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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
1476
Centric Wealth Management
Illinois
$942K +$9.45K +136 +1%
MA
1477
MONECO Advisors
Connecticut
$940K +$13.4K +193 +1%
TCB
1478
Texas Capital Bancshares
Texas
$939K -$903 -13 -0.1%
GLR
1479
Great Lakes Retirement
Ohio
$935K +$93.9K +1,352 +11%
TWA
1480
Talisman Wealth Advisors
New Jersey
$934K -$556 -8 -0.1%
BC
1481
Bowman & Company
Wisconsin
$933K +$18.3K +263 +2%
CCWM
1482
Correct Capital Wealth Management
Missouri
$933K -$11.9K -172 -1%
GLF
1483
Groupe la Francaise
France
$929K -$2.19M -31,500 -70%
TC
1484
TownSquare Capital
Utah
$929K -$3.08M -44,296 -77%
LA
1485
LVW Advisors
New York
$928K +$157K +2,258 +20%
EWA
1486
Exencial Wealth Advisors
Oklahoma
$925K +$18.8K +271 +2%
NAM
1487
NTV Asset Management
West Virginia
$924K
BCM
1488
Brasada Capital Management
Texas
$924K
CMS
1489
Capital Market Strategies
Florida
$923K -$223K -3,216 -19%
WCM
1490
Weaver Capital Management
Georgia
$919K -$13.4K -193 -1%
GP
1491
Gallo Partners
New Jersey
$918K +$919K +13,231 New
ESB
1492
Essex Savings Bank
Connecticut
$917K -$146K -2,102 -14%
RMAM
1493
Raab & Moskowitz Asset Management
New Jersey
$917K -$1.46K -21 -0.2%
KWM
1494
Keebeck Wealth Management
Illinois
$914K +$903 +13 +0.1%
EFG
1495
Everhart Financial Group
Ohio
$913K +$59.9K +862 +7%
OFG
1496
Oxford Financial Group
Indiana
$909K -$77.9K -1,122 -8%
ABLA
1497
Alan B. Lancz & Associates
Ohio
$909K
AC
1498
Addison Capital
Pennsylvania
$904K -$1.67K -24 -0.2%
WI
1499
WrapManager Inc
California
$904K +$44.9K +647 +5%
UCB
1500
United Community Bank
South Carolina
$903K -$97.7K -1,406 -10%

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.