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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
CB
1601
Cadence Bank
Mississippi
$749K +$14.2K +205 +2%
FI
1602
Fosun International
China
$748K +$242K +3,489 +48%
MBTD
1603
Mechanics Bank - Trust Department
California
$748K +$27.3K +393 +4%
AA
1604
Alta Advisers
United Kingdom
$748K
AMBIA
1605
Allen Mooney & Barnes Investment Advisors
Georgia
$746K +$278 +4 +0%
SAA
1606
Southeast Asset Advisors
Georgia
$746K -$11K -159 -1%
GWCM
1607
Godshalk Welsh Capital Management
Pennsylvania
$743K
HI
1608
Hudock Inc
Pennsylvania
$742K +$3.96K +57 +0.5%
SFSG
1609
Sound Financial Strategies Group
Mississippi
$741K +$22.5K +324 +3%
DWM
1610
Dynasty Wealth Management
Florida
$741K -$7.15K -103 -1%
MLA
1611
MB, Levis & Associates
Pennsylvania
$738K +$5.21K +75 +0.7%
OC
1612
Opinicus Capital
Florida
$738K +$4.17K +60 +0.6%
HAI
1613
Hennessy Advisors Inc
California
$734K
CWM
1614
Centurion Wealth Management
Virginia
$733K -$43.5K -626 -6%
OPCM
1615
Osborne Partners Capital Management
California
$733K -$24.4K -351 -3%
KCPG
1616
Kavar Capital Partners Group
Kansas
$731K
MPI
1617
Mairs & Power Inc
Minnesota
$731K +$426K +6,133 +140%
MCM
1618
Manchester Capital Management
Vermont
$730K +$16.9K +244 +2%
EWA
1619
EverSource Wealth Advisors
Alabama
$730K -$7.36K -106 -1%
AWM
1620
Accurate Wealth Management
Florida
$730K +$25.8K +371 +4%
ATS
1621
Ashton Thomas Securities
New York
$729K -$57.4K -827 -7%
RF
1622
Rossby Financial
Florida
$728K -$10.6K -152 -1%
KCFA
1623
Key Client Fiduciary Advisors
New Jersey
$725K +$25.8K +372 +4%
BEAM
1624
Baker Ellis Asset Management
Washington
$725K -$137K -1,974 -16%
MDA
1625
Minot DeBlois Advisors
Massachusetts
$724K -$1.18K -17 -0.2%

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.