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
Transamerica Balanced II TRANSAMERICA FUNDS 4,270417.9K $0.59 %0.00 %as of Apr 30, 2026 ↗
First Trust EIP Power Solutions ETF First Trust Exchange-Traded Fund IV 4,211412.2K $1.54 %0.00 %as of Apr 30, 2026 ↗
EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust 4,170387.3K $0.11 %0.00 %as of Mar 31, 2026 ↗
JNL/T. Rowe Price Balanced Fund JNL Series Trust 4,166386.9K $0.07 %0.00 %as of Mar 31, 2026 ↗
Hartford Disciplined US Equity ETF Lattice Strategies Trust 4,162407.4K $0.23 %0.00 %as of Apr 30, 2026 ↗
Sit Balanced Fund SIT MUTUAL FUNDS INC 4,140384.5K $0.53 %0.00 %as of Mar 31, 2026 ↗
Impact Shares Naacp Minority Empowerment ETF Tidal Trust III 3,886360.9K $0.60 %0.00 %as of Mar 31, 2026 ↗
Multi-Manager Directional Alternative Strategies Fund COLUMBIA FUNDS SERIES TRUST I 3,847376.5K $0.12 %0.00 %as of Apr 30, 2026 ↗
E*TRADE No Fee Large Cap Index Fund E Trade Trust 3,823374.2K $0.33 %0.00 %as of Apr 30, 2026 ↗
WBI BullBear Value 3000 ETF Absolute Shares Trust 3,806353.5K $1.53 %0.00 %as of Mar 31, 2026 ↗
JAMES AGGRESSIVE ALLOCATION FUND JAMES ADVANTAGE FUNDS 3,780351.1K $1.24 %0.00 %as of Mar 31, 2026 ↗
AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 3,756348.9K $0.15 %0.00 %as of Mar 31, 2026 ↗
Cambria Chesapeake Pure Trend ETF Tidal Trust II 3,676341.4K $1.12 %0.00 %as of Mar 31, 2026 ↗
Nomura Global Listed Infrastructure ETF Nomura ETF Trust 3,651339.1K $4.06 %0.00 %as of Mar 31, 2026 ↗
PGIM Quant Solutions Large-Cap Core Fund Prudential Investment Portfolios 9 3,600352.4K $0.03 %0.00 %as of Apr 30, 2026 ↗
Hartford Schroders Diversified Opportunities Fund HARTFORD MUTUAL FUNDS II, INC 3,599352.3K $0.21 %0.00 %as of Apr 30, 2026 ↗
Truth Social American Energy Security ETF Truth Social Funds 3,488324K $3.31 %0.00 %as of Mar 31, 2026 ↗
AST Quantitative Modeling Portfolio Advanced Series Trust 3,470322.3K $0.07 %0.00 %as of Mar 31, 2026 ↗
Dan IVES Wedbush AI Power & Infrastructure ETF Wedbush Series Trust 3,465339.2K $3.94 %0.00 %as of Apr 30, 2026 ↗
Eaton Vance All Asset Strategy Fund Eaton Vance Growth Trust 3,435322.1K $0.14 %0.00 %as of Feb 28, 2026 ↗
AB All Market Total Return Portfolio AB PORTFOLIOS 3,307310.1K $0.07 %0.00 %as of Feb 28, 2026 ↗
Multi-Asset Strategy Fund RUSSELL INVESTMENT CO 3,282321.2K $0.05 %0.00 %as of Apr 30, 2026 ↗
Anydrus Advantage ETF Collaborative Investment Series Trust 3,280304.6K $0.51 %0.00 %as of Mar 31, 2026 ↗
Stratified LargeCap Index ETF Exchange Listed Funds Trust 3,248301.7K $0.26 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Dividend Leaders ETF J.P. Morgan Exchange-Traded Fund Trust 3,231316.3K $2.82 %0.00 %as of Apr 30, 2026 ↗
MML Managed Volatility Fund MML SERIES INVESTMENT FUND 3,222299.3K $0.34 %0.00 %as of Mar 31, 2026 ↗
Franklin U.S. Core Dividend Tilt Index ETF Franklin Templeton ETF Trust 3,198297K $0.28 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust 3,196296.8K $0.33 %0.00 %as of Mar 31, 2026 ↗
Alger Balanced Portfolio ALGER PORTFOLIOS 3,096287.6K $0.45 %0.00 %as of Mar 31, 2026 ↗
Alger Growth & Income Portfolio ALGER PORTFOLIOS 3,095287.5K $0.63 %0.00 %as of Mar 31, 2026 ↗
First Sentier American Listed Infrastructure Fund Datum One Series Trust 3,002278.8K $6.31 %0.00 %as of Mar 31, 2026 ↗
WBI BullBear Yield 3000 ETF Absolute Shares Trust 2,983277.1K $1.01 %0.00 %as of Mar 31, 2026 ↗
Optimized Equity Income ETF Listed Funds Trust 2,952288.9K $0.69 %0.00 %as of Apr 30, 2026 ↗
