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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
NGA
601
Naples Global Advisors
Florida
$9.51M +$390K +4,307 +4%
CA
602
Clearstead Advisors
Ohio
$9.48M -$1.13M -12,490 -10%
FIA
603
FNY Investment Advisers
New York
$9.48M +$9.77M +108,000 New
NW
604
NewEdge Wealth
Pennsylvania
$9.44M -$413K -4,561 -4%
CF
605
Covea Finance
France
$9.44M
RAM
606
Robinhood Asset Management
California
$9.43M +$9.71M +107,392 New
MWM
607
Marietta Wealth Management
Georgia
$9.42M +$221K +2,438 +2%
LIP
608
Lighthouse Investment Partners
Florida
$9.38M +$8.89M +98,313 +1,154%
RIG
609
Renaissance Investment Group
Massachusetts
$9.37M +$368K +4,067 +4%
LSERS
610
Louisiana State Employees Retirement System
Louisiana
$9.36M +$45.2K +500 +0.5%
NCM
611
Novare Capital Management
North Carolina
$9.28M -$68.5K -757 -0.7%
OIC
612
Orion Investment Company
Missouri
$9.24M +$108K +1,192 +1%
BP
613
BNP Paribas
France
$9.2M +$2.93M +32,349 +45%
PNC
614
Park National Corp
Ohio
$9.19M -$675K -7,459 -7%
AWM
615
Axxcess Wealth Management
California
$9.17M -$32.6K -360 -0.3%
ANBT
616
American National Bank & Trust
Texas
$9.16M -$185K -2,047 -2%
BFS
617
Bradley Foster & Sargent
Connecticut
$9.15M +$43.3K +479 +0.5%
SAM
618
Shikiar Asset Management
New York
$9.15M +$408K +4,511 +5%
CCM
619
Cohen Capital Management
California
$9.15M
HPIA
620
Hamilton Point Investment Advisors
North Carolina
$9.14M +$198K +2,188 +2%
WSFS
621
Wilmington Savings Fund Society
Delaware
$9.14M -$204K -2,252 -2%
PCM
622
Parsons Capital Management
Rhode Island
$9.14M -$21.4M -236,977 -69%
NC
623
Nicholas Company
Wisconsin
$9.14M +$16.7K +185 +0.2%
BFA
624
Bragg Financial Advisors
North Carolina
$9.13M +$353K +3,898 +4%
HFS
625
Haverford Financial Services
Pennsylvania
$9.11M -$61.2K -677 -0.6%

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.