Titelia

Fund shareholders of NextEra Energy Inc

ISIN US65339F1012 · United States · LEI 254900RHL9MEUS5NKX63

Fund shareholders
1,154
Of which ETFs
302 852 other funds
Value held
58.8B $ 211.9M € · 4.3B SEK
Share of capital
30.2 % of 2.1B shares on Jun 30, 2026

1,154 funds hold this company. This table lists the 1,141 that declare it in a regulatory filing. The other 13 publish their holdings in their own reports. They are not in the table.

FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 66,164,9716.1B $0.31 %3.17 %as of Mar 31, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 52,922,4714.9B $0.35 %2.54 %as of Mar 31, 2026 ↗
State Street(R) Utilities Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 35,728,1733.3B $13.59 %1.71 %as of Mar 31, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 26,784,3922.5B $0.35 %1.28 %as of Mar 31, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 26,503,8132.5B $0.33 %1.27 %as of Feb 28, 2026 ↗
VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS 18,271,7071.7B $0.75 %0.88 %as of Mar 31, 2026 ↗
American Mutual Fund American Mutual Fund 17,332,0831.7B $1.48 %0.83 %as of Apr 30, 2026 ↗
VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND 14,015,2531.3B $11.92 %0.67 %as of Feb 28, 2026 ↗
Putnam Large Cap Value Fund Putnam Large Cap Value Fund 12,664,8281.2B $2.47 %0.61 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 11,742,6191.1B $0.35 %0.56 %as of Mar 31, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 11,692,0681.1B $0.92 %0.56 %as of Apr 30, 2026 ↗
JPMorgan U.S. Equity Fund JPMorgan Trust I 8,396,524779.9M $2.47 %0.40 %as of Mar 31, 2026 ↗
Franklin Utilities Fund Franklin Custodian Funds 8,300,000770.9M $9.95 %0.40 %as of Mar 31, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 8,221,188804.7M $0.85 %0.39 %as of Apr 30, 2026 ↗
JPMorgan Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust 7,773,143722M $1.64 %0.37 %as of Mar 31, 2026 ↗
JPMorgan Equity Income Fund JPMorgan Trust II 6,268,693582.2M $1.41 %0.30 %as of Mar 31, 2026 ↗
Select Utilities Portfolio Fidelity Select Portfolios 5,929,525556M $13.61 %0.28 %as of Feb 28, 2026 ↗
iShares Global Infrastructure ETF iShares Trust 5,736,627532.8M $5.27 %0.28 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 5,484,013509.4M $0.39 %0.26 %as of Mar 31, 2026 ↗
Investment Co of America Investment Co of America 5,303,003492.5M $0.30 %0.25 %as of Mar 31, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 4,968,976486.4M $1.23 %0.24 %as of Apr 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 4,957,742464.9M $0.21 %0.24 %as of Feb 28, 2026 ↗
PGIM Jennison Utility Fund Prudential Sector Funds, Inc. 4,829,935452.9M $12.63 %0.23 %as of Feb 27, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 4,790,950445M $0.64 %0.23 %as of Mar 31, 2026 ↗
MFS Value Fund MFS SERIES TRUST I 4,737,027444.2M $0.79 %0.23 %as of Feb 28, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 4,619,757452.2M $0.33 %0.22 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 4,378,544406.7M $0.35 %0.21 %as of Mar 31, 2026 ↗
Franklin Rising Dividends Fund Franklin Managed Trust 4,050,000376.2M $1.46 %0.19 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 3,894,468365.2M $0.29 %0.19 %as of Feb 28, 2026 ↗
MFS Utilities Fund MFS Series Trust VI 3,836,295375.5M $13.32 %0.18 %as of Apr 30, 2026 ↗
iShares S&P 500 Value ETF iShares Trust 3,593,416333.8M $0.72 %0.17 %as of Mar 31, 2026 ↗
Capital Group Dividend Value ETF Capital Group Dividend Value ETF 3,515,243329.6M $1.08 %0.17 %as of Feb 28, 2026 ↗
Income Fund of America Income Fund of America 3,220,104315.2M $0.22 %0.15 %as of Apr 30, 2026 ↗
Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST 3,155,116308.8M $12.58 %0.15 %as of Apr 30, 2026 ↗
