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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
JAG
676
Journey Advisory Group
Kentucky
$4.96M -$295K -4,246 -6%
MFG
677
Merit Financial Group
Georgia
$4.94M +$1.73M +24,941 +54%
SW
678
StrongBox Wealth
Missouri
$4.93M +$295K +4,251 +6%
FTWA
679
Fifth Third Wealth Advisors
Ohio
$4.92M +$77.6K +1,117 +2%
OPTFSNA
680
Old Point Trust & Financial Services N A
Virginia
$4.9M -$61.5K -886 -1%
BWM
681
Buckley Wealth Management
Nevada
$4.9M +$1.15M +16,606 +31%
EF
682
Empirical Finance
Pennsylvania
$4.88M +$32.5K +468 +0.7%
BIMC
683
Benson Investment Management Company
Virginia
$4.88M +$546K +7,865 +13%
IC
684
IEQ Capital
California
$4.86M +$2.34M +33,618 +92%
BWP
685
Burling Wealth Partners
Illinois
$4.86M +$427K +6,143 +10%
PWM
686
Perigon Wealth Management
California
$4.86M +$124K +1,790 +3%
EP
687
Edgestream Partners
New Jersey
$4.85M +$1.71M +24,654 +54%
PMWMG
688
Parr McKnight Wealth Management Group
Minnesota
$4.85M +$5.7K +82 +0.1%
FFA
689
Farther Finance Advisors
California
$4.85M +$1.37M +19,751 +39%
SFGP
690
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$4.82M +$99K +1,425 +2%
B
691
Bailard
California
$4.8M -$347 -5 -0%
TCOT
692
Trust Company of Toledo
Ohio
$4.78M +$54.9K +791 +1%
TE
693
Tema ETFs
New York
$4.77M +$1.24M +17,833 +35%
WA
694
Waverly Advisors
Alabama
$4.76M +$241K +3,471 +5%
KB
695
Kimelman & Baird
New York
$4.75M
LOIM
696
Liberty One Investment Management
Illinois
$4.75M +$159K +2,290 +3%
PFPT
697
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.72M +$118K +1,699 +3%
AM
698
Account Management
Massachusetts
$4.72M
IWC
699
Integrated Wealth Concepts
Massachusetts
$4.71M +$108K +1,562 +2%
DA
700
Dillon & Associates
Michigan
$4.71M +$365K +5,261 +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.