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
Allspring Index Fund ALLSPRING FUNDS TRUST 49,7614.6M $0.34 %0.00 %as of Mar 31, 2026 ↗
PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund 49,5004.6M $0.17 %0.00 %as of Mar 31, 2026 ↗
Columbia Variable Portfolio - Dividend Opportunity Fund Columbia Funds Variable Series Trust II 48,8004.5M $0.47 %0.00 %as of Mar 31, 2026 ↗
WESTWOOD QUALITY VALUE FUND Ultimus Managers Trust 48,7214.8M $2.66 %0.00 %as of Apr 30, 2026 ↗
PRAXIS VALUE INDEX FUND Praxis Mutual Funds 48,3164.5M $0.83 %0.00 %as of Mar 31, 2026 ↗
iShares U.S. Equity Factor ETF iShares Trust 47,7034.7M $0.14 %0.00 %as of Apr 30, 2026 ↗
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Pacer Funds Trust 47,5324.7M $0.30 %0.00 %as of Apr 30, 2026 ↗
PGIM Jennison Global Equity Income Fund Prudential Investment Portfolios, Inc. 10 47,3194.6M $0.55 %0.00 %as of Apr 30, 2026 ↗
AB Sustainable Global Thematic Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 47,2574.4M $3.06 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Global Dow ETF SPDR SERIES TRUST 47,1934.4M $0.81 %0.00 %as of Mar 31, 2026 ↗
LVIP American Century Balanced Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 46,7574.3M $1.15 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Variable Insurance Trust Large Cap Value Fund Goldman Sachs Variable Insurance Trust 46,4524.3M $1.69 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Global Growth Stock Fund T. ROWE PRICE INTERNATIONAL FUNDS, INC. 46,2204.5M $0.44 %0.00 %as of Apr 30, 2026 ↗
Victory Growth & Income Fund Victory Portfolios III 46,2184.5M $0.20 %0.00 %as of Apr 30, 2026 ↗
Tortoise Electrification Infrastructure ETF Tortoise Capital Series Trust 45,9464.3M $3.06 %0.00 %as of Feb 28, 2026 ↗
WisdomTree U.S. LargeCap Fund WisdomTree Trust 45,7074.2M $0.32 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. 45,6794.5M $0.33 %0.00 %as of Apr 30, 2026 ↗
PGIM Jennison Global Infrastructure Fund Prudential World Fund, Inc. 45,1294.4M $6.05 %0.00 %as of Apr 30, 2026 ↗
JPMorgan Research Market Neutral Fund JPMorgan Trust I 44,6144.4M $1.31 %0.00 %as of Apr 30, 2026 ↗
NYLIM VP Income Builder Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 44,3324.1M $0.74 %0.00 %as of Mar 31, 2026 ↗
Neuberger Multi-Cap Opportunities Fund NEUBERGER BERMAN EQUITY FUNDS 44,0004.1M $1.64 %0.00 %as of Feb 28, 2026 ↗
Impax Global Infrastructure ETF IMPAX FUNDS SERIES TRUST I 43,6944.1M $3.80 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 42,7634M $0.31 %0.00 %as of Mar 31, 2026 ↗
ALGER GROWTH & INCOME FUND ALGER FUNDS 42,6224.2M $0.47 %0.00 %as of Apr 30, 2026 ↗
Nomura Climate Solutions Fund IVY FUNDS 42,4083.9M $3.51 %0.00 %as of Mar 31, 2026 ↗
Cohen & Steers Future of Energy Fund, Inc. Cohen & Steers Future of Energy Fund, INC 42,3404M $2.86 %0.00 %as of Feb 28, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 42,1343.9M $0.64 %0.00 %as of Mar 31, 2026 ↗
UTILITIES ULTRASECTOR PROFUND ProFunds 41,9334.1M $10.75 %0.00 %as of Apr 30, 2026 ↗
Large Cap Blend Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 41,5573.9M $2.46 %0.00 %as of Mar 31, 2026 ↗
Madison Dividend Income Fund MADISON FUNDS 41,5004.1M $4.40 %0.00 %as of Apr 30, 2026 ↗
Capital World Growth & Income Fund AMERICAN FUNDS INSURANCE SERIES 41,4303.8M $0.19 %0.00 %as of Mar 31, 2026 ↗
VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC 41,1733.8M $0.41 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS 41,0504M $0.33 %0.00 %as of Apr 30, 2026 ↗
