We are live on ! Find out more
NEE icon

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
WPA
2551
Wealth Preservation Advisors
Tennessee
$43.8K -$2.5K -36 -5%
PC
2552
Promus Capital
Illinois
$43.3K
MCA
2553
Midwest Capital Advisors
Michigan
$42.9K
UOTTAIMCU
2554
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$41.7K
HFS
2555
Hughes Financial Services
Virginia
$41.3K +$1.39K +20 +4%
VWA
2556
Valued Wealth Advisors
Utah
$41K -$834 -12 -2%
OA
2557
Operose Advisors
Wisconsin
$40.2K +$3.61K +52 +10%
SCA
2558
Stuart Chaussee & Associates
California
$37.5K
RF
2559
Robinswood Financial
Washington
$37.4K -$2.57K -37 -6%
BA
2560
Bellwether Advisors
Nebraska
$37.3K +$8.54K +123 +30%
RFG
2561
REAP Financial Group
Texas
$37.2K +$24K +346 +182%
RI
2562
Ridgewood Investments
New Jersey
$36.2K -$9.38K -135 -21%
IAS
2563
IMA Advisory Services
Colorado
$35.5K +$834 +12 +2%
AP
2564
Aspect Partners
Virginia
$35.5K +$11.7K +168 +49%
TIM
2565
Tortoise Investment Management
New York
$35.1K +$7.15K +103 +26%
CWM
2566
Copia Wealth Management
Oregon
$35K
CPBTD
2567
Central Pacific Bank - Trust Division
Hawaii
$34.7K
CFS
2568
CGC Financial Services
Oregon
$34.4K -$10.6K -152 -23%
GWSA
2569
Global Wealth Strategies & Associates
Colorado
$34.1K -$11.7K -168 -25%
CI
2570
Clal Insurance
Israel
$34K -$6.11K -88 -15%
BFPW
2571
BOK Financial Private Wealth
Colorado
$33.8K +$9.17K +132 +37%
RC
2572
Rexford Capital
Texas
$33.5K +$33.5K +483 New
AW
2573
Avion Wealth
Texas
$33K -$9.38K -135 -22%
Q1WB
2574
Quest 10 Wealth Builders
Virginia
$32.1K +$21K +302 +188%
MSG
2575
Main Street Group
Virginia
$31.9K -$5.7K -82 -15%

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.