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 Multi-Managed Balanced VP TRANSAMERICA SERIES TRUST 81,7527.6M $0.61 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 81,2107.5M $0.13 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Value ETF iShares Trust 81,0737.9M $0.64 %0.00 %as of Apr 30, 2026 ↗
George Putnam Balanced Fund George Putnam Balanced Fund 80,9747.9M $0.34 %0.00 %as of Apr 30, 2026 ↗
Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust 80,9597.5M $0.10 %0.00 %as of Mar 31, 2026 ↗
NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust 80,3047.5M $0.32 %0.00 %as of Mar 31, 2026 ↗
First Trust Utilities AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 80,2537.9M $0.88 %0.00 %as of Apr 30, 2026 ↗
Equity Income Trust John Hancock Variable Insurance Trust 79,5727.4M $0.86 %0.00 %as of Mar 31, 2026 ↗
U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 79,4147.8M $0.30 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs Large Cap Equity Fund Goldman Sachs Trust 79,1747.4M $0.51 %0.00 %as of Feb 28, 2026 ↗
THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 78,8337.3M $0.35 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Equity Income Portfolio T. ROWE PRICE EQUITY SERIES, INC. 78,3057.3M $0.88 %0.00 %as of Mar 31, 2026 ↗
Large Cap Value Fund ULTRA SERIES FUND 76,4007.1M $4.30 %0.00 %as of Mar 31, 2026 ↗
Advisors Capital Total Return - Equity Fund NEIMAN FUNDS 75,6007M $2.21 %0.00 %as of Mar 31, 2026 ↗
VANGUARD GLOBAL ENVIRONMENTAL OPPORTUNITIES STOCK FUND VANGUARD TRUSTEES' EQUITY FUND 75,5887.4M $6.02 %0.00 %as of Apr 30, 2026 ↗
MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS 75,3207M $0.34 %0.00 %as of Mar 31, 2026 ↗
ClearBridge Tactical Dividend Income Fund Legg Mason Partners Investment Trust 75,1987.4M $2.02 %0.00 %as of Apr 30, 2026 ↗
Venerable US Large Cap Core Equity Fund Venerable Variable Insurance Trust 74,4806.9M $1.15 %0.00 %as of Mar 31, 2026 ↗
Aristotle Core Equity Fund Aristotle Fund Series Trust 74,2166.9M $1.33 %0.00 %as of Mar 31, 2026 ↗
NYLI Income Builder Fund NEW YORK LIFE INVESTMENTS FUNDS 73,6077.2M $0.64 %0.00 %as of Apr 30, 2026 ↗
Virtus Ceredex Large-Cap Value Equity Fund Virtus Asset Trust 73,0586.8M $2.67 %0.00 %as of Mar 31, 2026 ↗
POLARIS GLOBAL VALUE FUND FORUM FUNDS 72,8806.8M $1.32 %0.00 %as of Mar 31, 2026 ↗
Equity Income Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 72,4786.7M $0.89 %0.00 %as of Mar 31, 2026 ↗
UBS US Dividend Ruler Fund UBS FUNDS 70,9406.6M $2.98 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 70,4036.6M $0.31 %0.00 %as of Feb 28, 2026 ↗
BlackRock Tactical Opportunities Fund BlackRock Funds 69,4976.8M $0.13 %0.00 %as of Apr 30, 2026 ↗
Allspring Large Cap Value Fund ALLSPRING FUNDS TRUST 69,0866.8M $4.37 %0.00 %as of Apr 30, 2026 ↗
CUTLER EQUITY FUND The Cutler Trust 68,6476.4M $2.99 %0.00 %as of Mar 31, 2026 ↗
Shelton Equity Income Fund SHELTON FUNDS 68,1006.4M $0.60 %0.00 %as of Feb 28, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 67,9526.7M $0.62 %0.00 %as of Apr 30, 2026 ↗
NYLI S&P 500 Index Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 67,7956.6M $0.32 %0.00 %as of Apr 30, 2026 ↗
Dividend Growth Portfolio PACIFIC SELECT FUND 67,7306.3M $0.87 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P Kensho Clean Power ETF SPDR SERIES TRUST 67,4366.3M $3.26 %0.00 %as of Mar 31, 2026 ↗
Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO 67,0956.2M $0.35 %0.00 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 66,5816.2M $0.63 %0.00 %as of Mar 31, 2026 ↗
