We are live on ! Find out more
NEE icon

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
LC
1876
Landaas & Company
Wisconsin
$476K +$97.2K +1,400 +26%
WMP
1877
Wealth Management Partners
Arizona
$475K +$442K +6,360 New
EW
1878
Evexia Wealth
Wisconsin
$474K -$94.3K -1,357 -18%
AWS
1879
Aspen Wealth Strategies
Colorado
$474K -$47.2K -679 -9%
WP
1880
Wealthspan Partners
Iowa
$473K -$834 -12 -0.2%
SWP
1881
Semus Wealth Partners
Florida
$470K +$3.33K +48 +0.7%
LFA
1882
Level Financial Advisors
New York
$469K
SPF
1883
South Plains Financial
Texas
$468K -$972 -14 -0.2%
BF
1884
Brucke Financial
Indiana
$468K -$4.72K -68 -1%
MPIA
1885
Milestones Private Investment Advisors
New York
$467K +$468K +6,733 New
BAM
1886
Broyhill Asset Management
North Carolina
$467K +$13.9K +200 +3%
SPA
1887
Sherbrooke Park Advisers
New York
$467K -$270K -3,889 -37%
MWA
1888
MFA Wealth Advisors
Pennsylvania
$466K +$42.2K +607 +10%
DWMS
1889
Dominguez Wealth Management Solutions
Virginia
$466K -$32.9K -474 -7%
CST
1890
Charles Schwab Trust
Nevada
$463K -$21.5K -310 -4%
SIM
1891
Sentry Investment Management
Wisconsin
$462K
WTA
1892
Washington Trust Advisors
Massachusetts
$461K
FIM
1893
Fruth Investment Management
Texas
$460K
FA
1894
Fortis Advisors
Pennsylvania
$459K -$41.6K -599 -8%
SHFP
1895
Second Half Financial Partners
Florida
$459K -$11.9K -172 -3%
AWM
1896
Aprio Wealth Management
Georgia
$458K +$195K +2,808 +74%
ACGA
1897
Atlanta Consulting Group Advisors
Georgia
$458K
FWI
1898
Facet Wealth Inc
Maryland
$457K +$74.1K +1,067 +20%
WP
1899
Westmount Partners
California
$457K +$4.17K +60 +0.9%
LGW
1900
Leslie Global Wealth
Illinois
$457K +$5.49K +79 +1%

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.