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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
CPCP
2451
Cedar Point Capital Partners
Iowa
$295K +$18.1K +200 +6%
CFCS
2452
CDM Financial Counseling Services
Connecticut
$294K +$1.27K +14 +0.4%
RWA
2453
Redhawk Wealth Advisors
Minnesota
$294K +$13K +144 +4%
PCS
2454
Private Client Services
Kentucky
$294K +$3.8K +42 +1%
DWM
2455
Daner Wealth Management
Georgia
$293K +$5.34K +59 +2%
OFA
2456
Orographic Financial Advisors
Colorado
$293K
PUI
2457
Purpose Unlimited Inc
$292K
CCA
2458
Corps Capital Advisors
Texas
$292K +$90 +1 +0%
SRC
2459
Sage Rhino Capital
California
$292K +$38.5K +426 +15%
LF
2460
Lee Financial
Texas
$291K +$7.96K +88 +3%
AW
2461
Avion Wealth
Texas
$291K -$39.7K -439 -12%
CA
2462
Corrado Advisors
New Jersey
$290K
MAFA
2463
MJT & Associates Financial Advisory
Minnesota
$289K -$6.06K -67 -2%
DWA
2464
Dougherty Wealth Advisers
Minnesota
$287K
CIM
2465
Catalyst Investment Management
New Hampshire
$287K +$296K +3,273 New
AW
2466
Apricus Wealth
South Carolina
$287K
AWM
2467
Austin Wealth Management
Texas
$287K -$995 -11 -0.3%
VAG
2468
VisionPoint Advisory Group
Texas
$287K -$40.6K -449 -12%
IDBONY
2469
Israel Discount Bank of New York
New York
$285K
LWM
2470
Liberty Wealth Management
California
$285K
CCC
2471
Chelsea Counsel Company
California
$284K -$152K -1,680 -34%
BWA
2472
Bestgate Wealth Advisors
Maryland
$284K -$13.6K -150 -4%
FAM
2473
Frontier Asset Management
Wyoming
$284K +$90 +1 +0%
ECM
2474
Elgethun Capital Management
South Dakota
$284K +$12.8K +141 +5%
CI
2475
Corient IA
Florida
$283K

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.