NEXTERA ENERGY 5.65PFD

Institutions

Combined AUM (Q2 2026)

$846,069

Combined Shares (Q2 2026)

38,475

Overall Trend

Increase

All institutions combined

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

+3,163

2 institutions added · 0 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-328

1 institutions reduced · 1 exits

Est. sell amount ≈ —

⚖️ Net Share Change

+2,835

—

Net Buy

💰 Est. Net Value

≈ —

—

est. price —

⏳

Latest AUM (Q2 2026)

$846,069

Institutions

New Buys

Adds

Reduces

Exits

Unchanged

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
WHALEROCK POINT PARTNERS, LLC	0.08%	0.1%	#1	$484,000	22,000	$502,920	22,000	00.00%	Unchanged
BOYD WATTERSON ASSET MANAGEMENT LLC/OH	0.05%	0.06%	#2	$196,767	8,948	$205,893	8,948	00.00%	Unchanged
Towne Trust Company, N.A	0.04%	0.03%	#3	$142,708	6,500	$92,280	4,000	+2,500+62.50%	Add
First Command Advisory Services, Inc.	<0.01%	<0.01%	#4	$22,594	1,027	$8,321	364	+663+182.14%	Add

🧭 Institutional Sector Flow Heatmap

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Net Outflow Net Inflow