State Street Institutional U.S. Equity Fund STATE STREET INSTITUTIONAL FUNDS 40,8573.8M $1.19 %0.00 %as of Mar 31, 2026 ↗
MML Equity Income Fund MML SERIES INVESTMENT FUND 40,7923.8M $0.85 %0.00 %as of Mar 31, 2026 ↗
AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc 40,6903.8M $0.34 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 40,5973.8M $0.23 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar U.S. Equity ETF iShares Trust 40,5024M $0.32 %0.00 %as of Apr 30, 2026 ↗
Dividend Growth Portfolio LORD ABBETT SERIES FUND INC 40,4743.8M $1.99 %0.00 %as of Mar 31, 2026 ↗
Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust 39,9783.9M $0.57 %0.00 %as of Apr 30, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 39,9553.7M $0.32 %0.00 %as of Mar 31, 2026 ↗
Fidelity Momentum Factor ETF Fidelity Covington Trust 39,9313.9M $0.46 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 39,9083.7M $0.26 %0.00 %as of Mar 31, 2026 ↗
JNL/JPMorgan Global Allocation Fund JNL Series Trust 39,9003.7M $0.45 %0.00 %as of Mar 31, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 39,7363.7M $0.20 %0.00 %as of Mar 31, 2026 ↗
First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 39,6803.9M $0.26 %0.00 %as of Apr 30, 2026 ↗
Infrastructure Capital Equity Income ETF Series Portfolios Trust 39,2943.7M $3.93 %0.00 %as of Feb 28, 2026 ↗
Neuberger Core Equity ETF Neuberger Berman ETF Trust 39,0323.7M $0.42 %0.00 %as of Feb 28, 2026 ↗
Direxion Daily Utilities Bull 3X Shares Direxion Shares ETF Trust 38,6533.8M $8.70 %0.00 %as of Apr 30, 2026 ↗
Pacer Data & Infrastructure Real Estate ETF Pacer Funds Trust 38,1293.7M $0.94 %0.00 %as of Apr 30, 2026 ↗
Eventide Large Cap Focus Fund MUTUAL FUND SERIES TRUST 38,0003.5M $2.09 %0.00 %as of Mar 31, 2026 ↗
Dunham Large Cap Value Fund Dunham Funds 37,9783.7M $1.75 %0.00 %as of Apr 30, 2026 ↗
WisdomTree U.S. Efficient Core Fund WisdomTree Trust 37,9493.5M $0.29 %0.00 %as of Mar 31, 2026 ↗
First Trust Innovation Leaders ETF First Trust Exchange-Traded Fund VIII 37,9343.6M $1.61 %0.00 %as of Feb 28, 2026 ↗
Fidelity Mega Cap Stock Fund Fidelity Hastings Street Trust 37,9003.5M $0.06 %0.00 %as of Mar 31, 2026 ↗
SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST 37,7913.5M $0.34 %0.00 %as of Mar 31, 2026 ↗
MFS Blended Research Value Equity Fund MFS SERIES TRUST X 37,7323.5M $1.09 %0.00 %as of Feb 28, 2026 ↗
Putnam U.S. Research Fund Putnam Investment Funds 37,2343.6M $0.51 %0.00 %as of Apr 30, 2026 ↗
ProShares S&P 500 High Income ETF ProShares Trust 37,1163.5M $0.28 %0.00 %as of Feb 28, 2026 ↗
Value Equity Index Fund GuideStone Funds 36,8513.4M $0.65 %0.00 %as of Mar 31, 2026 ↗
ActivePassive U.S. Equity ETF Trust for Professional Managers 36,6223.4M $0.15 %0.00 %as of Feb 28, 2026 ↗
ClearBridge Global Infrastructure Income Fund Legg Mason Global Asset Management Trust 35,9543.3M $2.05 %0.00 %as of Mar 31, 2026 ↗
Fidelity Global Equity Income Fund Fidelity Investment Trust 35,6373.5M $0.75 %0.00 %as of Apr 30, 2026 ↗
Timothy Plan High Dividend Stock ETF Timothy Plan 35,5613.3M $0.97 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 35,3943.3M $0.20 %0.00 %as of Feb 28, 2026 ↗
SPIRIT OF AMERICA UTILITIES FUND Spirit of America Investment Fund, Inc. 35,3503.3M $5.63 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Equity Income ETF T. Rowe Price Exchange-Traded Funds, Inc. 35,3193.3M $0.89 %0.00 %as of Mar 31, 2026 ↗
