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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
MWM
2576
Mascoma Wealth Management
New Hampshire
$31.6K
BCM
2577
Boreal Capital Management
Florida
$31.2K +$31.3K +450 New
SO
2578
Sierra Ocean
California
$31K -$30.1K -433 -49%
HHMI
2579
Howard Hughes Medical Institute
Maryland
$30.8K +$30.8K +444 New
PWA
2580
Physician Wealth Advisors
Utah
$30.7K +$4.86K +70 +19%
CIAS
2581
CBIZ Investment Advisory Services
Ohio
$30.2K +$10.8K +155 +55%
W
2582
WealthCollab
Washington
$30.1K
WOC
2583
West Oak Capital
California
$29.9K -$1.12M -16,185 -27%
NWM
2584
Nova Wealth Management
Florida
$29.5K -$1.81K -26 -6%
MWA
2585
Medallion Wealth Advisors
Connecticut
$29.4K -$5.14K -74 -15%
NMG
2586
New Millennium Group
Utah
$29K -$3.4K -49 -11%
UIA
2587
Ulland Investment Advisors
Minnesota
$27K
QWM
2588
Quaker Wealth Management
New Jersey
$26.8K +$26.8K +386 New
PG
2589
Proffitt & Goodson
Tennessee
$25.9K
PWM
2590
Puff Wealth Management
New Jersey
$25.7K +$25.7K +370 New
BFS
2591
Burkett Financial Services
South Carolina
$25.3K +$208 +3 +0.8%
1NWS
2592
1 North Wealth Services
Maryland
$25.3K
KWM
2593
Kiker Wealth Management
Georgia
$24.9K
HAP
2594
Harbor Asset Planning
Massachusetts
$24.6K +$24.6K +354 New
AWM
2595
Activest Wealth Management
Florida
$24.6K +$10.9K +157 +80%
GAG
2596
Goodman Advisory Group
Massachusetts
$24.6K +$24.6K +354 New
PP
2597
PFS Partners
New Jersey
$23.9K +$8.2K +118 +52%
PPA
2598
Painted Porch Advisors
California
$23.6K -$695 -10 -3%
IFS
2599
Intelligent Financial Strategies
Minnesota
$22.9K +$139 +2 +0.6%
OCM
2600
Osterweis Capital Management
California
$22.9K +$20.5K +295 +843%

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.