We are live on ! Find out more
NEE icon

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
BFS
2926
Bare Financial Services
Pennsylvania
$24.6K +$9.59K +106 +61%
NWMP
2927
Noble Wealth Management PBC
Colorado
$23.6K +$1.27K +14 +5%
RWM
2928
Rialto Wealth Management
New York
$22.6K -$3.08K -34 -12%
RYIA
2929
Roehl & Yi Investment Advisors
Oregon
$22.3K -$9.77K -108 -0.7%
CH
2930
CDKV Holdings
Colorado
$21.9K
TCM
2931
Timbuktu Capital Management
Massachusetts
$21.9K +$22.6K +250 New
BA
2932
Blueline Advisors
New Hampshire
$21.8K
SC
2933
Stance Capital
Massachusetts
$21.2K +$21.9K +242 New
WWM
2934
Wolff Wiese Magana
California
$20.1K
CVM
2935
Cheviot Value Management
California
$19.6K
AA
2936
Addison Advisors
Vermont
$19.5K -$165K -1,829 -89%
BHWM
2937
Bay Harbor Wealth Management
Maryland
$19.4K +$3.17K +35 +19%
1L
2938
10Elms LLP
Oklahoma
$19.2K +$19.8K +219 New
POIA
2939
Pin Oak Investment Advisors
Texas
$19K -$4.97K -55 -20%
PWM
2940
Proathlete Wealth Management
Florida
$18.5K +$543 +6 +3%
CMA
2941
Cedar Mountain Advisors
Oregon
$18.1K +$3.26K +36 +21%
APW
2942
Atlantic Private Wealth
North Carolina
$17.6K
AWM
2943
Abound Wealth Management
Tennessee
$17.2K -$33.5K -370 -65%
IW
2944
Imprint Wealth
South Carolina
$15.9K
CCMI
2945
Creative Capital Management Investments
California
$15.9K +$3.35K +37 +26%
SC
2946
Swan Capital
Florida
$15.7K +$633 +7 +4%
MCP
2947
Miller Capital Partners
Michigan
$15.2K
NF
2948
Napier Financial
Massachusetts
$15.2K -$1.08K -12 -6%
PCM
2949
Penserra Capital Management
California
$15K +$271 +3 +2%
MSWA
2950
Marshall & Sterling Wealth Advisors
New York
$14.7K

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.