NextEra Energy: which funds bought and sold

Institutions that bought and sold NextEra Energy shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 1,526 institutions that filed 13F reports for both quarters added to or opened positions in NextEra Energy, and 1,203 cut or closed them. Together they added a net 7.3M shares, +0.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 21.4M shares (−9.0%); index fund managers were net buyers of 11.0M shares (+1.8%). 142 opened a new position and 145 sold out entirely.

Bought, Q2 2026 1,526 institutions, 142 of them new holders Sold, Q2 2026 1,203 institutions, 145 of them sold out

Net change, all compared +7.3M shares (+0.4%)

Net change, active managers −21.4M shares (−9.0%), 47 bought, 46 sold

Buyers versus sellers

institutions compared, 3,096

1,526 bought 367 1,203 sold

Active managers and hedge funds 47 bought · 46 sold · −21.4M

Index fund managers 6 bought · 6 sold · +11.0M

Other institutions 1,473 bought · 1,151 sold · +17.8M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	+8.0M +4.5%	186.8M	$16.4B
Amundi	+4.2M +46.5%	13.3M	$1.2B
Jpmorgan Chase & Co	+4.1M +3.6%	116.0M	$10.3B
Assenagon Asset Management S.A.	+3.0M +260.9%	4.2M	$368M
Marshall Wace, LLP Hedge fund	+2.6M +349.3%	3.4M	$296M
Vanguard Portfolio Management LLC Index funds	+1.8M +3.0%	62.2M	$5.5B
Ameriprise Financial Inc	+1.6M +21.8%	9.2M	$807M
Geode Capital Management, LLC Index funds	+1.6M +3.4%	50.0M	$4.4B
Employees Provident Fund Board	+1.6M +64.0%	4.1M	$360M
Balyasny Asset Management L.P. Hedge fund	+1.5M +2084.0%	1.6M	$142M
SG Americas Securities, LLC	+1.5M +112.0%	2.9M	$254M
Healthcare Of Ontario Pension Plan Trust Fund	+1.5M +57.2%	4.0M	$354M
Goldman Sachs Group Inc	+1.1M +5.0%	23.9M	$2.1B
Impax Asset Management Group PLC	+1.1M +2495.4%	1.2M	$103M
Mitsubishi Ufj Trust & Banking Corp	+1.1M +33.8%	4.2M	$365M
Panagora Asset Management Inc Active manager	+909K +97.4%	1.8M	$162M
Alliancebernstein L.P. Active manager	+907K +15.7%	6.7M	$622M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC	+896K +5.8%	16.3M	$1.4B
Jupiter Asset Management Ltd Active manager	+864K New position	864K	$75.9M
Vanguard Capital Management LLC Index funds	+827K +0.6%	136.2M	$12B

