DaveManuel.com · Institutional Ownership · Who Owns It
NEXTERA ENERGY INC (NEE)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
3,077
Reporting holders
$158.9B
Reported value
1.1%
Calls
1.0%
Puts
+3
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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | $16.4B | 186,838,459 | 0.24% | 8q | +4.5%+$702.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $12.0B | 136,210,944 | 0.26% | 2q | +0.6%+$72.6M |
| STATE STREET CORP | $10.4B | 118,952,736 | 0.31% | 31q | -0.6%-$62.8M |
| JPMORGAN CHASE & CO | $10.3B | 116,048,771 | 0.57% | 31q | +3.6%+$360.0M |
| MORGAN STANLEY | $5.6B | 63,514,030 | 0.29% | 35q | -1.9%-$108.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $5.5B | 62,243,168 | 0.25% | 2q | +3.0%+$160.6M |
| GEODE CAPITAL MANAGEMENT, LLC | $4.4B | 49,963,310 | 0.23% | 31q | +3.4%+$144.6M |
| FRANKLIN RESOURCES INC | $3.9B | 44,455,018 | 0.84% | 31q | -4.5%-$182.1M |
| WELLS FARGO & COMPANY/MN | $2.8B incl. $258.5M options CALL+PUT | 29,199,799 | 0.46% | 31q | +2.5%+$68.3M |
| NORGES BANK | $2.8B | 32,117,624 | 0.28% | 32q | -8.4%-$260.1M |
| BANK OF AMERICA CORP /DE/ | $2.6B | 29,669,707 | 0.17% | 31q | -5.4%-$147.7M |
| FMR LLC | $2.6B | 29,555,864 | 0.11% | 31q | -12.8%-$381.0M |
| UBS Group AG | $2.2B incl. $120.1M options CALL+PUT | 23,325,362 | 0.28% | 31q | HELD |
| GOLDMAN SACHS GROUP INC | $2.1B incl. $28.3M options CALL+PUT | 23,923,451 | 0.18% | 31q | +5.0%+$101.7M |
| NORTHERN TRUST CORP | $1.9B | 21,792,879 | 0.22% | 31q | -1.7%-$33.6M |
| Capital Research Global Investors | $1.8B | 20,100,508 | 0.25% | 31q | -43.6%-$1.4B |
| ROYAL BANK OF CANADA | $1.7B incl. $26.4M options CALL+PUT | 18,816,110 | 0.25% | 31q | -2.8%-$48.9M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.6B | 18,510,402 | 0.16% | 31q | HELD |
| DEUTSCHE BANK AG\ | $1.6B incl. $1.1M options PUT | 18,216,533 | 0.46% | 34q | +2.9%+$44.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.5B | 17,373,471 | 0.20% | 31q | -0.8%-$12.4M |
| Legal & General Group Plc | $1.5B | 16,702,600 | 0.31% | 31q | +0.6%+$8.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.4B | 16,302,084 | 0.26% | 31q | +5.8%+$78.6M |
| Nuveen, LLC | $1.4B | 15,726,549 | 0.33% | 6q | -4.5%-$64.9M |
| NEUBERGER BERMAN GROUP LLC | $1.2B | 13,420,559 | 0.78% | 31q | -2.8%-$34.5M |
| Amundi | $1.2B | 13,329,077 | 0.28% | 21q | +46.5%+$371.4M |
| RAYMOND JAMES FINANCIAL INC | $1.2B | 13,252,255 | 0.32% | 7q | +1.2%+$14.2M |
| Bank of New York Mellon Corp | $1.1B | 13,048,560 | 0.19% | 31q | -2.2%-$25.2M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1.1B | 12,519,204 | 0.35% | 31q | -5.1%-$59.3M |
| VANGUARD FIDUCIARY TRUST CO | $1.0B | 11,709,404 | 0.23% | 2q | HELD |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $980.0M | 11,165,403 | 0.69% | 31q | -7.8%-$83.0M |
| JANE STREET GROUP, LLC | $975.4M incl. $916.3M options CALL+PUT | 673,478 | 0.08% | 31q | +327.3%+$747.1M |