PSF PGIM Flexible Managed Portfolio Prudential Series Fund 66,3006.2M $0.12 %0.00 %as of Mar 31, 2026 ↗
Harbor Dividend Growth Leaders ETF Harbor ETF Trust 65,8146.4M $2.85 %0.00 %as of Apr 30, 2026 ↗
Nationwide GQG US Quality Equity Fund Nationwide Mutual Funds 65,4116.4M $2.54 %0.00 %as of Apr 30, 2026 ↗
Fidelity Equity-Income K6 Fund Fidelity Devonshire Trust 65,2316.4M $1.41 %0.00 %as of Apr 30, 2026 ↗
Harbor PanAgora Dynamic Large Cap Core ETF Harbor ETF Trust 65,1986.4M $0.83 %0.00 %as of Apr 30, 2026 ↗
Invesco MSCI North America Climate ETF Invesco Exchange-Traded Fund Trust II 64,8646.1M $0.49 %0.00 %as of Feb 28, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 64,7416.3M $0.21 %0.00 %as of Apr 30, 2026 ↗
Fidelity Quality Factor ETF Fidelity Covington Trust 64,6216.3M $0.46 %0.00 %as of Apr 30, 2026 ↗
NYLIM VP American Century Large Cap Equity Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 64,3246M $1.87 %0.00 %as of Mar 31, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 63,9426M $0.31 %0.00 %as of Feb 28, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 63,5416.2M $0.40 %0.00 %as of Apr 30, 2026 ↗
First Trust Large Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 63,4906.2M $0.49 %0.00 %as of Apr 30, 2026 ↗
Eaton Vance Global Equity Income Fund Eaton Vance Mutual Funds Trust 63,4336.2M $0.77 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs Equity Income Fund Goldman Sachs Trust 63,3855.9M $1.36 %0.00 %as of Feb 28, 2026 ↗
DAVENPORT BALANCED INCOME FUND Williamsburg Investment Trust 63,0595.9M $2.09 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price All-Cap Opportunities Portfolio T. ROWE PRICE EQUITY SERIES, INC. 63,0005.9M $1.17 %0.00 %as of Mar 31, 2026 ↗
VictoryShares WestEnd US Sector ETF Victory Portfolios II 62,7895.8M $0.73 %0.00 %as of Mar 31, 2026 ↗
Nationwide S&P 500 Index Fund Nationwide Mutual Funds 62,4726.1M $0.33 %0.00 %as of Apr 30, 2026 ↗
First Sentier Global Listed Infrastructure Fund Datum One Series Trust 61,9425.8M $3.96 %0.00 %as of Mar 31, 2026 ↗
Destinations Real Assets Fund Brinker Capital Destinations Trust 61,7695.8M $1.43 %0.00 %as of Feb 28, 2026 ↗
JPMorgan Global Active Allocation Portfolio Brighthouse Funds Trust I 61,1875.7M $0.42 %0.00 %as of Mar 31, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 60,9955.7M $0.63 %0.00 %as of Mar 31, 2026 ↗
GQG Partners Global Quality Value Fund ADVISORS' INNER CIRCLE III 60,7005.6M $2.57 %0.00 %as of Mar 31, 2026 ↗
GQG Partners US Quality Value Fund ADVISORS' INNER CIRCLE III 60,1265.6M $2.12 %0.00 %as of Mar 31, 2026 ↗
Fidelity Growth and Income Portfolio Fidelity Securities Fund 60,0005.9M $0.04 %0.00 %as of Apr 30, 2026 ↗
Rockefeller Global Equity ETF Tidal Trust III 59,8645.9M $0.74 %0.00 %as of Apr 30, 2026 ↗
Invesco S&P 500 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 59,3665.6M $0.37 %0.00 %as of Feb 28, 2026 ↗
AST Multi-Asset Diversified Portfolio Advanced Series Trust 59,1225.5M $0.11 %0.00 %as of Mar 31, 2026 ↗
NVIT J.P. Morgan Equity and Options Total Return Fund Nationwide Variable Insurance Trust 58,8875.5M $0.81 %0.00 %as of Mar 31, 2026 ↗
Harding Loevner Global Equity Portfolio HARDING LOEVNER FUNDS INC 58,3115.7M $1.06 %0.00 %as of Apr 30, 2026 ↗
EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust 58,1205.4M $0.38 %0.00 %as of Mar 31, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 58,1125.7M $0.74 %0.00 %as of Apr 30, 2026 ↗
