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NextEra Energy

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: 2,7022,749 (+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: 3635 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
1126
SageView Advisory Group
California
$1.79M -$75.5K -1,033 -4%
IFG
1127
Independent Financial Group
California
$1.79M +$92.4K +1,265 +6%
NWMG
1128
Nicholson Wealth Management Group
South Carolina
$1.78M +$105K +1,441 +6%
Dodge & Cox
1129
Dodge & Cox
California
$1.78M
PWP
1130
Private Wealth Partners
California
$1.78M +$19.5K +267 +1%
HA
1131
Herold Advisors
New York
$1.78M +$65.2K +892 +4%
JSL
1132
JT Stratford LLC
Georgia
$1.78M -$285K -3,904 -14%
BWG
1133
Boomfish Wealth Group
Georgia
$1.78M +$25.6K +350 +2%
MSS
1134
Mitchell Sinkler & Starr
Pennsylvania
$1.78M -$14.6K -200 -0.8%
EM
1135
ELCO Management
New York
$1.77M -$69.4K -950 -4%
EP
1136
EPIQ Partners
Minnesota
$1.77M
GIM
1137
Guild Investment Management
California
$1.76M +$73.1K +1,000 +4%
NSB
1138
Norway Savings Bank
Maine
$1.76M -$56.3K -770 -3%
QI
1139
Qtron Investments
Massachusetts
$1.76M -$303K -4,144 -15%
BG
1140
Bollard Group
Massachusetts
$1.75M +$57.4K +785 +3%
BAM
1141
Berkshire Asset Management
Pennsylvania
$1.75M +$11.8K +162 +0.7%
HR
1142
Hardy Reed
Mississippi
$1.75M +$30K +411 +2%
CFP
1143
Cascade Financial Partners
California
$1.75M +$4.38K +60 +0.3%
IIA
1144
ICW Investment Advisors
Arizona
$1.74M +$70.9K +971 +4%
SOS
1145
Silver Oak Securities
Tennessee
$1.74M +$332K +4,549 +25%
MAM
1146
Mystic Asset Management
Rhode Island
$1.74M +$2.19K +30 +0.1%
BHPW
1147
Beverly Hills Private Wealth
California
$1.73M -$99.2K -1,357 -6%
BFS
1148
Bard Financial Services
Connecticut
$1.73M +$49.3K +675 +3%
FMB
1149
Field & Main Bank
Kentucky
$1.73M -$11K -150 -0.6%
NL
1150
NVWM LLC
Pennsylvania
$1.73M +$53.8K +737 +3%

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.