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NEE.PRS

NextEra Energy 7.299% Corporate Units
NEE.PRS

63 hedge funds and large institutions have $1.86B invested in NextEra Energy 7.299% Corporate Units in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

7% more funds holding

Funds holding: 59 → 63 (+4)

0% more capital invested

Capital invested by funds: $1.86B → $1.86B (+$4.8M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

48% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 27

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
0.76%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
11
Increased
14
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$84.1M
2
Ameriprise
Ameriprise
Minnesota
+$22.3M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$10.6M
4
JP Morgan Chase
JP Morgan Chase
New York
+$4.06M
5
HI
HBK Investments
Texas
+$2.66M

Top Sellers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$80.1M
2
PSC
Portman Square Capital
United Kingdom
-$53.1M
3
SAMU
SONA Asset Management (US)
New York
-$10M
4
KACA
Kayne Anderson Capital Advisors
California
-$9.08M
5
Morgan Stanley
Morgan Stanley
New York
-$7.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$673K +$124K +2,330 +22%
SEI Investments
52
SEI Investments
Pennsylvania
$623K +$39.9K +751 +7%
Citadel Advisors
53
Citadel Advisors
Florida
$614K +$630K +11,869 New
AUIM
54
Aegon USA Investment Management
Iowa
$412K – – –
Two Sigma Investments
55
Two Sigma Investments
New York
$404K +$415K +7,809 New
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$341K -$12.4K -234 -3%
CWM
57
Calamos Wealth Management
Illinois
$246K -$2.66K -50 -1%
OAM
58
Oppenheimer Asset Management
New York
$221K -$956 -18 -0.4%
OC
59
Oppenheimer & Co
New York
$215K +$220K +4,150 New
TI
60
Tidal Investments
Wisconsin
$204K +$210K +3,950 New
WT
61
Whittier Trust
California
$190K +$194K +3,645 New
SPIA
62
Steward Partners Investment Advisory
New York
$67.9K +$14.8K +279 +27%
Osaic Holdings
63
Osaic Holdings
Arizona
$11.6K +$11.9K +225 New
WWM
64
Wolff Wiese Magana
California
$11.4K – – –
CA
65
CoreCap Advisors
Michigan
$6.42K +$6.59K +124 New
SAMU
66
SONA Asset Management (US)
New York
– -$10M -200,000 Closed
KACA
67
Kayne Anderson Capital Advisors
California
– -$9.08M -182,000 Closed
SAG
68
Susquehanna Advisors Group
Pennsylvania
– -$3.25M -65,179 Closed
Macquarie Group
69
Macquarie Group
Australia
– -$2.71M -54,312 Closed
Parallax Volatility Advisers
70
Parallax Volatility Advisers
California
– -$2.1M -27,844 Closed
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
– -$12.6K -252 Closed
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
– -$2.84K -57 Closed
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NEE.PRS Hedge Fund Activity: Q4 2025 in Review

63 of the 8,252 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy 7.299% Corporate Units (NEE.PRS) for Q4 2025, worth a combined $1.86B — up 0.26% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NEE.PRS positions and 7 closed out — a net gain of 4 holders — while 14 added to existing stakes and 27 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $84.1M. The largest seller was D.E. Shaw & Co, cutting an estimated $80.1M.

  • 63 institutional investors held NextEra Energy 7.299% Corporate Units (NEE.PRS) as of Q4 2025, up from 59 in Q3 2025.
  • Funds reported $1.86B of NextEra Energy 7.299% Corporate Units stock for Q4 2025, up 0.26% quarter-over-quarter.
  • 11 funds opened new NextEra Energy 7.299% Corporate Units positions in Q4 2025 and 7 closed out, a net change of +4 holders.
  • The largest NextEra Energy 7.299% Corporate Units buyer in Q4 2025 was Bank of Montreal, an estimated $84.1M added.
  • The largest NextEra Energy 7.299% Corporate Units seller in Q4 2025 was D.E. Shaw & Co, an estimated $80.1M sold.

Based on aggregated 13F filings for Q4 2025.