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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
FAM
751
Fulcrum Asset Management
United Kingdom
$4.05M +$4.06M +58,395 New
KC
752
Kinloch Capital
Virginia
$4.03M +$28.1K +404 +0.7%
ET
753
Equitable Trust
Tennessee
$4.03M -$66.1K -952 -2%
HWAM
754
Hennion & Walsh Asset Management
New Jersey
$4.03M +$1.23M +17,712 +44%
LTI
755
Laffer Tengler Investments
Tennessee
$4.02M -$670K -9,646 -14%
SM
756
Sciencast Management
New Jersey
$3.99M +$3.99M +57,509 New
MYIA
757
Mount Yale Investment Advisors
Colorado
$3.99M -$551K -7,935 -12%
PT
758
Plimoth Trust
Massachusetts
$3.97M +$63.3K +912 +2%
QCG
759
Quadrant Capital Group
Ohio
$3.95M +$957K +13,784 +32%
CIA
760
Covington Investment Advisors
Pennsylvania
$3.95M -$22.2K -320 -0.6%
XT
761
XTX Topco
Cayman Islands
$3.95M +$3.95M +56,831 New
AG
762
Advocate Group
Minnesota
$3.93M +$72.5K +1,044 +2%
CCT
763
Capital City Trust
Florida
$3.93M +$3.47K +50 +0.1%
AMIM
764
Aull & Monroe Investment Management
Alabama
$3.92M -$37.1K -534 -0.9%
FAM
765
Fred Alger Management
New York
$3.89M
FCBT
766
First Citizens Bank & Trust
North Carolina
$3.89M -$307K -4,418 -7%
KRSITF
767
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.88M -$269K -3,877 -6%
CAMV
768
Concord Asset Management (Virginia)
Virginia
$3.88M +$71.6K +1,031 +2%
CWP
769
Concord Wealth Partners
Virginia
$3.88M +$107K +1,538 +3%
WAM
770
Weatherly Asset Management
California
$3.87M -$96.3K -1,387 -2%
RB
771
Rodgers Brothers
Pennsylvania
$3.86M -$18.3K -263 -0.5%
PI
772
PFG Investments
New York
$3.84M +$6.95K +100 +0.2%
Squarepoint
773
Squarepoint
New York
$3.84M -$4.34M -62,453 -53%
DIA
774
Dana Investment Advisors
Wisconsin
$3.84M -$67.7K -975 -2%
LIA
775
LS Investment Advisors
Michigan
$3.84M +$145K +2,092 +4%

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.