Old Westbury Large Cap Strategies Fund Old Westbury Funds Inc 3,113,216304.7M $1.21 %0.15 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 3,084,192289.2M $0.29 %0.15 %as of Feb 28, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 3,078,2072.7B SEK0.20 %0.15 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 3,066,425287.5M $0.31 %0.15 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST 2,960,018274.9M $1.33 %0.14 %as of Mar 31, 2026 ↗
Capital World Growth & Income Fund Capital World Growth & Income Fund 2,941,141275.8M $0.18 %0.14 %as of Feb 28, 2026 ↗
Columbia Dividend Income Fund COLUMBIA FUNDS SERIES TRUST I 2,826,569265M $0.55 %0.14 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 2,617,858243.1M $0.31 %0.13 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 2,452,128227.8M $0.72 %0.12 %as of Mar 31, 2026 ↗
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 2,445,914227.2M $0.35 %0.12 %as of Mar 31, 2026 ↗
Franklin Growth Fund Franklin Custodian Funds 2,417,070224.5M $1.39 %0.12 %as of Mar 31, 2026 ↗
iShares Select Dividend ETF iShares Trust 2,291,269224.3M $0.98 %0.11 %as of Apr 30, 2026 ↗
Fidelity Puritan Fund Fidelity Puritan Trust 2,220,213208.2M $0.64 %0.11 %as of Feb 28, 2026 ↗
iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust 2,176,676213.1M $0.63 %0.10 %as of Apr 30, 2026 ↗
VANGUARD ENERGY FUND VANGUARD SPECIALIZED FUNDS 2,173,493212.7M $2.79 %0.10 %as of Apr 30, 2026 ↗
JPMorgan Hedged Equity Fund JPMorgan Trust I 2,166,677201.2M $1.00 %0.10 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 2,146,693201.3M $0.31 %0.10 %as of Feb 28, 2026 ↗
T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. 2,145,273199.3M $0.88 %0.10 %as of Mar 31, 2026 ↗
Putnam Focused Large Cap Value ETF Putnam ETF Trust 2,049,850192.2M $2.19 %0.10 %as of Feb 27, 2026 ↗
iShares U.S. Utilities ETF iShares Trust 2,022,450198M $12.22 %0.10 %as of Apr 30, 2026 ↗
ProShares S&P 500 Dividend Aristocrats ETF ProShares Trust 1,985,618186.2M $1.55 %0.10 %as of Feb 28, 2026 ↗
Nuveen Dividend Growth Fund Nuveen Investment Trust II 1,951,564191M $2.94 %0.09 %as of Apr 30, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 1,895,565176.1M $0.34 %0.09 %as of Mar 31, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 1,840,375180.1M $0.21 %0.09 %as of Apr 30, 2026 ↗
T. Rowe Price All-Cap Opportunities Fund T. Rowe Price All-Cap Opportunities Fund, Inc. 1,812,300168.3M $1.17 %0.09 %as of Mar 31, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 1,754,075162.9M $0.68 %0.08 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 1,749,874171.3M $0.29 %0.08 %as of Apr 30, 2026 ↗
MFS Utilities Series MFS VARIABLE INSURANCE TRUST 1,714,869159.3M $12.77 %0.08 %as of Mar 31, 2026 ↗
Fidelity Telecom and Utilities Fund Fidelity Select Portfolios 1,711,793167.6M $11.08 %0.08 %as of Apr 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 1,676,417164.1M $0.18 %0.08 %as of Apr 30, 2026 ↗
iShares U.S. Infrastructure ETF iShares Trust 1,639,231152.3M $4.12 %0.08 %as of Mar 31, 2026 ↗
Fidelity Equity-Income Fund Fidelity Devonshire Trust 1,627,802159.3M $1.39 %0.08 %as of Apr 30, 2026 ↗
Fidelity Balanced Fund Fidelity Puritan Trust 1,585,484148.7M $0.24 %0.08 %as of Feb 28, 2026 ↗
JPMorgan Global Select Equity ETF J.P. Morgan Exchange-Traded Fund Trust 1,583,202155M $2.18 %0.08 %as of Apr 30, 2026 ↗
Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES 1,542,273143.2M $0.35 %0.07 %as of Mar 31, 2026 ↗
The Gabelli Utilities Fund Gabelli Utilities Fund 1,524,000141.5M $7.99 %0.07 %as of Mar 31, 2026 ↗
T. Rowe Price Equity Income Fund T. ROWE PRICE EQUITY INCOME FUND, INC. 1,495,000138.9M $0.86 %0.07 %as of Mar 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 1,489,385138.3M $0.32 %0.07 %as of Mar 31, 2026 ↗
Equity Income Fund Principal Funds, Inc 1,448,898141.8M $1.74 %0.07 %as of Apr 30, 2026 ↗
NYLIM VP Fidelity Institutional AM Utilities Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 1,318,719122.5M $13.97 %0.06 %as of Mar 31, 2026 ↗
