2026-10-06
AI summary pending
View Full Filing (SEC EDGAR)NEE
Nextera Energy Inc (NEE) 13F Filings: Institutional Buyers & Sellers (Q2 2026)
Nextera Energy Inc
$79.80+1.1%
+$22.3B
Net Activity
+15.02% total shares
Institutions Holding
3089
Popularity Rank
#51
Avg Weight
0.37%
Total Value
$162.7B
Ownership Trend
3089 institutions currently hold NEE, with 1606 net buyers and 1267 net sellers this quarter.
Institutional Moves
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
1267
Net Buying Institutions
1606
Who Owns NEE? Top Institutional & Hedge Fund Holders
Key Holders
Top 5 by Value
Source and citation information
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Across its top 20 institutional holders, NEE's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 33/100).
Notable Holders
NEE ranks #51 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
3089 institutions disclose a position in NEE, but none treat it as a major bet — even GQG Partners LLC, its most concentrated holder, allocates just 1.2% of its own portfolio to it.
Assenagon Asset Management S.A. has added to its NEE position for two straight quarters, increasing it by $191.9M to reach $299.9M today.
Portman Square Capital LLP has trimmed its NEE position for two straight quarters, cutting it by $221.2M while still holding $17.6M.
NEE is up 1.1% today, and institutions have been net buyers of $22.3B this quarter — today's price move and the underlying institutional flow are pointing the same direction.
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Company Fundamentals
NEE posted net income of $8.2B over the trailing twelve months.
- Profitable — net income of $8.2B over the trailing twelve months
- Revenue grew 0.9% year over year
- Net income improved year over year, from $5.5B to $8.2B
- Generated $12.5B in positive operating cash flow
- Current ratio of 0.60x — below the conventional 1.5x liquidity buffer
- Liabilities run 2.68x equity — a highly leveraged balance sheet worth noting
Price Chart
NEE Quarterly 13F Institutional Trade Shifts
Recent Activity
+$14.8B
Total Buy Value
$6.5B
Total Sell Value
New buy165
Trim1109
Add1441
Sold out158
1606
Net Buyers
1267
Net Sellers
Top Movers
NEE
Q2 2026
Top 5 Institutional Movers
Data by AlphaSMO • Not financial advice.
Smart Money Convergence
NEE does not currently show a 13F-and-insider convergence signal — its insider confidence score is 0/100, below the threshold this product uses to flag combined buying pressure.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
Recent NEE Insider Buying & Selling Activity (Form 4)
90d confidence
0
unique buyers
—
buy value
data as of 2026-10-16
12-Month Buy/Sell Activity
May 25
Oct 25
Jan 26
BuySell
| Action | Insider | Date | Value |
|---|---|---|---|
| Sell | Nicole J Daggs | 2026-03-13 | $69K |
| Sell | Nicole J Daggs | 2026-03-13 | $390K |
| Sell | James Michael May | 2026-03-09 | $225K |
| Sell | James Michael May | 2026-03-09 | $422K |
| Sell | Crews Terrell Kirk II | 2026-03-09 | $507K |
| Sell | Crews Terrell Kirk II | 2026-03-09 | $843K |
| Sell | Crews Terrell Kirk II | 2026-03-09 | $426K |
| Sell | Lemasney Mark | 2026-03-09 | $347K |
Congress Trading (STOCK Act)
| Action | Member | Trade Date | Amount |
|---|---|---|---|
| Sell (Full) | Thomas H Tuberville Senate | 2026-06-08 | $15K–$50K |
| Sell (Full) | Alan Armstrong Senate | 2026-03-27 | $50K–$100K |
| Sell (Partial) | Tina Smith Senate | 2024-04-04 | $100K–$250K |
Form 144 Pre-Sale Notices
No Form 144 planned sale filings in the last 90 days
Beneficial Ownership (13D/13G)
No Schedule 13D/13G filings for this ticker
Material Events (8-K)
6
Filings (14d)
Data as of 2026-10-06
2026-09-14
No AI summary for this filing type
View Full Filing (SEC EDGAR)2026-09-03
AI summary pending
View Full Filing (SEC EDGAR)2026-08-25
This 8-K from NextEra Energy (ticker NEE) updates investors on its pending merger with Dominion Energy, which the two companies agreed to back on May 15, 2026. The SEC cleared the S-4 registration statement on July 23, and the definitive joint proxy statement/prospectus went out to shareholders around July 28. Since then, NextEra says it has received several demand letters from purported shareholders claiming the proxy materials leave out important information about the deal. The company calls the claims baseless, but to sidestep legal hassles and avoid delaying closing, it's voluntarily adding supplemental disclosures to the proxy — while stressing this isn't an admission of any wrongdoing.
View Full Filing (SEC EDGAR)2026-08-11
This 8-K from NextEra Energy is essentially a follow-up filing for its previously announced acquisition of Dominion Energy. It files certain financial information with the SEC so NEE can incorporate it by reference into its existing registration statements. The two-step merger that would make Dominion a wholly owned NEE subsidiary was agreed in mid-May but hasn't closed yet, and it still depends on meeting the closing conditions in the merger agreement. This particular filing doesn't announce new operational results or management changes; it's more procedural, and the actual completion would be reported in a separate Form 8-K.
View Full Filing (SEC EDGAR)2026-07-24
On July 24, 2026, NextEra Energy (NEE) posted its second-quarter 2026 earnings release on its website and attached it as an exhibit to this 8-K filing. The filing itself is just a notice that the earnings are out—it doesn't include any actual numbers in the body.
View Full Filing (SEC EDGAR)CUSIP
65339F101, 302571104, 65339F10 , 65339F901, 65339F951, 65339f101
FAQ
Who are the top institutional investors holding NEXTERA ENERGY INC (NEE)?
Major stakeholders currently include BlackRock, Inc. ($16.4B), Vanguard Capital Management LLC ($12.0B), State Street CORP ($10.4B). Based on the latest 13F filings, there are a total of 3089 tracked investment funds and institutions maintaining positions in NEE.
What is the overall institutional sentiment toward NEE recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $22.3B, driven by 1606 managers accumulating shares while 1267 reduced their exposure.
Which institutions have been selling or reducing their NEE positions?
In the latest period, 1109 funds trimmed their holdings, and 158 managers completely exited their positions. The aggregate reported sell value was $6.5B.
Are there any notable investors adding NEE to their portfolios?
Yes, buying activity remains notable. 165 institutions opened new positions in {ticker}, and 1441 existing holders added to their shares. The total reported buy value for the quarter amounted to $14.8B.
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News
164
Articles
Data as of 2026-10-17
Yahoo Finance2026-10-17
Did NextEra's Dividends Make Up For Its Stock's Lag Behind The Market?
Zacks Investment Research2026-10-16
NEE Stock Falls Behind Industry in 3 Months: Should You Buy Now?
TradingView2026-10-16
NEE Stock Falls Behind Industry in 3 Months: Should You Buy Now?
Yahoo Finance2026-10-16
ETFs Are Buying NextEra Energy (NEE) on Oct. 14
Simply Wall Street2026-10-15
NextEra Energy (NEE) Proposes Legal Settlement, Is It Still Undervalued?
Developer Access
Access NEE's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/NEECLI
npx alphasmo stocks get NEE