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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
RTC
2801
Riverview Trust Company
Washington
$136K
DWS
2802
Dynamic Wealth Strategies
California
$136K -$18.6K -206 -12%
AT
2803
Arlington Trust
Alabama
$135K
FDW
2804
Fourth Dimension Wealth
Ohio
$133K +$10.7K +118 +8%
BHWM
2805
Beaird Harris Wealth Management
Texas
$131K +$1.99K +22 +1%
BAM
2806
Byrne Asset Management
New Jersey
$130K
FP
2807
Financial Perspectives
Minnesota
$125K -$8.05K -89 -6%
ACM
2808
Aster Capital Management
United Arab Emirates
$124K +$60.7K +671 +90%
SIS
2809
Strategic Investment Solutions
Illinois
$120K -$80.3K -888 -39%
IFWM
2810
Institute for Wealth Management
Colorado
$120K +$124K +1,369 New
JFA
2811
JNBA Financial Advisors
Minnesota
$120K
PB
2812
Prosperity Bancshares
Texas
$119K +$12.7K +140 +11%
ABWM
2813
Alpine Bank Wealth Management
Colorado
$116K +$120K +1,326 New
TFGT
2814
TS Financial Group (TSFG)
Illinois
$115K -$136K -1,498 -53%
RRMM
2815
Regatta Research & Money Management
Louisiana
$115K +$118K +1,308 New
SC
2816
Steph & Co
Wisconsin
$113K -$14.6K -161 -11%
RWM
2817
RMG Wealth Management
Wisconsin
$112K
VFM
2818
Vision Financial Markets
Connecticut
$111K
CWP
2819
Clark Wealth Partners
Illinois
$110K +$96.9K +1,071 +605%
MI
2820
Markowski Investments
Florida
$108K +$111K +1,228 New
Walleye Capital
2821
Walleye Capital
New York
$105K -$24.6M -271,947 -100%
BIA
2822
Bell Investment Advisors
California
$104K -$452 -5 -0.4%
WCM
2823
Westend Capital Management
California
$103K -$1.99K -22 -2%
DWA
2824
Delos Wealth Advisors
Texas
$102K +$38.4K +424 +58%
RF
2825
Roxbury Financial
New Jersey
$96.5K +$5.7K +63 +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.