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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, 1,192 increasing their positions, 1,011 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: 1,192 | Existing positions reduced: 1,011

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
1,192
Reduced
1,011
Closed
167
Calls
$2.37B
Puts
$1.53B
Net Calls
+$843M
Net Calls Change
+$227M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
2851
Marshall Investment Management
Colorado
-$11.4K -161 Closed
CTWM
2852
Cherry Tree Wealth Management
Minnesota
-$10.8K -153 Closed
MIA
2853
MeadowBrook Investment Advisors
Michigan
-$10.2K -144 Closed
PPWM
2854
PFG Private Wealth Management
Florida
-$10.1K -143 Closed
IMC
2855
Investment Management Corporation
Virginia
-$8.9K -126 Closed
SHIM
2856
Stone House Investment Management
Pennsylvania
-$7.16K -101 Closed
LFASL
2857
Lugano Financial Advisors SA (LFA)
Switzerland
-$7.09K -100 Closed
SHF
2858
Safe Harbor Fiduciary
Florida
-$5.67K -80 Closed
WW
2859
Winnow Wealth
Texas
-$4.25K -60 Closed
ETS
2860
ESL Trust Services
New York
-$3.83K -54 Closed
RWM
2861
Ruedi Wealth Management
Illinois
-$3.33K -47 Closed
IRAG
2862
Investment Research & Advisory Group
Georgia
-$2.62K -37 Closed
RFA
2863
Reyes Financial Architecture
California
-$2.13K -30 Closed
RBC
2864
Roble Belko & Company
Pennsylvania
-$2K -25 Closed
HC
2865
Hara Capital
Washington
-$1.28K -18 Closed
CCM
2866
Campbell Capital Management
Florida
-$851 -12 Closed
RCM
2867
Richardson Capital Management
Wisconsin
-$425 -6 Closed
GCS
2868
Gordian Capital (Singapore)
Singapore
-$71 -1 Closed
Parallax Volatility Advisers
2869
Parallax Volatility Advisers
California
-$69 -1 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 1,192 added to existing stakes and 1,011 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.