John Overdeck’s NextEra Energy 7.234% Corporate Units NEE.PRT Stock Holding History

John Overdeck’s Portfolio NEE.PRT Stock Details NEE.PRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$925K	Buy	+18,612	New	+$953K	﹤0.01%	3673
2025 Q3	–	Sell	-195,378	Closed	-$8.65M	–	4005
2025 Q2	$8.65M	Sell	195,378 -388,475	-67%	-$17.2M	0.02%	895
2025 Q1	$26.6M	Sell	583,853 -1,043,182	-64%	-$46.9M	0.06%	396
2024 Q4	$74.2M	Buy	+1,627,035	New	+$76.6M	0.16%	151

Other funds holding NEE.PRT

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

CAM

Camden Asset Management Los Angeles, California $3.43B AUM 14.75% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

John Overdeck's NEE.PRT Position: Q2 2026 in Review

John Overdeck opened a new position in NextEra Energy 7.234% Corporate Units (NEE.PRT) in Q2 2026: 18,612 shares worth $925K. The stake represents ﹤0.01% of the portfolio and ranks #3673 among its holdings. This is a return to the name: John Overdeck previously reported a position in NEE.PRT as recently as Q2 2025.

John Overdeck first reported a position in NEE.PRT in Q4 2024 and has held it in 4 quarters since. The position peaked at $74.2M in Q4 2024. 60 funds tracked by Wall St. Rank hold NEE.PRT as of Q2 2026.

John Overdeck held 18,612 shares of NextEra Energy 7.234% Corporate Units worth $925K as of Q2 2026.
NextEra Energy 7.234% Corporate Units was a new John Overdeck position in Q2 2026.
NextEra Energy 7.234% Corporate Units made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3673 holding.
John Overdeck first reported a position in NextEra Energy 7.234% Corporate Units in Q4 2024 and has held it in 4 quarters since.
John Overdeck's NextEra Energy 7.234% Corporate Units position peaked at $74.2M in Q4 2024.
60 funds tracked by Wall St. Rank held NextEra Energy 7.234% Corporate Units as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.