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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
FCFC
2426
First Citizens Financial Corp
Iowa
$304K +$25.6K +283 +9%
ASCM
2427
Adkins Seale Capital Management
Louisiana
$304K
FCG
2428
Fielder Capital Group
Tennessee
$303K +$1.45K +16 +0.5%
SN
2429
Sittner & Nelson
Oregon
$303K -$7.87K -87 -2%
MHC
2430
May Hill Capital
Massachusetts
$303K -$1.08K -12 -0.3%
CWM
2431
CCG Wealth Management
California
$303K -$6.24K -69 -2%
AG
2432
AmeriFlex Group
Nevada
$302K +$15.7K +174 +5%
EPM
2433
Elm Partners Management
Pennsylvania
$302K +$2.08K +23 +0.7%
PCM
2434
Prospera Capital Management
Arizona
$302K +$2.08K +23 +0.7%
CWM
2435
C2C Wealth Management
Arizona
$301K
DMBA
2436
Deseret Mutual Benefit Administrators
Utah
$301K -$37.8K -418 -11%
HIC
2437
Harvey Investment Company
Kentucky
$301K
VWM
2438
Vigilare Wealth Management
Arizona
$301K +$2.9K +32 +0.9%
GWA
2439
Gratus Wealth Advisors
Virginia
$300K
MMHP
2440
Murphy Middleton Hinkle & Parker
Georgia
$300K
CB
2441
Centennial Bank
Arkansas
$299K
VPP
2442
Vertex Planning Partners
Illinois
$298K +$1.63K +18 +0.5%
BL
2443
Balentine LLC
Georgia
$298K +$63.6K +703 +26%
CMAI
2444
Capital Management Associates Inc
Minnesota
$298K +$8.68K +96 +3%
PD
2445
Planning Directions
Pennsylvania
$297K +$27.8K +307 +10%
BTWM
2446
Baker Tilly Wealth Management
Wisconsin
$297K +$55.3K +611 +22%
AOWM
2447
Asset One Wealth Management
Washington
$296K -$21.5K -238 -7%
APC
2448
Aspire Private Capital
North Carolina
$296K -$12.9K -143 -4%
RCG
2449
Regatta Capital Group
California
$296K +$90 +1 +0%
ACM
2450
Avalon Capital Management
California
$295K

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.