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
Domestic Equity Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 309,47828.7M $2.47 %0.01 %as of Mar 31, 2026 ↗
Fidelity Strategic Dividend and Income Fund Fidelity Salem Street Trust 308,74829M $0.51 %0.01 %as of Feb 28, 2026 ↗
iShares MSCI USA Min Vol Factor ETF iShares Trust 303,89729.7M $0.13 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price New Era Fund T. ROWE PRICE NEW ERA FUND, INC. 301,22328M $0.88 %0.01 %as of Mar 31, 2026 ↗
NEOS S&P 500(R) High Income ETF NEOS ETF Trust 301,09928M $0.34 %0.01 %as of Mar 31, 2026 ↗
Tax-Managed Value Portfolio Tax-Managed Value Portfolio 297,77029.1M $2.48 %0.01 %as of Apr 30, 2026 ↗
Global Infrastructure Fund RUSSELL INVESTMENT CO 297,67029.1M $4.72 %0.01 %as of Apr 30, 2026 ↗
AST Balanced Asset Allocation Portfolio Advanced Series Trust 296,80327.6M $0.13 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 293,07928.7M $0.25 %0.01 %as of Apr 30, 2026 ↗
Tema Electrification ETF Tema ETF Trust 293,07227.5M $6.22 %0.01 %as of Feb 28, 2026 ↗
iShares Global Utilities ETF iShares Trust 289,15326.9M $8.42 %0.01 %as of Mar 31, 2026 ↗
Nuveen Global Infrastructure Fund Nuveen Investment Funds, Inc. 287,66326.7M $4.93 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 284,99226.7M $0.33 %0.01 %as of Feb 28, 2026 ↗
Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL 283,73127.8M $0.16 %0.01 %as of Apr 30, 2026 ↗
Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds 281,38827.5M $0.57 %0.01 %as of Apr 30, 2026 ↗
Transamerica JPMorgan Enhanced Index VP TRANSAMERICA SERIES TRUST 281,35226.1M $1.03 %0.01 %as of Mar 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 278,98227.3M $0.29 %0.01 %as of Apr 30, 2026 ↗
JPMorgan Hedged Equity 3 Fund JPMorgan Trust IV 277,00625.7M $0.99 %0.01 %as of Mar 31, 2026 ↗
iShares Dynamic Equity Active ETF BlackRock ETF Trust 268,68126.3M $0.96 %0.01 %as of Apr 30, 2026 ↗
Variable Portfolio - Partners Core Equity Fund Columbia Funds Variable Series Trust II 268,10124.9M $1.21 %0.01 %as of Mar 31, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 262,87125.7M $0.33 %0.01 %as of Apr 30, 2026 ↗
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 262,81324.4M $0.34 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P 100 Equal Weight ETF Invesco Exchange-Traded Fund Trust 260,51225.5M $1.03 %0.01 %as of Apr 30, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 260,09524.2M $0.44 %0.01 %as of Mar 31, 2026 ↗
BRUCE FUND Bruce Fund, Inc. 260,00024.1M $6.67 %0.01 %as of Mar 31, 2026 ↗
Nationwide Fund Nationwide Mutual Funds 259,84625.4M $1.65 %0.01 %as of Apr 30, 2026 ↗
EQ/500 Managed Volatility Portfolio EQ Advisors Trust 252,41323.4M $0.31 %0.01 %as of Mar 31, 2026 ↗
Integrity Dividend Harvest Fund INTEGRITY FUNDS 250,00024.5M $3.45 %0.01 %as of Apr 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 248,90023.1M $0.31 %0.01 %as of Mar 31, 2026 ↗
Neuberger Large Cap Growth Fund NEUBERGER BERMAN EQUITY FUNDS 248,83823.3M $0.95 %0.01 %as of Feb 28, 2026 ↗
Cullen High Dividend Equity Fund Cullen Funds Trust 239,73922.3M $3.44 %0.01 %as of Mar 31, 2026 ↗
Capital Group Conservative Equity ETF Capital Group Conservative Equity ETF 238,39622.4M $1.49 %0.01 %as of Feb 28, 2026 ↗
Franklin Rising Dividends VIP Fund Franklin Templeton Variable Insurance Products Trust 235,96521.9M $1.46 %0.01 %as of Mar 31, 2026 ↗
