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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
SGC
551
Slocum, Gordon & Co
Rhode Island
$7.51M -$139K -1,994 -2%
NS
552
NBC Securities
Alabama
$7.5M +$107K +1,539 +1%
BF
553
BOK Financial
Oklahoma
$7.48M -$135K -1,950 -2%
SAM
554
Securian Asset Management
Minnesota
$7.47M -$87K -1,252 -1%
AWM
555
Axxcess Wealth Management
California
$7.46M -$32.9K -474 -0.4%
SCM
556
Shelton Capital Management
Colorado
$7.46M -$20.8K -300 -0.3%
PA
557
Profund Advisors
Maryland
$7.46M +$1.78M +25,597 +31%
CRM
558
Cramer Rosenthal McGlynn
Connecticut
$7.44M +$847K +12,196 +13%
SAM
559
Shikiar Asset Management
New York
$7.43M -$768K -11,060 -9%
TCBWMS
560
Texas Capital Bank Wealth Management Services
Texas
$7.43M -$483K -6,951 -6%
ERSOT
561
Employees Retirement System of Texas
Texas
$7.43M -$989K -14,241 -12%
DCM
562
Donaldson Capital Management
Indiana
$7.35M -$650K -9,360 -8%
EIA
563
Edgemoor Investment Advisors
Maryland
$7.32M -$114K -1,635 -2%
PF
564
Phoenix Financial
Israel
$7.31M -$1.12M -16,145 -13%
GIBU
565
Gulf International Bank (UK)
United Kingdom
$7.3M -$897K -12,910 -11%
AWA
566
Arkadios Wealth Advisors
Georgia
$7.3M +$1.29M +18,627 +22%
CGH
567
Crossmark Global Holdings
Texas
$7.28M -$821K -11,823 -10%
SPC
568
Sigma Planning Corp
Michigan
$7.27M -$321K -4,620 -4%
FVWA
569
Foster Victor Wealth Advisors
South Carolina
$7.27M +$358K +5,159 +6%
CFB
570
Cullen/Frost Bankers
Texas
$7.23M -$69 -1 -0%
WTC
571
WhitTier Trust Company
Nevada
$7.22M +$174K +2,498 +2%
TMAM
572
Tokio Marine Asset Management
Japan
$7.21M +$266K +3,836 +4%
NC
573
Nicholas Company
Wisconsin
$7.21M
RIG
574
Renaissance Investment Group
Massachusetts
$7.19M -$22.9K -329 -0.3%
CCM
575
Cohen Capital Management
California
$7.18M +$41.7K +600 +0.6%

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.