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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
IWM
801
IHT Wealth Management
Illinois
$4.98M -$217K -2,402 -4%
CWS
802
Confluence Wealth Services
Pennsylvania
$4.97M +$722K +7,983 +16%
MCM
803
Monarch Capital Management
Indiana
$4.97M -$59.8K -661 -1%
LWCFA
804
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.96M +$143K +1,585 +3%
CA
805
Commerzbank Aktiengesellschaft
Germany
$4.96M +$1.23M +13,648 +32%
LI
806
LDIC Inc
$4.94M +$5.09M +56,297 New
WBC
807
Westpac Banking Corp
Australia
$4.93M -$839K -9,273 -14%
SAM
808
Securian Asset Management
Minnesota
$4.92M -$101K -1,112 -2%
CCT
809
Capital City Trust
Florida
$4.88M +$6.51K +72 +0.1%
JFG
810
Jefferies Financial Group
New York
$4.88M -$7.58M -83,828 -60%
SIC
811
Sigma Investment Counselors
Michigan
$4.85M -$284K -3,137 -5%
LCM
812
Logan Capital Management
Pennsylvania
$4.85M +$5M +55,239 New
IA
813
IFP Advisors
Florida
$4.85M +$19.1K +211 +0.4%
CB
814
Community Bank
New York
$4.84M -$10.8K -119 -0.2%
BB
815
Busey Bank
Illinois
$4.83M +$39.9K +441 +0.8%
SFG
816
SevenBridge Financial Group
Pennsylvania
$4.82M +$160K +1,773 +3%
MCB
817
Morton Community Bank
Illinois
$4.82M +$71.5K +790 +1%
MWM
818
Modera Wealth Management
New Jersey
$4.81M -$205K -2,270 -4%
KRSITF
819
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.8M +$34.8K +385 +0.7%
JSSH
820
J. Safra Sarasin Holding
$4.78M +$431K +4,768 +10%
BFA
821
Brendel Financial Advisors
New Hampshire
$4.77M -$25.9K -286 -0.5%
NF
822
Nvest Financial
New Hampshire
$4.77M +$124K +1,370 +3%
CFO
823
Cambient Family Office
Michigan
$4.74M +$64.4K +712 +1%
PGAM
824
Princeton Global Asset Management
New Jersey
$4.74M +$414K +4,575 +9%
ET
825
Equitable Trust
Tennessee
$4.72M -$639K -7,069 -12%

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.