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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
BIM
726
Brentview Investment Management
Illinois
$6.42M +$184K +2,035 +3%
SFGP
727
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$6.41M +$193K +2,130 +3%
GTAM
728
Global Trust Asset Management
Florida
$6.36M +$1.09M +12,057 +20%
BA
729
Baugh & Associates
Georgia
$6.35M -$1.21M -13,356 -16%
AAIM
730
Asset Advisors Investment Management
Georgia
$6.33M +$644K +7,119 +11%
CIA
731
Capital Investment Advisors
Georgia
$6.33M +$25.7K +284 +0.4%
SF
732
Summit Financial
New Jersey
$6.26M +$195K +2,154 +3%
SIAG
733
Signet Investment Advisory Group
Rhode Island
$6.25M +$80.7K +892 +1%
MA
734
Montag & Associates
Georgia
$6.21M -$14.7K -162 -0.2%
FNA
735
First National Advisers
Nebraska
$6.19M -$440K -4,867 -6%
EF
736
Empirical Finance
Pennsylvania
$6.18M +$223K +2,465 +4%
SFG
737
SNS Financial Group
Minnesota
$6.16M +$6.01M +66,417 +1,750%
AS
738
Aware Super
Australia
$6.12M -$9.97M -110,261 -61%
PCIA
739
Prime Capital Investment Advisors
Kansas
$6.12M -$1.35M -14,914 -18%
WPIC
740
White Pine Investment Company
Michigan
$6.11M +$83.3K +921 +1%
CAIM
741
Catherine Avery Investment Management
Florida
$6.1M -$184K -2,036 -3%
FNB
742
Farmers National Bank
Kentucky
$6.1M -$22.8K -252 -0.4%
LOIM
743
Liberty One Investment Management
Illinois
$6.09M +$177K +1,960 +3%
BZWA
744
Blue Zone Wealth Advisors
California
$6.07M +$254K +2,803 +4%
MHS
745
M Holdings Securities
Oregon
$6.06M -$33.1K -366 -0.5%
SW
746
SVB Wealth
Massachusetts
$6.05M -$182K -2,009 -3%
GI
747
GLOBALT Investments
Georgia
$6.01M -$147K -1,623 -2%
JAG
748
Journey Advisory Group
Kentucky
$5.99M +$1.18K +13 +0%
KB
749
Kimelman & Baird
New York
$5.98M -$27.1K -300 -0.4%
SIC
750
Salem Investment Counselors
North Carolina
$5.97M +$70.1K +775 +1%

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.