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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
Calamos Advisors
326
Calamos Advisors
Illinois
$20.5M
BWP
327
Baldwin Wealth Partners
Massachusetts
$20.4M -$99.2K -1,428 -0.5%
VPIM
328
Vanguard Personalized Indexing Management
California
$20.3M +$3.57M +51,453 +21%
CAM
329
Cresset Asset Management
Illinois
$20.1M -$215K -3,093 -1%
NCM
330
Northside Capital Management
Oregon
$19.9M +$19.5M +280,063 +4,297%
GT
331
Glenview Trust
Kentucky
$19.8M +$1.8M +25,921 +10%
AUB
332
Atlantic Union Bankshares
Virginia
$19.6M +$13.3M +191,211 +209%
VV
333
Verity & Verity
South Carolina
$19.4M +$78.8K +1,135 +0.4%
BFO
334
Boston Family Office
Massachusetts
$19.3M +$58.8K +846 +0.3%
FNBT
335
FineMark National Bank & Trust
Florida
$19.3M +$278K +3,999 +1%
BST
336
Bath Savings Trust
Maine
$19.1M +$180K +2,586 +1%
Envestnet Portfolio Solutions
337
Envestnet Portfolio Solutions
Illinois
$18.9M +$351K +5,059 +2%
Public Employees Retirement Association of Colorado
338
Public Employees Retirement Association of Colorado
Colorado
$18.8M -$357K -5,141 -2%
KPWS
339
Kestra Private Wealth Services
Texas
$18.8M +$1.51M +21,772 +9%
PA
340
Pinnacle Associates
New York
$18.8M -$257K -3,701 -1%
OAM
341
Oppenheimer Asset Management
New York
$18.6M -$95.7K -1,378 -0.5%
MP
342
Munro Partners
Australia
$18.5M +$3.06M +44,067 +20%
AAM
343
Advisors Asset Management
Colorado
$18.5M +$212K +3,053 +1%
MAA
344
Matrix Asset Advisors
New York
$18.5M +$794K +11,430 +4%
Robeco Institutional Asset Management
345
Robeco Institutional Asset Management
Netherlands
$18.4M -$2.15M -30,970 -10%
Pathstone Holdings
346
Pathstone Holdings
New Jersey
$18.4M +$161K +2,318 +0.9%
Mirae Asset Global Investments
347
Mirae Asset Global Investments
South Korea
$18.3M -$4.61M -66,407 -20%
AV
348
ASR Vermogensbeheer
Netherlands
$18.2M +$612K +8,813 +3%
SC
349
SouthState Corp
Florida
$18.2M +$1.27M +18,310 +8%
CA
350
CapWealth Advisors
Tennessee
$18.1M +$14.1M +203,193 +350%

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.