Fidelity Environment and Alternative Energy Fund Fidelity Select Portfolios 235,87022.1M $3.43 %0.01 %as of Feb 28, 2026 ↗
Stock Index Fund VALIC Co I 235,19422.1M $0.33 %0.01 %as of Feb 28, 2026 ↗
MFS Core Equity Fund MFS SERIES TRUST I 235,00322M $0.35 %0.01 %as of Feb 28, 2026 ↗
Equity Index Portfolio PACIFIC SELECT FUND 232,19721.6M $0.34 %0.01 %as of Mar 31, 2026 ↗
MFS Value Portfolio Brighthouse Funds Trust II 225,99521M $0.83 %0.01 %as of Mar 31, 2026 ↗
EQUITY INDEX FUND GuideStone Funds 216,17820.1M $0.34 %0.01 %as of Mar 31, 2026 ↗
MOA EQUITY INDEX FUND MoA Funds Corp 214,97020M $0.34 %0.01 %as of Mar 31, 2026 ↗
VIP Balanced Portfolio Variable Insurance Products Fund III 213,80419.9M $0.25 %0.01 %as of Mar 31, 2026 ↗
Schwab Core Equity Fund SCHWAB CAPITAL TRUST 213,52920.9M $1.37 %0.01 %as of Apr 30, 2026 ↗
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 211,95720.7M $0.17 %0.01 %as of Apr 30, 2026 ↗
Invesco Large Cap Value ETF Invesco Exchange-Traded Fund Trust 211,27220.7M $1.40 %0.01 %as of Apr 30, 2026 ↗
Optimum Large Cap Value Fund Optimum Fund Trust 209,89819.5M $1.11 %0.01 %as of Mar 31, 2026 ↗
NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 206,34719.2M $0.34 %0.01 %as of Mar 31, 2026 ↗
JNL/First Sentier Global Infrastructure Fund JNL Series Trust 205,17819.1M $3.98 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P 500 Equal Weight Utilities ETF Invesco Exchange-Traded Fund Trust 203,36519.9M $3.40 %0.01 %as of Apr 30, 2026 ↗
Nomura Balanced Fund IVY FUNDS 203,29418.9M $1.03 %0.01 %as of Mar 31, 2026 ↗
Swedbank Robur Access Global Swedbank Robur Fonder AB 202,285179M SEK0.31 %0.01 %as of Mar 31, 2026 ↗
NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust 201,81818.7M $0.34 %0.01 %as of Mar 31, 2026 ↗
AMF Aktiefond Global AMF Fonder AB 197,296174.6M SEK0.44 %0.01 %as of Mar 31, 2026 ↗
CIBC ATLAS DISCIPLINED EQUITY FUND ADVISORS' INNER CIRCLE FUND 195,40319.1M $1.29 %0.01 %as of Apr 30, 2026 ↗
AST Aggressive Asset Allocation Portfolio Advanced Series Trust 194,97118.1M $0.17 %0.01 %as of Mar 31, 2026 ↗
JNL/Goldman Sachs 4 Fund JNL Series Trust 193,08117.9M $0.38 %0.01 %as of Mar 31, 2026 ↗
Global X U.S. Electrification ETF GLOBAL X FUNDS 192,50218.8M $4.13 %0.01 %as of Apr 30, 2026 ↗
LVIP MFS Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 192,14117.8M $0.83 %0.01 %as of Mar 31, 2026 ↗
Mirova Global Megatrends Fund Natixis Funds Trust I 188,45017.5M $2.74 %0.01 %as of Mar 31, 2026 ↗
Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust 188,01418.4M $0.34 %0.01 %as of Apr 30, 2026 ↗
Fidelity Focused Stock Fund Fidelity Capital Trust 188,00018.4M $0.37 %0.01 %as of Apr 30, 2026 ↗
Bahl & Gaynor Dividend ETF ETF Series Solutions 187,81917.4M $2.45 %0.01 %as of Mar 31, 2026 ↗
Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust 186,96517.4M $0.66 %0.01 %as of Mar 31, 2026 ↗
VIP Stock Selector Portfolio Variable Insurance Products Fund 185,06517.2M $0.38 %0.01 %as of Mar 31, 2026 ↗
Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO 184,44418.1M $1.23 %0.01 %as of Apr 30, 2026 ↗
BlackRock Global Allocation V.I. Fund BlackRock Variable Series Funds, Inc. 181,68516.9M $0.45 %0.01 %as of Mar 31, 2026 ↗
JNL/JPMorgan U.S. Value Fund JNL Series Trust 179,50916.7M $1.28 %0.01 %as of Mar 31, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 178,12917.4M $0.33 %0.01 %as of Apr 30, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 177,33316.5M $0.47 %0.01 %as of Mar 31, 2026 ↗
