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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
WAL
1626
W Advisors LLC
Tennessee
$723K -$1.04K -15 -0.1%
Hudson Bay Capital Management
1627
Hudson Bay Capital Management
Connecticut
$722K +$723K +10,406 New
CSB
1628
City State Bank
Iowa
$722K -$17.1K -246 -2%
UWP
1629
Uniting Wealth Partners
Kansas
$721K
MLL
1630
Moody Lynn & Lieberson
Massachusetts
$721K +$6.6K +95 +0.9%
GHAM
1631
Gilman Hill Asset Management
Connecticut
$720K +$8.68K +125 +1%
QWP
1632
Quotient Wealth Partners
Texas
$720K +$53.9K +776 +8%
LFA
1633
Laraway Financial Advisors
Minnesota
$716K +$972 +14 +0.1%
CAM
1634
Chesapeake Asset Management
New York
$716K -$27.7K -399 -4%
CPSC
1635
Carl P. Sherr & Co
Massachusetts
$715K +$208 +3 +0%
LC
1636
LCNB Corp
Ohio
$712K +$13.9K +200 +2%
AWE
1637
Avidian Wealth Enterprises
Texas
$707K -$41.5K -598 -6%
ZIG
1638
Zullo Investment Group
Pennsylvania
$704K -$6.46K -93 -0.9%
JWWM
1639
Johnson & White Wealth Management
Pennsylvania
$704K +$27K +389 +4%
FUBT
1640
First United Bank & Trust
Maryland
$704K +$20.1K +290 +3%
RFA
1641
RTD Financial Advisors
Pennsylvania
$703K -$57.3K -825 -8%
GLA
1642
Good Life Advisors
Pennsylvania
$703K +$29.9K +431 +4%
SIA
1643
Strategic Investment Advisors
Michigan
$703K +$26.3K +378 +4%
LI
1644
LRI Investments
Florida
$703K +$225K +3,237 +47%
BC
1645
Burney Company
Virginia
$702K -$8.4K -121 -1%
PNAA
1646
Pictet North America Advisors
Switzerland
$701K
HCM
1647
Howland Capital Management
Massachusetts
$701K +$24.7K +355 +4%
BO
1648
Bank OZK
Arkansas
$699K -$81.7K -1,176 -10%
PW
1649
Paladin Wealth
Minnesota
$699K +$56.5K +814 +9%
JSC
1650
Jackson Square Capital
California
$699K +$699K +10,070 New

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.