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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
QCG
826
Quadrant Capital Group
Ohio
$4.71M -$395K -4,366 -8%
FA
827
Fagan Associates
New York
$4.71M +$106K +1,175 +2%
BFG
828
Bleakley Financial Group
New Jersey
$4.71M +$144K +1,593 +3%
AG
829
Advocate Group
Minnesota
$4.69M -$25K -276 -0.5%
CAC
830
Core Alternative Capital
Georgia
$4.66M -$573K -6,339 -11%
BCB
831
Brian C. Broderick
$4.65M +$2M +22,061 +71%
RCIM
832
Red Cedar Investment Management
Michigan
$4.62M
TCA
833
Tortoise Capital Advisors
Kansas
$4.61M -$151K -1,669 -3%
HW
834
HORAN Wealth
Ohio
$4.6M +$118K +1,300 +3%
CG
835
Castellan Group
Kentucky
$4.58M -$168K -1,857 -3%
GWMIA
836
Global Wealth Management Investment Advisory
Florida
$4.58M +$262K +2,891 +6%
HPCM
837
Hunter Perkins Capital Management
Illinois
$4.58M -$20.4K -225 -0.4%
YIH
838
Y-Intercept (HK)
Hong Kong
$4.57M +$4.71M +52,105 New
VCM
839
Violich Capital Management
California
$4.57M -$33.9K -375 -0.7%
BBES
840
Buffalo Business & Estate Services
New York
$4.54M -$4.16M -45,983 Closed
EC
841
Enhancing Capital
Pennsylvania
$4.53M
AMIM
842
Aull & Monroe Investment Management
Alabama
$4.52M +$27.1K +300 +0.6%
FEG
843
Financial Enhancement Group
Indiana
$4.51M +$76.3K +844 +2%
KC
844
Kinloch Capital
Virginia
$4.49M +$32.7K +362 +0.7%
PF
845
Phoenix Financial
Israel
$4.49M -$1.17M -12,902 -20%
PT
846
Plimoth Trust
Massachusetts
$4.47M -$27K -298 -0.6%
LWA
847
Lineweaver Wealth Advisors
Ohio
$4.46M +$279K +3,081 +6%
NFG
848
Nations Financial Group
Iowa
$4.45M +$156K +1,720 +4%
KFS
849
Kurt F. Somerville
$4.43M +$490K +5,417 +12%
CBA
850
Coastal Bridge Advisors
Connecticut
$4.43M +$171K +1,888 +4%

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.