ProShares S&P 500 Ex-Financials ETF ProShares Trust 2,949276.5K $0.39 %0.00 %as of Feb 28, 2026 ↗
The ESG Growth Portfolio HC Capital Trust 2,902269.5K $0.24 %0.00 %as of Mar 31, 2026 ↗
Calvert Global Equity Fund Calvert Management Series 2,845264.2K $2.59 %0.00 %as of Mar 31, 2026 ↗
Russell Investments Global Equity ETF Russell Investments Exchange Traded Funds 2,827262.6K $0.10 %0.00 %as of Mar 31, 2026 ↗
Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust 2,800262.6K $0.06 %0.00 %as of Feb 28, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 2,772271.3K $0.10 %0.00 %as of Apr 30, 2026 ↗
S&P 500 2x Strategy Fund Rydex Variable Trust 2,772257.5K $0.30 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Energy ETF ProShares Trust 2,759258.7K $0.34 %0.00 %as of Feb 28, 2026 ↗
1290 Loomis Sayles Multi-Asset Income Fund 1290 Funds 2,712265.5K $0.28 %0.00 %as of Apr 30, 2026 ↗
Northern Trust US Equity ETF Northern Funds 2,694250.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND 2,621243.4K $0.13 %0.00 %as of Mar 31, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 2,615245.2K $0.11 %0.00 %as of Feb 27, 2026 ↗
BlackRock Balanced Portfolio BlackRock Series Fund, Inc. 2,604241.9K $0.05 %0.00 %as of Mar 31, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 2,573251.8K $0.30 %0.00 %as of Apr 30, 2026 ↗
Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc 2,530247.6K $0.09 %0.00 %as of Apr 30, 2026 ↗
JPMorgan U.S. Research Enhanced Large Cap ETF J.P. Morgan Exchange-Traded Fund Trust 2,477230.1K $0.74 %0.00 %as of Mar 31, 2026 ↗
SPIRIT OF AMERICA ENERGY FUND Spirit of America Investment Fund, Inc. 2,450229.7K $0.14 %0.00 %as of Feb 28, 2026 ↗
BlackRock Managed Volatility V.I. Fund BlackRock Variable Series Funds, Inc. 2,415224.3K $0.16 %0.00 %as of Mar 31, 2026 ↗
Invesco Global Equity Net Zero ETF Invesco Actively Managed Exchange-Traded Fund Trust 2,403235.2K $0.14 %0.00 %as of Apr 30, 2026 ↗
TrueShares Eagle Global Renewable Energy Income ETF Elevation Series Trust 2,388221.8K $7.01 %0.00 %as of Mar 31, 2026 ↗
First Trust Alerian U.S. NextGen Infrastructure ETF First Trust Exchange-Traded Fund II 2,385221.5K $1.09 %0.00 %as of Mar 31, 2026 ↗
Equity Income Fund RUSSELL INVESTMENT CO 2,327227.8K $0.15 %0.00 %as of Apr 30, 2026 ↗
Eventide Large Cap Value ETF Strategy Shares 2,326227.7K $1.94 %0.00 %as of Apr 30, 2026 ↗
State Street U.S. Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 2,315215K $1.21 %0.00 %as of Mar 31, 2026 ↗
JNL/JPMorgan Nasdaq Hedged Equity Fund JNL Series Trust 2,222206.4K $0.42 %0.00 %as of Mar 31, 2026 ↗
Guinness Atkinson Sustainable Energy ETF GUINNESS ATKINSON FUNDS 2,145199.2K $5.00 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS 2,139209.4K $0.33 %0.00 %as of Apr 30, 2026 ↗
BlackRock Advantage Large Cap Value V.I. Fund BlackRock Variable Series Funds, Inc. 2,138198.6K $0.19 %0.00 %as of Mar 31, 2026 ↗
LoCorr Strategic Allocation Fund LoCorr Investment Trust 2,127197.6K $0.20 %0.00 %as of Mar 31, 2026 ↗
Hartford US Value ETF Lattice Strategies Trust 2,093204.9K $0.44 %0.00 %as of Apr 30, 2026 ↗
Pictet AI Enhanced US Equity ETF 2023 ETF Series Trust 2,081193.3K $0.38 %0.00 %as of Mar 31, 2026 ↗
The Catholic SRI Growth Portfolio HC Capital Trust 2,078193K $0.27 %0.00 %as of Mar 31, 2026 ↗
Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust 2,038191.1K $0.05 %0.00 %as of Feb 28, 2026 ↗
Pictet Cleaner Planet ETF 2023 ETF Series Trust 2,035189K $1.42 %0.00 %as of Mar 31, 2026 ↗
