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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
NP
1001
NorthRock Partners
Minnesota
$2.41M +$298K +4,080 +15%
TFP
1002
Tilia Fiduciary Partners
North Carolina
$2.4M +$68.5K +938 +3%
SC
1003
Searle & Co
Connecticut
$2.39M -$36.5K -500 -2%
SAM
1004
Smartleaf Asset Management
Massachusetts
$2.38M +$596K +8,162 +35%
BTW
1005
Boston Trust Walden
Massachusetts
$2.38M -$12.3K -169 -0.5%
GDP
1006
Great Diamond Partners
Maine
$2.37M +$2.29M +31,348 New
RCIM
1007
Red Cedar Investment Management
Michigan
$2.37M – – –
GKWIM
1008
Gerber Kawasaki Wealth & Investment Management
California
$2.34M -$104K -1,427 -4%
OIA
1009
OneDigital Investment Advisors
Kansas
$2.33M +$15.1K +206 +0.7%
PG
1010
Patten Group
Tennessee
$2.33M +$44.6K +611 +2%
BJL
1011
Brighton Jones LLC
Washington
$2.31M +$30.4K +416 +1%
SSA
1012
Schonfeld Strategic Advisors
New York
$2.3M +$2.23M +30,511 New
MTIC
1013
Missouri Trust & Investment Company
Missouri
$2.3M +$436K +5,965 +24%
RP
1014
Rowlandmiller & Partners
Georgia
$2.3M +$395K +5,401 +22%
MMA
1015
Miracle Mile Advisors
California
$2.29M +$542K +7,421 +32%
1C
1016
111 Capital
France
$2.29M +$1.15M +15,765 +108%
WA
1017
WealthTrust Axiom
Pennsylvania
$2.29M +$61.7K +844 +3%
HCA
1018
Harbour Capital Advisors
Virginia
$2.29M -$78.8K -1,078 -4%
CPSAC
1019
Chas P. Smith & Associates (CPS)
Florida
$2.29M -$2.55M -34,961 -54%
PFM
1020
Premier Fund Managers
United Kingdom
$2.29M +$877K +12,000 +67%
WJWM
1021
Williams Jones Wealth Management
New York
$2.28M +$9.13K +125 +0.4%
BMCM
1022
Bryn Mawr Capital Management
Pennsylvania
$2.26M -$183K -2,511 -8%
WIC
1023
Wilkins Investment Counsel
Massachusetts
$2.26M – – –
CCWA
1024
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.25M -$379K -5,191 -15%
IA
1025
IFG Advisory
Georgia
$2.25M +$1.01M +13,783 +86%
39 40
41
42 43

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.