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NextEra Energy

3,023 hedge funds and large institutions have $155B invested in NextEra Energy in 2026 Q2 according to their latest regulatory filings, with 189 funds opening new positions, 1,393 increasing their positions, 1,067 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 1,393 | Existing positions reduced: 1,067

28% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 148

14% more call options, than puts

Call options by funds: $2.11B | Put options by funds: $1.86B

1.53% more ownership

Funds ownership: 82.99%84.51% (+1.5%)

1% less funds holding

Funds holding: 3,0423,023 (-19)

3% less capital invested

Capital invested by funds: $160B → $155B (-$5.54B)

48% less funds holding in top 10

Funds holding in top 10: 8243 (-39)

Holders
3,023
Holders Change
-19
Holders Change %
-0.62%
% of All Funds
36.54%
Holding in Top 10
43
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-47.56%
% of All Funds
0.52%
New
189
Increased
1,393
Reduced
1,067
Closed
148
Calls
$2.11B
Puts
$1.86B
Net Calls
+$252M
Net Calls Change
-$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LWP
2476
LMG Wealth Partners
Louisiana
$283K
CCM
2477
Crew Capital Management
Ohio
$282K
BC
2478
Broadwater Capital
Massachusetts
$281K
CCM
2479
Compass Capital Management
Minnesota
$281K
IWP
2480
IAG Wealth Partners
Wisconsin
$281K
TFA
2481
Trinity Financial Advisors
Ohio
$281K
IA
2482
Intellus Advisors
Florida
$281K +$1.63K +18 +0.6%
1M
2483
1248 Management
Missouri
$281K
FSA
2484
Financial Security Advisor
Virginia
$280K +$19.2K +212 +7%
AGP
2485
Aspire Growth Partners
Florida
$279K +$181 +2 +0.1%
WAM
2486
Worth Asset Management
Texas
$279K -$55.4K -612 -16%
CWA
2487
Consilium Wealth Advisory
Texas
$279K +$1.72K +19 +0.6%
AGC
2488
Aspen Grove Capital
Colorado
$278K
AIP
2489
Avail Investment Partners
Pennsylvania
$278K +$287K +3,170 New
IA
2490
IFG Advisors
Missouri
$278K
5NPW
2491
55 North Private Wealth
Florida
$277K +$23.5K +260 +9%
OAJ
2492
Ogorek Anthony Joseph
New York
$277K +$90 +1 +0%
WSFG
2493
Wall Street Financial Group
Illinois
$277K -$77.2K -853 -21%
HFP
2494
Holistic Financial Partners
Indiana
$276K -$90.7K -1,003 -24%
TDWM
2495
Topel & Distasi Wealth Management
California
$275K
EF
2496
Entrust Financial
Pennsylvania
$275K
RWM
2497
Riverbend Wealth Management
South Carolina
$274K +$27.9K +308 +11%
AWG
2498
Altus Wealth Group
Colorado
$274K -$36.3K -401 -11%
SFB
2499
STAR Financial Bank
Indiana
$274K +$11.9K +132 +4%
HFS
2500
Hoge Financial Services
Pennsylvania
$274K -$4.7K -52 -2%

NEE Hedge Fund Activity: Q2 2026 in Review

3,023 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q2 2026, worth a combined $155B — down 3.5% from $160B a quarter earlier.

Buyers outnumbered sellers: 189 funds opened new NEE positions and 148 closed out — a net gain of 41 holders — while 1,393 added to existing stakes and 1,067 trimmed.

The largest buyer was BlackRock, adding an estimated $724M. The largest seller was Capital Research Global Investors, cutting an estimated $1.41B.

  • 3,023 institutional investors held NextEra Energy (NEE) as of Q2 2026, down from 3,042 in Q1 2026.
  • Funds reported $155B of NextEra Energy stock for Q2 2026, down 3.5% quarter-over-quarter.
  • 189 funds opened new NextEra Energy positions in Q2 2026 and 148 closed out, a net change of +41 holders.
  • The largest NextEra Energy buyer in Q2 2026 was BlackRock, an estimated $724M added.
  • The largest NextEra Energy seller in Q2 2026 was Capital Research Global Investors, an estimated $1.41B sold.

Based on aggregated 13F filings for Q2 2026.