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Marshall Wace, LLP Hedge fund	+2.6M +349.3%	3.4M	$296M
Balyasny Asset Management L.P. Hedge fund	+1.5M +2084.0%	1.6M	$142M
Panagora Asset Management Inc Active manager	+909K +97.4%	1.8M	$162M
Alliancebernstein L.P. Active manager	+907K +15.7%	6.7M	$622M
Jupiter Asset Management Ltd Active manager	+864K New position	864K	$75.9M
Arrowstreet Capital, Limited Partnership Hedge fund	+667K New position	667K	$58.5M
Harding Loevner LP Active manager	+517K New position	517K	$45.3M
Man Group PLC Hedge fund	+488K +79.9%	1.1M	$96.4M
Woodline Partners LP Hedge fund	+451K +110.7%	858K	$75.3M
Cinctive Capital Management LP Hedge fund	+309K New position	309K	$27.2M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Capital Research Global Investors Active manager	−15.6M −43.6%	20.1M	$1.8B
FMR LLC Active manager	−4.3M −12.8%	29.6M	$2.6B
Pictet Asset Management Holding SA	−2.5M −26.2%	7.1M	$625M
Franklin Resources Inc Active manager	−2.1M −4.5%	44.5M	$3.9B
CIBC Bancorp Usa Inc.	−1.9M −30.2%	4.3M	$381M
GQG Partners LLC Active manager	−1.8M −19.9%	7.4M	$651M
Holocene Advisors, LP Hedge fund	−1.7M −97.5%	44K	$3.9M
Ninety One Uk Ltd	−1.7M −56.1%	1.3M	$117M
Bank Of America Corp	−1.7M −5.4%	29.7M	$2.6B
Nordea Investment Management AB	−1.3M −17.7%	6.1M	$539M
Morgan Stanley	−1.2M −1.9%	63.5M	$5.6B
Barclays PLC	−1.2M −30.6%	2.7M	$241M
Zurich Insurance Group Ltd	−1.1M Sold out	0	—
Munro Partners Active manager	−984K −63.7%	560K	$49.1M
Schroder Investment Management Group Active manager	−946K −7.8%	11.2M	$980M
Clearbridge Investments, LLC Active manager	−889K −24.0%	2.8M	$247M
Dje Kapital AG	−865K −48.0%	935K	$83.4M
Nuveen, LLC	−740K −4.5%	15.7M	$1.4B
State Street Corp Index funds	−715K −0.6%	119.0M	$10.4B
Massachusetts Financial Services Co Active manager	−673K −5.1%	12.5M	$1.1B

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Capital Research Global Investors Active manager	−15.6M −43.6%	20.1M	$1.8B
FMR LLC Active manager	−4.3M −12.8%	29.6M	$2.6B
Franklin Resources Inc Active manager	−2.1M −4.5%	44.5M	$3.9B
GQG Partners LLC Active manager	−1.8M −19.9%	7.4M	$651M
Holocene Advisors, LP Hedge fund	−1.7M −97.5%	44K	$3.9M
Munro Partners Active manager	−984K −63.7%	560K	$49.1M
Schroder Investment Management Group Active manager	−946K −7.8%	11.2M	$980M
Clearbridge Investments, LLC Active manager	−889K −24.0%	2.8M	$247M
Massachusetts Financial Services Co Active manager	−673K −5.1%	12.5M	$1.1B
Squarepoint Ops LLC Hedge fund	−516K −44.3%	649K	$57M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Jupiter Asset Management LtdActive manager	864K	$75.9M
Arrowstreet Capital, Limited PartnershipHedge fund	667K	$58.5M
Mizuho Markets Cayman LP	518K	$45.4M
Harding Loevner LPActive manager	517K	$45.3M
Cinctive Capital Management LPHedge fund	309K	$27.2M
Capitolis Liquid Global Markets LLC	277K	$24.3M
Capital Innovations LLC	240K	$21.1M
St. James Investment Company, LLC	231K	$20.3M
Grantham, Mayo, Van Otterloo & Co. LLCActive manager	219K	$19.3M
Exoduspoint Capital Management, LPHedge fund	165K	$14.5M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Zurich Insurance Group Ltd	1.1M	$104M
Temasek Holdings (Private) Ltd	459K	$42.6M
Ceredex Value Advisors LLC	301K	$27.9M
Ilmarinen Mutual Pension Insurance Co	261K	$24.3M
Shaolin Capital Management LLC	235K	$21.8M
Walleye Trading LLC	224K	$20.8M
Group One Trading LLC	148K	$13.8M
Ifc Advisors LLC	60K	$5.6M
Legacy Cg, LLC	51K	$4.8M
Buffalo Business & Estate Services Ltd	46K	$4.3M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 3,001
Ten largest holders: 47.7%
Index fund managers: 34.7%
Active managers and hedge funds: 12.2%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	47	46	10	6	−21.4M	−9.0%
Index fund managers	6	6	0	0	+11.0M	+1.8%
Other institutions	1,473	1,151	132	139	+17.8M	+2.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on NextEra Energy.

Only managers that filed a holdings report for both quarters are compared (3,096 here). 107 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

← Back to NextEra Energy · Insiders · Politicians