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
→ 0
Streak
1Q —
Buyers last Q
55%

Smart Money Signals — NEE

Based on 3041 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
3,041 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 — +14% more funds vs a year ago

fund count last 6Q
+368 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

1613 buying1294 selling
Last quarter: 1,613 funds bought or added vs 1,294 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 (-90 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 221 → 380 → 298 → 208. 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.
🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 16% medium ■ 15% new
2,114 out of 3,041 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.
💎

Buying through price weakness — shares +19%, value +3%

Value
+2%
Shares
+19%
Last quarter: funds added +19% more shares while total portfolio value only changed +3%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

199 → 221 → 380 → 298 → 208 new funds/Q
New funds entering each quarter: 221 → 380 → 298 → 208. NEE is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 72% veterans vs 17% newcomers

■ 72% veterans ■ 11% 1-2yr ■ 17% new
Entry-cohort mix of 3,113 holders: 2,228 (72%) are 2+ year veterans, 353 entered 1–2 years ago, and 532 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
71 of 3025 holders are among the 100 largest funds by AUM, controlling 65% 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 Q2, 1613 hedge funds were net buyers of NEE (208 opened a new position, 1405 added to an existing one), while 1294 reduced or exited (1086 trimmed, 208 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 65% of total institutional value in NEE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 3041.

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 Q2 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 June 30, 2026 · 72d ago
NEE
-4.2%
XLU
-5.3%

NEE outperformed XLU by +1.1% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 27d ago
NEE
-1.7%
XLU
-3.1%

Since the filing became public, NEE outperformed XLU by +1.4% .

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 ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

77 top-rated funds 30 high-conviction
Consensus
8.2
/ 10
breadth
×
Elite
5.2
/ 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 Q2) Prior (2026 Q1) Change
Funds Holding 3010 3041 -1.02%
13F Shares 1.79B 1.69B 5.94%
Total Value $151.89B $150.18B 1.14%
New Positions 202 298 -96
Increased Positions 1377 1272 +105
Closed Positions 217 189 +28
Reduced Positions 1067 1129 -62
Total Calls 40 37 8.11%
Total Puts 45 44 2.27%
PUT/CALL Ratio 1.12 1.19 Neutral

Statistics: NEE

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q2)

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 NEE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Jones Road Capital Management, L.P. 43.84% 244,800 $21.5M
2 Inherent Management Corp. 9.69% 284,500 $25.0M
3 Account Management LLC 8.50% 95,835 $8.4M
4 Mark Sheptoff Financial Planning, LLC 8.17% 175,341 $15.4M
5 Electron Capital Partners, LLC 6.77% 1,932,900 $169.7M
6 Harrison Street Private Wealth LLC 5.96% 48,190 $4.2M
7 Slocum, Gordon & Co LLP 5.91% 101,436 $8.9M
8 Asset Management Advisors, LLC 5.60% 115,311 $10.1M
9 Portman Square Capital LLP 5.53% 1,328,900 $116.6M
10 Ausbil Investment Management Ltd 5.26% 134,490 $11.6M
11 Tandem Investment Advisors, Inc. 5.18% 881,015 $77.3M
12 Constitution Capital LLC 3.87% 85,959 $7.5M
13 S.E.E.D. Planning Group LLC 3.75% 161,883 $14.2M
14 Motley Fool Wealth Management, LLC 3.70% 2,778 $244K
15 Summit Securities Group LLC 3.65% 435,283 $38.2M
16 Gouws Capital LLC 3.46% 84,769 $7.4M
17 Spring Capital Management, LLC 3.42% 80,016 $7.0M
18 Mirova US LLC 3.36% 3,556,095 $312.1M
19 St. James Investment Company, LLC 3.22% 230,853 $20.3M
20 Beck Bode, LLC 3.20% 241,078 $21.2M
21 Aureus Asset Management, LLC 3.18% 595,785 $52.3M
22 Enhancing Capital LLC 3.11% 51,600 $4.5M
23 Somerset Group LLC 3.11% 50,300 $4.4M
24 LDIC Inc. 3.09% 56,297 $4.9M
25 M. Kraus & Co 3.08% 132,302 $11.6M
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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for NEE?

Slight buying edge — 55% buying: Last quarter: 1,613 funds bought or added vs 1,294 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 — 65% AUM from top-100 funds: 71 of 3025 holders are among the 100 largest funds by AUM, controlling 65% 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?

70% of holders stayed for 2+ years: 2,114 out of 3,041 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 Q2 hedge fund 13F filings?

As of today, NEE has moved -1.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -3.1% for the XLU sector ETF — an outperformance of +1.4%. Since the quarter end (June 30, 2026), NEE has gained -4.2% vs -5.3% 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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