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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
E
2626
Entelevest
Florida
$236K +$19.6K +217 +9%
KFP
2627
Kroeger Financial Partners
California
$235K +$243K +2,682 New
FA
2628
Fountainhead AM
New Jersey
$235K +$243K +2,681 New
BNA
2629
BankChampaign National Association
Illinois
$235K +$243K +2,681 New
GKFF
2630
George Kaiser Family Foundation
Oklahoma
$235K +$242K +2,680 New
PGCM
2631
Prescott Group Capital Management
Oklahoma
$235K +$242K +2,680 New
TCM
2632
TD Capital Management
Tennessee
$235K -$2.44K -27 -1%
WIM
2633
Westside Investment Management
California
$235K
AWC
2634
Adamsbrown Wealth Consultants
Kansas
$235K +$5.7K +63 +2%
GFPC
2635
Global Financial Private Client
Florida
$234K +$1.63K +18 +0.7%
SFC
2636
SYM Financial Corp
Indiana
$234K +$2.71K +30 +1%
AEPWM
2637
Atlantic Edge Private Wealth Management
Florida
$234K
HIS
2638
Harvest Investment Services
Illinois
$234K +$13.2K +146 +6%
BWM
2639
BlackDiamond Wealth Management
New York
$233K +$40.3K +445 +19%
PMG
2640
ProVise Management Group
Florida
$233K -$108K -1,198 -31%
TC
2641
TAGStone Capital
North Carolina
$233K
AIP
2642
Almanack Investment Partners
Pennsylvania
$233K +$240K +2,654 New
NB
2643
Northwest Bancshares
Pennsylvania
$233K -$4.52K -50 -2%
FBT
2644
First Bank & Trust
South Dakota
$232K +$239K +2,646 New
WG
2645
Wellington Group
Indiana
$231K
IA
2646
Insight Advisors
Pennsylvania
$231K -$22.3K -246 -9%
AFP
2647
Alpha Financial Partners
Kentucky
$231K -$2.71K -30 -1%
MWA
2648
Motive Wealth Advisors
Michigan
$231K -$8.14K -90 -3%
AP
2649
Advisortrust Partners
North Carolina
$230K +$27.5K +304 +13%
Loomis, Sayles & Company
2650
Loomis, Sayles & Company
Massachusetts
$230K +$13.2K +146 +6%

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.