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NEE.PRT

NextEra Energy 7.234% Corporate Units

44 hedge funds and large institutions have $1.29B invested in NextEra Energy 7.234% Corporate Units in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $1.26B → $1.29B (+$34.3M)

0% more funds holding

Funds holding: 4444 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

92.68% less ownership

Funds ownership: 92.68%0% (-93%)

Holders
44
Holders Change
Holders Change %
0%
% 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
10
Increased
11
Reduced
12
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMH
26
Sanders Morris Harris
Texas
$3.29M +$3.21M +69,865 New
WAM
27
Wolverine Asset Management
Illinois
$1.96M -$2.27M -49,451 -54%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.94M +$1.89M +41,220 New
Morgan Stanley
29
Morgan Stanley
New York
$1.37M -$435K -9,456 -25%
Nuveen
30
Nuveen
North Carolina
$1.21M +$1.18M +25,700 New
KACA
31
Kayne Anderson Capital Advisors
California
$1.18M +$1.15M +25,000 New
BFWM
32
Bright Futures Wealth Management
New York
$1.16M +$1.13M +24,651 New
Goldman Sachs
33
Goldman Sachs
New York
$1.1M
FAM
34
Formidable Asset Management
Ohio
$1.03M +$362K +7,875 +51%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$669K -$10.3M -225,000 -94%
FDP
36
Financiere des Professionnels
Quebec, Canada
$522K
Jennison Associates
37
Jennison Associates
New York
$474K
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$435K +$69.9K +1,521 +20%
GI
39
GAMCO Investors
Connecticut
$378K
Comerica Bank
40
Comerica Bank
Texas
$43.8K -$460 -10 -1%
SPIA
41
Steward Partners Investment Advisory
New York
$38.8K +$37.9K +825 New
ASN
42
Advisory Services Network
Georgia
$37.6K +$36.8K +800 New
GRP
43
Global Retirement Partners
California
$32K +$28.6K +622 +1,072%
MEG
44
Millstone Evans Group
Colorado
$3.53K +$3.45K +75 New
Lazard Asset Management
45
Lazard Asset Management
New York
$1.85K
IA
46
IFP Advisors
Florida
$1.22K +$1.2K +26 New
Parallax Volatility Advisers
47
Parallax Volatility Advisers
California
-$54.7M -787,858 Closed
SAMU
48
SONA Asset Management (US)
New York
-$15.5M -350,000 Closed
SAG
49
Susquehanna Advisors Group
Pennsylvania
-$15.5M -350,000 Closed
Two Sigma Investments
50
Two Sigma Investments
New York
-$8.65M -195,378 Closed

NEE.PRT Hedge Fund Activity: Q3 2025 in Review

44 of the 7,631 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy 7.234% Corporate Units (NEE.PRT) for Q3 2025, worth a combined $1.29B — up 2.7% from $1.26B a quarter earlier.

Fund positioning in NEE.PRT was balanced in Q3 2025: 10 funds opened new positions, 10 closed out, 11 added to existing stakes and 12 trimmed.

The largest buyer was Financial Sense Advisors, opening a new position worth an estimated $20M. The largest seller was Parallax Volatility Advisers, exiting entirely with an estimated $54.7M sold.

  • 44 institutional investors held NextEra Energy 7.234% Corporate Units (NEE.PRT) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $1.29B of NextEra Energy 7.234% Corporate Units stock for Q3 2025, up 2.7% quarter-over-quarter.
  • 10 funds opened new NextEra Energy 7.234% Corporate Units positions in Q3 2025 and 10 closed out, a net change of 0 holders.
  • The largest NextEra Energy 7.234% Corporate Units buyer in Q3 2025 was Financial Sense Advisors, an estimated $20M added.
  • The largest NextEra Energy 7.234% Corporate Units seller in Q3 2025 was Parallax Volatility Advisers, an estimated $54.7M sold.

Based on aggregated 13F filings for Q3 2025.