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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
NMERB
626
New Mexico Educational Retirement Board
New Mexico
$9.1M +$597K +6,600 +7%
GCA
627
Greenwood Capital Associates
South Carolina
$9.09M +$134K +1,486 +1%
WIA
628
World Investment Advisors
California
$9.08M -$276K -3,053 -3%
TBA
629
Tower Bridge Advisors
Pennsylvania
$9.07M +$100K +1,105 +1%
TCBWMS
630
Texas Capital Bank Wealth Management Services
Texas
$9.04M +$1M +11,064 +12%
GAM
631
Generali Asset Management
Italy
$9.01M -$20.9K -231 -0.2%
CWM
632
Calamos Wealth Management
Illinois
$8.91M -$326K -3,601 -3%
SGC
633
Slocum, Gordon & Co
Rhode Island
$8.9M -$463K -5,122 -5%
EIA
634
Edgemoor Investment Advisors
Maryland
$8.81M -$178K -1,967 -2%
MKA
635
M. Kulyk & Associates
Georgia
$8.79M -$72K -796 -0.8%
II
636
Inspire Investing
Idaho
$8.76M +$9.03M +99,838 New
STAS
637
Strong Tower Advisory Services
Minnesota
$8.74M +$9.01M +99,584 New
BF
638
BOK Financial
Oklahoma
$8.66M -$398K -4,401 -4%
SFI
639
Siemens Fonds Invest
Germany
$8.58M +$128K +1,417 +1%
DWM
640
Diversify Wealth Management
Utah
$8.53M +$1.96M +21,637 +29%
DAS
641
Diversify Advisory Services
Utah
$8.53M +$8.49M +93,903 +4,323%
HZ
642
Hixon Zuercher
Ohio
$8.48M +$14.2K +157 +0.2%
BHWA
643
Beacon Harbor Wealth Advisors
Virginia
$8.45M +$235K +2,599 +3%
LNWTC
644
Laird Norton Wetherby Trust Company
Washington
$8.44M -$216K -2,387 -2%
AM
645
Account Management
Massachusetts
$8.41M +$896K +9,900 +12%
GT
646
Greenleaf Trust
Michigan
$8.28M -$469K -5,182 -5%
ST
647
Somerset Trust
Pennsylvania
$8.27M +$47.7K +527 +0.6%
OBGC
648
O'Brien Greene & Co
Pennsylvania
$8.13M -$8.23K -91 -0.1%
AMI
649
Amica Mutual Insurance
Rhode Island
$8.11M -$375K -4,144 -4%
GRP
650
Global Retirement Partners
California
$8.07M +$8.32M +92,001 New

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.