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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
PAA
2801
Peregrine Asset Advisers
Oregon
-$261K -3,679 Closed
OAM
2802
Occidental Asset Management
California
-$236K -3,332 Closed
IPW
2803
IronBridge Private Wealth
Texas
-$232K -3,266 Closed
ILI
2804
Invesco LLC (Illinois)
Illinois
-$227K -3,196 Closed
RA
2805
Riverstone Advisors
Texas
-$225K -3,173 Closed
FGWP
2806
Founders Grove Wealth Partners
Virginia
-$224K -3,153 Closed
AIA
2807
Accelerate Investment Advisors
California
-$223K -3,149 Closed
SFC
2808
Strategic Financial Concepts
Texas
-$222K -3,129 Closed
ACA
2809
Anchor Capital Advisors
Massachusetts
-$220K -3,105 Closed
LWL
2810
Leo Wealth LLC
Texas
-$217K -3,059 Closed
LFP
2811
Lakeshore Financial Planning
Michigan
-$210K -2,968 Closed
SIC
2812
Sterling Investment Counsel
New York
-$210K -2,959 Closed
SW
2813
SteelPeak Wealth
California
-$209K -2,945 Closed
NWAG
2814
Net Worth Advisory Group
Utah
-$207K -2,926 Closed
SWM
2815
Sendero Wealth Management
Texas
-$205K -2,897 Closed
TNBTD
2816
Trustmark National Bank Trust Department
Mississippi
-$205K -2,895 Closed
FA
2817
Financial Advisors
Massachusetts
-$204K -2,880 Closed
HA
2818
Helium Advisors
Washington
-$203K -2,862 Closed
HKAM
2819
Horizon Kinetics Asset Management
New York
-$203K -2,860 Closed
SDH
2820
Sloy Dahl & Holst
Washington
-$202K -2,853 Closed
IWP
2821
Invenio Wealth Partners
Florida
-$202K -2,852 Closed
WFAG
2822
Wescott Financial Advisory Group
Pennsylvania
-$202K -2,850 Closed
WAM
2823
Worth Asset Management
Texas
-$202K -2,850 Closed
PI
2824
PineBridge Investments
New York
-$202K -2,846 Closed
BWMG
2825
Barnes Wealth Management Group
California
-$202K -2,844 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.