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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
MSAM
901
Moloney Securities Asset Management
Missouri
$2.78M -$2.99K -43 -0.1%
HT
902
Heritage Trust
Oklahoma
$2.78M -$4.86K -70 -0.2%
SC
903
Sapient Capital
Indiana
$2.78M -$8.68K -125 -0.3%
HWA
904
HCR Wealth Advisors
California
$2.78M -$23.8K -343 -0.8%
KFBMI
905
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.78M
NSEDCP
906
NJ State Employees Deferred Compensation Plan
New Jersey
$2.78M
SW
907
SkyOak Wealth
Michigan
$2.77M
WIS
908
Wright Investors Service
Connecticut
$2.77M +$225K +3,242 +9%
CIA
909
Cohen Investment Advisors
New Hampshire
$2.76M +$248K +3,564 +10%
BAM
910
Belpointe Asset Management
Nevada
$2.76M -$1.18M -17,023 -30%
EI
911
Ethic Inc
New York
$2.75M +$145K +2,087 +6%
RBC
912
Romano Brothers & Co
Illinois
$2.75M +$37.6K +542 +1%
Capstone Investment Advisors
913
Capstone Investment Advisors
New York
$2.73M +$299K +4,302 +12%
GI
914
GAMMA Investing
California
$2.73M +$326K +4,699 +14%
COI
915
Connable Office Inc
Michigan
$2.73M +$51.4K +740 +2%
MPPW
916
Mitchell & Pahl Private Wealth
Oklahoma
$2.73M +$74K +1,065 +3%
ST
917
Smithfield Trust
Pennsylvania
$2.72M
CW
918
CreativeOne Wealth
Kansas
$2.71M +$301K +4,328 +12%
CRC
919
Curi RMB Capital
Illinois
$2.71M +$1.09M +15,664 +67%
LSA
920
Leonteq Securities AG
Switzerland
$2.69M -$25.6K -369 -0.9%
AIIMS
921
Analyst IMS Investment Management Services
Israel
$2.69M +$216K +3,116 +9%
SF
922
Symphony Financial
Texas
$2.69M +$2.56M +36,854 New
NWM
923
Nicola Wealth Management
British Columbia, Canada
$2.67M +$382K +5,500 +17%
PTP
924
Platform Technology Partners
New York
$2.67M +$48.7K +701 +2%
GA
925
Guerra Advisors
Florida
$2.66M -$1.01M -14,546 -27%

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.