Whale Analyzer
NEE Institutional Holders and 13F Ownership
Compare 9 tracked holders of NEE, their reported positions and disclosed changes. Coverage is limited to the investors tracked by Whale Analyzer; these records do not establish all shareholders or current trades. Available original SEC filings for tracked 13F holders are linked below. Top tracked holders include Capital Research Global Investors, National Pension Service, Torray Funds, and Matrix Asset Advisors.
Continue to the live NEE dashboardTop holders
| Investor | Reported value | Shares | Change | Report date |
|---|---|---|---|---|
| Capital Research Global Investors 13F holdings | $1.76B | 20.1M | Reduced | 2026-06-30 |
| National Pension Service 13F holdings | $455.2M | 5.2M | Increased | 2026-06-30 |
| Torray Funds 13F holdings | $22.7M | 299.5K | Increased | 2026-09-30 |
| Matrix Asset Advisors 13F holdings | $19.8M | 261.2K | Increased | 2026-09-30 |
| Baillie Gifford & Co 13F holdings | $8.0M | 90.8K | Reduced | 2026-06-30 |
| Edgewood Management LLC 13F holdings | $2.3M | 26.4K | Held | 2026-06-30 |
| Dodge & Cox 13F holdings | $2.0M | 23.0K | Reduced | 2026-06-30 |
| Mairs & Power Funds 13F holdings | $1.1M | 12.1K | Reduced | 2026-06-30 |
| Horizon Kinetics Asset Management 13F holdings | $251.0K | 2.9K | Held | 2026-06-30 |
Original SEC filing sources
These recorded filings support the tracked 13F rows included in the aggregate reported values on this page. See each holder profile for source coverage and context for other disclosure types.
- Capital Research Global Investors SEC filing (0001422848-26-000094) · report date 2026-06-30
- National Pension Service SEC filing (0001193125-26-347818) · report date 2026-06-30
- Torray Funds SEC filing (0001193125-26-439683) · report date 2026-09-30
- Matrix Asset Advisors SEC filing (0001172661-26-004502) · report date 2026-09-30
- Baillie Gifford & Co SEC filing (0001088875-26-000057) · report date 2026-06-30
- Edgewood Management LLC SEC filing (0001062993-26-004244) · report date 2026-06-30
- Dodge & Cox SEC filing (0001193125-26-349535) · report date 2026-06-30
- Mairs & Power Funds SEC filing (0001172661-26-003496) · report date 2026-06-30
- Horizon Kinetics Asset Management SEC filing (0001398344-26-014047) · report date 2026-06-30
Tracked-sample concentration
Reported position value for NEE is highly concentrated within this tracked-holder sample. These percentages are not market-wide ownership shares.
- Largest tracked holder: 77.5% of aggregate reported value in this sample
- Top 5 tracked holders: 99.8% of aggregate reported value in this sample
- Top 10 tracked holders: 100.0% of aggregate reported value in this sample
Whale activity this quarter
Across 9 tracked holders, 4 reduced, 3 increased, 2 held. Net positioning is net selling.
- Capital Research Global Investors ($1.76B) (▼ 43.6% qoq shares)
- National Pension Service ($455.2M) (▲ 1.8% qoq shares)
- Torray Funds ($22.7M) (▲ 26.1% qoq shares)
- Matrix Asset Advisors ($19.8M) (▲ 10.0% qoq shares)
- Baillie Gifford & Co ($8.0M) (▼ 35.9% qoq shares)
- Edgewood Management LLC ($2.3M) (→ 0.0% qoq shares)
- Dodge & Cox ($2.0M) (▼ 2.5% qoq shares)
- Mairs & Power Funds ($1.1M) (▼ 1.4% qoq shares)
Sector positioning — Energy
NEE sits within the Energy sector alongside 118 other tracked names. Compare reported positions across tracked peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time or market-wide ownership totals. Open the live NEE dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
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Learn more in Whale Analyzer Academy
Deepen your read on NEE with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns NEE stock?
Whale Analyzer tracks 9 public-disclosure holders of NEE with a combined reported value of $2.28B. See the holder table above for the largest tracked positions.
Which top funds are buying NEE?
Tracked holders were net selling last quarter — 4 reduced, 3 increased, 2 held. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is the tracked NEE sample?
The top five tracked holders account for 99.8% of aggregate reported value in this tracked sample. This is not a market-wide ownership percentage.
What does 13F ownership mean for NEE?
These are historical reported positions from tracked filers, not real-time ownership or a complete shareholder register. Use the interactive NEE dashboard to explore them, or read our 13F Alpha Signals Guide.