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NEE.PRT

NextEra Energy 7.234% Corporate Units
NEE.PRT

44 hedge funds and large institutions have $1.26B invested in NextEra Energy 7.234% Corporate Units in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

5% more funds holding

Funds holding: 42 → 44 (+2)

1.82% more ownership

Funds ownership: 90.86% → 92.68% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less capital invested

Capital invested by funds: $1.27B → $1.26B (-$12.9M)

47% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 17

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
9
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$189M
2
Franklin Resources
Franklin Resources
California
+$39.5M
3
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
+$28.5M
4
Bank of America
Bank of America
North Carolina
+$5.66M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$5.48M

Top Sellers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$123M
2
SAG
Susquehanna Advisors Group
Pennsylvania
-$17.7M
3
Two Sigma Investments
Two Sigma Investments
New York
-$17.2M
4
Parallax Volatility Advisers
Parallax Volatility Advisers
California
-$10.5M
5
Ameriprise
Ameriprise
Minnesota
-$10.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$4.83M – – –
WAM
27
Wolverine Asset Management
Illinois
$4.03M -$4.76M -107,332 -54%
Wells Fargo
28
Wells Fargo
California
$3.37M +$1.81M +40,881 +116%
RA
29
Rational Advisors
New York
$3.29M -$5.5M -124,200 -63%
Barclays
30
Barclays
United Kingdom
$2.5M +$505K +11,407 +25%
Citigroup
31
Citigroup
New York
$2.23M – – –
CAM
32
Camden Asset Management
California
$1.93M -$9.53M -215,000 -83%
Morgan Stanley
33
Morgan Stanley
New York
$1.71M +$1.39M +31,346 +436%
Goldman Sachs
34
Goldman Sachs
New York
$1.04M +$1.04M +23,400 New
FAM
35
Formidable Asset Management
Ohio
$695K – – –
American Century Companies
36
American Century Companies
Missouri
$542K +$543K +12,250 New
FDP
37
Financiere des Professionnels
Quebec, Canada
$491K – – –
Jennison Associates
38
Jennison Associates
New York
$446K – – –
GI
39
GAMCO Investors
Connecticut
$354K – – –
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$342K +$77.8K +1,755 +29%
Jane Street
41
Jane Street
New York
$290K -$2.82M -63,730 -91%
Comerica Bank
42
Comerica Bank
Texas
$41.6K +$41.7K +941 New
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$23K – – –
Raymond James Financial
44
Raymond James Financial
Florida
$22.1K +$22.2K +500 New
SC
45
Sculptor Capital
New York
$12.5K -$6.39M -144,136 -100%
GRP
46
Global Retirement Partners
California
$2.57K +$2.57K +58 New
WHG
47
Westwood Holdings Group
Texas
– -$5.15M -113,150 Closed
MIM
48
Monashee Investment Management
Massachusetts
– -$4.55M -100,000 Closed
Walleye Capital
49
Walleye Capital
New York
– -$4.52M -100,000 Closed
SMH
50
Sanders Morris Harris
Texas
– -$3.17M -69,865 Closed
1
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NEE.PRT Hedge Fund Activity: Q2 2025 in Review

44 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy 7.234% Corporate Units (NEE.PRT) for Q2 2025, worth a combined $1.26B — down 1% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NEE.PRT positions and 4 closed out — a net gain of 3 holders — while 9 added to existing stakes and 17 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $189M. The largest seller was D.E. Shaw & Co, cutting an estimated $123M.

  • 44 institutional investors held NextEra Energy 7.234% Corporate Units (NEE.PRT) as of Q2 2025, up from 42 in Q1 2025.
  • Funds reported $1.26B of NextEra Energy 7.234% Corporate Units stock for Q2 2025, down 1% quarter-over-quarter.
  • 7 funds opened new NextEra Energy 7.234% Corporate Units positions in Q2 2025 and 4 closed out, a net change of +3 holders.
  • The largest NextEra Energy 7.234% Corporate Units buyer in Q2 2025 was Capital Research Global Investors, an estimated $189M added.
  • The largest NextEra Energy 7.234% Corporate Units seller in Q2 2025 was D.E. Shaw & Co, an estimated $123M sold.

Based on aggregated 13F filings for Q2 2025.