Nextera Energy (NEE) Held by Superinvestors
NEXTERA ENERGY INC (NEE) is currently held by 5 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $56.63M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Torray Fund is currently the largest disclosed institutional shareholder of NEE tracked by InsiderSet, reporting ownership valued at approximately $20.85M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $19.50M, representing an estimated loss of -6.46% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed NEE value among the investors covered in this analysis. Major shareholders include Torray Fund, Matrix Advisors Value Fund, Sequoia Financial Advisors, and several other long-term asset managers with concentrated positions in NEXTERA ENERGY INC (NEE).
This page ranks the largest institutional NEE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Torray Fund | Robert Torray | 2.81% | 237,562 | $20,850,846 | $19,503,840 | -$1,347,006 | -6.46% |
| Matrix Advisors Value Fund | David Katz | 1.63% | 261,183 | $19,781,972 | $21,443,124 | +$1,661,152 | +8.40% |
| Sequoia Financial Advisors | 0.06% | 147,124 | $12,913,054 | $12,078,880 | -$834,174 | -6.46% | |
| Dodge & Cox Stock Fund | V. D. Dodge, E. M. Cox | 0.00% | 23,000 | $2,018,710 | $1,888,300 | -$130,410 | -6.46% |
| Mairs & Power Growth Fund | Andrew R. Adams | 0.01% | 12,097 | $1,061,754 | $993,164 | -$68,590 | -6.46% |
Frequently asked questions about NEE
Who are the largest superinvestors holding NEE?
The largest superinvestors holding NEE in the latest SEC Form 13F filings include Torray Fund, Matrix Advisors Value Fund, Sequoia Financial Advisors, Dodge & Cox Stock Fund, and Mairs & Power Growth Fund. InsiderSet ranks these superinvestors by their latest reported NEE position.
What does the NEE superinvestors page include?
This page tracks NEE positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. NEXTERA ENERGY INC (NEE) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold NEE?
InsiderSet currently tracks 5 superinvestors reporting NEE holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own NEE.
How much NEE stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $56.63M in NEE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were NEE superinvestor holdings last updated?
The latest NEE superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.
Are superinvestor NEE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its NEE position after the reporting date.
Are superinvestors buying or selling NEE?
Buying and selling can be analyzed by comparing NEE positions across consecutive 13F reporting periods. InsiderSet's NEE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NEE ownership changes.
How have superinvestor NEE holdings changed over time?
InsiderSet tracks NEE holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.