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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
PIM
401
Penobscot Investment Management
Massachusetts
$14.3M -$1.67M -24,089 -10%
CAM
402
Congress Asset Management
Massachusetts
$14.2M -$93K -1,339 -0.6%
HWM
403
HB Wealth Management
Georgia
$14.1M -$451K -6,498 -3%
CFG
404
Citizens Financial Group
Rhode Island
$14M +$8.75K +126 +0.1%
AssetMark Inc
405
AssetMark Inc
California
$14M +$1.39M +19,960 +11%
GAM
406
Guinness Asset Management
United Kingdom
$13.9M -$4.73M -68,157 -25%
William Blair Investment Management
407
William Blair Investment Management
Illinois
$13.8M -$12.7M -182,695 -48%
AIMC
408
Alley Investment Management Company
Illinois
$13.7M +$67.5K +972 +0.5%
BBA
409
BLB&B Advisors
Pennsylvania
$13.7M +$118K +1,702 +0.9%
SAM
410
Silvercrest Asset Management
New York
$13.7M -$146K -2,102 -1%
AS
411
Aware Super
Australia
$13.4M
A
412
Allianz
Germany
$13.3M -$60.8K -875 -0.5%
CCB
413
Country Club Bank
Missouri
$13.1M -$127K -1,826 -1%
ABC
414
Associated Banc-Corp
Wisconsin
$13.1M -$321K -4,628 -2%
Wealthfront Advisers
415
Wealthfront Advisers
California
$13M -$1.71M -24,567 -12%
FNBOO
416
First National Bank of Omaha
Nebraska
$12.9M +$63K +907 +0.5%
MC
417
Moors & Cabot
Massachusetts
$12.9M +$269K +3,873 +2%
MC
418
Middleton & Co
Massachusetts
$12.9M -$603K -8,681 -4%
MSFP
419
Mark Sheptoff Financial Planning
Connecticut
$12.8M -$57.6K -829 -0.4%
CT
420
Caldwell Trust
Florida
$12.8M +$205K +2,955 +2%
ASN
421
Advisory Services Network
Georgia
$12.7M +$2.06M +29,616 +20%
LFAS
422
Level Four Advisory Services
Texas
$12.6M +$4.87M +70,103 +63%
DAC
423
Dividend Assets Capital
South Carolina
$12.6M +$337K +4,851 +3%
DILIC
424
Dai-ichi Life Insurance Company
Japan
$12.5M +$1.51M +21,692 +14%
SPC
425
Spirepoint Private Client
Florida
$12.5M -$275K -3,953 -2%

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.