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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
Raymond James Financial
26
Raymond James Financial
Florida
$850M +$31.4M +451,709 +4%
Wellington Management Group
27
Wellington Management Group
Massachusetts
$816M -$47.8M -687,523 -6%
Amundi
28
Amundi
France
$777M -$106M -1,520,088 -12%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$749M +$118M +1,701,648 +19%
Bessemer Group
30
Bessemer Group
New Jersey
$613M -$23.9M -343,805 -4%
Ameriprise
31
Ameriprise
Minnesota
$563M -$134M -1,926,769 -19%
Massachusetts Financial Services
32
Massachusetts Financial Services
Massachusetts
$560M -$19.2M -275,873 -3%
Nordea Investment Management
33
Nordea Investment Management
Sweden
$534M -$102M -1,463,574 -16%
CIBC Private Wealth Group
34
CIBC Private Wealth Group
Georgia
$517M -$35.7M -513,263 -6%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$499M -$67.3M -969,329 -12%
Invesco
36
Invesco
Georgia
$483M -$52.1M -749,949 -10%
Pictet Asset Management
37
Pictet Asset Management
Switzerland
$468M -$80.7M -1,161,989 -15%
DZ Bank
38
DZ Bank
Germany
$455M -$17.1M -245,481 -4%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$438M -$9.81M -141,262 -2%
Cohen & Steers
40
Cohen & Steers
New York
$437M +$42.6M +612,975 +11%
Swiss National Bank
41
Swiss National Bank
Switzerland
$433M +$30M +431,400 +7%
AllianceBernstein
42
AllianceBernstein
Tennessee
$412M -$8.05M -115,916 -2%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$408M -$3.25M -46,758 -0.8%
MGP
44
M&G plc
United Kingdom
$400M +$21.5M +309,918 +6%
BG
45
Bahl & Gaynor
Ohio
$393M -$6.12M -88,124 -2%
Ensign Peak Advisors
46
Ensign Peak Advisors
Utah
$385M +$60.1M +864,801 +18%
Fidelity International
47
Fidelity International
Bermuda
$377M +$46.1M +663,098 +14%
CIA
48
ClearBridge Investments (Australia)
Australia
$362M +$52.4M +753,773 +17%
Principal Financial Group
49
Principal Financial Group
Iowa
$361M -$25.8M -372,120 -7%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$350M -$29.8M -429,503 -8%

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.