NEXTERA ENERGY INC (NEE) Institutional Ownership
NEE is currently held by 5 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $57.94M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
The largest disclosed holder is Torray Fund, which reported ownership valued at approximately $20.85M in its June 30, 2026 13F filing. Based on current market prices and the latest disclosed share count, Torray Fund's NEE position is now estimated to be worth approximately $20.11M, representing an estimated loss of -3.55% since the filing period.
Major shareholders tracked on this page include Torray Fund, Matrix Advisors Value Fund, Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks fund ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward NEXTERA ENERGY INC (NEE).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q2 2026 | 3 | $54,608,277 | 622,175 |
| Q1 2026 | 5 | $59,904,746 | 644,969 |
| Q4 2025 | 5 | $53,973,704 | 672,318 |
| Q3 2025 | 5 | $50,852,109 | 673,627 |
| Q2 2025 | 5 | $27,766,973 | 399,985 |
| Q1 2025 | 5 | $26,911,867 | 379,629 |
| Q4 2024 | 6 | $115,237,029 | 1,607,434 |
| Q3 2024 | 6 | $55,937,210 | 661,744 |
| Q2 2024 | 5 | $41,615,315 | 587,702 |
| Q1 2024 | 5 | $37,504,605 | 782,539 |
| Q4 2023 | 4 | $32,312,362 | 531,978 |
| Q3 2023 | 6 | $22,541,407 | 2,749,227 |
Related NEE Institutional Insights:
- NEE Institutional Ownership & Insiders Activity
- NEE Institutional Ownership & 13F Activity
- NEE Top Institutional Shareholders
- NEE Institutional Buying Activity
- NEE Institutional Selling Activity
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- Utilities Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
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- NEE Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings