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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
MSWM
2751
Mowery & Schoenfeld Wealth Management
Illinois
$202K
HBFP
2752
Henderson Brothers Financial Partners
Pennsylvania
$202K -$203K -2,245 -49%
FNBOH
2753
First National Bank of Hutchinson
Kansas
$202K -$77.7K -859 -27%
WPC
2754
Waters Parkerson & Co
Louisiana
$202K -$289K -3,190 -58%
AI
2755
Accredited Investors
Minnesota
$202K -$1.54K -17 -0.7%
ACA
2756
Ascension Capital Advisors
Texas
$201K -$2.71K -30 -1%
WAT
2757
Wealth Advisory Team
Kentucky
$201K +$207K +2,290 New
AIM
2758
AMI Investment Management
Indiana
$201K
FAM
2759
Flaharty Asset Management
Florida
$201K -$55.7K -616 -21%
OCWP
2760
Owl Creek Wealth Partners
Colorado
$201K +$8.59K +95 +4%
HIA
2761
HTG Investment Advisors
Connecticut
$200K
SHFG
2762
S Harris Financial Group
Texas
$200K -$6.78K -75 -3%
IAG
2763
Investment Advisory Group
Massachusetts
$200K +$206K +2,282 New
CC
2764
Clearwave Capital
California
$200K +$995 +11 +0.5%
RCM
2765
Requisite Capital Management
Texas
$200K -$57.3K -634 -22%
MWM
2766
Mascagni Wealth Management
Mississippi
$200K
SFG
2767
Strive Financial Group
Indiana
$200K -$435K -4,814 -68%
EWP
2768
Elevation Wealth Partners
California
$199K +$7.78K +86 +4%
MIM
2769
MTM Investment Management
South Carolina
$197K
T
2770
Tidemark
California
$195K +$26.8K +296 +15%
PIM
2771
Plato Investment Management
Australia
$194K +$5.07K +56 +3%
CB
2772
CNB Bank
Pennsylvania
$191K -$271 -3 -0.1%
MEG
2773
Millstone Evans Group
Colorado
$186K -$24.1K -266 -11%
SGFG
2774
Silver Grove Financial Group
New York
$185K +$132K +1,455 +221%
OCM
2775
Orion Capital Management
California
$182K +$90 +1 +0%

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.