NEXTERA ENERGY INC (NEEPRT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
71
Reporting holders
$1.7B
Reported value
26.8%
Held as options
+5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FRANKLIN RESOURCES INC | $325.1M | 6,541,738 | 0.07% | 7q | +1.7%+$5.4M |
| Capital Research Global Investors | $212.3M | 4,271,572 | 0.03% | 5q | HELD |
| IMC-Chicago, LLC | $180.3M | options only | 0.04% | 19q | OPTIONS |
| SIMPLEX TRADING, LLC | $92.3M | options only | 0.05% | 31q | OPTIONS |
| BlackRock, Inc. | $91.8M | 1,846,469 | 0.00% | 7q | -10.1%-$10.3M |
| JPMORGAN CHASE & CO | $75.7M | 89,570 | 0.00% | 31q | -72.2%-$196.7M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $60.3M | 1,186,600 | 0.02% | 7q | +19.3%+$9.8M |
| BANK OF MONTREAL /CAN/ | $59.6M | 1,200,000 | 0.02% | 7q | HELD |
| GROUP ONE TRADING LLC | $58.1M | options only | 0.08% | 27q | OPTIONS |
| NATIONAL BANK OF CANADA /FI/ | $57.1M | options only | 0.04% | 2q | OPTIONS |
| AMERIPRISE FINANCIAL INC | $52.3M | 1,052,634 | 0.01% | 7q | +52.9%+$18.1M |
| Calamos Advisors LLC | $51.8M | 1,041,520 | 0.17% | 7q | HELD |
| CAMDEN ASSET MANAGEMENT L P /CA | $39.3M | 780,000 | 1.14% | new | NEW |
| D. E. Shaw & Co., Inc. | $38.3M | 764,181 | 0.02% | 7q | HELD |
| VAN ECK ASSOCIATES CORP | $37.3M | 750,505 | 0.02% | 7q | -3.0%-$1.2M |
| VICTORY CAPITAL MANAGEMENT INC | $37.1M | 746,124 | 0.02% | 7q | +11.5%+$3.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $27.1M | 546,209 | 0.03% | 5q | -7.4%-$2.2M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $24.5M | 485,222 | 0.02% | 7q | -1.6%-$403.3K |
| STATE STREET CORP | $23.5M | 469,720 | 0.00% | 7q | +20.8%+$4.0M |
| PIER 88 INVESTMENT PARTNERS LLC | $22.8M | 458,330 | 5.41% | 6q | -50.0%-$22.8M |
| CITIGROUP INC | $22.4M | 451,357 | 0.01% | 6q | +1.0%+$229.0K |
| Financial Sense Advisors, Inc. | $21.4M | 430,347 | 4.21% | 4q | +5.3%+$1.1M |
| SUSQUEHANNA ADVISORS GROUP, INC. | $18.6M | 375,000 | 0.32% | 2q | +87.5%+$8.7M |
| FMR LLC | $15.4M | 306,000 | 0.00% | 7q | -1.2%-$186.3K |
| Sculptor Capital LP | $15.2M | 303,113 | 0.12% | 2q | +18.1%+$2.3M |
| BANK OF AMERICA CORP /DE/ | $10.5M | 210,297 | 0.00% | 7q | -20.6%-$2.7M |
| RATIONAL ADVISORS, INC. | $10.0M | 201,000 | 0.92% | 6q | HELD |
| RAYMOND JAMES FINANCIAL INC | $9.8M | 198,106 | 0.00% | 3q | -1.1%-$113.8K |
| WOLVERINE ASSET MANAGEMENT LLC | $6.7M | 134,026 | 0.06% | 7q | -62.3%-$11.1M |
