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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
FWM
2826
Foguth Wealth Management
Michigan
-$202K -2,843 Closed
RAM
2827
Redmond Asset Management
Virginia
-$201K -2,830 Closed
UFF
2828
USA Financial Formulas
Michigan
-$197K -2,778 Closed
AIM
2829
Acropolis Investment Management
Missouri
-$188K -2,653 Closed
GFPC
2830
Global Financial Private Client
Florida
-$181K -2,557 Closed
AFS
2831
Anderson Financial Strategies
Ohio
-$143K -2,015 Closed
GJIA
2832
Glass Jacobson Investment Advisors
Maryland
-$136K -1,897 Closed
GP
2833
Greenline Partners
New York
-$122K -1,724 Closed
CWM
2834
Compass Wealth Management
Connecticut
-$104K -1,466 Closed
PA
2835
PSI Advisors
Florida
-$90.5K -1,276 Closed
GWM
2836
Graybill Wealth Management
Illinois
-$83.3K -1,175 Closed
SIM
2837
Synergy Investment Management
Florida
-$62K -875 Closed
WAG
2838
Wiser Advisor Group
Arizona
-$61.8K -872 Closed
SCB
2839
Saudi Central Bank
Saudi Arabia
-$57.4K -809 Closed
RMP
2840
Richards, Merrill & Peterson
Washington
-$44.1K -622 Closed
GWMI
2841
Guardian Wealth Management (Illinois)
Illinois
-$33.5K -473 Closed
LWANC
2842
Laurel Wealth Advisors (North Carolina)
North Carolina
-$22.3K -315 Closed
VBA
2843
von Borstel & Associates
Oregon
-$21K -300 Closed
EC
2844
Elequin Capital
New York
-$19.7K -278 Closed
GWS
2845
Greykasell Wealth Strategies
California
-$17K -240 Closed
HCA
2846
Heck Capital Advisors
Wisconsin
-$16.9K -239 Closed
TC
2847
Tacita Capital
Ontario, Canada
-$16.7K -235 Closed
AF
2848
Atala Financial
California
-$15.7K -221 Closed
TCPG
2849
Trivant Custom Portfolio Group
California
-$14.2K -200 Closed
CAWM
2850
Capital A Wealth Management
Pennsylvania
-$13.3K -187 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.