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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
VOYA Investment Management
1
VOYA Investment Management
Georgia
$408M +$10.6M +200,000 +3%
Franklin Resources
2
Franklin Resources
California
$290M +$1.15M +21,657 +0.4%
BlackRock
3
BlackRock
New York
$157M -$7.56M -142,435 -4%
ACM
4
Advent Capital Management
New York
$103M -$6.97M -131,212 -6%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$86.9M +$84.1M +1,584,000 New
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$82.7M -$80.1M -1,509,000 -48%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$73.8M – – –
VanEck Associates
8
VanEck Associates
New York
$62.4M -$788K -14,843 -1%
Victory Capital Management
9
Victory Capital Management
Texas
$58.8M -$797K -15,014 -1%
American Century Companies
10
American Century Companies
Missouri
$55.7M -$327K -6,159 -0.6%
Wells Fargo
11
Wells Fargo
California
$42M -$3.24M -60,912 -7%
Calamos Advisors
12
Calamos Advisors
Illinois
$39.8M +$97.4K +1,833 +0.2%
Mirae Asset Global ETFs Holdings
13
Mirae Asset Global ETFs Holdings
Hong Kong
$39M -$3.98M -74,934 -9%
AAI
14
Aequim Alternative Investments
California
$37.5M – – –
Ameriprise
15
Ameriprise
Minnesota
$33.5M +$22.3M +420,000 +183%
State Street
16
State Street
Massachusetts
$28.1M -$584K -11,000 -2%
MSL
17
Mackay Shields LLC
New York
$24M -$113K -2,126 -0.5%
SCM
18
Shaolin Capital Management
Florida
$22.8M -$4.93M -92,792 -17%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$22.6M – – –
Point72 Asset Management
20
Point72 Asset Management
Connecticut
$20.7M – – –
MF
21
Magnetar Financial
Illinois
$18.1M – – –
Citigroup
22
Citigroup
New York
$17.7M -$3.19M -60,000 -15%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$14.2M – – –
CIEC
24
Crédit Industriel et Commercial
France
$14.1M – – –
SAM
25
Socorro Asset Management
Texas
$10.2M -$2.23M -42,000 -18%
1
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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.