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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
EWA
2676
EQ Wealth Advisors
Texas
$3.19K
JFG
2677
JDM Financial Group
Texas
$3.12K
HHGA
2678
Halbert Hargrove Global Advisors
California
$2.99K -$5.97K -86 -67%
HIW
2679
Holos Integrated Wealth
Pennsylvania
$2.75K -$3.61K -52 -58%
LC
2680
Luminist Capital
Michigan
$2.51K
PCA
2681
PMV Capital Advisers
Texas
$2.29K +$2.29K +33 New
PA
2682
Pineridge Advisors
Missouri
$2.22K +$2.22K +32 New
PWM
2683
Parkworth Wealth Management
California
$2.08K +$2.08K +30 New
NWM
2684
Navigoe Wealth Management
California
$2K
SIC
2685
SJS Investment Consulting
Ohio
$1.46K -$11.6K -167 -89%
NRWA
2686
North Ridge Wealth Advisors
Oregon
$1.39K
ACM
2687
Anfield Capital Management
California
$1.18K
OBWP
2688
O'Brien Wealth Partners
Massachusetts
$1.04K +$347 +5 +50%
HFM
2689
Harvest Fund Management
China
$1K +$1.18K +17 New
GIM
2690
Gold Investment Management
Alberta, Canada
$950 -$8.34K -120 -90%
FS
2691
Financially Speaking
Colorado
$902 +$903 +13 New
DF
2692
DecisionPoint Financial
Arizona
$804 +$764 +11 New
SRCM
2693
Signature Resources Capital Management
California
$764 +$764 +11 New
NECFA
2694
New England Capital Financial Advisors
Connecticut
$747
MHIP
2695
Mountain Hill Investment Partners
New Jersey
$722
RPA
2696
Redwood Park Advisors
California
$625 -$4.03K -58 -87%
CIAM
2697
Caitong International Asset Management
Hong Kong
$486 -$625 -9 -56%
BWM
2698
Bernard Wealth Management
Michigan
$348 -$1.67K -24 -83%
MWM
2699
MorganRosel Wealth Management
Colorado
$278
RJA
2700
Ross\Johnson & Associates
Minnesota
$278

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.