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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
HNW
2901
High Note Wealth
Minnesota
$35.3K +$181 +2 +0.5%
VERPA
2902
Virginia Estate & Retirement Planning Advisors
Virginia
$35.2K
AWM
2903
Aberdeen Wealth Management
Illinois
$35.1K +$36.2K +400 New
ASA
2904
Axxion S.A.
Luxembourg
$35.1K +$36.2K +400 New
NWM
2905
Nova Wealth Management
Florida
$34.7K -$4.7K -52 -12%
DF
2906
Dunhill Financial
United Kingdom
$34.4K +$6.78K +75 +24%
PP
2907
PFS Partners
New Jersey
$34.3K +$271 +3 +0.8%
Q1WB
2908
Quest 10 Wealth Builders
Virginia
$33.6K +$633 +7 +2%
1NWS
2909
1 North Wealth Services
Maryland
$31.9K
GP
2910
Guardian Partners
Canada
$31.9K +$32.9K +364 New
TAP
2911
Tounjian Advisory Partners
Florida
$31.5K -$782K -8,643 -96%
OCM
2912
Osbon Capital Management
Massachusetts
$30.2K +$181 +2 +0.6%
FNWA
2913
Financial Network Wealth Advisors
Utah
$30.2K +$14.1K +156 +83%
LWM
2914
Lodestone Wealth Management
Washington
$28.7K -$7.69K -85 -21%
PS
2915
Planning Strategies
Pennsylvania
$28.4K +$29.3K +324 New
MAM
2916
Marquette Asset Management
Minnesota
$28.4K -$1.9K -21 -6%
FLP
2917
Financial Life Planners
Arizona
$28.3K +$181 +2 +0.6%
SWIM
2918
Smallwood Wealth Investment Management
New Jersey
$27.7K +$2.26K +25 +9%
IRC
2919
Investors Research Corp
Georgia
$27.3K
TWM
2920
Tripletail Wealth Management
Florida
$26.5K
VR
2921
Vision Retirement
New Jersey
$26.3K -$3.17K -35 -10%
MNA
2922
Manning & Napier Advisors
New York
$26.2K -$3.62K -40 -12%
BAM
2923
Bellevue Asset Management
Washington
$25.8K +$181 +2 +0.7%
KG
2924
Kilter Group
New York
$25K -$2.26K -25 -8%
RG
2925
RHL Group
Michigan
$25K

NEE Hedge Fund Activity: Q2 2026 in Review

3,023 of the 8,273 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.