We are live on ! Find out more
NEE icon

NextEra Energy
NEE

3,031 hedge funds and large institutions have $160B invested in NextEra Energy in 2026 Q1 according to their latest regulatory filings, with 274 funds opening new positions, 1,287 increasing their positions, 1,131 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 274 | Existing positions closed: 148

74% more funds holding in top 10

Funds holding in top 10: 47 → 82 (+35)

16% more capital invested

Capital invested by funds: $138B → $160B (+$22.2B)

14% more call options, than puts

Call options by funds: $2.17B | Put options by funds: $1.9B

14% more repeat investments, than reductions

Existing positions increased: 1,287 | Existing positions reduced: 1,131

3% more funds holding

Funds holding: 2,957 → 3,031 (+74)

0.18% more ownership

Funds ownership: 82.78% → 82.96% (+0.18%)

Holders
3,031
Holders Change
+74
Holders Change %
+2.5%
% of All Funds
37.27%
Holding in Top 10
82
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+74.47%
% of All Funds
1.01%
New
274
Increased
1,287
Reduced
1,131
Closed
148
Calls
$2.17B
Puts
$1.9B
Net Calls
+$268M
Net Calls Change
+$93.7M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$885M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$595M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$543M
4
UBS Group
UBS Group
Switzerland
+$438M
5
Goldman Sachs
Goldman Sachs
New York
+$431M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$717M
2
Capital International Investors
Capital International Investors
California
-$187M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$143M
4
Marshall Wace
Marshall Wace
United Kingdom
-$128M
5
Bank of America
Bank of America
North Carolina
-$106M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1026
Hall Capital Management
Rhode Island
$2.85M +$61.2K +688 +2%
BTW
1027
Boston Trust Walden
Massachusetts
$2.85M – – –
DRD
1028
Dennis R. Delaney
$2.83M +$2.26M +25,400 +499%
EPIMS
1029
Evelyn Partners Investment Management Services
$2.83M +$439K +4,943 +19%
MA
1030
Mutual Advisors
Nebraska
$2.82M +$204K +2,291 +8%
GDP
1031
Great Diamond Partners
Maine
$2.81M -$66.1K -744 -2%
BCI
1032
Blue Capital Inc
Nebraska
$2.8M +$2.68M +30,184 New
CWI
1033
Conscious Wealth Investments
Florida
$2.79M -$103K -1,155 -4%
MO
1034
McMillan Office
Michigan
$2.79M – – –
RP
1035
Rowlandmiller & Partners
Georgia
$2.79M -$9.96K -112 -0.4%
WIC
1036
Wilkins Investment Counsel
Massachusetts
$2.79M – – –
SC
1037
Syon Capital
California
$2.78M -$4.53K -51 -0.2%
OIA
1038
OneDigital Investment Advisors
Kansas
$2.78M -$71.1K -800 -3%
WA
1039
WealthTrust Axiom
Pennsylvania
$2.77M +$89 +1 +0%
MWM
1040
M3 Wealth Management
Ohio
$2.77M +$41.1K +462 +2%
MJRIC
1041
Mogy Joel R Investment Counsel
California
$2.77M – – –
EWM
1042
Empirical Wealth Management
Washington
$2.76M +$824K +9,265 +45%
WMA
1043
West Michigan Advisors
Michigan
$2.76M +$68.4K +769 +3%
GKWIM
1044
Gerber Kawasaki Wealth & Investment Management
California
$2.75M -$72.8K -819 -3%
CWM
1045
Cornerstone Wealth Management
Missouri
$2.75M +$190K +2,133 +8%
CWM
1046
Connecticut Wealth Management
Connecticut
$2.75M -$49.3K -554 -2%
UOTTAIMCU
1047
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.74M +$101K +1,133 +4%
HFS
1048
Hantz Financial Services
Michigan
$2.74M +$402K +4,518 +18%
FF
1049
Farrow Financial
Vermont
$2.73M +$6.85K +77 +0.3%
GA
1050
GoalVest Advisory
New York
$2.72M +$1.02M +11,422 +64%
40 41
42
43 44

NEE Hedge Fund Activity: Q1 2026 in Review

3,031 of the 8,133 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q1 2026, worth a combined $160B — up 16% from $138B a quarter earlier.

Buyers outnumbered sellers: 274 funds opened new NEE positions and 148 closed out — a net gain of 126 holders — while 1,287 added to existing stakes and 1,131 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $885M. The largest seller was Corient Private Wealth, cutting an estimated $717M.

  • 3,031 institutional investors held NextEra Energy (NEE) as of Q1 2026, up from 2,957 in Q4 2025.
  • Funds reported $160B of NextEra Energy stock for Q1 2026, up 16% quarter-over-quarter.
  • 274 funds opened new NextEra Energy positions in Q1 2026 and 148 closed out, a net change of +126 holders.
  • The largest NextEra Energy buyer in Q1 2026 was JP Morgan Chase, an estimated $885M added.
  • The largest NextEra Energy seller in Q1 2026 was Corient Private Wealth, an estimated $717M sold.

Based on aggregated 13F filings for Q1 2026.