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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
GAA
1776
Global Assets Advisory
Florida
$553K -$860K -12,386 -62%
AT
1777
Avalon Trust
New Mexico
$552K -$1.16M -16,709 -68%
PAS
1778
PKS Advisory Services
New York
$552K -$2.29K -33 -0.4%
BIG
1779
Boothe Investment Group
Delaware
$552K +$552K +7,946 New
TSW
1780
Thompson Siegel & Walmsley
Virginia
$551K -$7.29K -105 -1%
CRI
1781
Colonial River Investments
Virginia
$551K +$35.9K +517 +8%
FG
1782
Fiduciary Group
Georgia
$550K -$9.72K -140 -2%
MFG
1783
Magnus Financial Group
New York
$550K -$6.95K -100 -1%
DC
1784
DeDora Capital
California
$550K -$229K -3,296 -29%
TBT
1785
Texas Bank & Trust
Texas
$550K +$33.8K +487 +7%
EA
1786
Enclave Advisors
Texas
$547K +$5.14K +74 +0.9%
PCH
1787
PGIM Custom Harvest
New Jersey
$547K -$37.3K -537 -6%
LCWP
1788
Legacy Capital Wealth Partners
Arkansas
$547K -$13K -187 -2%
BWM
1789
BankPlus Wealth Management
Mississippi
$545K +$30.8K +444 +6%
CAM
1790
Cypress Asset Management
Texas
$545K
CPRC
1791
Consolidated Portfolio Review Corp
New York
$543K +$7.43K +107 +1%
QIM
1792
Quantitative Investment Management
Virginia
$543K +$544K +7,833 New
LMKC
1793
L.M. Kohn & Company
Ohio
$542K -$503K -7,243 -48%
ACM
1794
Advance Capital Management
Michigan
$542K -$14.7K -212 -3%
TLA
1795
Tanglewood Legacy Advisors
Texas
$541K
CDWM
1796
Campbell Deegan Wealth Management
Virginia
$541K -$1.18K -17 -0.2%
CA
1797
Crumly & Associates
Illinois
$538K -$69 -1 -0%
NCMW
1798
Northern Capital Management (Washington)
Washington
$537K
BFO
1799
Biltmore Family Office
North Carolina
$536K -$6.95K -100 -1%
CA
1800
Cornerstone Advisory
Maryland
$536K -$11.5K -165 -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.