We are live on ! Find out more
NEE icon

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
AC
801
Asio Capital
Kentucky
$3.59M +$204K +2,939 +6%
NWM
802
Northcape Wealth Management
New York
$3.59M -$22.4K -323 -0.6%
EC
803
Enhancing Capital
Pennsylvania
$3.58M
FA
804
Faithward Advisors
Pennsylvania
$3.58M +$244K +3,511 +7%
SAM
805
Sycomore Asset Management
France
$3.58M
CAIM
806
Catherine Avery Investment Management
Florida
$3.58M -$206K -2,965 -5%
MCB
807
Morton Community Bank
Illinois
$3.57M +$156K +2,253 +5%
WS
808
Wedbush Securities
California
$3.57M -$439K -6,324 -11%
CA
809
CSM Advisors
Pennsylvania
$3.56M +$135K +1,940 +4%
IUHSA
810
Itau Unibanco Holding S.A.
Brazil
$3.53M -$818K -11,775 -19%
GIA
811
Gladstone Institutional Advisory
Florida
$3.52M -$117K -1,681 -3%
IA
812
IFP Advisors
Florida
$3.51M -$312K -4,486 -8%
BB
813
Berkshire Bank
Massachusetts
$3.51M +$62.5K +900 +2%
FA
814
Fagan Associates
New York
$3.49M +$285K +4,105 +9%
LC
815
Legacy CG
Texas
$3.48M +$3.49M +50,178 New
AAIM
816
American Assets Investment Management
California
$3.47M
CSUI
817
Cincinnati Specialty Underwriters Insurance
Ohio
$3.47M
AHC
818
Adell Harriman & Carpenter
Texas
$3.47M -$253K -3,641 -7%
SCM
819
Schnieders Capital Management
California
$3.46M +$64K +921 +2%
SVWAG
820
Sound View Wealth Advisors Group
Georgia
$3.43M +$52.8K +760 +2%
EFG
821
Ethos Financial Group
Pennsylvania
$3.42M -$349K -5,021 -9%
NFG
822
Nations Financial Group
Iowa
$3.42M -$186K -2,672 -5%
CT
823
Colonial Trust
South Carolina
$3.42M +$162K +2,339 +5%
Impax Asset Management Group
824
Impax Asset Management Group
United Kingdom
$3.41M +$806K +11,603 +31%
APWM
825
Argonautica Private Wealth Management
Massachusetts
$3.4M +$3.4M +48,997 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.