m $5.8m | New |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 5.0m $5.7m | New |
| SUSQUEHANNA ADVISORS GROUP, INC. 0.00% of their portfolio | 5.0m $56.8k | New |
| Jain Global LLC 0.09% of their portfolio | 5.0m $5.7m | New |
| Man Group plc 0.01% of their portfolio | 4.9m $5.6m | Added +870.0k |
| OFI INVEST ASSET MANAGEMENT 0.11% of their portfolio | 4.7m $4.6m | Added +900.0k |
| CONNING INC. 0.18% of their portfolio | 4.6m $5.2m | Unchanged |
| BlueCrest Capital Management Ltd 0.54% of their portfolio | 4.3m $4.9m | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% of their portfolio | 3.7m $4.2m | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 3.1m $3.5m | Added +1.4m |
| Amundi 0.12% of their portfolio | 2.9m $338.9m | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 2.7m $3.0m | Added +1.9m |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 2.0m $2.3m | New |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 1.7m $1.9m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.4m $1.6m | New |
| Central Pacific Bank - Trust Division 0.19% of their portfolio | 1.3m $1.5m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 1.1m $1.3m | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 1.0m $1.1m | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 921.0k $1.0m | Reduced -2.1m |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 795.0k $910.2k | New |
| DNCA FINANCE 0.07% of their portfolio | 750.0k $859.9k | Unchanged |
| Linden Advisors LP 0.00% of their portfolio | 650.0k $739.1k | New |
| Erste Asset Management GmbH 0.01% of their portfolio | 650.0k $750.0k | Added +650.0k |
| AEGON USA Investment Management, LLC 0.53% of their portfolio | 621.0k $706.1k | Unchanged |
| TORONTO DOMINION BANK 0.00% of their portfolio | 355.0k $402.4k | New |
| Calamos Wealth Management LLC 0.01% of their portfolio | 303.0k $343.9k | Reduced -70.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 300.0k $341.0k | Reduced -100.0k |
| AQR Arbitrage LLC 0.01% of their portfolio | 280.0k $319.1k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 279.0k $317.1k | Reduced -9.1m |
| ABN AMRO INVESTMENT SOLUTIONS 0.00% of their portfolio | 200.0k $227.9k | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 125.0k $142.2k | New |
| NATIXIS 0.09% of their portfolio | 16.2k $18.4m | Reduced -10.0k |
| Oaktree Fund Advisors, LLC 0.03% of their portfolio | 14.0k $16.0k | Unchanged |
| Candriam S.C.A. 0.01% of their portfolio | 1.9k $2.2m | Reduced -700 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio | 0 $0 | Unchanged |