NEXTERA ENERGY INC - UNIT 11/01/2027 (NEEPRT)

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / UNIT 11/01/2027
Total 13F shares
942,380
Share change
-68,195
Total reported value
$45,897,401
Price per share
$48.61
Number of holders
3
Value change
-$3,207,220
Number of buys
1
Number of sells
2

Institutional Holders of NEXTERA ENERGY INC - UNIT 11/01/2027 (NEEPRT) as of Q4 2025

As of 31 Dec 2025, NEXTERA ENERGY INC - UNIT 11/01/2027 (NEEPRT) was held by 3 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 942,380 shares. The largest 3 holders included MASSACHUSETTS FINANCIAL SERVICES CO /MA/, Formidable Asset Management, LLC, and Wealthcare Advisory Partners LLC. This page lists 3 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.