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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
IFA
2601
Interactive Financial Advisors
Illinois
$243K -$6.24K -69 -2%
ONST
2602
Old North State Trust
North Carolina
$242K +$4.7K +52 +2%
IWS
2603
Integrity Wealth Solutions
Colorado
$242K
OC
2604
Oarsman Capital
Wisconsin
$241K +$249K +2,749 New
WCA
2605
Whetstone Capital Advisors
Kansas
$241K
OAM
2606
Ostrum Asset Management
France
$241K +$35.5K +392 +17%
ISFAN
2607
Investor's Fiduciary Advisor Network
Washington
$241K +$26.7K +295 +12%
NA
2608
Nautilus Advisors
California
$241K -$4.16K -46 -2%
SL
2609
Salomon & Ludwin
Virginia
$241K -$19.1K -211 -7%
CWD
2610
Clarity Wealth Development
Oregon
$240K -$5.43K -60 -2%
AGC
2611
August Group Capital
$240K -$15.2K -168 -6%
RRA
2612
Red Reef Advisors
Florida
$240K -$5.79K -64 -2%
IPW
2613
Impact Partnership Wealth
Georgia
$240K +$247K +2,732 New
LCM
2614
Leisure Capital Management
California
$240K
LP
2615
LMR Partners
United Kingdom
$240K +$247K +2,731 New
MIM
2616
Marco Investment Management
Georgia
$239K
TF
2617
Trek Financial
Arizona
$239K -$91.9K -1,016 -27%
MFG
2618
Menard Financial Group
Texas
$239K +$246K +2,722 New
LTAS
2619
Linden Thomas Advisory Services
North Carolina
$239K +$246K +2,721 New
WWMSC
2620
Wagner Wealth Management (South Carolina)
South Carolina
$239K -$2.44K -27 -1%
MFS
2621
Madrona Financial Services
Washington
$239K -$1.45K -16 -0.6%
CWM
2622
CarsonAllaria Wealth Management
Illinois
$238K
VCM
2623
Vines Capital Management
Louisiana
$238K -$362 -4 -0.1%
EWA
2624
Etesian Wealth Advisors
Oregon
$237K -$23.8K -263 -9%
DWS
2625
Discipline Wealth Solutions
South Carolina
$236K -$5.43K -60 -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.