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 $59.90M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Matrix Advisors Value Fund, which reported ownership valued at approximately $24.59M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Matrix Advisors Value Fund's NEE position is now estimated to be worth approximately $23.19M, representing an estimated loss of -5.66% since the filing period.

Major shareholders tracked on this page include Matrix Advisors Value Fund, Torray 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 quarterInstitutional holdersTotal reported valueTotal shares
Q1 20265$59,904,746644,969
Q4 20255$53,973,704672,318
Q3 20255$50,852,109673,627
Q2 20255$27,766,973399,985
Q1 20255$26,911,867379,629
Q4 20246$115,237,0291,607,434
Q3 20246$55,937,210661,744
Q2 20245$41,615,315587,702
Q1 20245$37,504,605782,539
Q4 20234$32,312,362531,978
Q3 20236$22,541,4072,749,227
Q2 20235$6,268,675675,532