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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
WS
701
Wedbush Securities
California
$6.86M +$215K +2,380 +3%
HWAM
702
Hennion & Walsh Asset Management
New Jersey
$6.85M -$1.15M -12,720 -14%
STA
703
Summit Trail Advisors
New York
$6.75M +$229K +2,536 +3%
RWA
704
Roberts Wealth Advisors
California
$6.75M +$162K +1,787 +2%
BA
705
Bard Associates
Illinois
$6.73M -$55.4K -613 -0.8%
AA
706
Ancora Advisors
Ohio
$6.72M -$289K -3,197 -4%
SW
707
StrongBox Wealth
Missouri
$6.72M +$220K +2,432 +3%
MYA
708
Meiji Yasuda America
New York
$6.72M +$1.05M +11,644 +18%
AWM
709
AE Wealth Management
Kansas
$6.71M -$13.6M -149,998 -66%
BCFS
710
Butensky & Cohen Financial Security
Florida
$6.68M -$305K -3,371 -4%
PMWMG
711
Parr McKnight Wealth Management Group
Minnesota
$6.67M +$1.17M +12,961 +21%
BL
712
BFSG LLC
California
$6.67M -$53.9K -596 -0.8%
KHLMTHM
713
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$6.67M +$3.59M +39,710 +109%
GEA
714
Glen Eagle Advisors
New Jersey
$6.65M +$131K +1,445 +2%
RWM
715
Rench Wealth Management
Texas
$6.62M +$42.2K +467 +0.6%
HIC
716
Hartline Investment Corp
Illinois
$6.61M +$493K +5,449 +8%
LTI
717
Laffer Tengler Investments
Tennessee
$6.61M +$159K +1,759 +2%
BAM
718
Belpointe Asset Management
Nevada
$6.58M -$484K -5,346 -7%
TC
719
Truvestments Capital
Florida
$6.54M +$118K +1,303 +2%
PCA
720
Pallas Capital Advisors
Massachusetts
$6.54M +$151K +1,670 +2%
CWG
721
Cornerstone Wealth Group
North Carolina
$6.53M +$245K +2,707 +4%
BBHC
722
Brown Brothers Harriman & Co
New York
$6.49M +$270K +2,989 +4%
BRM
723
Boston Research & Management
Massachusetts
$6.48M -$17.2K -190 -0.3%
AFG
724
Atomi Financial Group
New York
$6.45M -$1.08M -11,971 -14%
TCOT
725
Trust Company of Toledo
Ohio
$6.45M +$198K +2,190 +3%

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.