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 1,303,213121M $0.35 %0.06 %as of Mar 31, 2026 ↗
Fidelity High Dividend ETF Fidelity Covington Trust 1,296,822126.9M $1.38 %0.06 %as of Apr 30, 2026 ↗
JPMorgan Nasdaq Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust 1,259,779117M $0.34 %0.06 %as of Mar 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 1,246,653115.8M $0.32 %0.06 %as of Mar 31, 2026 ↗
VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND 1,245,422116.8M $0.97 %0.06 %as of Feb 28, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 1,230,789120.5M $0.29 %0.06 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,213,741113.8M $0.61 %0.06 %as of Feb 28, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 1,210,017113.5M $0.29 %0.06 %as of Feb 28, 2026 ↗
Neuberger Large Cap Value Fund NEUBERGER BERMAN EQUITY FUNDS 1,180,313110.7M $1.17 %0.06 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 1,172,971108.9M $0.19 %0.06 %as of Mar 31, 2026 ↗
LORD ABBETT AFFILIATED FUND INC LORD ABBETT AFFILIATED FUND INC 1,169,437114.5M $1.70 %0.06 %as of Apr 30, 2026 ↗
JNL/Mellon Utilities Sector Fund JNL Series Trust 1,127,793104.7M $12.21 %0.05 %as of Mar 31, 2026 ↗
Putnam Sustainable Leaders Fund Putnam Sustainable Leaders Fund 1,121,200104.1M $1.74 %0.05 %as of Mar 31, 2026 ↗
JPMorgan U.S. Research Enhanced Equity Fund JPMorgan Trust I 1,117,358103.8M $1.01 %0.05 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 1,098,268103M $0.66 %0.05 %as of Feb 28, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 1,080,462105.8M $0.29 %0.05 %as of Apr 30, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 1,042,26296.8M $0.35 %0.05 %as of Mar 31, 2026 ↗
Capital Income Builder Capital Income Builder 1,025,851100.4M $0.08 %0.05 %as of Apr 30, 2026 ↗
JPMorgan Value Advantage Fund JPMorgan Trust I 1,015,00394.3M $1.17 %0.05 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 1,003,45993.2M $0.31 %0.05 %as of Mar 31, 2026 ↗
VIP Equity-Income Portfolio Variable Insurance Products Fund 998,56892.7M $1.36 %0.05 %as of Mar 31, 2026 ↗
JPMorgan Equity Premium Income Fund JPMorgan Trust IV 988,92691.9M $1.67 %0.05 %as of Mar 31, 2026 ↗
Franklin Income Fund Franklin Custodian Funds 984,10091.4M $0.12 %0.05 %as of Mar 31, 2026 ↗
Lord Abbett Dividend Growth Fund LORD ABBETT RESEARCH FUND INC 979,09891.8M $1.89 %0.05 %as of Feb 28, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 963,84489.5M $0.34 %0.05 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 957,28493.7M $0.23 %0.05 %as of Apr 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
NYLIM VP Fidelity Institutional AM Utilities Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 13.97 %as of Mar 31, 2026 ↗
VIP Utilities Portfolio Variable Insurance Products Fund IV 13.80 %as of Mar 31, 2026 ↗
Select Utilities Portfolio Fidelity Select Portfolios 13.61 %as of Feb 28, 2026 ↗
State Street(R) Utilities Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 13.59 %as of Mar 31, 2026 ↗
Allspring Utility and Telecommunications Fund ALLSPRING FUNDS TRUST 13.43 %as of Mar 31, 2026 ↗
PROFUND VP UTILITIES ProFunds 13.34 %as of Mar 31, 2026 ↗
MFS Utilities Fund MFS Series Trust VI 13.32 %as of Apr 30, 2026 ↗
MFS Utilities Series MFS VARIABLE INSURANCE TRUST 12.77 %as of Mar 31, 2026 ↗
PGIM Jennison Utility Fund Prudential Sector Funds, Inc. 12.63 %as of Feb 27, 2026 ↗
Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST 12.58 %as of Apr 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q21,036+48624,980,214+2.3 %
2026Q1988-19610,930,055+1.4 %
2025Q41,0070602,568,552-0.2 %
2025Q31,007-20603,852,952+4.9 %
2025Q21,027+18575,828,578+1.5 %
2025Q11,009-34567,241,363-1.4 %
2024Q41,043+25575,214,922+0.1 %
2024Q31,018+7574,748,847+0.8 %
2024Q21,011+14569,918,684+1.4 %
2024Q1997-60562,241,817-4.2 %
2023Q41,057587,024,880

