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
OL
2776
one8zero8 LLC
North Carolina
-$490K -6,909 Closed
EFMC
2777
Empire Financial Management Company
New York
-$476K -6,719 Closed
AR
2778
Advisory Research
Illinois
-$460K -6,485 Closed
PP
2779
Peconic Partners
New York
-$460K -6,485 Closed
Voloridge Investment Management
2780
Voloridge Investment Management
Florida
-$441K -6,214 Closed
LCGC
2781
Legacy Capital Group California
California
-$430K -6,070 Closed
ARC
2782
Advisor Resource Council
Texas
-$402K -5,781 Closed
QCM
2783
Qsemble Capital Management
New York
-$400K -5,643 Closed
PFA
2784
Pathway Financial Advisors
Vermont
-$395K -5,575 Closed
NO
2785
Ninety One
South Africa
-$380K -5,312 Closed
CMAI
2786
Capital Management Associates Inc
Minnesota
-$374K -5,274 Closed
AWM
2787
Ameliora Wealth Management
Switzerland
-$369K -5,200 Closed
CWC
2788
Carolinas Wealth Consulting
North Carolina
-$359K -5,069 Closed
NFC
2789
Northstar Financial Companies
Pennsylvania
-$337K -4,754 Closed
WG
2790
Wealth Group
North Carolina
-$322K -4,549 Closed
KLCM
2791
KG&L Capital Management
Louisiana
-$314K -4,427 Closed
LSV Asset Management
2792
LSV Asset Management
Illinois
-$312K -4,400 Closed
FWP
2793
Forefront Wealth Partners
Texas
-$304K -4,295 Closed
OWA
2794
One Wealth Advisors
California
-$289K -4,081 Closed
NCFG
2795
New Century Financial Group
New Jersey
-$289K -4,078 Closed
CFG
2796
Clayton Financial Group
Missouri
-$283K -3,986 Closed
TW
2797
Traveka Wealth
California
-$281K -3,966 Closed
CWA
2798
Crux Wealth Advisors
California
-$280K -3,954 Closed
MPWS
2799
McCarter Private Wealth Services
Massachusetts
-$280K -3,947 Closed
IIC
2800
Integrated Investment Consultants
Michigan
-$276K -3,895 Closed

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.