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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
CP
1701
Clarendon Private
Massachusetts
$634K -$69.9K -1,006 -10%
BMC
1702
Benin Management Corp
Connecticut
$632K +$76.4K +1,100 +14%
CWAG
1703
Compton Wealth Advisory Group
Virginia
$632K
FPF
1704
First Pacific Financial
Washington
$630K -$70.9K -1,021 -10%
OCBCO
1705
Oversea-Chinese Banking Corp (OCBC)
Singapore
$629K +$254K +3,657 +68%
ACP
1706
Aviance Capital Partners
Florida
$629K +$5.49K +79 +0.9%
TCWA
1707
Turtle Creek Wealth Advisors
Texas
$629K +$629K +9,055 New
RFS
1708
Richardson Financial Services
Massachusetts
$628K -$23.3K -336 -4%
GFA
1709
Gladwyn Financial Advisors
Virginia
$627K +$627K +9,032 New
ECM
1710
Eisler Capital Management
United Kingdom
$627K -$2.92M -42,101 -82%
RP
1711
Riverwater Partners
Wisconsin
$626K +$17.9K +257 +3%
CCM
1712
Charter Capital Management
Wisconsin
$620K +$620K +8,925 New
MSFS
1713
Main Street Financial Solutions
Pennsylvania
$620K +$764 +11 +0.1%
AF
1714
Arrow Financial
New York
$620K
TC
1715
Trium Capital
United Kingdom
$618K -$696K -10,023 -53%
WF
1716
Wayfinding Financial
Washington
$616K -$6.6K -95 -1%
HWA
1717
HHM Wealth Advisors
Tennessee
$616K -$2.99K -43 -0.5%
FCT
1718
First Community Trust
Iowa
$616K
BFG
1719
Birch Financial Group
New Hampshire
$615K +$228K +3,289 +59%
AFG
1720
Albion Financial Group
Utah
$615K
BWP
1721
Barlow Wealth Partners
Kentucky
$613K
OHWA
1722
Oak Hill Wealth Advisors
Virginia
$613K
GXJ
1723
Global X Japan
Japan
$609K +$32K +460 +6%
CBOR
1724
Community Bank of Raymore
Missouri
$609K -$6.95K -100 -1%
FFM
1725
Forum Financial Management
Illinois
$608K -$69.6K -1,002 -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.