| BESSEMER GROUP INC | $875.4M | 9,973,918 | 1.20% | 31q | -2.1%-$18.7M |
| AMERIPRISE FINANCIAL INC | $806.9M | 9,201,237 | 0.16% | 31q | +21.8%+$144.3M |
| Invesco Ltd. | $652.2M | 7,430,985 | 0.05% | 31q | +3.1%+$19.6M |
| GQG Partners LLC | $651.3M | 7,420,437 | 1.21% | 11q | -19.9%-$161.3M |
| Pictet Asset Management Holding SA | $625.4M | 7,125,641 | 0.60% | 12q | -26.2%-$221.5M |
| ALLIANCEBERNSTEIN L.P. | $622.2M | 6,699,221 | 0.21% | 31q | +15.7%+$84.3M |
| COHEN & STEERS, INC. | $595.9M | 6,789,461 | 0.94% | 31q | -2.1%-$12.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $591.1M incl. $576.3M options CALL+PUT | 168,646 | 0.05% | 31q | -49.2%-$573.2M |
| NORDEA INVESTMENT MANAGEMENT AB | $538.8M | 6,140,594 | 0.44% | 31q | -17.7%-$115.9M |
| PNC Financial Services Group, Inc. | $533.5M | 6,078,549 | 0.26% | 31q | -5.2%-$29.5M |
| Swiss National Bank | $516.2M | 5,881,600 | 0.27% | 31q | -2.7%-$14.2M |
| FIL Ltd | $514.7M | 5,863,669 | 0.37% | 31q | +0.6%+$3.1M |
| JENNISON ASSOCIATES LLC | $486.5M | 5,542,601 | 0.29% | 31q | -5.9%-$30.3M |
| CITADEL ADVISORS LLC | $480.8M incl. $399.1M options CALL+PUT | 930,842 | 0.05% | 31q | -29.9%-$205.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $478.2M | 5,448,444 | 0.27% | 31q | +9.5%+$41.4M |
| ENVESTNET ASSET MANAGEMENT INC | $457.3M | 5,210,434 | 0.11% | 31q | -5.6%-$27.2M |
| National Pension Service | $455.2M | 5,186,827 | 0.29% | 31q | +1.8%+$7.8M |
| DIMENSIONAL FUND ADVISORS LP | $438.7M | 4,997,454 | 0.08% | 31q | +3.5%+$14.8M |
| BANK OF MONTREAL /CAN/ | $437.7M incl. $11.4M options PUT | 4,856,603 | 0.14% | 31q | +4.0%+$16.7M |
| CITIGROUP INC | $427.5M incl. $53.0M options CALL+PUT | 4,266,050 | 0.14% | 31q | +13.2%+$49.7M |
| Russell Investments Group, Ltd. | $426.5M | 4,858,233 | 0.37% | 31q | +13.6%+$51.0M |
| BNP PARIBAS FINANCIAL MARKETS | $417.9M incl. $57.8M options CALL+PUT | 4,101,870 | 0.14% | 31q | +7.0%+$27.3M |
| Bahl & Gaynor LLC | $417.8M | 4,760,688 | 1.93% | 31q | -9.3%-$42.9M |
| Sumitomo Mitsui Trust Group, Inc. | $407.7M | 4,644,707 | 0.23% | 31q | +1.5%+$5.9M |
| Vanguard Global Advisers, LLC | $394.2M | 4,490,772 | 0.18% | 2q | -1.2%-$4.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | $391.3M | 4,458,308 | 0.26% | 2q | +13.7%+$47.0M |
| CANADA PENSION PLAN INVESTMENT BOARD | $389.5M | 4,438,044 | 0.22% | 31q | -8.7%-$37.0M |
| CIBC Bancorp USA Inc. | $380.6M | 4,334,293 | 0.46% | 3q | -30.2%-$164.3M |
| PRINCIPAL FINANCIAL GROUP INC | $379.6M | 4,324,709 | 0.19% | 31q | -6.2%-$25.0M |
| Assenagon Asset Management S.A. | $368.2M | 4,195,018 | 0.23% | 31q | +260.9%+$266.2M |
| HSBC HOLDINGS PLC | $367.9M incl. $9.1M options CALL+PUT | 4,077,202 | 0.15% | 31q | +16.7%+$52.7M |
| LPL Financial LLC | $366.6M | 4,176,321 | 0.08% | 31q | +2.3%+$8.2M |
| Mitsubishi UFJ Trust & Banking Corp | $365.1M | 4,159,930 | 0.80% | 31q | +33.8%+$92.3M |
