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NextEra Energy
NEE

2,749 hedge funds and large institutions have $125B invested in NextEra Energy in 2025 Q3 according to their latest regulatory filings, with 208 funds opening new positions, 1,128 increasing their positions, 1,085 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 208 | Existing positions closed: 123

40% more call options, than puts

Call options by funds: $2.08B | Put options by funds: $1.48B

7% more capital invested

Capital invested by funds: $117B → $125B (+$8.62B)

2% more funds holding

Funds holding: 2,702 → 2,749 (+47)

4% more repeat investments, than reductions

Existing positions increased: 1,128 | Existing positions reduced: 1,085

0.96% less ownership

Funds ownership: 81.62% → 80.66% (-0.96%)

3% less funds holding in top 10

Funds holding in top 10: 36 → 35 (-1)

Holders
2,749
Holders Change
+47
Holders Change %
+1.74%
% of All Funds
36.08%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.46%
New
208
Increased
1,128
Reduced
1,085
Closed
123
Calls
$2.08B
Puts
$1.48B
Net Calls
+$598M
Net Calls Change
-$245M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$991M
2
ClearBridge Investments
ClearBridge Investments
New York
+$462M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$274M
4
BlackRock
BlackRock
New York
+$199M
5
Millennium Management
Millennium Management
New York
+$159M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$459M
2
Goldman Sachs
Goldman Sachs
New York
-$311M
3
GQG Partners
GQG Partners
Florida
-$236M
4
UBS AM
UBS AM
Illinois
-$200M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
-$170M
Name Holding Trade Value Shares
Change 		Change in
Stake
SW
901
SkyOak Wealth
Michigan
$2.98M -$31.3K -428 -1%
JIC
902
Joel Isaacson & Co
New York
$2.98M +$120K +1,638 +4%
MSE
903
MUFG Securities EMEA
United Kingdom
$2.98M +$2.44M +33,333 +548%
MPPW
904
Mitchell & Pahl Private Wealth
Oklahoma
$2.97M +$2.19K +30 +0.1%
Capstone Investment Advisors
905
Capstone Investment Advisors
New York
$2.97M -$5.55K -76 -0.2%
TAFW
906
Tred Avon Family Wealth
Maryland
$2.97M +$2.87M +39,303 New
TPA
907
Trivium Point Advisory
Connecticut
$2.95M -$1.78M -24,366 -38%
RBC
908
Romano Brothers & Co
Illinois
$2.95M -$46.8K -640 -2%
CWI
909
Conscious Wealth Investments
Florida
$2.93M -$1.75K -24 -0.1%
PTC
910
Private Trust Company
Ohio
$2.92M -$300K -4,110 -10%
ST
911
Smithfield Trust
Pennsylvania
$2.91M -$36.7K -502 -1%
MFS
912
Mattson Financial Services
Michigan
$2.91M +$51.1K +700 +2%
CRC
913
Curi RMB Capital
Illinois
$2.9M -$40.2K -550 -1%
SWP
914
Sagespring Wealth Partners
Tennessee
$2.9M +$70.6K +966 +3%
CWS
915
Confluence Wealth Services
Pennsylvania
$2.9M +$29.7K +407 +1%
TSWM
916
Triangle Securities Wealth Management
North Carolina
$2.9M +$615K +8,420 +28%
GGA
917
Granite Group Advisors
Connecticut
$2.9M +$59.8K +818 +2%
HIM
918
Harbour Investment Management
Washington
$2.9M -$248K -3,395 -8%
BP
919
Ballentine Partners
Massachusetts
$2.89M -$517K -7,071 -16%
AFG
920
Atomi Financial Group
New York
$2.88M +$373K +5,110 +15%
BIM
921
Baldwin Investment Management
Pennsylvania
$2.88M +$113K +1,540 +4%
SF
922
Symphony Financial
Texas
$2.88M +$93.1K +1,274 +3%
CG
923
Caprock Group
Idaho
$2.87M +$2.88M +39,469 New
SF
924
Slagle Financial
Illinois
$2.86M +$86.9K +1,190 +3%
CSIC
925
Clifford Swan Investment Counsel
California
$2.85M -$7.67K -105 -0.3%
35 36
37
38 39

NEE Hedge Fund Activity: Q3 2025 in Review

2,749 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q3 2025, worth a combined $125B — up 7.4% from $117B a quarter earlier.

Buyers outnumbered sellers: 208 funds opened new NEE positions and 123 closed out — a net gain of 85 holders — while 1,128 added to existing stakes and 1,085 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $991M. The largest seller was DZ Bank, cutting an estimated $459M.

  • 2,749 institutional investors held NextEra Energy (NEE) as of Q3 2025, up from 2,702 in Q2 2025.
  • Funds reported $125B of NextEra Energy stock for Q3 2025, up 7.4% quarter-over-quarter.
  • 208 funds opened new NextEra Energy positions in Q3 2025 and 123 closed out, a net change of +85 holders.
  • The largest NextEra Energy buyer in Q3 2025 was Capital Research Global Investors, an estimated $991M added.
  • The largest NextEra Energy seller in Q3 2025 was DZ Bank, an estimated $459M sold.

Based on aggregated 13F filings for Q3 2025.