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
IC
2001
Inscription Capital
Texas
$382K -$265K -3,810 -41%
MPM
2002
Meritage Portfolio Management
Kansas
$382K -$3.82K -55 -1%
BWM
2003
BCS Wealth Management
Tennessee
$381K +$31.1K +448 +9%
SWA
2004
SFMG Wealth Advisors
Texas
$381K +$8.75K +126 +2%
WPC
2005
Waters Parkerson & Co
Louisiana
$381K
BFIC
2006
Bedell Frazier Investment Counselling
California
$380K -$5.21K -75 -1%
WFI
2007
West Family Investments
California
$379K +$181K +2,608 +91%
GAM
2008
Gemmer Asset Management
California
$378K -$24.3K -350 -6%
PMG
2009
Private Management Group
California
$378K +$25.2K +363 +7%
CC
2010
Chicago Capital
Illinois
$377K +$4.86K +70 +1%
EIA
2011
Eldridge Investment Advisors
New Hampshire
$377K +$1.04K +15 +0.3%
PFA
2012
Plotkin Financial Advisors
Maryland
$377K -$6.95K -100 -2%
DWM
2013
Drive Wealth Management
Utah
$376K -$1.81K -26 -0.5%
SMH
2014
Sanders Morris Harris
Texas
$376K
OL
2015
OneFund LLC
Florida
$375K -$2.64K -38 -0.7%
HFAS
2016
Hummer Financial Advisory Services
Illinois
$375K
AW
2017
Alteri Wealth
California
$375K -$118K -1,700 -24%
JCM
2018
Jag Capital Management
Missouri
$375K
WP
2019
Waycross Partners
Kentucky
$374K +$375K +5,392 New
RL
2020
Rogco LP
Oklahoma
$374K +$53.5K +770 +17%
NAG
2021
Northstar Advisory Group
New Jersey
$374K
FAB
2022
First American Bank
Illinois
$373K +$7.78K +112 +2%
PFG
2023
Putney Financial Group
California
$373K -$37K -532 -9%
FCFC
2024
First Commonwealth Financial Corp
Pennsylvania
$373K -$278 -4 -0.1%
ACM
2025
Armbruster Capital Management
New York
$371K -$59.2K -852 -14%

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.