Integrity Growth & Income Fund INTEGRITY FUNDS 35,0003.4M $2.54 %0.00 %as of Apr 30, 2026 ↗
MFS Blended Research Core Equity Fund MFS SERIES TRUST XI 34,9883.2M $0.20 %0.00 %as of Mar 31, 2026 ↗
MFG Core Infrastructure Fund MFG Funds, Inc. 34,8823.2M $2.11 %0.00 %as of Mar 31, 2026 ↗
Invesco MSCI Global Climate 500 ETF Invesco Exchange-Traded Fund Trust II 34,7983.4M $0.23 %0.00 %as of Apr 30, 2026 ↗
Parametric Volatility Risk Premium - Defensive Fund Eaton Vance Mutual Funds Trust 34,7263.4M $0.25 %0.00 %as of Apr 30, 2026 ↗
Fidelity Dividend ETF for Rising Rates Fidelity Covington Trust 34,7073.4M $0.49 %0.00 %as of Apr 30, 2026 ↗
TCW Transform 500 ETF TCW ETF Trust 34,6003.4M $0.33 %0.00 %as of Apr 30, 2026 ↗
T. Rowe Price Value ETF T. Rowe Price Exchange-Traded Funds, Inc. 34,2263.2M $0.52 %0.00 %as of Mar 31, 2026 ↗
SWP Growth & Income ETF Manager Directed Portfolios 34,1813.2M $2.21 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST 34,0343.2M $0.13 %0.00 %as of Feb 28, 2026 ↗
Horizon Defined Risk Fund Horizon Funds 33,9993.2M $0.32 %0.00 %as of Feb 28, 2026 ↗
MAI MANAGED VOLATILITY FUND FORUM FUNDS 33,9453.2M $1.47 %0.00 %as of Feb 28, 2026 ↗
Matrix Advisors Dividend Fund Matrix Advisors Funds Trust 33,9003.1M $5.32 %0.00 %as of Mar 31, 2026 ↗
Guardian Global Utilities VIP Fund Guardian Variable Products Trust 33,7983.1M $7.17 %0.00 %as of Mar 31, 2026 ↗
Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust 33,6923.2M $0.39 %0.00 %as of Feb 28, 2026 ↗
Destinations Large Cap Equity Fund Brinker Capital Destinations Trust 33,5463.1M $0.09 %0.00 %as of Feb 28, 2026 ↗
Swedbank Robur Access Edge Global Swedbank Robur Fonder AB 33,30929.5M SEK0.44 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 33,1353.1M $0.27 %0.00 %as of Feb 28, 2026 ↗
KraneShares Artificial Intelligence and Technology ETF Krane Shares Trust 33,1153.1M $1.79 %0.00 %as of Mar 31, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 32,8293M $0.44 %0.00 %as of Mar 31, 2026 ↗
Penn Series Index 500 Fund Penn Series Funds Inc 32,7453M $0.35 %0.00 %as of Mar 31, 2026 ↗
AMF Aktiefond Nordamerika AMF Fonder AB 32,71328.9M SEK0.41 %0.00 %as of Mar 31, 2026 ↗
Morningstar U.S. Equity Fund Morningstar Funds Trust 32,5383.2M $0.17 %0.00 %as of Apr 30, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 32,5123M $0.19 %0.00 %as of Feb 28, 2026 ↗
DAVENPORT INSIDER BUYING FUND Williamsburg Investment Trust 32,5003M $3.42 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 32,4143M $0.28 %0.00 %as of Mar 31, 2026 ↗
SA JPMorgan Diversified Balanced Portfolio SUNAMERICA SERIES TRUST 32,1943.2M $0.74 %0.00 %as of Apr 30, 2026 ↗
Eagle Energy Infrastructure Fund Northern Lights Fund Trust 31,0003M $1.14 %0.00 %as of Apr 30, 2026 ↗
PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 30,2282.8M $0.34 %0.00 %as of Mar 31, 2026 ↗
Principal Value ETF Principal Exchange-Traded Funds 30,1692.8M $1.41 %0.00 %as of Mar 31, 2026 ↗
BlackRock Advantage Large Cap Value Fund BlackRock Large Cap Series Funds, Inc. 29,5702.8M $0.37 %0.00 %as of Feb 27, 2026 ↗
T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund, Inc. 29,2702.7M $0.05 %0.00 %as of Mar 31, 2026 ↗
VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC 29,1812.7M $0.93 %0.00 %as of Mar 31, 2026 ↗

Download this table: CSV, JSON

Report an error

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