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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
CWM
1126
Core Wealth Management
Florida
$1.7M +$14.2K +204 +0.8%
LIG
1127
Lokken Investment Group
Delaware
$1.69M +$69.5K +1,001 +4%
PWA
1128
Phoenix Wealth Advisors
North Carolina
$1.69M -$25.8K -372 -2%
BHPW
1129
Beverly Hills Private Wealth
California
$1.69M -$79.5K -1,144 -4%
RSWM
1130
Robertson Stephens Wealth Management
California
$1.68M
BCM
1131
Beck Capital Management
Texas
$1.68M -$122K -1,755 -7%
MFP
1132
Meridian Financial Partners
Virginia
$1.68M +$16.8K +242 +1%
NSB
1133
Norway Savings Bank
Maine
$1.67M -$278 -4 -0%
SHFA
1134
SS&H Financial Advisors
Michigan
$1.67M -$278K -4,000 -14%
GI
1135
GS Investments
Minnesota
$1.67M
AIM
1136
Arcadia Investment Management
Michigan
$1.67M +$312K +4,495 +23%
MCM
1137
Mill Capital Management
North Carolina
$1.67M
ACIM
1138
Azimuth Capital Investment Management
Michigan
$1.66M -$6.95K -100 -0.4%
DDC
1139
DF Dent & Co
Maryland
$1.66M +$155K +2,225 +10%
MSS
1140
Mitchell Sinkler & Starr
Pennsylvania
$1.65M +$34.7K +500 +2%
GSEP
1141
Golden State Equity Partners
California
$1.65M +$62K +893 +4%
CWM
1142
Connecticut Wealth Management
Connecticut
$1.65M -$26.2K -377 -2%
AWM
1143
Atticus Wealth Management
Florida
$1.65M +$250K +3,598 +18%
MIG
1144
Meketa Investment Group
Massachusetts
$1.64M -$214K -3,080 -12%
FB
1145
Fulton Bank
Pennsylvania
$1.64M -$525K -7,553 -24%
SAM
1146
Smartleaf Asset Management
Massachusetts
$1.64M -$276K -3,978 -15%
Dodge & Cox
1147
Dodge & Cox
California
$1.64M
LWA
1148
Lantern Wealth Advisors
New York
$1.64M +$1.64M +23,600 New
FCA
1149
FLC Capital Advisors
California
$1.64M -$55.2K -794 -3%
VWM
1150
Venturi Wealth Management
Texas
$1.64M -$217K -3,126 -12%

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.