NEXTERA ENERGY INC (NEEPRT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
73
Reporting holders
$1.8B
Reported value
15.7%
Calls
9.6%
Puts
+4
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 |
|---|---|---|---|---|---|
| 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 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $48.9M | 970,444 | 0.02% | 7q | +96.8%+$24.1M |
| STATE STREET CORP | $47.0M | 939,440 | 0.00% | 7q | +141.5%+$27.6M |
| 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 |
| HRT FINANCIAL LP | $33.6M | 390,721 | 0.06% | 2q | +23.5%+$6.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $27.1M | 546,209 | 0.03% | 5q | -7.4%-$2.2M |
| 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 |
| Thrivent Financial for Lutherans | $9.9M | 199,293 | 0.02% | 7q | -0.7%-$69.6K |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $5.8M | 116,552 | 0.01% | 4q | +116.3%+$3.1M |
| 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 |
| SG Americas Securities, LLC | $849.0K | options only | 0.00% | 19q | OPTIONS |
| 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 |
| 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 |
| 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 |
| 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 | |
| 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% |
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 | 73 | $1.8B | 27,185,682 | 14 | 21 | 14 | 27.2% |
| Q1 2026 | 69 | $1.8B | 26,366,083 | 20 | 22 | 12 | 25.2% |
| Q4 2025 | 58 | $1.6B | 25,556,732 | 11 | 13 | 15 | 24.1% |
| Q3 2025 | 53 | $1.7B | 27,560,319 | 11 | 14 | 9 | 24.0% |
| Q2 2025 | 52 | $1.5B | 27,915,119 | 8 | 10 | 16 | 18.8% |
| Q1 2025 | 52 | $1.5B | 27,363,664 | 14 | 8 | 18 | 16.0% |
| Q4 2024 | 52 | $1.6B | 29,547,521 | 47 | 0 | 0 | 15.1% |
| Q3 2024 | 9 | $473.8M | 0 | 2 | 0 | 0 | 100.0% |
| Q2 2024 | 9 | $549.3M | 0 | 3 | 0 | 0 | 100.0% |
| Q1 2024 | 7 | $407.1M | 0 | 1 | 0 | 0 | 100.0% |
| Q4 2023 | 14 | $458.9M | 0 | 5 | 0 | 0 | 100.0% |
| Q3 2023 | 12 | $283.5M | 0 | 3 | 0 | 0 | 100.0% |
| Q2 2023 | 12 | $382.1M | 0 | 3 | 0 | 0 | 100.0% |
| Q1 2023 | 12 | $425.7M | 0 | 2 | 0 | 0 | 100.0% |
| Q4 2022 | 13 | $457.4M | 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% |