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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
HPBT
2526
Hickory Point Bank & Trust
Illinois
$264K
SQA
2527
Simon Quick Advisors
New Jersey
$264K +$272K +3,012 New
AA
2528
Auxano Advisors
Washington
$264K -$11.1K -123 -4%
FF
2529
Formulate Financial
Florida
$264K
LKIM
2530
Lawson Kroeker Investment Management
Nebraska
$263K
CPWM
2531
Cypress Point Wealth Management
Texas
$263K +$271K +3,000 New
SHGA
2532
Sand Hill Global Advisors
California
$262K -$18.4K -203 -6%
6F
2533
626 Financial
Michigan
$262K +$70.6K +781 +36%
MAM
2534
McLean Asset Management
Virginia
$261K -$8.32K -92 -3%
SPWG
2535
Sage Private Wealth Group
Illinois
$261K +$11.2K +124 +4%
FWP
2536
Falcon Wealth Planning
California
$261K -$41.5K -459 -13%
OWA
2537
ORBA Wealth Advisors
Illinois
$261K -$266K -2,944 -50%
KA
2538
KLCM Advisors
Wisconsin
$261K +$633 +7 +0.2%
WAG
2539
Wheelhouse Advisory Group
Missouri
$260K +$18.1K +200 +7%
PAA
2540
Peregrine Asset Advisers
Oregon
$259K -$29.2K -323 -10%
ELM
2541
Elite Life Management
Florida
$259K -$26.8K -296 -9%
SCI
2542
Silver Coast Investments
United States
$259K +$7.51K +83 +3%
HPM
2543
Hoxton Planning & Management
West Virginia
$259K -$151K -1,673 -36%
SWM
2544
Sendero Wealth Management
Texas
$259K -$3.26K -36 -1%
ADL
2545
Asset Dedication LLC
California
$258K -$28.6K -316 -10%
CCA
2546
Cora Capital Advisors
New Jersey
$258K +$1.45K +16 +0.5%
ESC
2547
Eurizon SLJ Capital
$258K
TFA
2548
Transamerica Financial Advisors
Florida
$258K -$17.3K -191 -6%
CWA
2549
Centerline Wealth Advisors
Kentucky
$257K
IWA
2550
IBEX Wealth Advisors
New Jersey
$256K +$1.72K +19 +0.7%

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.