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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
N
401
Natixis
France
$20.6M +$13M +144,167 +160%
BPWM
402
Badgley Phelps Wealth Managers
Washington
$20.5M +$182K +2,012 +0.9%
AUB
403
Atlantic Union Bankshares
Virginia
$20.4M -$286K -3,165 -1%
SJIC
404
St. James Investment Company
Texas
$20.3M +$20.9M +230,853 New
Rafferty Asset Management
405
Rafferty Asset Management
New York
$20.2M +$5.59M +61,777 +37%
GI
406
GAMCO Investors
Connecticut
$20M -$693K -7,666 -3%
DP
407
Dearborn Partners
Illinois
$19.9M +$1.9K +21 +0%
BHIA
408
Birch Hill Investment Advisors
Massachusetts
$19.8M +$5.37M +59,405 +36%
HWM
409
HB Wealth Management
Georgia
$19.7M +$363K +4,012 +2%
PFPG
410
Pinnacle Financial Partners (Georgia)
Georgia
$19.6M +$80.7K +892 +0.4%
MYAM
411
Meiji Yasuda Asset Management
Japan
$19.5M +$2.76M +30,458 +16%
CAM
412
Congress Asset Management
Massachusetts
$19.4M +$1M +11,104 +5%
SC
413
Savant Capital
Illinois
$19.3M +$9.46M +104,595 +95%
Wealthfront Advisers
414
Wealthfront Advisers
California
$19.3M -$1.84M -20,287 -8%
KHLMVGHM
415
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$19.3M +$10.6M +117,440 +115%
Grantham, Mayo, Van Otterloo & Co (GMO)
416
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$19.3M +$19.9M +219,451 New
JMFC
417
J.M. Forbes & Co
Massachusetts
$19.2M -$59.2K -655 -0.3%
RMC
418
Resources Management Corp
Connecticut
$19.1M -$415K -4,585 -2%
QC
419
Quadrature Capital
United Kingdom
$18.9M +$1.98M +21,850 +11%
Hudson Bay Capital Management
420
Hudson Bay Capital Management
Connecticut
$18.8M
PIM
421
Penobscot Investment Management
Massachusetts
$18.7M +$185K +2,049 +1%
AssetMark Inc
422
AssetMark Inc
California
$18.7M +$1.73M +19,089 +10%
VCM
423
Voleon Capital Management
California
$18.4M +$18.4M +203,466 +3,396%
HTHT
424
Hemenway Trust Hemenway Trust
New Hampshire
$18.3M +$4.99M +55,150 +36%
SLI
425
Sumitomo Life Insurance
Japan
$18.2M +$1.2M +13,314 +7%

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.