| California Public Employees Retirement System | $364.1M | 4,148,623 | 0.21% | 31q | -9.2%-$37.0M |
| Ensign Peak Advisors, Inc | $361.8M | 4,122,262 | 0.59% | 27q | -12.0%-$49.3M |
| M&G PLC | $361.4M | 4,106,761 | 1.80% | 10q | +1.8%+$6.4M |
| WELLINGTON MANAGEMENT GROUP LLP | $361.3M | 4,116,612 | 0.06% | 31q | -1.9%-$7.0M |
| Employees Provident Fund Board | $359.9M | 4,100,000 | 2.07% | 25q | +64.0%+$140.4M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $354.3M | 4,036,375 | 0.50% | 8q | +57.2%+$128.9M |
| RHUMBLINE ADVISERS | $316.0M | 3,600,603 | 0.24% | 31q | +1.0%+$3.0M |
| Mirova US LLC | $312.1M | 3,556,095 | 3.36% | 27q | -1.9%-$5.9M |
| BARCLAYS PLC | $300.3M incl. $59.4M options CALL+PUT | 2,745,371 | 0.06% | 31q | -30.6%-$132.7M |
| MARSHALL WACE, LLP | $295.9M | 3,371,772 | 0.23% | 6q | +349.3%+$230.1M |
| Caisse de depot et placement du Quebec | $288.9M | 3,291,400 | 0.41% | 31q | -3.4%-$10.3M |
| Capital World Investors | $282.6M | 3,220,104 | 0.03% | 11q | +3.2%+$8.9M |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $281.8M | 3,211,002 | 1.37% | 31q | -11.6%-$36.9M |
| Mariner, LLC | $279.7M | 3,186,646 | 0.29% | 31q | HELD |
| SG Americas Securities, LLC | $254.0M | 2,894,077 | 0.14% | 31q | +112.0%+$134.2M |
| Aberdeen Group plc | $250.1M | 2,849,554 | 0.35% | 31q | +13.2%+$29.1M |
| US BANCORP \DE\ | $249.3M | 2,840,822 | 0.27% | 31q | +1.0%+$2.6M |
| STIFEL FINANCIAL CORP | $246.7M | 2,810,386 | 0.21% | 31q | -1.4%-$3.4M |
| Clearbridge Investments, LLC | $246.6M | 2,809,934 | 0.20% | 31q | -24.0%-$78.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $234.3M | 2,669,374 | 0.23% | 31q | +7.7%+$16.7M |
| Rockefeller Capital Management L.P. | $230.3M | 2,623,742 | 0.35% | 31q | +2.5%+$5.6M |
| HighTower Advisors, LLC | $229.9M | 2,619,884 | 0.22% | 31q | +2.8%+$6.2M |
| LGT Group Foundation | $223.7M | 2,548,827 | 2.53% | 19q | +5.2%+$11.0M |
| C WorldWide Group Holding A/S | $223.5M | 2,546,453 | 5.39% | 27q | +6.0%+$12.8M |
| Corient Private Wealth LP | $222.2M | 2,531,453 | 0.31% | 15q | +32.3%+$54.2M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $222.2M | 2,531,334 | 0.20% | 31q | -4.3%-$10.0M |
| AVIVA PLC | $216.0M | 2,460,839 | 0.32% | 31q | +5.8%+$11.9M |
| Cullen Capital Management, LLC | $212.3M | 2,418,915 | 2.09% | 31q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $212.1M | 2,416,297 | 0.27% | 31q | -3.3%-$7.3M |
| Allspring Global Investments Holdings, LLC | $210.9M | 2,441,366 | 0.32% | 19q | +4.0%+$8.0M |
| Vontobel Holding Ltd. | $209.9M | 2,391,408 | 0.67% | 23q | +20.2%+$35.3M |
| FIFTH THIRD BANCORP | $203.9M | 2,322,623 | 0.33% | 31q | -1.8%-$3.7M |
| MACKENZIE FINANCIAL CORP | $203.0M | 2,312,715 | 0.20% | 31q | -10.5%-$23.8M |
| DekaBank Deutsche Girozentrale | $197.9M | 2,158,008 | 0.33% | 31q | HELD |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $195.9M | 2,237,350 | 0.30% | 7q | -1.2%-$2.5M |