Lysa Global Equity Broad Lysa Fonder AB 58,04451.4M SEK0.25 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Sustainable U.S. Equity Portfolio, Inc. BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. 57,7525.4M $1.80 %0.00 %as of Mar 31, 2026 ↗
Fidelity Balanced K6 Fund Fidelity Puritan Trust 57,5945.4M $0.24 %0.00 %as of Feb 28, 2026 ↗
State Street S&P 500 Index Fund SSGA FUNDS 57,3745.4M $0.33 %0.00 %as of Feb 28, 2026 ↗
Value Advantage Portfolio PACIFIC SELECT FUND 57,2915.3M $1.17 %0.00 %as of Mar 31, 2026 ↗
Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust 57,1345.3M $0.35 %0.00 %as of Mar 31, 2026 ↗
JPMorgan U.S. Sustainable Leaders Fund JPMorgan Trust I 56,9075.3M $1.90 %0.00 %as of Mar 31, 2026 ↗
SFT Index 500 Fund Securian Funds Trust 56,4975.2M $0.34 %0.00 %as of Mar 31, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 56,3665.2M $0.18 %0.00 %as of Mar 31, 2026 ↗
Fidelity Value Factor ETF Fidelity Covington Trust 56,3355.5M $0.45 %0.00 %as of Apr 30, 2026 ↗
BlackRock Sustainable Aware Advantage Large Cap Core Fund BlackRock Funds 56,2365.3M $0.51 %0.00 %as of Feb 28, 2026 ↗
Virtus NFJ Mid-Cap Value Fund Virtus Investment Trust 56,1545.2M $1.00 %0.00 %as of Mar 31, 2026 ↗
Allspring Disciplined U.S. Core Fund ALLSPRING FUNDS TRUST 55,6265.4M $0.34 %0.00 %as of Apr 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 55,2865.4M $0.27 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs Rising Dividend Growth Fund GOLDMAN SACHS TRUST 54,4485.3M $1.32 %0.00 %as of Apr 30, 2026 ↗
Equity Income Fund John Hancock Funds II 53,5105M $0.85 %0.00 %as of Feb 28, 2026 ↗
EQ/Franklin Rising Dividends Portfolio EQ Advisors Trust 53,1764.9M $1.46 %0.00 %as of Mar 31, 2026 ↗
American Century Large Cap Equity ETF American Century ETF Trust 53,1605M $1.81 %0.00 %as of Feb 28, 2026 ↗
First Trust Global Wind Energy ETF First Trust Exchange-Traded Fund II 53,1514.9M $1.98 %0.00 %as of Mar 31, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 52,7314.9M $0.68 %0.00 %as of Mar 31, 2026 ↗
Eventide High Dividend ETF Strategy Shares 52,4115.1M $2.32 %0.00 %as of Apr 30, 2026 ↗
SIIT DYNAMIC ASSET ALLOCATION FUND SEI INSTITUTIONAL INVESTMENTS TRUST 51,9664.9M $0.25 %0.00 %as of Feb 28, 2026 ↗
Harrison Street Infrastructure Active ETF 2023 ETF Series Trust 51,8504.8M $4.27 %0.00 %as of Mar 31, 2026 ↗
Skandia Balanserad Skandia Fonder AB 51,61545.7M SEK0.21 %0.00 %as of Mar 31, 2026 ↗
Edgar Lomax Value Fund Advisors Series Trust 51,2005M $3.12 %0.00 %as of Apr 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 51,0344.7M $0.30 %0.00 %as of Mar 31, 2026 ↗
SA Large Cap Value Index Portfolio SUNAMERICA SERIES TRUST 50,9775M $0.71 %0.00 %as of Apr 30, 2026 ↗
Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST 50,9764.7M $0.34 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP UTILITIES ProFunds 50,8304.7M $13.34 %0.00 %as of Mar 31, 2026 ↗
iShares Core Dividend ETF iShares Trust 50,7205M $0.37 %0.00 %as of Apr 30, 2026 ↗
Hedged Equity Portfolio PACIFIC SELECT FUND 50,3214.7M $1.02 %0.00 %as of Mar 31, 2026 ↗
Franklin Income VIP Fund Franklin Templeton Variable Insurance Products Trust 50,0004.6M $0.14 %0.00 %as of Mar 31, 2026 ↗
Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds 49,8264.9M $0.31 %0.00 %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
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Titelia. "Fund shareholders of NextEra Energy Inc". https://titelia.com/en/stocks/nextera-energy-inc-US65339F1012