From Chips to Kilowatts: 7 Utility Stocks Riding the 2026 "Reliability Shock"
The artificial intelligence buildout is turning electricity reliability into a boardroom issue.
Nextera Energy Inc (NEE)
Market is closed
Sector: Electric Services
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | RWC Asset Management Tord Stallvik (Ceo) | 365,358 | $33,934,451 | -2% | 1.41% |
| 2. | Polaris Capital Management Bernard Horn | 291,676 | $27,090,867 | -6% | 2.22% |
| 3. | 280,000 | $26,006,400 | -7% | 0.18% | |
| 4. | Leucadia National Ian Cumming And Joseph Steinberg | 139,373 | $12,944,965 | -15% | 0.09% |
| 5. | Beech Hill Partners Paul Cantor, Joseph Weiss, And Will Wurm | 42,160 | $3,915,802 | +5% | 1.96% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $55.84 | 10,000 | $558,400.00 | 25,000 | 2024-02-07 | Filing | |
| $55.83 | 10,000 | $558,300.00 | 25,000 | 2024-02-07 | Filing | |
| $59.59 | 8,500 | $506,515.00 | 11,523 | 2023-12-08 | Filing | |
| $67.94 | 5,000 | $339,700.00 | 15,000 | 2023-08-17 | Filing | |
| $67.96 | 5,000 | $339,800.00 | 15,000 | 2023-08-17 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $93.00 | 745 | $69,285.00 | 16,905 | 2026-03-13 | Filing | |
| $93.00 | 4,189 | $389,577.00 | 17,650 | 2026-03-13 | Filing | |
| $90.27 | 3,845 | $347,088.15 | 8,995 | 2026-03-09 | Filing | |
| $95.00 | 5,079 | $482,505.00 | 10,960 | 2026-02-17 | Filing | |
| $89.34 | 24,535 | $2,191,956.90 | 305,933 | 2026-02-09 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 135,383,754 | $12,574,443,072 | 0.31% | |
| 2. | 60,413,784 | $5,611,232,258 | 0.3% | |
| 3. | 23,356,209 | $2,169,324,692 | 0.33% | |
| 4. | 17,710,767 | $1,644,976,041 | 0.54% | |
| 5. | 16,610,766 | $1,542,807,948 | 0.36% |
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