| LORD, ABBETT & CO. LLC | $193.3M | 2,202,653 | 0.55% | 31q | HELD |
Q2 2026 in brief
In Q2 2026, 3,077 managers that file Form 13F reported holding Nextera Energy Inc (NEE), $158.9B in all. 192 managers opened a position and 189 sold out completely, against 3,074 holders the quarter before. Largest holders: Blackrock, Inc., Vanguard Capital Management Llc and State Street Corp. Largest new positions: Jupiter Asset Management Ltd ($75.9M), Arrowstreet Capital, Limited Partnership ($58.5M) and Mizuho Markets Cayman Lp ($45.4M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-27 | 13G/A | BlackRock, Inc. | 8.5% |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 1,200 | $6.1B | 80,321,761 | 48 | 463 | 396 | 0.3% |
| Q2 2026 | 3,077 | $158.9B | 1,769,300,137 | 153 | 1,258 | 964 | 2.2% |
| Q1 2026 | 3,074 | $164.0B | 1,729,550,591 | 236 | 1,152 | 1,022 | 2.2% |
| Q4 2025 | 2,985 | $141.9B | 1,729,407,731 | 182 | 1,055 | 928 | 2.4% |
| Q3 2025 | 2,765 | $136.5B | 1,768,960,016 | 176 | 1,019 | 974 | 2.4% |
| Q2 2025 | 2,727 | $121.9B | 1,702,788,104 | 135 | 1,087 | 905 | 3.1% |
| Q1 2025 | 2,758 | $122.7B | 1,688,254,916 | 151 | 1,084 | 966 | 2.6% |
| Q4 2024 | 2,788 | $124.1B | 1,687,725,600 | 122 | 978 | 912 | 2.6% |
| Q3 2024 | 2,684 | $151.0B | 1,735,651,389 | 216 | 958 | 906 | 3.1% |
| Q2 2024 | 2,559 | $127.0B | 1,753,027,511 | 194 | 1,009 | 835 | 2.2% |
| Q1 2024 | 2,482 | $118.3B | 1,815,811,285 | 169 | 1,049 | 827 | 1.9% |
| Q4 2023 | 2,430 | $108.9B | 1,756,896,010 | 140 | 871 | 968 | 2.0% |
| Q3 2023 | 2,322 | $94.9B | 1,622,955,736 | 109 | 931 | 822 | 2.0% |
| Q2 2023 | 2,427 | $119.6B | 1,587,677,297 | 100 | 947 | 822 | 1.5% |
| Q1 2023 | 2,421 | $129.0B | 1,666,709,293 | 100 | 931 | 820 | 1.5% |
| Q4 2022 | 2,488 | $133.7B | 1,570,578,894 | 134 | 844 | 835 | 1.9% |
| Q3 2022 | 2,319 | $546.3B | 7,247,182,940 | 130 | 827 | 779 | 0.3% |
| Q2 2022 | 2,300 | $535.9B | 8,605,273,189 | 84 | 908 | 749 | 0.3% |
| Q1 2022 | 2,359 | $562.2B | 7,676,333,346 | 115 | 929 | 756 | 0.3% |
| Q4 2021 | 2,393 | $654.2B | 7,947,775,080 | 147 | 816 | 688 | 0.5% |
| Q3 2021 | 2,149 | $528.1B | 7,784,617,020 | 101 | 793 | 686 | 0.3% |
| Q2 2021 | 2,144 | $470.6B | 7,340,439,467 | 103 | 913 | 647 | 0.4% |
| Q1 2021 | 2,140 | $489.5B | 7,519,422,357 | 123 | 895 | 695 | 0.4% |
| Q4 2020 | 2,132 | $465.9B | 7,047,742,233 | 144 | 755 | 689 | 0.6% |
| Q3 2020 | 1,911 | $346.1B | 1,708,241,753 | 142 | 696 | 640 | 0.5% |
| Q2 2020 | 1,835 | $315.0B | 1,523,650,638 | 119 | 696 | 615 | 0.4% |
| Q1 2020 | 1,801 | $399.8B | 1,908,578,390 | 135 | 583 | 708 | 0.3% |
| Q4 2019 | 1,779 | $353.7B | 1,780,984,218 | 78 | 562 | 560 | 0.3% |
| Q3 2019 | 1,631 | $318.8B | 1,427,309,307 | 101 | 603 | 507 | 0.3% |
| Q2 2019 | 1,594 | $240.6B | 1,476,701,826 | 95 | 568 | 515 | 0.4% |
| Q1 2019 | 1,588 | $242.4B | 1,323,854,955 | 110 | 582 | 516 | 0.2% |
| Q4 2018 | 1,545 | $252.8B | 1,733,589,233 | 11 | 27 | 19 | 0.2% |