Institutional Ownership
Nextera Energy Capital 5.65 Pfd
CUSIP 65339K860PFDNEE.5.65.03/01/79.NQ1 2026
Institutional Holders
5
13F filers
Shares Held
35.6K
Aggregate institutional
Institutional Value
$816.9K
Q1 2026
Net New Holders
+0
1 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased0
Decreased1
Sold out1
Institutional Holders
5 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Whalerock Point Partners, LLC | 22.0K | $502.9K | 0 | Held |
| 2 | Boyd Watterson Asset Management LLC/Oh | 8.9K | $205.9K | 0 | Held |
| 3 | Towne Trust Company, N.A | 4.0K | $92.3K | 0 | Held |
| 4 | First Command Advisory Services, Inc. | 364 | $8.3K | +364 | New |
| 5 | Pnc Financial Services Group, Inc. | 328 | $7.5K | −94 | Reduced |