Avity Investment Management Trims NextEra Energy Holdings

Institutional investor reduces stake in major renewable energy company

Mar. 18, 2026 at 8:35am

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Avity Investment Management Inc. reduced its holdings in NextEra Energy, Inc. (NYSE:NEE) by 6.1% during the 3rd quarter, according to the company's recent Form 13F filing with the Securities and Exchange Commission. Avity Investment Management now owns 475,660 shares of the utilities provider's stock, valued at $35.9 million.

Why it matters

NextEra Energy is one of the largest renewable energy companies in the United States, with a focus on wind, solar, and energy storage projects. The reduction in Avity's stake could signal a shift in investor sentiment around the company's growth prospects, though it remains a significant holding in the investment firm's portfolio.

The details

According to the 13F filing, Avity Investment Management sold 30,855 shares of NextEra Energy during the 3rd quarter. The firm now holds a 2.5% stake in the company, making it the 18th largest position in its investment portfolio.

  • Avity Investment Management reduced its NextEra Energy holdings during the 3rd quarter of 2026.

The players

Avity Investment Management Inc.

An investment management firm that owns a significant stake in NextEra Energy, Inc.

NextEra Energy, Inc.

A leading clean energy company with regulated utility operations and competitive renewable generation businesses.

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The takeaway

This reduction in Avity Investment Management's NextEra Energy holdings could signal a broader shift in investor sentiment around the renewable energy sector, though NextEra remains a major player in the space. Investors will be watching to see if other institutional investors follow suit or if NextEra can continue its strong growth trajectory.