# NEXTERA ENERGY INC UNIT 11/01/2027

NEXTERA ENERGY INC UNIT 11/01/2027 is a security (CUSIP 65339F119) tracked across SEC portfolio filings. 61 institutional managers reported $1.2B on Form 13F as of 2026-06-30; 17 registered fund positions totaling $315.7M via N-PORT as of 2026-04-30.

## Summary

- Issuer: NEXTERA ENERGY INC
- Class: UNIT 11/01/2027
- CUSIP: 65339F119
- Asset category: EP
- 13F holders: 61
- 13F value: $1.2B
- 13F period: 2026-06-30
- N-PORT fund positions: 17
- N-PORT value: $315.7M
- N-PORT report: 2026-04-30

## Top institutional holders (Form 13F)

_Showing 15 of 61 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| FRANKLIN RESOURCES INC | San Mateo, CA | $338.0M | 6,432,632 |
| Capital Research Global Investors | Los Angeles, CA | $224.1M | 4,265,572 |
| BlackRock, Inc. | New York, NY | $107.9M | 2,053,069 |
| BANK OF MONTREAL /CAN/ | TORONTO, A6 | $63.0M | 1,200,000 |
| [MASSACHUSETTS FINANCIAL SERVICES CO /MA/](https://search.stillhousedata.com/firm/110045) | Boston, MA | $60.3M | 1,186,600 |
| [Calamos Advisors LLC](https://search.stillhousedata.com/firm/105758) | NAPERVILLE, IL | $51.8M | 1,041,520 |
| D. E. Shaw & Co., Inc. | New York, NY | $40.0M | 764,181 |
| VICTORY CAPITAL MANAGEMENT INC | San Antonio, TX | $35.1M | 668,957 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | CENTRAL, K3 | $31.0M | 589,895 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Toronto, A6 | $25.8M | 493,222 |
| [Shaolin Capital Management LLC](https://search.stillhousedata.com/firm/300095) | MIAMI, FL | $24.9M | 475,000 |
| PIER 88 INVESTMENT PARTNERS LLC | SAN FRANCISCO, CA | $22.8M | 458,330 |
| CITIGROUP INC | NEW YORK, NY | $22.4M | 451,357 |
| Financial Sense Advisors, Inc. | SAN DIEGO, CA | $21.5M | 408,776 |
| STATE STREET CORP | BOSTON, MA | $20.4M | 389,000 |

## Top fund holders (N-PORT)

_Showing 15 of 17 fund positions by value._

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [Capital Income Builder](https://search.stillhousedata.com/fund/S000009000) | Capital Income Builder | $126.0M | 9.94% |
| [American Funds Global Balanced Fund](https://search.stillhousedata.com/fund/S000031109) | American Funds Global Balanced Fund | $99.3M | 30.64% |
| [Calamos Market Neutral Income Fund](https://search.stillhousedata.com/fund/S000004062) | CALAMOS INVESTMENT TRUST/IL | $26.9M | 15.26% |
| John Hancock Tax-Advantaged Dividend Income Fund | John Hancock Tax-Advantaged Dividend Income Fund | $10.8M | 110.18% |
| CALAMOS CONVERTIBLE & HIGH INCOME FUND | CALAMOS CONVERTIBLE & HIGH INCOME FUND | $10.6M | 103.38% |
| CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND | CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND | $9.9M | 102.65% |
| Calamos Dynamic Convertible & Income Fund | Calamos Dynamic Convertible & Income Fund | $8.4M | 122.12% |
| Bancroft Fund Ltd | Bancroft Fund Ltd | $4.6M | 334.90% |
| Ellsworth Growth & Income Fund Ltd | Ellsworth Growth & Income Fund Ltd | $4.2M | 246.03% |
| Gabelli Convertible & Income Securities Fund Inc | Gabelli Convertible & Income Securities Fund Inc | $4.2M | 503.84% |
| John Hancock Premium Dividend Fund | John Hancock Premium Dividend Fund | $3.4M | 47.00% |
| John Hancock Preferred Income Fund III | John Hancock Preferred Income Fund III | $2.3M | 51.02% |
| John Hancock Preferred Income Fund | John Hancock Preferred Income Fund | $2.1M | 50.38% |
| John Hancock Preferred Income Fund II | John Hancock Preferred Income Fund II | $1.8M | 52.47% |
| [PGIM Income Builder Fund](https://search.stillhousedata.com/fund/S000004703) | Prudential Investment Portfolios 16 | $543K | 21.03% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/65339F119.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.