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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
AA
1951
ALPS Advisors
Colorado
$414K +$414K +5,963 New
SS
1952
Sound Stewardship
Kansas
$413K -$1.25K -18 -0.3%
AA
1953
Argent Advisors
Louisiana
$413K -$29.5K -424 -7%
ATIA
1954
American Trust Investment Advisors
New Hampshire
$412K
HWP
1955
Hibernia Wealth Partners
Louisiana
$412K +$412K +5,937 New
TWM
1956
TriaGen Wealth Management
California
$412K
MCCA
1957
Mill Creek Capital Advisors
Pennsylvania
$411K -$42.6K -613 -9%
MSWM
1958
Master's Wealth Management
Pennsylvania
$411K +$137K +1,967 +50%
PAW
1959
Plan A Wealth
Nebraska
$410K +$165K +2,371 +67%
TWM
1960
Thrive Wealth Management
Pennsylvania
$410K -$69 -1 -0%
CSC
1961
Caldwell Sutter Capital
California
$409K +$10.1K +145 +3%
RSWA
1962
Robinson Smith Wealth Advisors
Maine
$409K -$2.36K -34 -0.6%
CG
1963
Clifford Group
Massachusetts
$408K -$56.2K -809 -12%
WMA
1964
Wealth Management Associates
New Jersey
$407K +$35.1K +505 +9%
BF
1965
Brogan Financial
Tennessee
$405K +$3.06K +44 +0.8%
KA
1966
Kozak & Associates
Colorado
$405K -$4.58K -66 -1%
DCM
1967
Dudley Capital Management
Virginia
$404K
PGWM
1968
Pitti Group Wealth Management
New York
$403K +$7.02K +101 +2%
BWM
1969
Baron Wealth Management
Michigan
$403K +$14.6K +210 +4%
AP
1970
Advisors Preferred
Maryland
$402K
AIM
1971
Athena Investment Management
California
$402K
WKSWA
1972
White Knight Strategic Wealth Advisors
New Jersey
$402K -$48.6K -700 -11%
HNB
1973
Hilltop National Bank
Wyoming
$402K +$402K +5,785 New
SPWG
1974
Syntegra Private Wealth Group
Missouri
$401K +$52.1K +750 +15%
IIC
1975
Ironwood Investment Counsel
Arizona
$401K -$28.3K -407 -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.