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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
DAS
951
Dynamic Advisor Solutions
Arizona
$2.52M +$200K +2,877 +9%
DT
952
Diversified Trust
Tennessee
$2.52M -$80.4K -1,157 -3%
CWM
953
Cordatus Wealth Management
Pennsylvania
$2.51M +$7.43K +107 +0.3%
VA
954
Valmark Advisers
Ohio
$2.51M -$12.8K -184 -0.5%
IAIM
955
International Assets Investment Management
Florida
$2.5M -$605K -8,707 -19%
BRA
956
Bender Robert & Associates
California
$2.5M -$17.4K -250 -0.7%
OSNBOA
957
Old Second National Bank of Aurora
Illinois
$2.49M -$48.5K -698 -2%
FCM
958
Firestone Capital Management
Florida
$2.49M +$7.43K +107 +0.3%
SIS
959
Sound Income Strategies
Florida
$2.49M +$808K +11,627 +48%
PWP
960
Principle Wealth Partners
Connecticut
$2.48M +$56K +806 +2%
MP
961
McDonald Partners
Ohio
$2.48M +$25.9K +373 +1%
GPI
962
General Partner Inc
Pennsylvania
$2.47M
PWA
963
Primoris Wealth Advisors
Florida
$2.47M +$34.5K +497 +1%
MGIA
964
Moneta Group Investment Advisors
Missouri
$2.47M +$73.1K +1,053 +3%
KC
965
Knuff & Co
California
$2.46M -$244K -3,506 -9%
HIP
966
Harrell Investment Partners
Texas
$2.46M +$290K +4,176 +13%
GSB
967
Greenfield Savings Bank
Massachusetts
$2.46M -$1.95K -28 -0.1%
WMA
968
West Michigan Advisors
Michigan
$2.45M -$4.93K -71 -0.2%
TA
969
TFG Advisers
Michigan
$2.44M -$54.2K -780 -2%
WA
970
Wealth Alliance
New York
$2.44M +$12.4K +179 +0.5%
WFG
971
Wills Financial Group
Virginia
$2.44M -$29.6K -426 -1%
RWM
972
Ritholtz Wealth Management
New York
$2.43M +$226K +3,255 +10%
CCWA
973
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.43M +$83.6K +1,203 +4%
AA
974
ABC Arbitrage
France
$2.43M +$907K +13,060 +59%
CFFP
975
Center for Financial Planning
Michigan
$2.42M -$4.65K -67 -0.2%

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.