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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
TI
501
TrueMark Investments
Illinois
$13M +$1.89M +20,844 +16%
FA
502
Fiduciary Alliance
South Carolina
$13M +$780K +8,620 +6%
SFA
503
Sequoia Financial Advisors
Ohio
$12.9M +$201K +2,217 +2%
FAT
504
First American Trust
California
$12.9M -$144K -1,589 -1%
LG
505
LaFleur & Godfrey
Michigan
$12.8M +$467K +5,166 +4%
SCB
506
Saudi Central Bank
Saudi Arabia
$12.8M +$6.33M +69,960 +92%
BAAM
507
Baker Avenue Asset Management
California
$12.8M +$3.8M +41,958 +41%
IGAM
508
iA Global Asset Management
Quebec, Canada
$12.8M -$1.66M -18,353 -11%
CTA
509
Chesley Taft & Associates
Illinois
$12.7M +$518K +5,724 +4%
MOS
510
MGO One Seven
Ohio
$12.6M +$283K +3,129 +2%
OC
511
Opal Capital
Florida
$12.6M +$1.69M +18,693 +15%
JWM
512
JGP Wealth Management
Oregon
$12.6M +$48.9K +541 +0.4%
PA
513
Parallel Advisors
California
$12.5M +$366K +4,046 +3%
SWIG
514
Strategic Wealth Investment Group
Kentucky
$12.5M +$12.9M +142,330 New
FFA
515
Farther Finance Advisors
California
$12.3M +$1.19M +13,158 +10%
KFC
516
Klingenstein Fields & Co
New York
$12.3M -$113K -1,253 -0.9%
BIAS
517
Beacon Investment Advisory Services
New Jersey
$12.2M +$645K +7,136 +5%
VVP
518
Venture Visionary Partners
Ohio
$12.2M -$435K -4,804 -3%
WC
519
Westwind Capital
New Mexico
$12.2M +$690K +7,626 +6%
DWM
520
Dakota Wealth Management
Florida
$12.1M -$299K -3,303 -2%
PP
521
Patten & Patten
Tennessee
$12.1M -$112K -1,235 -0.9%
ACM
522
Aquatic Capital Management
Illinois
$12.1M +$12.5M +138,177 New
P
523
Paradiem
Louisiana
$12.1M -$1.89M -20,910 -13%
NB
524
Norinchukin Bank
Japan
$12.1M +$48.4K +535 +0.4%
WC
525
Woodstock Corp
Massachusetts
$12M -$46.3K -512 -0.4%

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.