DaveManuel.com · Institutional Ownership · Who Owns It
NEXTERA ENERGY INC (NEEPRT)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
62
Reporting holders
$1.3B
Reported value
0.0%
Calls
0.0%
Puts
+5
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 |
| BlackRock, Inc. | $91.8M | 1,846,469 | 0.00% | 7q | -10.1%-$10.3M |
| 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 |
| AMERIPRISE FINANCIAL INC | $52.3M | 1,052,634 | 0.01% | 7q | +205.8%+$35.2M |
| 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 | HELD |
| 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 |
| BARCLAYS PLC | $4.9M | 98,779 | 0.00% | 3q | +121.6%+$2.7M |
| JPMORGAN CHASE & CO | $4.7M | 89,570 | 0.00% | 7q | -72.2%-$12.2M |
| 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 | -67.5%-$6.5M |
| 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 |
| HRT FINANCIAL LP | $945.0K | 19,021 | 0.00% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $925.0K | 18,612 | 0.00% | new | NEW |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $417.6K | 8,403 | 0.00% | 2q | -41.3%-$293.2K |
| Elequin Capital, LP | $409.3K | 8,175 | 0.01% | new | NEW |
| GAMCO INVESTORS, INC. ET AL | $397.6K | 8,000 | 0.00% | 7q | HELD |
| Ground Swell Capital, LLC | $292.5K | 5,885 | 0.32% | new | NEW |
| Steward Partners Investment Advisory, LLC | $197.8K | 3,980 | 0.00% | 4q | +144.9%+$117.0K |
| 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 |
| 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 |
| AE Wealth Management LLC | $5.7K | 114 | 0.00% | 3q | HELD |
| Johnson Financial Group, Inc. | $4.2K | 85 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $4.0K | 81 | 0.00% | 3q | HELD |
| 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 | |
| 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 3 | $504.5K | 11,146 | 0 | 1 | 0 | 0.0% |
| Q2 2026 | 62 | $1.3B | 25,850,606 | 9 | 17 | 15 | 0.0% |
| Q1 2026 | 57 | $1.3B | 25,053,202 | 12 | 19 | 13 | 0.0% |
| Q4 2025 | 51 | $1.2B | 25,513,132 | 10 | 13 | 15 | 0.0% |
| Q3 2025 | 45 | $1.3B | 27,560,319 | 9 | 14 | 9 | 0.0% |
| Q2 2025 | 46 | $1.3B | 27,915,119 | 7 | 10 | 16 | 0.0% |
| Q1 2025 | 44 | $1.3B | 27,363,664 | 9 | 8 | 18 | 0.0% |
| Q4 2024 | 47 | $1.4B | 29,547,521 | 46 | 0 | 0 | 0.0% |