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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
ATPW
626
Ashton Thomas Private Wealth
Arizona
$6.26M +$235K +3,384 +4%
SBFM
627
S-Bank Fund Management
Finland
$6.25M -$992K -14,282 -14%
ST
628
Somerset Trust
Pennsylvania
$6.24M +$8.13K +117 +0.1%
SIM
629
Studio Investment Management
Illinois
$6.21M -$70.8K -1,019 -1%
KFS
630
Kurt F. Somerville
$6.21M -$35.8K -515 -0.6%
NB
631
NBT Bank
New York
$6.16M -$123K -1,776 -2%
Westfield Capital Management
632
Westfield Capital Management
Massachusetts
$6.12M -$740K -10,660 -11%
OIM
633
Opus Investment Management
Massachusetts
$6.11M
PTB
634
Pioneer Trust Bank
Oregon
$6.08M +$257K +3,700 +4%
TC
635
Truvestments Capital
Florida
$6.04M -$53.5K -770 -0.9%
HF
636
HRT Financial
New York
$6.03M +$6.03M +86,806 New
ST
637
Spinnaker Trust
Maine
$5.98M +$156K +2,247 +3%
CTA
638
Colonial Trust Advisors
South Carolina
$5.98M +$73.3K +1,056 +1%
CFC
639
Cincinnati Financial Corp
Ohio
$5.97M +$2.64M +38,000 +79%
PCM
640
Parsons Capital Management
Rhode Island
$5.95M -$17.5M -251,270 -75%
BL
641
BFSG LLC
California
$5.84M +$111K +1,594 +2%
CFSG
642
Community Financial Services Group
Vermont
$5.83M +$95.2K +1,371 +2%
KWA
643
Kingswood Wealth Advisors
California
$5.81M -$96K -1,382 -2%
SMI
644
Shelter Mutual Insurance
Missouri
$5.73M
BA
645
Baugh & Associates
Georgia
$5.73M -$239K -3,447 -4%
SCM
646
Spring Capital Management
Texas
$5.71M +$12K +173 +0.2%
CNBT
647
Canandaigua National Bank & Trust
New York
$5.71M -$56.7K -817 -1%
AIM
648
Ausbil Investment Management
Australia
$5.64M
AA
649
Ancora Advisors
Ohio
$5.58M -$208K -2,998 -4%
BCFS
650
Butensky & Cohen Financial Security
Florida
$5.57M +$5.57M +80,191 New

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.