DaveManuel.com · Institutional Ownership · Who Owns It
NEXTERA ENERGY INC (NEEPRS)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
89
Reporting holders
$2.6B
Reported value
11.1%
Calls
6.8%
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 |
|---|---|---|---|---|---|
| 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 |
| IMC-Chicago, LLC | $180.3M CALL+PUT | options only | 0.04% | 19q | OPTIONS |
| 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 |
| SIMPLEX TRADING, LLC | $92.3M CALL+PUT | options only | 0.05% | 31q | OPTIONS |
| JPMORGAN CHASE & CO | $84.6M incl. $71.0M options CALL+PUT | 243,087 | 0.00% | 31q | +28.1%+$18.5M |
| 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 |
| VICTORY CAPITAL MANAGEMENT INC | $58.4M | 1,098,825 | 0.03% | 8q | -0.7%-$439.8K |
| GROUP ONE TRADING LLC | $58.1M CALL+PUT | options only | 0.08% | 27q | OPTIONS |
| 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 |
| NATIONAL BANK OF CANADA /FI/ | $57.1M CALL | options only | 0.04% | 2q | OPTIONS |
| 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 |
| HRT FINANCIAL LP | $34.0M incl. $32.6M options OPT | 398,039 | 0.06% | 2q | +25.8%+$7.0M |
| STATE STREET CORP | $32.9M | 613,407 | 0.00% | 9q | +18.3%+$5.1M |
| 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 | -43.9%-$14.5M |
| 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 |
| 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 |
| Socorro Asset Management LP | $9.5M | 179,085 | 4.27% | 8q | HELD |
| WELLS FARGO & COMPANY/MN | $8.5M | 159,370 | 0.00% | 9q | -70.9%-$20.7M |
| 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 | |
| MIZUHO SECURITIES USA LLC | $5.6M | 100,000 | 0.05% | 2q | HELD |
| Portman Square Capital LLP | $5.4M | 100,000 | 0.25% | 6q | HELD |
| HBK INVESTMENTS L P | $5.4M | 100,000 | 0.05% | 7q | -50.0%-$5.4M |
| DV Trading LLC | $5.3M PUT | options only | 0.17% | new | OPTIONS |
| 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 |
| ENVESTNET ASSET MANAGEMENT INC | $3.1M | 58,322 | 0.00% | 6q | +145.6%+$1.8M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $3.0M | 55,100 | 0.00% | 9q | +4.8%+$134.1K |
| 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 |
| 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 |
| SG Americas Securities, LLC | $849.0K CALL | options only | 0.00% | 19q | OPTIONS |
| 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 |
| Farther Finance Advisors, LLC | $351.2K PUT | options only | 0.00% | 2q | OPTIONS |
| 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 |
| Itau Unibanco Holding S.A. | $204.1K PUT | options only | 0.00% | new | OPTIONS |
| WHITTIER TRUST CO | $194.5K | 3,645 | 0.00% | 3q | HELD |
| Steward Partners Investment Advisory, LLC | $87.8K | 1,652 | 0.00% | 8q | -32.9%-$43.0K |
| OSAIC HOLDINGS, INC. | $64.7K incl. $2.1K options CALL | 1,177 | 0.00% | 3q | +423.1%+$52.3K |
| IFG Advisory, LLC | $59.7K PUT | options only | 0.00% | new | OPTIONS |
| ROYAL BANK OF CANADA | $39.0K | 731 | 0.00% | new | NEW |
| Carmel Capital Partners, LLC | $26.3K PUT | options only | 0.01% | new | OPTIONS |
| 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 | none filed | 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 8 | $57.7M | 1,182,148 | 2 | 0 | 1 | 0.1% |
| Q2 2026 | 89 | $2.6B | 39,761,919 | 12 | 33 | 20 | 19.2% |
| Q1 2026 | 86 | $2.5B | 36,013,943 | 23 | 27 | 16 | 18.7% |
| Q4 2025 | 71 | $2.3B | 35,849,901 | 11 | 12 | 25 | 17.5% |
| Q3 2025 | 67 | $2.3B | 37,191,839 | 10 | 14 | 23 | 18.1% |
| Q2 2025 | 66 | $2.1B | 37,313,657 | 7 | 22 | 21 | 14.1% |
| Q1 2025 | 68 | $2.4B | 45,629,710 | 16 | 19 | 19 | 9.9% |
| Q4 2024 | 63 | $2.2B | 39,632,654 | 8 | 18 | 25 | 11.2% |
| Q3 2024 | 67 | $2.6B | 39,129,625 | 19 | 21 | 19 | 17.9% |
| Q2 2024 | 59 | $2.5B | 38,572,422 | 55 | 0 | 0 | 22.3% |
| 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% |