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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
CHAM
1901
Clear Harbor Asset Management
Connecticut
$457K +$42.8K +616 +10%
BFA
1902
Bill Few Associates
Pennsylvania
$457K +$28.2K +406 +7%
API
1903
Asset Planning Inc
California
$456K -$81K -1,166 -15%
GWM
1904
GSB Wealth Management
Connecticut
$453K -$556 -8 -0.1%
BONH
1905
Bank of New Hampshire
New Hampshire
$452K
GAB
1906
German American Bancorp
Indiana
$452K +$40.3K +580 +10%
SDWMA
1907
Schneider Downs Wealth Management Advisors
Pennsylvania
$450K +$159K +2,291 +55%
CPA
1908
Cardiff Park Advisors
California
$450K
LSPW
1909
Lake Street Private Wealth
Illinois
$450K -$37.6K -542 -8%
DLCIG
1910
D.L. Carlson Investment Group
New Hampshire
$449K -$129K -1,855 -22%
IP
1911
Isthmus Partners
Wisconsin
$449K -$13.9K -200 -3%
ACM
1912
Argyle Capital Management
Pennsylvania
$449K
CCG
1913
Coastwise Capital Group
California
$443K +$1.32K +19 +0.3%
SMA
1914
Seven Mile Advisory
New Jersey
$441K +$1.6K +23 +0.4%
PHIC
1915
Pine Haven Investment Counsel
Massachusetts
$441K +$9.72K +140 +2%
1WM
1916
1858 Wealth Management
Ohio
$439K +$60.7K +874 +16%
AFM
1917
Armstrong Fleming & Moore
District of Columbia
$439K +$440K +6,328 New
FDDB
1918
Fidelity D&D Bancorp
Pennsylvania
$438K +$15.7K +226 +4%
AIC
1919
Argus Investors Counsel
New York
$437K -$121K -1,749 -22%
TCA
1920
Tortoise Capital Advisors
Kansas
$436K -$30.5M -439,103 -99%
IAG
1921
Ipsen Advisor Group
Arkansas
$436K +$49.7K +716 +13%
GD
1922
Grandfield & Dodd
New York
$435K -$200K -2,876 -31%
AGC
1923
Aspen Grove Capital
Colorado
$435K +$60.7K +874 +16%
OWA
1924
ORBA Wealth Advisors
Illinois
$435K +$179K +2,571 +70%
OCG
1925
Opus Capital Group
Ohio
$434K -$34.7K -500 -7%

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.