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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
SIM
1101
Stratos Investment Management
Ohio
$1.81M -$3.22M -46,381 -64%
DA
1102
Dover Advisors
Virginia
$1.8M -$66.8K -961 -4%
PWMAG
1103
Pinnacle Wealth Management Advisory Group
New Jersey
$1.79M -$107K -1,536 -6%
CAAS
1104
Capital Asset Advisory Services
Michigan
$1.79M +$28.3K +407 +2%
LAIC
1105
Lederer & Associates Investment Counsel
California
$1.79M -$39.7K -572 -2%
GFP
1106
Gryphon Financial Partners
Ohio
$1.78M +$343K +4,943 +24%
BOH
1107
Bank of Hawaii
Hawaii
$1.78M -$235K -3,389 -12%
CIA
1108
Cladis Investment Advisory
Montana
$1.78M
NSIM
1109
North Star Investment Management
Illinois
$1.77M -$8.68K -125 -0.5%
CWG
1110
Cornerstone Wealth Group
North Carolina
$1.77M -$28.1K -404 -2%
SAG
1111
SageView Advisory Group
California
$1.77M -$22.9K -329 -1%
EBT
1112
Enterprise Bank & Trust
Massachusetts
$1.77M -$12.2K -175 -0.7%
ATC
1113
Adirondack Trust Company
New York
$1.76M -$86.4K -1,244 -5%
SAM
1114
Sompo Asset Management
Japan
$1.74M +$223K +3,205 +15%
RP
1115
Rowlandmiller & Partners
Georgia
$1.74M +$323K +4,650 +23%
ACS
1116
Archford Capital Strategies
Illinois
$1.73M -$99.5K -1,432 -5%
MA
1117
Mutual Advisors
Nebraska
$1.73M +$17.8K +256 +1%
AW
1118
Alaethes Wealth
Nevada
$1.72M +$1.72M +24,752 New
CT
1119
Chicago Trust
Illinois
$1.71M +$412K +5,928 +32%
AA
1120
Altman Advisors
Illinois
$1.71M +$40K +576 +3%
BIM
1121
Bridges Investment Management
Nebraska
$1.71M -$96.3K -1,387 -5%
MTIC
1122
Missouri Trust & Investment Company
Missouri
$1.7M +$53.5K +770 +3%
MCA
1123
Magnolia Capital Advisors
Mississippi
$1.7M -$112K -1,618 -6%
CT
1124
Clearstead Trust
Maine
$1.7M +$45.6K +657 +3%
EM
1125
ELCO Management
New York
$1.7M +$1.11K +16 +0.1%

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.