NextEra Energy (NYSE: NEE) generates electricity through its Florida Power & Light utility and is one of the world’s largest producers of wind and solar power. The company now trades around $76 per share with a market cap near $157 billion.
Once mainly a regional utility, NextEra has grown into a global leader in renewables with unmatched scale in wind, solar, and battery storage. Rising interest rates have weighed on utilities, leaving the stock down about 3% over the past year, but NextEra remains positioned at the center of the clean energy transition. Its mix of regulated utility stability and fast-growing renewables has made it a core name for many long-term investors.
With decades of planned investments in transmission and clean power, NextEra’s future looks tied to one of the most powerful structural shifts in the global economy. Today the company is widely held across the largest index funds, sovereign wealth portfolios, and institutional accounts. Checking who owns the stock and what insiders are doing gives a window into how investors are thinking about NextEra’s role in this transition.
For investors, this ownership breakdown can highlight where confidence is building and where caution still lingers.
The Big Investors Behind NextEra’s Stock
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NextEra Energy generates electricity through its Florida Power & Light utility and is one of the largest producers of wind and solar power worldwide. Its shareholder base is anchored by passive index giants, which ensures the stock remains deeply embedded in global portfolios.
At the same time, some active managers have been selectively increasing exposure, while others are pulling back. This split suggests that while many institutions see long-term strength in NextEra’s renewable growth engine, others remain cautious given the sector’s sensitivity to interest rates and capital costs.
- The Vanguard Group: 211.1M shares (10.3%), ~$16.1B. Added 5.5M shares (+2.7%).
- State Street: 112.3M shares (5.5%), ~$8.6B. Added 1.6M shares (+1.4%).
- BlackRock: 111.4M shares (5.4%), ~$8.5B. Added 2.2M shares (+2.0%).
- JP Morgan Asset Management: 62.9M shares (3.1%), ~$4.8B. Added 4.1M shares (+7.0%).
- Geode Capital: 45.7M shares (2.2%), ~$3.5B. Added 527K shares (+1.2%).
- Morgan Stanley: 39.4M shares (1.9%), ~$3.0B. Added 2.2M shares (+6.0%).
- Norges Bank: 34.2M shares (1.7%), ~$2.6B. Cut 14.4M shares (-29.6%).
One highlight from last quarter is Adage Capital Partners, which boosted its stake by nearly 182% to 2.19 million shares valued at $152 million. This sharp increase suggests rising confidence in NextEra’s long-term growth trajectory despite sector headwinds.
Another notable move came from Ken Griffin’s Citadel Advisors, which lifted its NextEra position by over 3,255%. The firm now owns about 4.23 million shares worth $294 million, signaling a strong conviction bet on the utility and renewable leader.
Meanwhile, John Overdeck’s Two Sigma Advisers also raised its holdings by more than 206%, now controlling nearly 799,000 shares worth $55 million, showing that quant-driven strategies are leaning more bullish on the stock.
Passive funds keep NextEra widely held, giving the stock a stable base of ownership. Active buyers like JP Morgan, Adage, Ken Griffin’s Citadel, and John Overdeck’s Two Sigma show pockets of optimism, while Norges Bank’s sharp cut highlights lingering caution tied to sector pressures.
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What NextEra’s Insiders Are Doing With Their Shares
Insider trading activity at NextEra has leaned more toward selling in recent months, with most transactions relatively small in size. This pattern may reflect executives taking profits after periods of stock strength, diversification of personal holdings, or scheduled plans, but it does not show strong signs of accumulation at current levels.
A few directors have made modest purchases, which adds some balance, though the overall picture still tilts toward trimming exposure rather than building it.
Here are some recent insider sales:
- Charles Sieving (Officer): Sold ~41,700 shares in May at $70–75.
- James Michael May (Treasurer): Sold ~2,200 shares at $77.50 in July.
- Robert Coffey (Officer): Sold ~7,500 shares at $71.84 in July.
- Brian Bolster (Officer): Sold ~1,250 shares at $66.54 in May.
- Directors: Nicole Sinek Arnaboldi (497 shares) and James Camaren (260 shares) reported small purchases.
Insider activity appears weighted toward selling, with only modest buying reported. This may suggest management is not signaling strong conviction at current prices, leaving investors to lean more on institutional moves for clearer sentiment signals.
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What the Ownership & Insider Trade Data Tell Us
NextEra’s shareholder base looks steady, with index funds like Vanguard, BlackRock, and State Street keeping the company firmly anchored in global portfolios.
Active managers such as JP Morgan and Putnam have been adding to their positions, which may reflect growing confidence in NextEra’s long-term renewable energy buildout. On the other side, Norges Bank’s sizeable cut shows that some investors remain cautious, likely weighing sector headwinds like rising rates and capital costs.
Insider activity tilts toward selling, with executives reducing exposure in relatively small amounts and only a few directors making modest purchases. While these trades may simply reflect diversification or scheduled plans, the lack of larger insider buying suggests leadership is not signaling strong conviction at current levels.
For investors, this paints a mixed picture, where long-term growth in renewables remains compelling but near-term pressures may keep sentiment cautious.
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