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NEE.PRT

NextEra Energy 7.234% Corporate Units

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: 4244 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$262M +$39.5M +891,973 +18%
Capital Research Global Investors
2
Capital Research Global Investors
California
$189M +$189M +4,261,472 New
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$159M -$257K -5,800 -0.2%
BlackRock
4
BlackRock
New York
$104M -$6.34M -142,975 -6%
PSC
5
Portman Square Capital
United Kingdom
$90.8M
Parallax Volatility Advisers
6
Parallax Volatility Advisers
California
$54.7M -$10.5M -237,703 -23%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$53.1M
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$40.2M +$88.2K +1,990 +0.2%
VanEck Associates
9
VanEck Associates
New York
$39.7M -$4.05M -91,304 -9%
Ameriprise
10
Ameriprise
Minnesota
$37.9M -$10.2M -230,000 -21%
Mirae Asset Global ETFs Holdings
11
Mirae Asset Global ETFs Holdings
Hong Kong
$28.5M +$28.5M +643,792 New
Calamos Advisors
12
Calamos Advisors
Illinois
$22.3M -$247K -5,575 -1%
State Street
13
State Street
Massachusetts
$18M -$1.6M -36,000 -8%
SAG
14
Susquehanna Advisors Group
Pennsylvania
$15.5M -$17.7M -400,000 -53%
SAMU
15
SONA Asset Management (US)
New York
$15.5M -$8.86M -200,000 -36%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$14.4M +$5.48M +123,700 +61%
Victory Capital Management
17
Victory Capital Management
Texas
$13.3M
P8IP
18
Pier 88 Investment Partners
California
$11.3M -$4.74M -106,910 -29%
CCM
19
Context Capital Management
California
$11.1M
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$10.6M -$123M -2,785,819 -92%
JP Morgan Chase
21
JP Morgan Chase
New York
$9.23M +$2.88M +65,093 +45%
Two Sigma Investments
22
Two Sigma Investments
New York
$8.65M -$17.2M -388,475 -67%
Bank of America
23
Bank of America
North Carolina
$6.9M +$5.66M +127,811 +455%
GF
24
Gabelli Funds
New York
$6.11M
Janus Henderson Group
25
Janus Henderson Group
$5.77M

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.