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NEE.PRT

NextEra Energy 7.234% Corporate Units

51 hedge funds and large institutions have $1.25B invested in NextEra Energy 7.234% Corporate Units in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

16% more funds holding

Funds holding: 4451 (+7)

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $1.29B → $1.25B (-$43.2M)

Holders
51
Holders Change
+7
Holders Change %
+15.91%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
16
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$311M +$11.2M +223,966 +4%
Capital Research Global Investors
2
Capital Research Global Investors
California
$208M +$205K +4,100 +0.1%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$171M -$4.52M -90,628 -3%
BlackRock
4
BlackRock
New York
$111M -$5.33M -106,821 -4%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$58.5M
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$44.3M
VanEck Associates
7
VanEck Associates
New York
$44.1M -$557K -11,162 -1%
Victory Capital Management
8
Victory Capital Management
Texas
$32.9M -$2.91M -58,323 -8%
Mirae Asset Global ETFs Holdings
9
Mirae Asset Global ETFs Holdings
Hong Kong
$27.9M -$3.2M -64,059 -10%
Ameriprise
10
Ameriprise
Minnesota
$25.5M -$27.4M -548,000 -51%
Calamos Advisors
11
Calamos Advisors
Illinois
$24.6M +$59.8K +1,197 +0.2%
P8IP
12
Pier 88 Investment Partners
California
$22.3M +$10M +200,900 +78%
FSA
13
Financial Sense Advisors
California
$21M -$213K -4,266 -1%
State Street
14
State Street
Massachusetts
$20.9M +$749K +15,000 +4%
Citigroup
15
Citigroup
New York
$16.9M +$12M +239,750 +224%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$15M
CCM
17
Context Capital Management
California
$12.2M
Raymond James Financial
18
Raymond James Financial
Florida
$10M +$10.3M +206,341 New
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$9.84M
JP Morgan Chase
20
JP Morgan Chase
New York
$9.74M +$2.4M +48,162 +32%
RA
21
Rational Advisors
New York
$9.3M +$5.81M +116,400 +156%
Bank of America
22
Bank of America
North Carolina
$6.47M +$101K +2,021 +2%
GF
23
Gabelli Funds
New York
$6.24M +$2M +40,000 +45%
Wells Fargo
24
Wells Fargo
California
$3.67M +$198K +3,968 +6%
Barclays
25
Barclays
United Kingdom
$3.28M +$3.36M +67,317 New

NEE.PRT Hedge Fund Activity: Q4 2025 in Review

51 of the 8,256 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy 7.234% Corporate Units (NEE.PRT) for Q4 2025, worth a combined $1.25B — down 3.3% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NEE.PRT positions and 4 closed out — a net gain of 7 holders — while 16 added to existing stakes and 14 trimmed.

The largest buyer was Fosun International, opening a new position worth an estimated $334M. The largest seller was Portman Square Capital, cutting an estimated $99.8M.

  • 51 institutional investors held NextEra Energy 7.234% Corporate Units (NEE.PRT) as of Q4 2025, up from 44 in Q3 2025.
  • Funds reported $1.25B of NextEra Energy 7.234% Corporate Units stock for Q4 2025, down 3.3% quarter-over-quarter.
  • 11 funds opened new NextEra Energy 7.234% Corporate Units positions in Q4 2025 and 4 closed out, a net change of +7 holders.
  • The largest NextEra Energy 7.234% Corporate Units buyer in Q4 2025 was Fosun International, an estimated $334M added.
  • The largest NextEra Energy 7.234% Corporate Units seller in Q4 2025 was Portman Square Capital, an estimated $99.8M sold.

Based on aggregated 13F filings for Q4 2025.