Nextra Energy

NEE • NYSE

Nextra Energy is a regulated electric company in the utilities sector on NYSE, led by John W. Ketchum, with a market cap of $173.67B. As of Q3 2025, 80% of shares are held by 2,669 institutional investors, with VANGUARD GROUP INC as the largest holder at 10.38%.

President and Chief Executive Officer of NEEJohn W. Ketchum

Market Cap$173.67B

Regulated Electric

Utilities

Employees16.8K

Websitenexteraenergy.com

Country

United States of America

Overview

Overview of institutional ownership in NEE as of Q3 2025 with a market cap of $155.46B

All Institutions

Institutions: 2,669
Value Held: $124.51B
Shares Held: 1.65B
Avg Position: $46.6M
Median Position: $1.2M

Hedge Funds

Hedge Funds: 83
Value Held: $1.2B
Shares Held: 16.4M
Avg Position: $14.9M
Median Position: $1.8M

Ownership Breakdown

Institutional (non-HF)

79.29%

$123.27B

Hedge Funds

0.797%

$1.2B

Retail & Other

19.91%

$30.9B

Based on market cap of $155.46B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in NEE as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$16.1B 0.24% of portfolio	10.38% 213.8M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$12.9B 0.23% of portfolio	8.32% 171.3M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$8.6B 0.30% of portfolio	5.55% 114.3M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$7.3B 0.47% of portfolio	4.71% 97.0M shares	≤ Q2 2013 Held for 12y 5m+	$1.56T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$5.0B 0.30% of portfolio	3.21% 66.1M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
FRANKLIN RESOURCES INC Institution	Gregory E. Johnson CEO	$3.5B 0.88% of portfolio	2.24% 46.2M shares	≤ Q2 2013 Held for 12y 5m+	$395.56B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$3.5B 0.22% of portfolio	2.25% 46.3M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$2.5B 0.18% of portfolio	1.58% 32.5M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
Capital Research Global Investors RIA/Wealth	Sardar Sheraz Iftikhar CEO	$2.1B 0.40% of portfolio	1.37% 28.2M shares	≤ Q2 2013 Held for 12y 5m+	$532.36B
FMR LLC Institution	-	$2.1B 0.11% of portfolio	1.36% 28.1M shares	≤ Q2 2013 Held for 12y 5m+	$1.92T

Net Capital Flow

Institutional buying and selling activity for NEE in Q3 2025

Net Flow: +$1.3B
Buyers: 1,130
Sellers: 1,179
Total Bought: +$5.4B
Total Sold: −$4.1B
Avg Position: $47.3M

Biggest Buyers

Institution	Net Bought	Current Position
Capital Research Global Investors RIA/Wealth	+$1.0B +13.6M shares	$2.1B 28.2M shares
Clearbridge Investments, LLC Long Only Manager	+$477.2M +6.3M shares	$506.4M 6.7M shares
A Assenagon Asset Management S.A. Institution	+$283.5M +3.8M shares	$299.6M 4.0M shares
B BlackRock, Inc. Institution	+$206.1M +2.7M shares	$12.9B 171.3M shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$164.1M +2.2M shares	$198.2M 2.6M shares
MORGAN STANLEY RIA/Wealth	+$162.1M +2.1M shares	$5.0B 66.1M shares
STATE STREET CORP Institution	+$152.3M +2.0M shares	$8.6B 114.3M shares
A Amundi Institution	+$144.6M +1.8M shares	$1.0B 12.5M shares
R ROYAL BANK OF CANADA Institution	+$114.5M +1.5M shares	$1.6B 20.9M shares
B BROOKFIELD ASSET MANAGEMENT INC. RIA/Wealth	+$98.2M +1.3M shares	$160.9M 2.1M shares

Biggest Sellers

Institution	Net Sold	Current Position
D DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main Institution	−$474.5M −6.3M shares	$20.5M 271.3K shares
GOLDMAN SACHS GROUP INC Institution	−$320.9M −4.3M shares	$1.4B 18.1M shares
GQG Partners LLC Long Only Manager	−$244.2M −3.2M shares	$792.8M 10.5M shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$206.7M −2.7M shares	$1.0B 13.3M shares
C CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM Institution	−$175.7M −2.3M shares	$366.9M 4.9M shares
FRANKLIN RESOURCES INC Institution	−$144.2M −1.9M shares	$3.5B 46.2M shares
O OMERS ADMINISTRATION Corp Institution	−$108.8M −1.4M shares	$5.8M 76.8K shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	−$105.1M −1.4M shares	$503.9M 6.7M shares
NORDEA INVESTMENT MANAGEMENT AB Institution	−$103.2M −1.4M shares	$488.4M 6.5M shares
A AXA Institution	−$92.0M −1.2M shares	$1.8M 23.8K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited NEE in Q3 2025

New Positions: 71
New Value: $87.7M
Exited Positions: 123
Exited Value: $294.6M

New Positions

Institution	Position Value
T TORRAY LLC Long Only Manager	$18.0M 238.4K shares
P Private Capital Advisors, Inc. RIA/Wealth	$17.0M 225.6K shares
F First Long Island Investors, LLC RIA/Wealth	$14.2M 188.1K shares
SummitTX Capital, L.P. Hedge Fund•Multi-Strategy	$12.0M 159.2K shares
Hunter Perkins Capital Management, LLC Long Only Manager	$4.0M 52.5K shares
BTG Pactual Asset Management US LLC Hedge Fund•Multi-Strategy	$2.6M 34.4K shares
INFRASTRUCTURE CAPITAL ADVISORS, LLC ETF Provider	$2.0M 24.0K shares
Maridea Wealth Management LLC RIA/Wealth	$1.3M 14.8K shares
VIRTUE ASSET MANAGEMENT LLC RIA/Wealth	$1.2M 16.4K shares
C Capital Planning Advisors, LLC RIA/Wealth	$1.0M 13.3K shares

