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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
GLLW
2726
Graves Light Lenhart Wealth
Virginia
$210K
PCA
2727
Peddock Capital Advisors
Massachusetts
$209K +$7.78K +86 +4%
SCA
2728
Sandy Cove Advisors
Massachusetts
$209K +$215K +2,381 New
BHC
2729
Bull Harbor Capital
Maryland
$209K +$1.72K +19 +0.8%
EWM
2730
Elevatus Welath Management
New York
$208K +$215K +2,372 New
MCM
2731
Mainstay Capital Management
Michigan
$208K -$5.61K -62 -3%
CCMG
2732
Connecticut Capital Management Group
Connecticut
$207K -$1.63K -18 -0.8%
JSAM
2733
J. Safra Asset Management
New York
$207K
LWA
2734
Legacy Wealth Advisors
Florida
$207K +$213K +2,356 New
FGWP
2735
Founders Grove Wealth Partners
Virginia
$207K -$23.7K -262 -10%
SDAM
2736
Shulman DeMeo Asset Management
New York
$207K -$814 -9 -0.4%
OCM
2737
Objective Capital Management
Ohio
$206K
BWMG
2738
Barnes Wealth Management Group
California
$206K +$212K +2,348 New
BFA
2739
Beacon Financial Advisory
Ohio
$206K -$4.07K -45 -2%
GCM
2740
Gables Capital Management
Florida
$205K
FFM
2741
Flagstone Financial Management
Nebraska
$205K
RFA
2742
Rollins Financial Advisors
New York
$205K +$211K +2,333 New
MWM
2743
Meadowbrook Wealth Management
New York
$204K
SWP
2744
ShoreHaven Wealth Partners
New Jersey
$204K +$1.45K +16 +0.7%
SPWM
2745
Spartan Planning & Wealth Management
North Carolina
$204K -$221K -2,447 -51%
VST
2746
Van Strum & Towne
California
$204K
GWWM
2747
Great Waters Wealth Management
Minnesota
$203K +$2.44K +27 +1%
ACM
2748
Allred Capital Management
Texas
$203K +$181 +2 +0.1%
WAG
2749
Wilkerson Advisory Group
Missouri
$203K -$184K -2,029 -47%
OCPWS
2750
One Charles Private Wealth Services
Massachusetts
$203K +$362 +4 +0.2%

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.