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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
RFA
1651
Register Financial Advisors
Georgia
$697K +$198K +2,854 +40%
IWM
1652
Integris Wealth Management
California
$696K
RAM
1653
RedJay Asset Management
Ontario, Canada
$694K
SC
1654
Savoie Capital
Illinois
$694K
DE
1655
Diversified Enterprises
Delaware
$692K -$3.4K -49 -0.5%
TCM
1656
Tandem Capital Management
New Jersey
$692K +$10.1K +145 +1%
HCM
1657
Hilton Capital Management
New York
$691K -$161K -2,316 -19%
CAM
1658
CPA Asset Management
Florida
$687K +$278 +4 +0%
SC
1659
Schulhoff & Co
Ohio
$687K
SFM
1660
Signet Financial Management
New Jersey
$686K -$493K -7,099 -42%
NFSG
1661
Newbridge Financial Services Group
Florida
$686K -$5.07K -73 -0.7%
MG
1662
Mather Group
Illinois
$686K -$190K -2,729 -22%
KIA
1663
Knollwood Investment Advisory
Maryland
$686K
CPWA
1664
Cerro Pacific Wealth Advisors
California
$685K -$51.5K -742 -7%
SI
1665
SCP Investment
California
$680K -$625K -9,000 -48%
PWMG
1666
Prestige Wealth Management Group
New Jersey
$680K +$135K +1,947 +25%
4WM
1667
49 Wealth Management
Texas
$676K +$132K +1,894 +24%
TCM
1668
Tufton Capital Management
Maryland
$674K
SFG
1669
Sovereign Financial Group
Connecticut
$674K +$22.9K +330 +4%
LWAM
1670
Legacy Wealth Asset Management
Minnesota
$673K +$2.64K +38 +0.4%
FCAS
1671
First Command Advisory Services
Texas
$672K -$105K -1,509 -13%
IF
1672
Intrua Financial
Texas
$672K +$25.6K +369 +4%
S
1673
Sachetta
Massachusetts
$670K -$55.9K -805 -8%
EM
1674
Excalibur Management
Massachusetts
$668K +$29.2K +421 +5%
AP
1675
Atwood & Palmer
Missouri
$668K

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.