Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in NextEra Energy, Inc. - Debt/Equity Composite Units include
Capital Research Global Investors,
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.,
PFFD - Global X U.S. Preferred ETF,
FBLAX - Franklin Managed Income Fund CLASS A,
CFIAX - Columbia Flexible Capital Income Fund Class A,
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B,
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1,
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1,
Goldman Sachs Group Inc,
QCON - American Century Quality Convertible Securities ETF,
American Century Companies Inc,
Comerica Bank,
Raymond James Financial Inc,
AABFX - Thrivent Balanced Income Plus Fund Class A,
and
Global Retirement Partners, LLC
.
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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File Date |
Source |
Investor |
|
Type |
Avg Price (Est) |
Shares |
Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
2025-07-28 |
NP |
QCON - American Century Quality Convertible Securities ETF
|
|
|
|
12,250 |
|
547 |
|
|
2025-08-26 |
13F/A |
Thrivent Financial For Lutherans
|
|
|
|
|
|
5 |
0.00 |
|
2025-08-13 |
13F |
Capital Research Global Investors
|
|
|
|
4,261,472 |
|
188,570 |
|
|
2025-08-25 |
NP |
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
27,600 |
|
1,221 |
|
|
2025-08-12 |
13F |
Global Retirement Partners, LLC
|
|
|
|
58 |
|
3 |
|
|
2025-08-25 |
NP |
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
31,400 |
|
1,389 |
|
|
2025-08-12 |
13F |
Jpmorgan Chase & Co
|
|
|
|
208,698 |
45.33 |
9,235 |
41.17 |
|
2025-08-14 |
13F |
Comerica Bank
|
|
|
|
941 |
|
42 |
|
|
2025-07-30 |
NP |
PFFD - Global X U.S. Preferred ETF
|
|
|
|
542,625 |
|
24,239 |
|
|
2025-06-24 |
NP |
FBLAX - Franklin Managed Income Fund CLASS A
|
|
|
|
475,000 |
|
20,150 |
|
|
2025-08-08 |
13F |
Massachusetts Financial Services Co /ma/
|
|
|
|
909,082 |
0.22 |
40,227 |
-2.64 |
|
2025-06-27 |
NP |
Calamos ETF Trust - Calamos Convertible Equity Alternative ETF
|
|
|
|
3,725 |
41.21 |
158 |
35.04 |
|
2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
|
|
23 |
9.52 |
|
2025-07-25 |
NP |
CFIAX - Columbia Flexible Capital Income Fund Class A
|
|
|
|
135,000 |
|
5,997 |
|
|
2025-08-12 |
13F |
American Century Companies Inc
|
|
|
|
12,250 |
|
542 |
|
|
2025-08-14 |
13F |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
643,792 |
|
28,488 |
|
|
2025-07-24 |
NP |
FSDIX - Fidelity Strategic Dividend & Income Fund
|
|
|
|
89,800 |
56.17 |
3,989 |
54.87 |
|
2025-06-26 |
NP |
JHPI - John Hancock Preferred Income ETF
|
|
|
|
14,450 |
52.91 |
613 |
45.02 |
|
2025-07-24 |
NP |
FCVSX - Fidelity Convertible Securities Fund
|
|
|
|
172,800 |
56.66 |
7,676 |
55.36 |
|
2025-08-14 |
13F |
Fmr Llc
|
|
|
|
325,100 |
61.42 |
14,366 |
58.09 |
|
2025-06-26 |
NP |
AABFX - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
316 |
|
13 |
|
|
2025-08-14 |
13F |
Goldman Sachs Group Inc
|
|
|
|
23,400 |
|
1,035 |
|
|
2025-08-14 |
13F/A |
Barclays Plc
|
|
|
|
56,437 |
25.33 |
2 |
0.00 |
|
2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
500 |
|
22 |
|
|
2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
76,101 |
116.07 |
3,367 |
109.91 |
|
2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
155,880 |
455.35 |
6,898 |
439.67 |
|
2025-06-26 |
NP |
AAINX - Thrivent Opportunity Income Plus Fund Class A
|
|
|
|
2,264 |
33.65 |
96 |
28.00 |
|
2025-08-12 |
13F |
Franklin Resources Inc
|
|
|
|
5,929,577 |
17.71 |
262,384 |
14.35 |
|
2025-08-27 |
NP |
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
59,251 |
|
2,622 |
|
|
2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
38,537 |
435.91 |
1,705 |
421.41 |
|
2025-08-27 |
NP |
AAHYX - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
1,992 |
31.23 |
88 |
27.54 |
|
2025-08-27 |
NP |
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
|
|
|
150,000 |
500.00 |
6,638 |
483.22 |
|
2025-07-22 |
13F |
Wealthcare Advisory Partners LLC
|
|
|
|
7,720 |
29.42 |
342 |
26.30 |
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
2025-08-26 |
NP |
Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
|
|
|
69,523 |
20.69 |
3,076 |
17.27 |
|