Federated Hermes U.S. Strategic Dividend ETF Federated Hermes ETF Trust 176,80617.3M $2.31 %0.01 %as of Apr 30, 2026 ↗
MFS Value Series MFS VARIABLE INSURANCE TRUST 175,49416.3M $0.83 %0.01 %as of Mar 31, 2026 ↗
The Tocqueville Fund The Tocqueville Trust 175,00017.1M $2.85 %0.01 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 174,67516.2M $0.14 %0.01 %as of Mar 31, 2026 ↗
Länsförsäkringar USA Index Länsförsäkringar Fondförvaltning AB 173,931153.9M SEK0.39 %0.01 %as of Mar 31, 2026 ↗
Swedbank Robur Access USA Swedbank Robur Fonder AB 171,131151.4M SEK0.50 %0.01 %as of Mar 31, 2026 ↗
U.S. Sector Rotation Fund John Hancock Funds II 170,84816M $0.32 %0.01 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 168,84715.8M $0.30 %0.01 %as of Feb 28, 2026 ↗
iShares MSCI World ETF iShares, Inc. 166,92015.7M $0.23 %0.01 %as of Feb 28, 2026 ↗
ProShares Ultra S&P500 ProShares Trust 165,88315.6M $0.23 %0.01 %as of Feb 28, 2026 ↗
EQ/JPMorgan Value Opportunities Portfolio EQ Advisors Trust 164,83115.3M $1.25 %0.01 %as of Mar 31, 2026 ↗
Eaton Vance Large-Cap Value Fund Eaton Vance Special Investment Trust 164,36115.3M $1.14 %0.01 %as of Mar 31, 2026 ↗
Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 164,03515.4M $0.22 %0.01 %as of Feb 28, 2026 ↗
VOYA CORPORATE LEADERS(R) 100 FUND Voya Equity Trust 163,12315.3M $1.15 %0.01 %as of Feb 28, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 163,10415.3M $0.43 %0.01 %as of Feb 28, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 160,01915M $0.30 %0.01 %as of Feb 28, 2026 ↗
Fidelity Worldwide Fund Fidelity Investment Trust 160,00015.7M $0.42 %0.01 %as of Apr 30, 2026 ↗
GQG US Equity ETF ADVISORS' INNER CIRCLE III 159,75114.8M $2.70 %0.01 %as of Mar 31, 2026 ↗
Virtus NFJ Dividend Value Fund Virtus Investment Trust 157,81214.7M $3.05 %0.01 %as of Mar 31, 2026 ↗
Putnam VT Sustainable Leaders Fund Putnam Variable Trust 156,80014.6M $1.75 %0.01 %as of Mar 31, 2026 ↗
Venerable Large Cap Index Fund Venerable Variable Insurance Trust 156,45514.5M $0.34 %0.01 %as of Mar 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 151,78214.1M $0.32 %0.01 %as of Mar 31, 2026 ↗
SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 150,77614.1M $0.32 %0.01 %as of Feb 28, 2026 ↗
Xtrackers MSCI USA Climate Action Equity ETF DBX ETF Trust 150,29514.1M $0.51 %0.01 %as of Feb 27, 2026 ↗
NYLI Epoch U.S. Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 150,23914.7M $1.26 %0.01 %as of Apr 30, 2026 ↗
Torray Equity Income Fund RBB Fund Trust 150,00014.1M $4.10 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. 149,44913.9M $0.36 %0.01 %as of Mar 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 149,18113.9M $0.11 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs Income Builder Fund GOLDMAN SACHS TRUST 148,21314.5M $0.53 %0.01 %as of Apr 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 148,20513.9M $0.09 %0.01 %as of Feb 28, 2026 ↗
Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 147,83913.9M $0.32 %0.01 %as of Feb 28, 2026 ↗
Fidelity Puritan K6 Fund Fidelity Puritan Trust 147,28213.8M $0.62 %0.01 %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
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Titelia. "Fund shareholders of NextEra Energy Inc". https://titelia.com/en/stocks/nextera-energy-inc-US65339F1012