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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
PWM
2626
Proathlete Wealth Management
Florida
$14.9K +$625 +9 +4%
APW
2627
Atlantic Private Wealth
North Carolina
$13.9K
PCC
2628
Park Circle Company
Maryland
$13.9K
UA
2629
USCF Advisers
California
$13.9K
BCM
2630
Berbice Capital Management
New York
$13.9K +$6.95K +100 +100%
TIM
2631
Total Investment Management
Arizona
$13.5K +$13.5K +194 New
KG
2632
Kilter Group
New York
$13.4K +$13.4K +193 New
LWMI
2633
Legacy Wealth Management (Idaho)
Idaho
$12.9K +$1.25K +18 +11%
LIS
2634
Legacy Investment Solutions
Idaho
$12.9K +$12.9K +186 New
AI
2635
Amplify Investments
Illinois
$12.6K +$12.6K +182 New
RWM
2636
Rialto Wealth Management
New York
$11.9K +$2.5K +36 +27%
WCM
2637
WealthTrak Capital Management
Virginia
$11.8K -$20.6K -296 -64%
GC
2638
GFG Capital
Florida
$11.7K +$11.7K +168 New
VWM
2639
Valley Wealth Managers
New Jersey
$11.1K +$11.1K +160 New
HWM
2640
HighMark Wealth Management
Minnesota
$11K
PCM
2641
Penserra Capital Management
California
$11K
RTL
2642
Red Tortoise LLC
Georgia
$11K
IWM
2643
IMG Wealth Management
Florida
$10.7K +$10.7K +154 New
ME
2644
McIlrath & Eck
Washington
$10.6K -$3.54K -51 -25%
FFL
2645
Financial Freedom LLC
Ohio
$9.51K +$69 +1 +0.7%
DFA
2646
DHJJ Financial Advisors
Illinois
$9.44K
1IA
2647
1620 Investment Advisors
Massachusetts
$9.44K -$3.96K -57 -30%
BIM
2648
Breakwater Investment Management
Washington
$8.89K
WAM
2649
WFA Asset Management
Wisconsin
$8.85K
CWM
2650
Cranbrook Wealth Management
Michigan
$8.68K +$5.42K +78 +166%

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.