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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
GSWM
1826
Golden State Wealth Management
California
$511K -$16.8K -242 -3%
UWPG
1827
Ullmann Wealth Partners Group
Florida
$509K +$34K +490 +7%
AV
1828
Alamea Verwaltungs
New Jersey
$508K -$93.8K -1,351 -16%
SCA
1829
Stonebridge Capital Advisors
Minnesota
$508K +$12.6K +182 +3%
NED
1830
Nancy E. Dempze
$508K +$7.99K +115 +2%
HDIM
1831
Hanson & Doremus Investment Management
Vermont
$506K
GCWM
1832
Graham Capital Wealth Management
District of Columbia
$505K -$2.43K -35 -0.5%
AOWM
1833
Alpha Omega Wealth Management
Virginia
$504K -$11.9K -172 -2%
BFIM
1834
Beese Fulmer Investment Management
Ohio
$504K +$14.3K +206 +3%
ETC
1835
Exchange Traded Concepts
Oklahoma
$503K +$199K +2,859 +65%
CMI
1836
Clare Market Investments
Texas
$502K +$2.29K +33 +0.5%
TCM
1837
Tributary Capital Management
Nebraska
$501K +$111K +1,600 +28%
RBWA
1838
RFG - Bristol Wealth Advisors
Massachusetts
$501K -$134K -1,922 -21%
RC
1839
RBO & Co
California
$500K
AFW
1840
Avantra Family Wealth
Pennsylvania
$498K
SPWM
1841
Schrum Private Wealth Management
Florida
$498K +$486 +7 +0.1%
CT
1842
Coastline Trust
Rhode Island
$497K +$20.8K +300 +4%
MSWM
1843
McGlone Suttner Wealth Management
Wisconsin
$497K -$2.15K -31 -0.4%
VC
1844
Veracity Capital
Georgia
$496K -$18.6K -268 -4%
RWM
1845
Revisor Wealth Management
Ohio
$496K +$20.8K +299 +5%
TMWM
1846
Taylor & Morgan Wealth Management
Michigan
$495K -$17.7K -255 -3%
TWM
1847
Tradition Wealth Management
Minnesota
$494K +$34.4K +495 +7%
DFA
1848
Delta Financial Advisors
Louisiana
$494K +$3.06K +44 +0.6%
O3W
1849
Omni 360 Wealth
New Jersey
$492K
PIA
1850
Powell Investment Advisors
Florida
$491K

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.