Exited Positions

Institution	Previous Position
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	$55.5M 798.8K shares
MENORA MIVTACHIM HOLDINGS LTD. Private Equity	$49.6M 715.0K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	$28.1M 404.8K shares
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Long Only Manager	$13.8M 199.5K shares
CONNORS INVESTOR SERVICES INC RIA/Wealth	$12.3M 176.9K shares
WORLDQUANT MILLENNIUM QUANTITATIVE STRATEGIES LLC Hedge Fund•Multi-Strategy	$11.9M 171.9K shares
U United Capital Management of KS, Inc. Institution	$10.1M 145.3K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$10.0M 144.4K shares
KAYNE ANDERSON CAPITAL ADVISORS LP Private Equity	$8.7M 124.6K shares
DUPONT CAPITAL MANAGEMENT Corp Fund of Funds	$6.9M 99.3K shares

Options Activity

Institutions with the largest Call and Put options positions in NEE as of Q3 2025

Call Positions: 57
Call Value: $1.9B
Put Positions: 54
Put Value: $1.3B

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$354.7M 47.0K contracts
J JANE STREET GROUP, LLC Institution	$323.9M 42.9K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$203.6M 27.0K contracts
WELLS FARGO & COMPANY/MN Institution	$135.9M 18.0K contracts
BARCLAYS PLC Institution	$87.3M 11.6K contracts
BANK OF AMERICA CORP /DE/ Institution	$77.3M 10.2K contracts
D D. E. Shaw & Co., Inc. Institution	$64.4M 8.5K contracts
Walleye Trading LLC RIA/Wealth	$63.6M 8.4K contracts
B BNP PARIBAS ARBITRAGE, SA Institution	$62.8M 83.2 contracts
Q Qube Research & Technologies Ltd Institution	$62.7M 8.3K contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$273.3M 36.2K contracts
P Portman Square Capital LLP Hedge Fund•Vol Arbitrage	$149.9M 19.9K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$122.6M 16.2K contracts
BARCLAYS PLC Institution	$107.8M 14.3K contracts
Q Qube Research & Technologies Ltd Institution	$85.1M 11.3K contracts
J JANE STREET GROUP, LLC Institution	$73.2M 9.7K contracts
WELLS FARGO & COMPANY/MN Institution	$55.0M 7.3K contracts
CITIGROUP INC Institution	$47.3M 6.3K contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$39.2M 5.2K contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$29.8M 3.9K contracts

Most Committed Institutions

Institutions with NEE as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
I Inherent Management Corp. Institution	-	11.25% $19.6M	0.01% 260.0K shares	Q4 2024 Held for 11 months	$174.4M
Bruce & Co., Inc. Long Only Manager	Robert Jeffrey Bruce President	7.36% $23.8M	0.02% 315.0K shares	≤ Q2 2013 Held for 12y 5m+	$322.9M
BlackBarn Capital Partners LP Hedge Fund•Multi-Strategy	Jeremy Jason Edelstein CFO	7.12% $20.4M	0.01% 270.0K shares	Q2 2025 Held for 5 months	$286.2M
A ACCOUNT MANAGEMENT LLC RIA/Wealth	Christopher Andrew De Roetth Member	7.01% $6.6M	0.00% 87.1K shares	Q3 2023 Held for 2y 2m	$93.8M
Electron Capital Partners, LLC Hedge Fund•Long/Short	Ran Nmn Zhou Managing Partner	6.73% $148.5M	0.10% 2.0M shares	Q2 2024 Held for 1y 5m	$2.2B
M MARK SHEPTOFF FINANCIAL PLANNING, LLC RIA/Wealth	James Barber Twining CEO	6.67% $13.8M	0.01% 183.2K shares	Q1 2014 Held for 11y 8m	$207.4M
Slocum, Gordon & Co LLP RIA/Wealth	Barclay Douglas Partner	6.56% $8.2M	0.01% 108.9K shares	Q4 2022 Held for 2y 11m	$125.4M
T Teilinger Capital Ltd. Institution	-	6.48% $6.0M	0.00% 80.0K shares	Q3 2025 Held for 2 months	$93.2M
A Ausbil Investment Management Ltd Long Only Manager	Mark Gregory Knight CEO	5.89% $11.0M	0.01% 140.3K shares	Q4 2022 Held for 2y 11m	$187.5M
A Asset Management Advisors, LLC Family Office	Jerry Milton Williams Managing Partner	5.30% $8.7M	0.01% 115.7K shares	Q4 2023 Held for 1y 11m	$164.8M

Hedge Fund Spotlight

Discover hedge funds investing in NEE

ELCO Management Co., LLC

Hedge Fund • Long/Short

Portfolio ManagerPaul Elliot

Portfolio Value: $191.4M
Positions: 163
Last Reported: Q3 2025

Sector Allocation

Position in Nextra Energy

Market Value: $1.8M
Shares Held: 23.5K
Portfolio Weight: 0.93%
Owned Since: 2016-Q3

Top Holding	Sector	Market Value	Weight
1 Cheniere Energy LNG	Oil & Gas Midstream Energy	$12.1M	6.31%
2 Williams Companies WMB	Oil & Gas Midstream Energy	$11.5M	6.03%
3 Targa Resources TRGP	Oil & Gas Midstream Energy	$8.8M	4.62%