As of the latest SEC filings, NEXTERA ENERGY INC (NEE) is held by 1,319 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $6,145,402,506.48 in market value, representing 0.31% of its portfolio.
Funds holding NEXTERA ENERGY INC (NEE)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- NEE
- CIK:
- 0000753308
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.31% | $6,145,402,506.48 | 66,164,971 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.35% | $4,915,439,106.48 | 52,922,471 | Mar 31, 2026 | May 28, 2026 |
|
XLU
State Street(R) Utilities Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 13.59% | $3,318,432,708.24 | 35,728,173 | Mar 31, 2026 | May 28, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.35% | $2,487,734,328.96 | 26,784,392 | Mar 31, 2026 | May 28, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.33% | $2,485,262,545.01 | 26,503,813 | Feb 28, 2026 | Apr 24, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.35% | $2,252,372,600.88 | 24,250,351 | Mar 31, 2026 | May 28, 2026 |
|
VIVAX
VANGUARD VALUE INDEX FUND
|
ETF | Vanguard | 0.75% | $1,697,076,146.16 | 18,271,707 | Mar 31, 2026 | May 28, 2026 |
|
CMLAX
American Mutual Fund
|
MF | Independent / Boutique | 1.48% | $1,696,464,284.04 | 17,332,083 | Apr 30, 2026 | Jun 26, 2026 |
|
VUIAX
VANGUARD UTILITIES INDEX FUND
|
ETF | Vanguard | 11.92% | $1,314,210,273.81 | 14,015,253 | Feb 28, 2026 | Apr 28, 2026 |
|
PEYAX
Putnam Large Cap Value Fund
|
MF | Independent / Boutique | 2.47% | $1,239,633,364.64 | 12,664,828 | Apr 30, 2026 | Jun 24, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.92% | $1,144,419,615.84 | 11,692,068 | Apr 30, 2026 | Jun 26, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.35% | $1,090,654,452.72 | 11,742,619 | Mar 31, 2026 | May 28, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.85% | $804,689,881.44 | 8,221,188 | Apr 30, 2026 | Jun 26, 2026 |
|
JUEAX
JPMorgan U.S. Equity Fund
|
MF | JPMorgan | 2.47% | $779,869,149.12 | 8,396,524 | Mar 31, 2026 | May 29, 2026 |
|
FKUTX
Franklin Utilities Fund
|
MF | Franklin Templeton | 9.95% | $770,904,000.00 | 8,300,000 | Mar 31, 2026 | May 27, 2026 |
|
JEPI
JPMorgan Equity Premium Income ETF
|
ETF | JPMorgan | 1.64% | $721,969,521.84 | 7,773,143 | Mar 31, 2026 | May 29, 2026 |
|
OIEIX
JPMorgan Equity Income Fund
|
MF | JPMorgan | 1.41% | $582,236,205.84 | 6,268,693 | Mar 31, 2026 | May 29, 2026 |
|
FSUTX
Select Utilities Portfolio
|
MF | Fidelity | 13.61% | $556,011,559.25 | 5,929,525 | Feb 28, 2026 | Apr 24, 2026 |
|
IGF
iShares Global Infrastructure ETF
|
ETF | BlackRock / iShares | 5.27% | $532,817,915.76 | 5,736,627 | Mar 31, 2026 | May 22, 2026 |
|
CICAX
Investment Co of America
|
MF | Independent / Boutique | 0.30% | $492,542,918.64 | 5,303,003 | Mar 31, 2026 | May 28, 2026 |
|
DGRO
iShares Core Dividend Growth ETF
|
ETF | BlackRock / iShares | 1.23% | $486,363,370.88 | 4,968,976 | Apr 30, 2026 | Jun 24, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.21% | $464,887,467.34 | 4,957,742 | Feb 28, 2026 | Apr 24, 2026 |
|
PRUAX
PGIM Jennison Utility Fund
|
MF | PGIM / Prudential | 12.63% | $452,903,004.95 | 4,829,935 | Feb 27, 2026 | Apr 23, 2026 |
|
SWPPX
Schwab S&P 500 Index Fund
|
MF | Charles Schwab | 0.33% | $452,181,815.16 | 4,619,757 | Apr 30, 2026 | Jun 25, 2026 |
|
IWD
iShares Russell 1000 Value ETF
|
ETF | BlackRock / iShares | 0.64% | $444,983,436.00 | 4,790,950 | Mar 31, 2026 | May 22, 2026 |
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