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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
OFW
2501
Omnia Family Wealth
Florida
$273K
WP
2502
WealthSpring Partners
California
$273K
SRC
2503
Shufro Rose & Co
New York
$272K +$45.2K +500 +19%
JWM
2504
JPL Wealth Management
Colorado
$270K -$2.35K -26 -0.8%
SLWA
2505
San Luis Wealth Advisors
California
$270K +$3.26K +36 +1%
CIG
2506
Cascade Investment Group
Colorado
$269K +$278K +3,070 New
MSWM
2507
McGlone Suttner Wealth Management
Wisconsin
$269K -$14.3K -158 -5%
WA
2508
Waddell & Associates
Tennessee
$269K -$3.89K -43 -1%
SSA
2509
South Street Advisors
New York
$269K
HEM
2510
Henson-Edgewater Management
Ohio
$268K
CPA
2511
Capital Performance Advisors
California
$268K -$188K -2,074 -40%
BPW
2512
BlueDoor Private Wealth
Massachusetts
$268K +$3.71K +41 +1%
AIA
2513
Armor Investment Advisors
North Carolina
$268K -$5.52K -61 -2%
LK
2514
Lumbard & Kellner
New Hampshire
$268K
1WA
2515
180 Wealth Advisors
Washington
$267K +$22.8K +252 +9%
MF
2516
Meridian Financial
Massachusetts
$267K
DM
2517
Diversified Management
Wisconsin
$266K -$26K -287 -9%
FFA
2518
Frazier Financial Advisors
Ohio
$266K +$10.9K +120 +4%
VIPI
2519
Vista Investment Partners II
Indiana
$265K +$4.34K +48 +2%
GCP
2520
Gill Capital Partners
Colorado
$265K +$110K +1,220 +68%
SFWC
2521
Strategic Family Wealth Counselors
New Jersey
$265K
FMP
2522
Financial Management Professionals
Texas
$265K +$108K +1,193 +65%
VNA
2523
Valley National Advisers
Pennsylvania
$265K -$4.34K -48 -2%
SH
2524
SLT Holdings
Arizona
$265K
TC
2525
Trilogy Capital
California
$265K +$273K +3,014 New

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.