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NEE.PRT

NextEra Energy 7.234% Corporate Units
NEE.PRT

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: 44 → 44 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (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
–

Top Buyers

Rank Fund Capital Flow
1
FSA
Financial Sense Advisors
California
+$20M
2
Victory Capital Management
Victory Capital Management
Texas
+$19.9M
3
Franklin Resources
Franklin Resources
California
+$10.2M
4
Ameriprise
Ameriprise
Minnesota
+$9.88M
5
SMH
Sanders Morris Harris
Texas
+$3.21M

Top Sellers

Rank Fund Capital Flow
1
Parallax Volatility Advisers
Parallax Volatility Advisers
California
-$54.7M
2
SAG
Susquehanna Advisors Group
Pennsylvania
-$15.5M
3
SAMU
SONA Asset Management (US)
New York
-$15.5M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$10.3M
5
Two Sigma Investments
Two Sigma Investments
New York
-$8.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
1
Franklin Resources
California
$289M +$10.2M +221,226 +4%
Capital Research Global Investors
2
Capital Research Global Investors
California
$200M – – –
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$170M +$1.04M +22,700 +0.6%
BlackRock
4
BlackRock
New York
$112M +$1.52M +33,152 +1%
PSC
5
Portman Square Capital
United Kingdom
$96.6M – – –
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$56.4M – – –
Ameriprise
7
Ameriprise
Minnesota
$50.4M +$9.88M +215,000 +25%
VanEck Associates
8
VanEck Associates
New York
$43.1M +$868K +18,883 +2%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$42.7M -$36.9K -803 -0.1%
Victory Capital Management
10
Victory Capital Management
Texas
$34.5M +$19.9M +433,072 +144%
Mirae Asset Global ETFs Holdings
11
Mirae Asset Global ETFs Holdings
Hong Kong
$29.9M -$384K -8,353 -1%
Calamos Advisors
12
Calamos Advisors
Illinois
$23.6M -$33.2K -722 -0.1%
FSA
13
Financial Sense Advisors
California
$20.5M +$20M +435,426 New
State Street
14
State Street
Massachusetts
$19.6M +$414K +9,000 +2%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$14.6M -$708K -15,400 -5%
P8IP
16
Pier 88 Investment Partners
California
$12.1M – – –
CCM
17
Context Capital Management
California
$11.8M – – –
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$9.86M – – –
JP Morgan Chase
19
JP Morgan Chase
New York
$7.13M -$2.62M -57,041 -27%
Bank of America
20
Bank of America
North Carolina
$6.15M -$1.16M -25,191 -16%
Janus Henderson Group
21
Janus Henderson Group
$6.13M – – –
Citigroup
22
Citigroup
New York
$5.03M +$2.6M +56,500 +112%
GF
23
Gabelli Funds
New York
$4.16M -$2.3M -50,000 -36%
RA
24
Rational Advisors
New York
$3.5M – – –
Wells Fargo
25
Wells Fargo
California
$3.36M -$218K -4,736 -6%
1
2 3

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.