Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NEXTERA ENERGY INC (NEE/PRT)

50 + Investors. Track Smart Money conviction in NEE/PRT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
61%

Smart Money Signals — NEE/PRT

Based on 51 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added NEE/PRT 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
51 hedge funds hold NEE/PRT 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 — +6% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

27 buying17 selling
Last quarter: 27 funds were net buyers (11 opened a brand new position + 16 added to an existing one). Only 17 were sellers (13 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 5 → 11 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 39% entered in last year

■ 4% conviction (2yr+) ■ 57% medium ■ 39% new
Only 2 funds (4%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares +17%, value -3%

Value
-3%
Shares
+17%
Last quarter: funds added +17% 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.
📈

Growing discovery — still being found

47 → 9 → 5 → 11 → 11 new funds/Q
New funds entering each quarter: 9 → 5 → 11 → 11. A growing number of institutions are discovering NEE/PRT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 92% of holders entered in last year

■ 8% veterans ■ 0% 1-2yr ■ 92% new
Of 51 current holders: 47 (92%) entered in the past year, only 4 (8%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 75% AUM from top-100 funds

75% from top-100 AUM funds
20 of 51 holders are among the 100 largest funds by AUM, controlling 75% of total institutional value in NEE/PRT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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/PRT

In 2025 Q4, 27 hedge funds were net buyers of NEE/PRT (11 opened a new position, 16 added to an existing one), while 17 reduced or exited (13 trimmed, 4 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. 75% of total institutional value in NEE/PRT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 51.

Hedge Fund Ownership: NEE/PRT

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

Market Analysis: NEE/PRT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NEE/PRT

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 1 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: NEE/PRT
2026 Q1 Stats Unlock in 3 days 50 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 50 43 16.28%
13F Shares 32M 28M 17.41%
Total Value $1.25B $1.29B -3.35%
New Positions 11 10 +1
Increased Positions 16 11 +5
Closed Positions 4 11 -7
Reduced Positions 13 11 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NEE/PRT

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

50 + investors

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

QUARTER:
Top 25 institutional holders of NEE/PRT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PIER 88 INVESTMENT PARTNERS LLC 5.99% 458,330 $24.1M
2 Financial Sense Advisors, Inc. 4.36% 408,776 $21.5M
3 RATIONAL ADVISORS, INC. 1.08% 201,000 $10.6M
4 Shaolin Capital Management LLC 0.92% 475,000 $24.9M
5 SUSQUEHANNA ADVISORS GROUP, INC. 0.34% 200,000 $10.5M
6 AssuredPartners Investment Advisors, LLC 0.25% 43,270 $2.3M
7 Formidable Asset Management, LLC 0.19% 25,885 $1.3M
8 Calamos Advisors LLC 0.19% 1,040,496 $54.7M
9 BlueCrest Capital Management Ltd 0.18% 59,092 $3.1M
10 Context Capital Management, LLC 0.18% 150,000 $7.9M
11 WOLVERINE ASSET MANAGEMENT LLC 0.18% 355,324 $18.6M
12 Portman Square Capital LLP 0.10% 51,000 $2.7M
13 FRANKLIN RESOURCES INC 0.08% 6,432,632 $338.0M
14 GABELLI FUNDS LLC 0.05% 128,000 $6.7M
15 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% 589,895 $31.0M
16 Capital Research Global Investors 0.03% 4,265,572 $224.1M
17 Ares Systematic Credit Ltd 0.03% 774 $40K
18 VAN ECK ASSOCIATES CORP 0.03% 773,872 $41K
19 D. E. Shaw & Co., Inc. 0.02% 764,181 $40.0M
20 BANK OF MONTREAL /CAN/ 0.02% 1,200,000 $63.0M
21 VICTORY CAPITAL MANAGEMENT INC 0.02% 668,957 $35.1M
22 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.02% 493,222 $25.8M
23 THRIVENT FINANCIAL FOR LUTHERANS 0.02% 200,693 $11K
24 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.02% 994,345 $53.5M
25 CITIGROUP INC 0.01% 446,750 $23.5M
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/PRT)

What does the Smart Money Trend signal show for NEE/PRT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added NEE/PRT 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/PRT?

More buyers than sellers — 61% buying: Last quarter: 27 funds were net buyers (11 opened a brand new position + 16 added to an existing one). Only 17 were sellers (13 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NEE/PRT holders?

Elite ownership — 75% AUM from top-100 funds: 20 of 51 holders are among the 100 largest funds by AUM, controlling 75% of total institutional value in NEE/PRT. 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/PRT?

Mostly new holders — 39% entered in last year: Only 2 funds (4%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.