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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
AWM
2526
AllSquare Wealth Management
New York
$69.4K
DWM
2527
Darwin Wealth Management
Florida
$68.1K -$31.3K -450 -31%
WBC
2528
West Branch Capital
Massachusetts
$67.6K -$36.4K -524 -35%
CB
2529
CNB Bank
Pennsylvania
$67.3K -$69 -1 -0.1%
WTFG
2530
Wood Tarver Financial Group
Idaho
$67K +$5.21K +75 +8%
CCM
2531
Carderock Capital Management
Maryland
$65.9K +$66K +950 New
PSFG
2532
Park Square Financial Group
Georgia
$58.9K -$13.3K -191 -18%
MFG
2533
Mendota Financial Group
Wisconsin
$58.3K
PW
2534
Pandora Wealth
Illinois
$58.3K
CPG
2535
Cornerstone Planning Group
New Jersey
$57.8K +$1.18K +17 +2%
CWM
2536
Centricity Wealth Management
Ohio
$57.4K
SR
2537
Syntax Research
Florida
$55.8K
VWWMG
2538
Vermillion & White Wealth Management Group
Pennsylvania
$52.5K +$12.3K +177 +31%
PWA
2539
Provenance Wealth Advisors
Florida
$51.9K -$217K -3,126 -81%
PCTC
2540
Perkins Coie Trust Company
Washington
$51.4K
BIA
2541
Bell Investment Advisors
California
$50.3K +$4.03K +58 +9%
RCM
2542
Raleigh Capital Management
North Carolina
$49.5K +$695 +10 +1%
BFP
2543
Briaud Financial Planning
Texas
$49K
ATC
2544
Advantage Trust Company
Kansas
$47.6K
VWA
2545
VSM Wealth Advisory
Maryland
$46.7K +$46.7K +673 New
SVWA
2546
Sarver Vrooman Wealth Advisors
Missouri
$45.9K
WA
2547
WPG Advisers
Maryland
$45.2K +$2.29K +33 +5%
GK
2548
Graney & King
New York
$44.9K +$347 +5 +0.8%
TWD
2549
True Wealth Design
Ohio
$44.2K +$1.74K +25 +4%
PWMG
2550
Private Wealth Management Group
New Jersey
$44.1K -$5.42K -78 -11%

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.