NEXTERA ENERGY INC (NEEPRS)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
80
Reporting holders
$2.1B
Reported value
0.0%
Calls
0.0%
Puts
+6
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| VOYA INVESTMENT MANAGEMENT LLC | $373.1M | 7,021,945 | 0.32% | 9q | HELD |
| FRANKLIN RESOURCES INC | $298.8M | 5,623,695 | 0.06% | 9q | +0.5%+$1.6M |
| BlackRock, Inc. | $130.8M | 2,461,903 | 0.00% | 8q | -10.1%-$14.6M |
| D. E. Shaw & Co., Inc. | $114.1M | 2,131,000 | 0.05% | 9q | +2.4%+$2.7M |
| ADVENT CAPITAL MANAGEMENT /DE/ | $104.8M | 1,953,959 | 2.35% | 9q | +0.9%+$903.3K |
| BANK OF MONTREAL /CAN/ | $84.2M | 1,584,000 | 0.03% | 3q | HELD |
| TWO SIGMA INVESTMENTS, LP | $77.2M | 1,453,308 | 0.06% | 3q | +785.4%+$68.5M |
| Sculptor Capital LP | $77.0M | 1,433,571 | 0.63% | 3q | +144.5%+$45.5M |
| STATE STREET CORP | $65.9M | 1,226,814 | 0.00% | 9q | +136.7%+$38.0M |
| VICTORY CAPITAL MANAGEMENT INC | $58.4M | 1,098,825 | 0.03% | 8q | -0.7%-$439.8K |
| Aequim Alternative Investments LP | $57.9M | 1,090,000 | 0.90% | 9q | +50.3%+$19.4M |
| SUSQUEHANNA ADVISORS GROUP, INC. | $57.7M | 1,085,000 | 1.00% | 2q | +135.9%+$33.2M |
| AMERICAN CENTURY COMPANIES INC | $57.4M | 1,070,134 | 0.03% | 8q | -0.9%-$540.1K |
| LORD, ABBETT & CO. LLC | $54.1M | 1,008,950 | 0.15% | 8q | +9.8%+$4.8M |
| VAN ECK ASSOCIATES CORP | $53.2M | 1,000,670 | 0.03% | 8q | -3.0%-$1.7M |
| MacKay Shields LLC | $50.5M | 940,950 | 1.69% | 4q | +99.0%+$25.1M |
| Calamos Advisors LLC | $40.4M | 759,368 | 0.13% | 9q | -2.0%-$835.8K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $38.7M | 727,754 | 0.05% | 7q | -5.9%-$2.4M |
| Walleye Capital LLC | $26.8M | 500,000 | 0.10% | 9q | +25.0%+$5.4M |
| MILLENNIUM MANAGEMENT LLC | $24.5M | 457,328 | 0.01% | 2q | +86.7%+$11.4M |
| BANK OF AMERICA CORP /DE/ | $23.9M | 450,182 | 0.00% | 9q | +267.7%+$17.4M |
| FMR LLC | $23.3M | 435,100 | 0.00% | 9q | -0.7%-$171.3K |
| CITIGROUP INC | $21.9M | 411,453 | 0.01% | 9q | -0.6%-$130.8K |
| AMERIPRISE FINANCIAL INC | $18.5M | 345,195 | 0.00% | 9q | -71.9%-$47.5M |
| CREDIT INDUSTRIEL ET COMMERCIAL | $17.4M | 325,000 | 1.12% | 7q | HELD |
| JANE STREET GROUP, LLC | $14.9M | 280,125 | 0.00% | 7q | +213.0%+$10.1M |
| JPMORGAN CHASE & CO | $13.6M | 243,087 | 0.00% | 9q | +28.1%+$3.0M |
| MORGAN STANLEY | $12.2M | 229,352 | 0.00% | 9q | +7.0%+$794.4K |
| Invesco Ltd. | $11.5M | 217,000 | 0.00% | 9q | HELD |
| Thrivent Financial for Lutherans | $11.3M | 211,710 | 0.02% | 8q | -22.0%-$3.2M |
| HBK INVESTMENTS L P | $10.7M | 200,000 | 0.05% | 7q | HELD |
| Socorro Asset Management LP | $9.5M | 179,085 | 4.27% | 8q | HELD |
| WELLS FARGO & COMPANY/MN | $8.5M | 159,370 | 0.00% | 9q | -85.5%-$49.8M |
| UBS Group AG | $8.3M | 156,221 | 0.00% | 2q | +889.2%+$7.5M |
| CAMDEN ASSET MANAGEMENT L P /CA | $8.0M | 150,000 | 0.23% | new | NEW |
| Nuveen, LLC | $7.3M | 136,900 | 0.00% | 6q | HELD |
| Russell Investments Group, Ltd. | $6.3M | 5,900,150? | 0.01% | 9q | |
| ENVESTNET ASSET MANAGEMENT INC | $6.2M | 116,644 | 0.00% | 6q | +391.2%+$4.9M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $5.9M | 110,200 | 0.00% | 9q | +109.5%+$3.1M |
| MIZUHO SECURITIES USA LLC | $5.6M | 100,000 | 0.05% | 2q | HELD |
| Portman Square Capital LLP | $5.4M | 100,000 | 0.25% | 6q | HELD |
| CSS LLC/IL | $5.2M | 97,165 | 0.20% | 2q | +100.4%+$2.6M |