Institutional managers

3,002 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.178,829,48416.6B $as of Mar 31, 2026
STATE STREET CORP119,667,91811.1B $as of Mar 31, 2026
JPMORGAN CHASE & CO111,988,24010.3B $as of Mar 31, 2026
MORGAN STANLEY64,751,8826B $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC48,320,0844.5B $as of Mar 31, 2026
FRANKLIN RESOURCES INC46,529,5764.3B $as of Mar 31, 2026
Capital Research Global Investors35,659,9433.3B $as of Mar 31, 2026
FMR LLC33,897,0333.1B $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/31,352,6952.9B $as of Mar 31, 2026
WELLS FARGO & COMPANY/MN28,493,0322.6B $as of Mar 31, 2026
UBS Group AG23,356,2092.2B $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC22,780,3722.1B $as of Mar 31, 2026
NORTHERN TRUST CORP22,176,1232.1B $as of Mar 31, 2026
ROYAL BANK OF CANADA19,364,1811.8B $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/18,583,3661.7M $as of Mar 31, 2026
DEUTSCHE BANK AG\17,710,7671.6B $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC17,515,1541.6B $as of Mar 31, 2026
Legal & General Group Plc16,610,7661.5B $as of Mar 31, 2026
Nuveen, LLC16,466,1141.5B $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC15,406,2601.4B $as of Mar 31, 2026
NEUBERGER BERMAN GROUP LLC13,813,2611.3B $as of Mar 31, 2026
Bank of New York Mellon Corp13,335,7171.2B $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/13,192,0711.2B $as of Mar 31, 2026
RAYMOND JAMES FINANCIAL INC13,090,6111.2B $as of Mar 31, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP12,110,9841.1B $as of Mar 31, 2026

Declared shareholders of NextEra Energy Inc

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Capital Management 7.55 %157,335,982as of Mar 31, 2026 · SCHEDULE 13G
JPMORGAN CHASE & CO 5.20 %109,203,321as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of NextEra Energy Inc

12 funds declare 13 bond lines of this company. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
Franklin Income Focus ETF213.2M $as of Mar 31, 2026
Rational/Pier 88 Convertible Securities Fund110.6M $as of Mar 31, 2026
Virtus Income & Growth Fund17.4M $as of Mar 31, 2026
Virtus Convertible Fund17.1M $as of Mar 31, 2026
Virtus InfraCap U.S. Preferred Stock ETF15.1M $as of Apr 30, 2026
Empower High Yield Bond Fund14M $as of Mar 31, 2026
Franklin Income Equity Focus ETF11.6M $as of Mar 31, 2026
Strategic Alternatives Fund1941.7K $as of Mar 31, 2026
Morningstar Alternatives Fund1794.8K $as of Apr 30, 2026
First Trust SSI Strategic Convertible Securities ETF1546.7K $as of Apr 30, 2026
PGIM Income Builder Fund1542.8K $as of Apr 30, 2026
TETON Convertible Securities Fund1210.2K $as of Mar 31, 2026
Cite this page

Titelia. "Fund shareholders of NextEra Energy Inc". https://titelia.com/en/stocks/nextera-energy-inc-US65339F1012