GOVERNMENT STREET OPPORTUNITIES FUND Williamsburg Investment Trust 2,000185.8K $0.22 %0.00 %as of Mar 31, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 1,976185.3K $0.17 %0.00 %as of Feb 28, 2026 ↗
Persimmon Long/Short Fund NORTHERN LIGHTS FUND TRUST III 1,908177.2K $0.40 %0.00 %as of Mar 31, 2026 ↗
Putnam VT Sustainable Future Fund Putnam Variable Trust 1,876174.2K $0.67 %0.00 %as of Mar 31, 2026 ↗
Fidelity U.S. Low Volatility Equity Fund Fidelity Summer Street Trust 1,868182.8K $0.98 %0.00 %as of Apr 30, 2026 ↗
AAM Brentview Dividend Growth ETF ETF Series Solutions 1,866182.6K $2.91 %0.00 %as of Apr 30, 2026 ↗
NVIT J.P. Morgan Innovators Fund Nationwide Variable Insurance Trust 1,815168.6K $1.76 %0.00 %as of Mar 31, 2026 ↗
Fidelity Healthy Future Fund Fidelity Summer Street Trust 1,771173.3K $1.16 %0.00 %as of Apr 30, 2026 ↗
Fidelity Advisor Multi-Asset Income Fund Fidelity School Street Trust 1,756163.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
BlackRock Balanced Fund, Inc. BlackRock Balanced Fund, Inc. 1,738163K $0.01 %0.00 %as of Feb 27, 2026 ↗
PGIM Balanced Fund Prudential Investment Portfolios, Inc. 1,700157.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS 1,676164K $0.34 %0.00 %as of Apr 30, 2026 ↗
Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust 1,605157.1K $0.24 %0.00 %as of Apr 30, 2026 ↗
BlackRock Managed Income Fund BlackRock Funds II 1,449134.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust 1,438140.8K $0.23 %0.00 %as of Apr 30, 2026 ↗
Catalyst/Welton Advantage Multi-Strategy Fund MUTUAL FUND SERIES TRUST 1,426132.4K $0.29 %0.00 %as of Mar 31, 2026 ↗
Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST 1,422132.1K $0.20 %0.00 %as of Mar 31, 2026 ↗
Neuberger Growth ETF Neuberger Berman ETF Trust 1,416132.8K $0.99 %0.00 %as of Feb 28, 2026 ↗
ProShares S&P 500 Ex-Health Care ETF ProShares Trust 1,407131.9K $0.37 %0.00 %as of Feb 28, 2026 ↗
BULL PROFUND ProFunds 1,338131K $0.26 %0.00 %as of Apr 30, 2026 ↗
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF J.P. Morgan Exchange-Traded Fund Trust 1,331130.3K $0.41 %0.00 %as of Apr 30, 2026 ↗
Virtus Duff & Phelps Clean Energy ETF Virtus ETF Trust II 1,326129.8K $2.03 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP LARGE CAP VALUE ProFunds 1,320122.6K $0.75 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS 1,280118.9K $0.07 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP BULL ProFunds 1,254116.5K $0.28 %0.00 %as of Mar 31, 2026 ↗
Franklin Dividend Growth ETF Franklin Templeton ETF Trust 1,251116.2K $2.36 %0.00 %as of Mar 31, 2026 ↗
Putnam Sustainable Leaders ETF Putnam ETF Trust 1,249117.1K $1.63 %0.00 %as of Feb 27, 2026 ↗
JPMorgan Flexible Income ETF J.P. Morgan Exchange-Traded Fund Trust 1,224119.8K $0.27 %0.00 %as of Apr 30, 2026 ↗
JPMorgan Fundamental Data Science Large Core ETF J.P. Morgan Exchange-Traded Fund Trust 1,224113.7K $0.81 %0.00 %as of Mar 31, 2026 ↗
Invesco Multi-Strategy Fund AIM Investment Funds (Invesco Investment Funds) 1,217119.1K $0.05 %0.00 %as of Apr 30, 2026 ↗
Nicholas Nuclear Income ETF Tidal Trust II 1,210118.4K $4.87 %0.00 %as of Apr 30, 2026 ↗
First Trust Multi Income Allocation Portfolio First Trust Variable Insurance Trust 1,201111.5K $0.69 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 High Dividend Growers ETF Invesco Exchange-Traded Fund Trust II 1,123105.3K $1.02 %0.00 %as of Feb 28, 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