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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
FFG
2551
Forum Finance Group
$256K -$12.6K -139 -4%
CWM
2552
Chemistry Wealth Management
New York
$256K -$19.4K -214 -7%
BOM
2553
Bank of Marin
California
$256K -$28.8K -318 -10%
CWG
2554
Crown Wealth Group
North Carolina
$256K +$4.7K +52 +2%
FC
2555
Fusion Capital
South Carolina
$255K -$2.26K -25 -0.9%
GFWA
2556
Grey Fox Wealth Advisors
Delaware
$255K +$263K +2,908 New
BMWS
2557
Brady Martz Wealth Solutions
North Dakota
$255K +$263K +2,907 New
PFA
2558
Pinnacle Family Advisors
Missouri
$255K +$3.26K +36 +1%
SGWM
2559
Sterling Group Wealth Management
California
$254K +$4.52K +50 +2%
FAG
2560
Fortitude Advisory Group
Washington
$254K +$995 +11 +0.4%
FWM
2561
Fonville Wealth Management
Virginia
$253K +$8.59K +95 +3%
PAG
2562
Private Advisory Group
Washington
$253K +$261K +2,888 New
GRWP
2563
Green Ridge Wealth Planning
New Jersey
$253K -$452 -5 -0.2%
RFP
2564
Root Financial Partners
California
$253K +$78.7K +870 +43%
KFAS
2565
Keating Financial Advisory Services
Kansas
$253K +$13.7K +151 +6%
PGA
2566
Portland Global Advisors
Maine
$252K
RC
2567
Resolute Capital
South Carolina
$252K +$260K +2,870 New
LWM
2568
Lyell Wealth Management
California
$252K +$42K +464 +19%
FHC
2569
First Heartland Consultants
Missouri
$252K -$20.2K -223 -7%
HKAM
2570
Horizon Kinetics Asset Management
New York
$251K
MCM
2571
Marathon Capital Management
Maryland
$251K -$27.1K -300 -9%
SDH
2572
Sloy Dahl & Holst
Washington
$251K
WAM
2573
WealthTrust Asset Management
Florida
$250K +$181 +2 +0.1%
CCM
2574
Chilton Capital Management
Texas
$250K
WAS
2575
Wealth Advisory Solutions
Indiana
$250K +$258K +2,847 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.