Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NEXTERA ENERGY INC (NEE)

3K + Investors. Track Smart Money conviction in NEE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +102
Streak
3Q ▲
Buyers last Q
54%

Smart Money Signals — NEE

Based on 3029 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added NEE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
3,029 hedge funds hold NEE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+354 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

1583 buying1335 selling
Last quarter: 1,583 funds bought or added vs 1,335 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-87 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 196 → 219 → 379 → 292. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 16% medium ■ 15% new
2,069 out of 3,029 hedge funds have held NEE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

209 → 196 → 219 → 379 → 292 new funds/Q
New funds entering each quarter: 196 → 219 → 379 → 292. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 12% 1-2yr ■ 18% new
Of 3,096 current holders: 2,176 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
68 of 3029 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in NEE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — NEE

In 2026 Q1, 1583 hedge funds were net buyers of NEE (292 opened a new position, 1291 added to an existing one), while 1335 reduced or exited (1145 trimmed, 190 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 50% of total institutional value in NEE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +102 funds (more new holders than closures). Total institutional holders: 3029.

Hedge Fund Ownership: NEE

How many hedge funds hold NEE — quarterly history vs. share price
Quarterly hedge fund ownership of NEE vs. share price

Market Analysis: NEE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NEE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy NEXTERA ENERGY INC (NEE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much NEE has moved relative to its sector benchmark (XLU) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 70d ago
NEE
-5.7%
XLU
-4.8%

NEE outperformed XLU by -0.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 25d ago
NEE
-9.4%
XLU
-0.4%

Since the filing became public, NEE outperformed XLU by -9.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

131 top-rated funds 51 high-conviction
Consensus
9.2
/ 10
breadth
×
Elite
6.0
/ 10
conviction
Hedge Fund Positioning: NEE
3K + Investors

Track Smart Money conviction in NEE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 3001 2927 2.53%
13F Shares 1.64B 1.76B -6.77%
Total Value $146.39B $139.22B 5.15%
New Positions 282 379 -97
Increased Positions 1261 1177 +84
Closed Positions 208 153 +55
Reduced Positions 1118 1027 +91
Total Calls 37 42 -11.9%
Total Puts 44 42 4.76%
PUT/CALL Ratio 1.19 1.0 Neutral

Statistics: NEE

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Financial Highlights

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Institutional Holders (2026 Q1)

3K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NEE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of NEE — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Inherent Management Corp. 13.43% 284,500 $26.4M
2 MARK SHEPTOFF FINANCIAL PLANNING, LLC 8.94% 175,488 $16.9M
3 ACCOUNT MANAGEMENT LLC 8.75% 85,935 $8.0M
4 Portman Square Capital LLP 7.82% 2,185,600 $203.0M
5 Electron Capital Partners, LLC 7.42% 2,040,030 $189.5M
6 Slocum, Gordon & Co LLP 6.73% 106,558 $9.9M
7 Ausbil Investment Management Ltd 6.52% 141,054 $13.1M
8 Asset Management Advisors, LLC 6.49% 115,491 $10.7M
9 Constitution Capital LLC 5.36% 115,558 $10.7M
10 Tandem Investment Advisors, Inc. 5.02% 1,102,977 $102.4M
11 Munro Partners 4.86% 1,544,112 $143.4M
12 C WorldWide Group Holding A/S 4.79% 2,401,182 $223K
13 Gouws Capital LLC 4.11% 83,494 $7.8M
14 MARVIN & PALMER ASSOCIATES INC 4.08% 36,655 $3.4M
15 S.E.E.D. Planning Group LLC 4.01% 148,628 $13.8M
16 Mirabaud Asset Management Ltd 3.95% 52,142 $4.8M
17 Mirova US LLC 3.82% 3,623,477 $336.5M
18 SPRING CAPITAL MANAGEMENT, LLC 3.78% 80,569 $7.5M
19 Beck Bode, LLC 3.74% 238,055 $22.1M
20 Aureus Asset Management, LLC 3.71% 599,508 $55.7M
21 Providence Wealth Advisors, LLC 3.67% 41,733 $5.8M
22 DJE Kapital AG 3.66% 1,800,015 $165.3M
23 M. Kraus & Co 3.58% 132,057 $12.3M
24 Enhancing Capital LLC 3.55% 51,600 $4.8M
25 Baugh & Associates, LLC 3.44% 85,697 $8.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — NEXTERA ENERGY INC (NEE)

What does the Smart Money Trend signal show for NEE?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added NEE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NEE?

Slight buying edge — 54% buying: Last quarter: 1,583 funds bought or added vs 1,335 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NEE holders?

Elite ownership — 50% AUM from top-100 funds: 68 of 3029 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in NEE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held NEE?

68% of holders stayed for 2+ years: 2,069 out of 3,029 hedge funds have held NEE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy NEXTERA ENERGY INC (NEE) following the 2026 Q1 hedge fund 13F filings?

As of today, NEE has moved -9.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.4% for the XLU sector ETF — an outperformance of -9.0%. Since the quarter end (March 31, 2026), NEE has gained -5.7% vs -4.8% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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