Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NEXTERA ENERGY INC (NEE)

3K + Investors. Track Smart Money conviction in NEE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +199
Streak
2Q ▲
Buyers last Q
57%

Smart Money Signals — NEE

Based on 2716 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added NEE 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
2,716 hedge funds hold NEE 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 — +8% more funds vs a year ago

fund count last 6Q
+192 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

1470 buying1115 selling
Last quarter: 1,470 funds bought or added vs 1,115 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+140 vs last Q)

new funds entering per quarter
Funds opening a new NEE position: 190 → 176 → 202 → 342. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 16% medium ■ 13% new
1,941 out of 2,716 hedge funds have held NEE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

237 → 190 → 176 → 202 → 342 new funds/Q
New funds entering each quarter: 190 → 176 → 202 → 342. A growing number of institutions are discovering NEE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 11% 1-2yr ■ 17% new
Of 2,790 current holders: 2,004 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
48 of 2716 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in NEE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Hedge Fund Ownership: NEE

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

Market Analysis: NEE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NEE

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

200 top-rated funds 43 high-conviction
Consensus
10.0
/ 10
breadth
×
Elite
5.6
/ 10
conviction
Hedge Fund Positioning: NEE
2026 Q1 Stats Unlock in 22 days 3K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 2790 2601 7.27%
13F Shares 1.73B 1.67B 3.55%
Total Value $136.98B $154.29B -11.22%
New Positions 349 206 +143
Increased Positions 1217 1157 +60
Closed Positions 152 176 -24
Reduced Positions 1090 1131 -41
Total Calls 41 46 -10.87%
Total Puts 42 46 -8.7%
PUT/CALL Ratio 1.02 1.0 Neutral

Statistics: NEE

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Institutional Holders (2026 Q1)

3K + investors

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

Top 25 institutional holders of NEE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Portman Square Capital LLP 7.82% 2,185,600 $203.0M
2 Slocum, Gordon & Co LLP 6.73% 106,558 $9.9M
3 Ausbil Investment Management Ltd 6.52% 141,054 $13.1M
4 Asset Management Advisors, LLC 6.49% 115,491 $10.7M
5 Constitution Capital LLC 5.36% 115,558 $10.7M
6 S.E.E.D. Planning Group LLC 4.01% 148,628 $13.8M
7 SPRING CAPITAL MANAGEMENT, LLC 3.78% 80,569 $7.5M
8 M. Kraus & Co 3.58% 132,057 $12.3M
9 Baugh & Associates, LLC 3.44% 85,697 $8.0M
10 Sulzberger Capital Advisors, Inc. 3.30% 34,812 $3.2M
11 Andrew Hill Investment Advisors, Inc. 3.29% 39,748 $3.7M
12 AVITY INVESTMENT MANAGEMENT INC. 3.20% 473,728 $44.0M
13 Welch Group, LLC 2.98% 852,934 $79.2M
14 Westwind Capital 2.92% 130,801 $12K
15 Robbins Farley 2.89% 70,360 $6.5M
16 Hixon Zuercher, LLC 2.79% 96,516 $9.0M
17 LGT Group Foundation 2.75% 2,423,663 $225.1M
18 FUKOKU MUTUAL LIFE INSURANCE CO 2.72% 448,217 $41.6M
19 VIKING FUND MANAGEMENT LLC 2.71% 285,000 $26.5M
20 Bath Savings Trust Co 2.70% 272,195 $25.3M
21 SHIKIAR ASSET MANAGEMENT INC 2.67% 99,723 $9K
22 Somerset Trust Co 2.67% 93,647 $8.7M
23 WENDELL DAVID ASSOCIATES INC 2.52% 249,435 $23K
24 Brendel Financial Advisors LLC 2.51% 54,654 $5.1M
25 Northside Capital Management, LLC 2.46% 301,643 $28.0M
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)

What does the Smart Money Trend signal show for NEE?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added NEE 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?

Slight buying edge — 57% buying: Last quarter: 1,470 funds bought or added vs 1,115 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NEE holders?

Elite ownership — 60% AUM from top-100 funds: 48 of 2716 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in NEE. 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?

71% of holders stayed for 2+ years: 1,941 out of 2,716 hedge funds have held NEE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.