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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
MDCM
2651
Morgan Dempsey Capital Management
Wisconsin
$8.05K
POIA
2652
Pin Oak Investment Advisors
Texas
$8K
LFA
2653
LGT Financial Advisors
Texas
$7.91K +$7.92K +114 New
BFS
2654
Bare Financial Services
Pennsylvania
$7.84K +$7.22K +104 +1,156%
EP
2655
Essential Partners
California
$7.84K +$7.85K +113 New
FNWA
2656
Financial Network Wealth Advisors
Utah
$7.57K +$2.71K +39 +56%
HIA
2657
HFM Investment Advisors
New Jersey
$7.22K +$486 +7 +7%
CWP
2658
Clark Wealth Partners
Illinois
$7.08K -$69 -1 -1%
SHM
2659
Sagard Holdings Management
Ontario, Canada
$7.08K +$7.08K +102 New
KHC
2660
Koesten Hirschmann & Crabtree
Kansas
$6.94K
FW
2661
Fairway Wealth
Ohio
$6.46K -$13.4K -193 -67%
CIM
2662
Contravisory Investment Management
Massachusetts
$6.11K -$6.07M -87,398 -100%
BTC
2663
Bank & Trust Company
Illinois
$6.11K
AF
2664
Aviso Financial
Ontario, Canada
$5.9K
SVCP
2665
Silicon Valley Capital Partners
California
$5.74K +$5.42K +78 +1,560%
TCM
2666
Tradewinds Capital Management
Washington
$5.55K
PK
2667
Pflug Koory
Nebraska
$5.28K
KFP
2668
Keener Financial Planning
Texas
$5K
SA
2669
Scarborough Advisors
Maryland
$4.93K +$4.93K +71 New
CWM
2670
Cedar Wealth Management
California
$4.83K +$4.45K +64 +1,067%
LAM
2671
Lummis Asset Management
Texas
$4.24K
MAWAG
2672
Mid-American Wealth Advisory Group
Missouri
$4.17K +$4.17K +60 New
CIR
2673
Clear Investment Research
Georgia
$3.73K
BHWM
2674
Bay Harbor Wealth Management
Maryland
$3.54K +$1.11K +16 +46%
PS
2675
PayPay Securities
Japan
$3.33K +$69 +1 +2%

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.