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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
SMA
1401
Sage Mountain Advisors
Georgia
$1.06M +$140K +2,015 +15%
LS
1402
Livforsakringsbolaget Skandia
Sweden
$1.06M
GL
1403
Graypoint LLC
New York
$1.05M -$47.1K -678 -4%
FMTCOCP
1404
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.05M +$19.4K +279 +2%
GC
1405
Guidance Capital
Kentucky
$1.05M +$18.3K +263 +2%
BSSFA
1406
Baron Silver Stevens Financial Advisors
Florida
$1.05M +$65.7K +946 +7%
HAS
1407
HBW Advisory Services
California
$1.04M +$287K +4,137 +38%
TWM
1408
Trueblood Wealth Management
Ohio
$1.04M +$208 +3 +0%
RMA
1409
Roffman Miller Associates
Pennsylvania
$1.04M +$15.8K +227 +2%
MIC
1410
Meridian Investment Counsel
California
$1.04M
TAP
1411
Tounjian Advisory Partners
Florida
$1.04M -$7.5K -108 -0.7%
NB
1412
Nicolet Bankshares
Wisconsin
$1.04M -$104K -1,491 -9%
VCM
1413
Vennlight Capital Management
Connecticut
$1.03M +$1.03M +14,896 New
RGF
1414
Retirement Guys Formula
Ohio
$1.03M +$126K +1,815 +14%
ITIM
1415
Indiana Trust & Investment Management
Indiana
$1.03M +$12.1K +174 +1%
BMO
1416
Beck Mack & Oliver
New York
$1.03M
RIL
1417
Rothschild Investment LLC
Illinois
$1.03M -$147K -2,119 -13%
FFA
1418
Fragasso Financial Advisors
Pennsylvania
$1.03M -$137K -1,975 -12%
EMB
1419
Elefante Mark B
$1.02M +$695 +10 +0.1%
LPT
1420
Legacy Private Trust
Wisconsin
$1.02M -$122K -1,759 -11%
MMG
1421
Monetary Management Group
Missouri
$1.02M -$17.4K -250 -2%
1C
1422
111 Capital
France
$1.01M +$1.01M +14,585 New
CPIA
1423
Cornell Pochily Investment Advisors
New York
$1.01M +$86.3K +1,243 +9%
VBCG
1424
Valley Brook Capital Group
Pennsylvania
$1M -$35.1K -505 -3%
PWM
1425
Power Wealth Management
Georgia
$1M -$208 -3 -0%

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.