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NextEra Energy

2,702 hedge funds and large institutions have $117B invested in NextEra Energy in 2025 Q2 according to their latest regulatory filings, with 172 funds opening new positions, 1,191 increasing their positions, 1,012 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $2.37B | Put options by funds: $1.53B

18% more repeat investments, than reductions

Existing positions increased: 1,191 | Existing positions reduced: 1,012

3% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 167

0.34% less ownership

Funds ownership: 81.97%81.62% (-0.34%)

2% less capital invested

Capital invested by funds: $119B → $117B (-$2.61B)

1% less funds holding

Funds holding: 2,7332,702 (-31)

31% less funds holding in top 10

Funds holding in top 10: 5236 (-16)

Holders
2,702
Holders Change
-31
Holders Change %
-1.13%
% of All Funds
35.58%
Holding in Top 10
36
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-30.77%
% of All Funds
0.47%
New
172
Increased
1,191
Reduced
1,012
Closed
167
Calls
$2.37B
Puts
$1.53B
Net Calls
+$843M
Net Calls Change
+$227M
Name Holding Trade Value Shares
Change
Change in
Stake
OWP
2476
ORG Wealth Partners
Texas
$123K -$341K -4,908 -74%
TCM
2477
TruNorth Capital Management
Michigan
$123K
TCA
2478
Trifecta Capital Advisors
Illinois
$121K +$45.8K +660 +61%
WA
2479
Whipplewood Advisors
Colorado
$120K +$21.1K +304 +21%
AA
2480
Addison Advisors
Vermont
$119K +$10.4K +150 +10%
KLWA
2481
Kelly Lawrence W & Associates
California
$115K
JGIA
2482
Jackson Grant Investment Advisers
Connecticut
$113K
APW
2483
Acima Private Wealth
Virginia
$111K
BHWM
2484
Beaird Harris Wealth Management
Texas
$110K +$7.57K +109 +7%
DWS
2485
Dynamic Wealth Strategies
California
$110K -$4.72K -68 -4%
SC
2486
Solstein Capital
California
$110K +$21K +302 +24%
RTC
2487
Riverview Trust Company
Washington
$108K -$72.3K -1,041 -40%
BAM
2488
Byrne Asset Management
New Jersey
$108K -$20K -288 -16%
BCM
2489
Blume Capital Management
California
$108K -$5.14K -74 -5%
TPWA
2490
Twin Peaks Wealth Advisors
California
$103K +$99.1K +1,427 New
T
2491
Tidemark
California
$102K +$39.2K +564 +62%
TIM
2492
Thompson Investment Management
Wisconsin
$98.3K
BC
2493
Barrett & Company
Rhode Island
$98K +$30.2K +435 +45%
NC
2494
NewSquare Capital
Pennsylvania
$97K +$45.1K +649 +87%
AF
2495
Alerus Financial
North Dakota
$96.6K +$96.7K +1,392 New
FDW
2496
Fourth Dimension Wealth
Ohio
$96.6K +$69 +1 +0.1%
SSG
2497
Summit Securities Group
New York
$96.2K +$96.3K +1,386 New
WOSD
2498
WFA of San Diego
California
$95.8K +$95.9K +1,380 New
ABWM
2499
Alpine Bank Wealth Management
Colorado
$92.1K -$707K -10,172 -88%
FCG
2500
Financial Connections Group
California
$92K +$41.7K +600 +82%

NEE Hedge Fund Activity: Q2 2025 in Review

2,702 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q2 2025, worth a combined $117B — down 2.2% from $119B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new NEE positions and 167 closed out — a net gain of 5 holders — while 1,191 added to existing stakes and 1,012 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $779M. The largest seller was Norges Bank, cutting an estimated $1.06B.

  • 2,702 institutional investors held NextEra Energy (NEE) as of Q2 2025, down from 2,733 in Q1 2025.
  • Funds reported $117B of NextEra Energy stock for Q2 2025, down 2.2% quarter-over-quarter.
  • 172 funds opened new NextEra Energy positions in Q2 2025 and 167 closed out, a net change of +5 holders.
  • The largest NextEra Energy buyer in Q2 2025 was Capital Research Global Investors, an estimated $779M added.
  • The largest NextEra Energy seller in Q2 2025 was Norges Bank, an estimated $1.06B sold.

Based on aggregated 13F filings for Q2 2025.