| GABELLI FUNDS LLC | $6.4M | 128,000 | 0.04% | 7q | HELD |
| DV Trading LLC | $5.3M | options only | 0.17% | new | OPTIONS |
| BARCLAYS PLC | $4.9M | 98,779 | 0.00% | 3q | +121.6%+$2.7M |
| JANE STREET GROUP, LLC | $3.3M | 67,271 | 0.00% | 2q | +15.7%+$452.9K |
| WELLS FARGO & COMPANY/MN | $3.1M | 62,973 | 0.00% | 7q | -83.8%-$16.1M |
| Portman Square Capital LLP | $2.6M | 51,000 | 0.12% | 7q | HELD |
| AssuredPartners Investment Advisors, LLC | $2.2M | 44,935 | 0.22% | 2q | +3.8%+$82.8K |
| MORGAN STANLEY | $1.9M | 38,265 | 0.00% | 6q | +25.8%+$389.5K |
| Formidable Asset Management, LLC | $1.5M | 28,435 | 0.24% | 6q | +9.9%+$133.5K |
| Nuveen, LLC | $1.3M | 25,350 | 0.00% | 4q | HELD |
| GOLDMAN SACHS GROUP INC | $1.2M | 23,401 | 0.00% | 5q | HELD |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $1.0M | 20,000 | 0.00% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $925.0K | 18,612 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $835.3K | 16,806 | 0.00% | 2q | +17.5%+$124.4K |
| UBS Group AG | $563.7K | 11,343 | 0.00% | 3q | HELD |
| JENNISON ASSOCIATES LLC | $500.8K | 10,076 | 0.00% | 7q | HELD |
| Wealthcare Advisory Partners LLC | $463.8K | 9,291 | 0.01% | 6q | -0.5%-$2.5K |
| Elequin Capital, LP | $409.3K | 8,175 | 0.01% | new | NEW |
| GAMCO INVESTORS, INC. ET AL | $397.6K | 8,000 | 0.00% | 7q | HELD |
| Farther Finance Advisors, LLC | $351.2K | options only | 0.00% | 2q | OPTIONS |
| Ground Swell Capital, LLC | $292.5K | 5,885 | 0.32% | new | NEW |
| Itau Unibanco Holding S.A. | $204.1K | options only | 0.00% | new | OPTIONS |
| Steward Partners Investment Advisory, LLC | $197.8K | 3,980 | 0.00% | 4q | +144.9%+$117.0K |
| IFG Advisory, LLC | $59.7K | options only | 0.00% | new | OPTIONS |
| Ares Systematic Credit Ltd | $38.5K | 774 | 0.02% | 2q | HELD |
| HRT FINANCIAL LP | $33.6K | 390,721 | 0.06% | 2q | +23.5%+$6.4K |
| Global Retirement Partners, LLC | $33.0K | 663 | 0.00% | 4q | -1.8% |
| BLAIR WILLIAM & CO/IL | $31.5K | 633 | 0.00% | 3q | +21.0%+$5.5K |
| ANGELES WEALTH MANAGEMENT, LLC | $27.4K | 552 | 0.00% | 3q | HELD |
| Carmel Capital Partners, LLC | $26.3K | options only | 0.01% | new | OPTIONS |
| ROYAL BANK OF CANADA | $26.0K | 530 | 0.00% | new | NEW |
| Thrivent Financial for Lutherans | $9.9K | 199,293 | 0.02% | 7q | -0.7% |
| Allworth Financial LP | $9.0K | 182 | 0.00% | new | NEW |
| Millstone Evans Group, LLC | $6.7K | 135 | 0.00% | 4q | HELD |
