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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
HA
1176
Herold Advisors
New York
$1.58M -$332K -4,782 -17%
VRM
1177
Vectors Research Management
New York
$1.57M -$38.1K -549 -2%
EWM
1178
Evermay Wealth Management
Virginia
$1.56M -$46.2K -665 -3%
BA
1179
Bard Associates
Illinois
$1.56M +$16.7K +241 +1%
BG
1180
Bollard Group
Massachusetts
$1.56M +$55K +792 +4%
IFG
1181
Independent Financial Group
California
$1.56M +$119K +1,715 +8%
RFM
1182
Royal Fund Management
Florida
$1.55M -$78.8K -1,134 -5%
MIA
1183
MMBG Investment Advisors
Florida
$1.55M +$1.55M +22,355 New
GIM
1184
Guild Investment Management
California
$1.55M +$652K +9,380 +72%
SWA
1185
SOA Wealth Advisors
New York
$1.55M +$36K +519 +2%
BFS
1186
Bard Financial Services
Connecticut
$1.55M
SC
1187
Syon Capital
California
$1.55M -$39.5K -568 -2%
SI
1188
Sava Infond
Slovenia
$1.55M -$93.8K -1,350 -6%
CC
1189
Courier Capital
New York
$1.54M +$95.8K +1,379 +7%
KA
1190
Kovack Advisors
Florida
$1.54M -$202K -2,911 -12%
NA
1191
Navellier & Associates
Nevada
$1.54M +$69 +1 +0%
LCM
1192
LVM Capital Management
Michigan
$1.54M
NL
1193
NVWM LLC
Pennsylvania
$1.54M +$135K +1,947 +10%
NWMG
1194
Nicholson Wealth Management Group
South Carolina
$1.54M +$33.3K +480 +2%
PAI
1195
Pittenger & Anderson Inc
Nebraska
$1.54M +$200K +2,878 +15%
IIA
1196
ICW Investment Advisors
Arizona
$1.54M +$56.4K +812 +4%
CBT
1197
Crews Bank & Trust
Florida
$1.53M
OC
1198
Oakworth Capital
Alabama
$1.53M -$125K -1,804 -8%
PWM
1199
Pines Wealth Management
North Carolina
$1.53M +$106K +1,520 +8%
BFW
1200
Brady Family Wealth
Missouri
$1.52M +$63.6K +916 +4%

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.