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NextEra Energy

3,021 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, 1,391 increasing their positions, 1,067 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 1,391 | 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

1.52% more ownership

Funds ownership: 82.99%84.51% (+1.5%)

1% less funds holding

Funds holding: 3,0423,021 (-21)

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
3,021
Holders Change
-21
Holders Change %
-0.69%
% of All Funds
36.53%
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
1,391
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
VC
3001
Vestor Capital
Illinois
$2.42K +$742K +8,203 +1,160%
RBC
3002
Roble Belko & Company
Pennsylvania
$2K
PJC
3003
Phillip James Consulting
Minnesota
$1.93K
MWM
3004
Mosley Wealth Management
California
$1.84K -$10.9K -121 -85%
PSFG
3005
Park Square Financial Group
Georgia
$1.75K -$1.81K -20 -50%
Vanguard Advisers Inc
3006
Vanguard Advisers Inc
Pennsylvania
$1.75K -$271 -3 -13%
WA
3007
Walsh & Associates
Florida
$1.75K
FGA
3008
Fortis Group Advisors
New Jersey
$1.49K +$1.54K +17 New
GPFA
3009
Game Plan Financial Advisors
Ohio
$1.49K +$1.54K +17 New
GIM
3010
Gold Investment Management
Alberta, Canada
$1.14K
CAN
3011
Capital Advisor Network
Indiana
$965 -$1.72K -19 -63%
MHIP
3012
Mountain Hill Investment Partners
New Jersey
$940
RPA
3013
Redwood Park Advisors
California
$790
BMC
3014
Bear Mountain Capital
Washington
$716
HC
3015
Hurley Capital
New York
$530 +$362 +4 +200%
3FI
3016
3 Factor Indexing
California
$439
Parallax Volatility Advisers
3017
Parallax Volatility Advisers
California
$439 +$181 +2 +67%
RJA
3018
Ross\Johnson & Associates
Minnesota
$351
ORAM
3019
One River Asset Management
Connecticut
$351 +$90 +1 +33%
MCA
3020
Maryland Capital Advisors
Maryland
$176 +$181 +2 New
HAP
3021
Harbor Asset Planning
Massachusetts
$41 -$32K -354 Closed
ZIG
3022
Zurich Insurance Group
Switzerland
-$104M -1,123,113 Closed
Temasek Holdings
3023
Temasek Holdings
Singapore
-$42.6M -459,165 Closed
CVA
3024
Ceredex Value Advisors
Florida
-$27.9M -300,748 Closed
IMPI
3025
Ilmarinen Mutual Pension Insurance
Finland
-$24.3M -261,359 Closed

NEE Hedge Fund Activity: Q2 2026 in Review

3,021 of the 8,269 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 1,391 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.

  • 3,021 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.