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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
FAM
776
Fulcrum Asset Management
United Kingdom
$5.39M -$7.63M -84,406 -58%
CAMV
777
Concord Asset Management (Virginia)
Virginia
$5.37M +$1.29M +14,260 +30%
QT
778
Quantbot Technologies
New York
$5.34M +$5.5M +60,812 New
AC
779
AlphaCore Capital
California
$5.33M +$658K +7,274 +14%
GI
780
GAMMA Investing
California
$5.32M +$394K +4,358 +8%
S
781
SignatureFD
Georgia
$5.31M +$40.3K +445 +0.7%
FWP
782
FAS Wealth Partners
Kansas
$5.27M +$469K +5,184 +9%
OIM
783
Opus Investment Management
Massachusetts
$5.27M
SBFM
784
S-Bank Fund Management
Finland
$5.25M -$2.46M -27,180 -31%
FSA
785
Financial Sense Advisors
California
$5.22M +$3.35K +37 +0.1%
CK
786
Cohen Klingenstein
New York
$5.21M
CFO
787
Callan Family Office
Pennsylvania
$5.21M +$120K +1,332 +2%
BMWM
788
Brown Miller Wealth Management
Virginia
$5.2M -$400K -4,427 -7%
AC
789
AXQ Capital
New Jersey
$5.2M +$5.36M +59,213 New
SSA
790
Schonfeld Strategic Advisors
New York
$5.17M +$5.09M +56,250 +2,097%
ISL
791
Ingalls & Snyder LLC
New York
$5.11M -$151K -1,673 -3%
SI
792
Sava Infond
Slovenia
$5.09M +$2.62M +28,970 +100%
HCMT
793
Highland Capital Management (Tennessee)
Tennessee
$5.08M -$15.4K -170 -0.3%
RWM
794
Rockline Wealth Management
New York
$5.06M -$54.2K -599 -1%
FAM
795
Fred Alger Management
New York
$5.05M +$244K +2,693 +5%
PVI
796
Pine Valley Investments
New Jersey
$5.03M -$59.7K -660 -1%
VCM
797
Vision Capital Management
Oregon
$5.01M -$19K -210 -0.4%
TWP
798
Triad Wealth Partners
Kansas
$5.01M +$228K +2,518 +5%
FWCM
799
Ferguson Wellman Capital Management
Oregon
$4.98M +$82.9K +916 +2%
FAP
800
Financial Advisory Partners
Florida
$4.98M -$57.9K -640 -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.