§ UTILITIES
USD · Utilities

NEE

NEXTERA ENERGY INC
USDSector · UtilitiesMarket cap · $194.1BBeta · 0.75
LAST · MARKET CLOSE · OCT 05
76.28
−0.55 ▼ 0.72%PREV CLOSE · $76.83
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 76.67HIGH 76.97LOW 75.8952W 61.72 — 95.91
EVENTSJUN 30 · EARNINGS +2.9%
§ 02 · AC TAKE
Where we stand
LAST UPDATED 1D

NextEra Energy carries a market cap of $194.1 billion and trades at a price to earnings ratio of 28.4, a multiple well above what most utilities command.

The standout figure is dealer bank ownership at 26.3%, nearly double the quality compounder stake, with another 34.4% sitting in the unclassified category. Dealer bank positions often reflect hedging or structured products rather than directional conviction, so a combined 60.7% of the register is held by entities whose motive the data cannot specify. That is a large share of the stock with no clear behavioral read, and it limits what the ownership mix can tell a reader about who is actually betting on NextEra's business. Institutional pressure reads neutral at negative 0.01 and the broader market regime score is neutral at negative 0.13, both close to zero, indicating no meaningful tilt in either direction. Systematic quant funds hold 0.5% and tactical macro funds hold 0.4%, both negligible. This ownership and pressure data is a snapshot, not a forecast. The 13F filings behind these ownership percentages run 45 to 90 days stale by the time they are public, and short interest, not shown here, is only reported twice a month. None of the figures above indicate where the stock heads next, only who held it and how the market was positioned as of the filing dates behind them.

Read the full note →

§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY

13F FLOW
1612 increased/new, 1093 decreased/exited (13F)
AC 13F Analysis
OPTIONS SKEW
Put/call ratio 1.09
CBOE
ANALYST
21 buy, 9 hold, 1 sell
Finnhub

§ 04 · FUNDAMENTALS · THE BOOKS

P/E28.4P/B3.06
EPS (TTM)3.30Dividend2.73%
◇ AC INTELLIGENCE

NextEra Energy carries a market cap of $194.1 billion and trades at a price to earnings ratio of 28.4, a multiple well above what most utilities command. That premium has to be justified by something other than the ownership base, because the base is thin on investors who normally pay up for quality. Quality compounder funds hold just 14.1% of shares, passive index funds hold 13.3%, and income defensive investors, the type that typically anchor utility stocks for the dividend, hold only 2.8%. Growth momentum, deep value, and activist funds each sit at 0.0%.

§ 05 · WHO OWNS IT
Top institutional holders
All holders →
FundShares% portΔ Q/Q
BlackRock, Inc.178.8M0.3%+1%
VANGUARD CAPITAL MANAGEMENT LLC135.4Mn/an/a
State Street119.7M0.4%+1%
JPMORGAN CHASE & CO112.0Mn/a+10%
Morgan Stanley64.8M0.4%n/a
VANGUARD PORTFOLIO MANAGEMENT LLC60.4Mn/an/a
◇ AC INTELLIGENCE

Top institutional owners for NEE as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.

§ 06 · WHO OWNS IT · BY STRATEGY

OTHER8.2% · 0 holders
OTHER34.4% · 2,699 holders
DEALER / BANK26.3% · 168 holders
QUALITY / COMPOUNDER14.1% · 45 holders
PASSIVE / INDEX13.3% · 16 holders
INCOME / DEFENSIVE2.8% · 72 holders
SYSTEMATIC / QUANT0.5% · 16 holders
TACTICAL / MACRO0.4% · 6 holders
ACTIVIST0.0% · 1 holder
DEEP VALUE0.0% · 3 holders
GROWTH / MOMENTUM0.0% · 2 holders
◇ AC INTELLIGENCE

Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.

§ 07 · INSIDER ACTIVITY · LAST 180 DAYS

NO INSIDER FILINGS
◇ AC INTELLIGENCE

No Form 4 filings on record for NEE in the last 180 days.

§ 08 · COVERAGE · OUR RECENT NOTES