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
SAM
826
Shell Asset Management
Netherlands
$3.39M +$1.16M +16,712 +52%
PS
827
Principal Securities
Iowa
$3.38M -$654K -9,415 -16%
TWP
828
Tyche Wealth Partners
Texas
$3.37M +$77.4K +1,114 +2%
GH
829
GAM Holding
Switzerland
$3.37M -$509K -7,321 -13%
JCM
830
Jacobi Capital Management
Pennsylvania
$3.34M +$199K +2,871 +6%
PGAM
831
Princeton Global Asset Management
New Jersey
$3.34M -$188K -2,708 -5%
JSSH
832
J. Safra Sarasin Holding
$3.34M +$323K +4,655 +11%
LWA
833
Lineweaver Wealth Advisors
Ohio
$3.33M +$290K +4,168 +10%
GIM
834
Goelzer Investment Management
Indiana
$3.33M -$37.1K -534 -1%
LNB
835
Ledyard National Bank
$3.32M -$17.1K -246 -0.5%
OCM
836
Orleans Capital Management
Louisiana
$3.3M +$55.2K +795 +2%
CFO
837
Callan Family Office
Pennsylvania
$3.3M +$1.9M +27,377 +136%
FWP
838
FAS Wealth Partners
Kansas
$3.29M +$2.5K +36 +0.1%
SBH
839
Segall Bryant & Hamill
Illinois
$3.28M
ECM
840
Estabrook Capital Management
New York
$3.28M +$52.7K +759 +2%
CBA
841
Coastal Bridge Advisors
Connecticut
$3.27M +$3.27M +47,067 New
CIA
842
Choate Investment Advisors
Massachusetts
$3.26M -$449K -6,462 -12%
M
843
Mirova
France
$3.26M -$192K -2,758 -6%
PP
844
Prudential plc
United Kingdom
$3.26M -$6.87M -98,845 -68%
VF
845
Virtu Financial
New York
$3.26M +$3.26M +46,908 New
CG
846
Castellan Group
Kentucky
$3.25M +$223K +3,210 +7%
AT
847
American Trust
Kentucky
$3.23M +$183K +2,641 +6%
MIM
848
Moseley Investment Management
Florida
$3.21M -$469K -6,755 -13%
AAS
849
Annex Advisory Services
Wisconsin
$3.21M +$2.28M +32,886 +246%
HW
850
HORAN Wealth
Ohio
$3.21M +$3.21M +46,225 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.