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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
CFSG
651
Community Financial Services Group
Vermont
$8.04M +$351K +3,882 +4%
HPC
652
HM Payson & Co
Maine
$8.04M +$2.73M +30,146 +49%
VT
653
Vise Technologies
New York
$8.03M +$1.65M +18,272 +25%
ALMGDA
654
AG2R La Mondiale Gestion d'Actifs
France
$8.02M +$812K +8,982 +11%
CTA
655
Colonial Trust Advisors
South Carolina
$8.02M -$4.52K -50 -0.1%
BWP
656
Burling Wealth Partners
Illinois
$8M +$275K +3,045 +3%
TS
657
Triglav Skladi
Slovenia
$8M +$1.82M +20,143 +28%
Baillie Gifford & Co
658
Baillie Gifford & Co
United Kingdom
$7.97M -$4.6M -50,809 -36%
AIP
659
Ameritas Investment Partners
Nebraska
$7.94M -$103K -1,134 -1%
DCM
660
Donaldson Capital Management
Indiana
$7.88M -$100K -1,107 -1%
PI
661
Parkside Investments
Illinois
$7.86M +$209K +2,305 +3%
IAA
662
Independent Advisor Alliance
North Carolina
$7.85M +$50.2K +555 +0.6%
LW
663
Linscomb Wealth
Texas
$7.84M -$144K -1,596 -2%
SCP
664
Stamos Capital Partners
California
$7.79M -$141K -1,562 -2%
TCM
665
Telos Capital Management
California
$7.7M +$82K +906 +1%
DA
666
Dillon & Associates
Michigan
$7.65M +$369K +4,077 +5%
Westfield Capital Management
667
Westfield Capital Management
Massachusetts
$7.63M -$29.9K -331 -0.4%
CCM
668
Coldstream Capital Management
Washington
$7.6M -$746K -8,243 -9%
SIM
669
Studio Investment Management
Illinois
$7.55M -$107K -1,184 -1%
CFC
670
Cincinnati Financial Corp
Ohio
$7.55M
CC
671
Constitution Capital
Connecticut
$7.54M -$2.68M -29,599 -26%
FTA
672
Financial & Tax Architects
Missouri
$7.49M -$175K -1,934 -2%
PTB
673
Pioneer Trust Bank
Oregon
$7.48M -$17.6K -195 -0.2%
CCFCSB
674
Cape Cod Five Cents Savings Bank
Massachusetts
$7.45M +$7.68M +84,872 New
CCA
675
Carrera Capital Advisors
Michigan
$7.44M +$178K +1,971 +2%

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.