| OSAIC HOLDINGS, INC. | $6.1K | 81 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $5.8K | 116,552 | 0.01% | 4q | +116.3%+$3.1K |
| AE Wealth Management LLC | $5.7K | 114 | 0.00% | 3q | HELD |
| Johnson Financial Group, Inc. | $4.2K | 85 | 0.00% | new | NEW |
| WOLFF WIESE MAGANA LLC | $4.0K | 80 | 0.00% | 2q | HELD |
| US BANCORP \DE\ | $2.0K | 40 | 0.00% | 2q | HELD |
| LAZARD ASSET MANAGEMENT LLC | $2.0K | 197,078 | 0.00% | 4q | HELD |
| Integrated Wealth Concepts LLC | $1.5K | 31 | 0.00% | new | NEW |
| Philadelphia Investment Partners, LLC | $1.5K | 31 | 0.00% | 2q | HELD |
| FIFTH THIRD BANCORP | $1.3K | 26 | 0.00% | 2q | -18.8% |
| SG Americas Securities, LLC | $849 | options only | 0.00% | 19q | OPTIONS |
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 | 71 | $1.7B | 25,895,874 | 13 | 19 | 14 | 26.8% |
| Q1 2026 | 66 | $1.7B | 25,337,646 | 20 | 21 | 10 | 24.7% |
| Q4 2025 | 55 | $1.6B | 24,406,511 | 11 | 12 | 13 | 24.7% |
| Q3 2025 | 50 | $1.5B | 26,393,690 | 10 | 12 | 9 | 19.7% |
| Q2 2025 | 50 | $1.4B | 26,909,193 | 8 | 9 | 15 | 11.8% |
| Q1 2025 | 50 | $1.3B | 26,271,356 | 14 | 7 | 17 | 9.4% |
| Q4 2024 | 49 | $1.5B | 28,370,540 | 44 | 0 | 0 | 8.8% |
| Q3 2024 | 9 | $235.6M | 0 | 2 | 0 | 0 | 100.0% |
| Q2 2024 | 9 | $415.9M | 0 | 3 | 0 | 0 | 100.0% |
| Q1 2024 | 7 | $333.6M | 0 | 1 | 0 | 0 | 100.0% |
| Q4 2023 | 14 | $349.3M | 0 | 5 | 0 | 0 | 100.0% |
| Q3 2023 | 12 | $208.6M | 0 | 3 | 0 | 0 | 100.0% |
| Q2 2023 | 12 | $306.8M | 0 | 3 | 0 | 0 | 100.0% |
| Q1 2023 | 12 | $344.7M | 0 | 2 | 0 | 0 | 100.0% |
| Q4 2022 | 13 | $312.6M | 0 | 4 | 0 | 0 | 100.0% |
| Q3 2022 | 10 | $433.9M | 0 | 3 | 0 | 0 | 100.0% |
| Q2 2022 | 8 | $391.7M | 0 | 4 | 0 | 0 | 100.0% |
| Q1 2022 | 7 | $188.2M | 0 | 2 | 0 | 0 | 100.0% |
| Q4 2021 | 10 | $293.7M | 577,103 | 7 | 0 | 0 | 100.0% |
| Q3 2021 | 7 | $220.2M | 0 | 2 | 0 | 0 | 100.0% |
| Q2 2021 | 7 | $124.2M | 0 | 2 | 0 | 0 | 100.0% |
| Q1 2021 | 8 | $135.0M | 0 | 1 | 0 | 0 | 100.0% |
| Q4 2020 | 8 | $123.3M | 0 | 0 | 0 | 0 | 100.0% |
| Q3 2020 | 11 | $107.2M | 200 | 4 | 0 | 0 | 100.0% |
| Q2 2020 | 10 | $83.8M | 0 | 3 | 0 | 0 | 100.0% |
| Q1 2020 | 7 | $97.9M | 0 | 2 | 0 | 0 | 100.0% |
| Q4 2019 | 8 | $122.5M | 0 | 3 | 0 | 0 | 100.0% |
| Q3 2019 | 8 | $120.8M | 0 | 4 | 0 | 0 | 100.0% |
| Q2 2019 | 6 | $100.3M | 0 | 3 | 0 | 0 | 100.0% |
| Q1 2019 | 4 | $143.9M | 0 | 2 | 0 | 0 | 100.0% |
| Q4 2018 | 4 | $78.5M | 0 | 0 | 0 | 0 | 100.0% |