| BlueCrest Capital Management Ltd | $4.7M | 88,622 | 0.16% | 9q | -24.2%-$1.5M |
| FEDERATED HERMES, INC. | $4.2M | 79,821 | 0.01% | 4q | HELD |
| Magnetar Financial LLC | $4.2M | 77,250 | 0.04% | 6q | HELD |
| Meridian Wealth Management, LLC | $4.1M | 77,579 | 0.13% | 4q | -4.7%-$203.3K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $3.9M | 72,883 | 0.01% | 6q | +367.7%+$3.0M |
| Elequin Capital, LP | $3.8M | 70,277 | 0.11% | 3q | -70.2%-$8.9M |
| WOLVERINE ASSET MANAGEMENT LLC | $3.1M | 58,530 | 0.03% | 9q | +101.5%+$1.6M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $2.5M | 46,296 | 0.00% | 3q | -14.8%-$428.9K |
| RAYMOND JAMES FINANCIAL INC | $2.4M | 45,667 | 0.00% | 5q | +1.1%+$26.0K |
| SSI INVESTMENT MANAGEMENT LLC | $2.2M | 40,960 | 0.13% | 8q | -3.2%-$73.6K |
| Capital World Investors | $2.1M | 40,200 | 0.00% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.7M | 32,674 | 0.00% | 8q | +93.6%+$839.5K |
| BARCLAYS PLC | $1.6M | 29,410 | 0.00% | 9q | -72.6%-$4.1M |
| HRT FINANCIAL LP | $1.4M | 26,339 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $1.1M | 20,638 | 0.00% | 2q | HELD |
| VIRTUE ASSET MANAGEMENT LLC | $1.0M | 19,258 | 0.72% | 4q | -0.6%-$6.2K |
| SEI INVESTMENTS CO | $720.0K | 13,550 | 0.00% | 5q | +12.9%+$82.0K |
| Ares Systematic Credit Ltd | $586.4K | 11,035 | 0.36% | 2q | HELD |
| Andrew Hill Investment Advisors, Inc. | $505.9K | 9,520 | 0.38% | 2q | +5.5%+$26.6K |
| Ground Swell Capital, LLC | $490.4K | 9,228 | 0.53% | new | NEW |
| AEGON USA Investment Management, LLC | $430.1K | 8,000 | 0.31% | 8q | HELD |
| Cetera Investment Advisers | $415.8K | 7,824 | 0.00% | 4q | +16.2%+$57.9K |
| Tidal Investments LLC | $393.4K | 7,404 | 0.00% | 3q | +13.7%+$47.3K |
| Axxion S.A. | $376.1K | 7,000 | 0.03% | new | FIRST |
| OPPENHEIMER & CO INC | $294.9K | 5,550 | 0.00% | 3q | +31.4%+$70.4K |
| &PARTNERS | $280.5K | 5,278 | 0.00% | 2q | HELD |
| Calamos Wealth Management LLC | $269.5K | 5,072 | 0.01% | 8q | +4.9%+$12.6K |
| AQR Arbitrage LLC | $268.1K | 5,000 | 0.00% | new | NEW |
| WELLINGTON MANAGEMENT GROUP LLP | $266.8K | 5,000 | 0.00% | 2q | HELD |
| WHITTIER TRUST CO | $194.5K | 3,645 | 0.00% | 3q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $137.1K | 2,580 | 0.00% | 2q | -50.0%-$137.1K |
| Steward Partners Investment Advisory, LLC | $87.8K | 1,652 | 0.00% | 8q | -32.9%-$43.0K |
| OSAIC HOLDINGS, INC. | $62.5K | 1,177 | 0.00% | 3q | +423.1%+$50.6K |
| ROYAL BANK OF CANADA | $39.0K | 731 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $25.6K | 481 | 0.00% | new | NEW |
| BLAIR WILLIAM & CO/IL | $16.2K | 305 | 0.00% | 2q | HELD |
| WOLFF WIESE MAGANA LLC | $11.7K | 220 | 0.01% | 5q | HELD |
| Global Retirement Partners, LLC | $478 | 9 | 0.00% | new | NEW |
| NOMURA ASSET MANAGEMENT CO LTD | $0 | 0 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 80 | $2.1B | 40,219,628 | 8 | 31 | 20 | 0.0% |
| Q1 2026 | 74 | $2.1B | 36,860,696 | 15 | 28 | 14 | 0.0% |
| Q4 2025 | 64 | $1.9B | 35,806,301 | 10 | 12 | 25 | 0.0% |
| Q3 2025 | 60 | $1.9B | 37,191,839 | 8 | 14 | 23 | 0.0% |
| Q2 2025 | 61 | $1.8B | 37,313,657 | 6 | 22 | 21 | 0.0% |
| Q1 2025 | 61 | $2.2B | 45,629,710 | 11 | 19 | 19 | 0.0% |
| Q4 2024 | 58 | $1.9B | 39,632,654 | 7 | 18 | 25 | 0.0% |
| Q3 2024 | 59 | $2.2B | 39,129,625 | 17 | 21 | 19 | 0.0% |
| Q2 2024 | 52 | $1.9B | 38,572,422 | 52 | 0 | 0 | 0.0% |