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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
CPA
2026
Cathy Pareto & Associates
Florida
$370K -$1.04K -15 -0.3%
THCM
2027
Taylor Hoffman Capital Management
Virginia
$369K -$17.5K -252 -5%
RPSA
2028
Richard P. Slaughter Associates
Texas
$369K
CWP
2029
Curated Wealth Partners
California
$369K +$1.11K +16 +0.3%
SFG
2030
Sather Financial Group
Texas
$368K
LIA
2031
LBMC Investment Advisors
Tennessee
$368K
EFM
2032
E Fund Management
China
$366K -$764 -11 -0.2%
CCAL
2033
City Center Advisors LLC
Michigan
$365K -$1.46K -21 -0.4%
LS
2034
Leelyn Smith
Illinois
$365K -$15.3K -220 -4%
WMN
2035
Wealth Management Nebraska
Nebraska
$365K +$38.5K +554 +12%
AIP
2036
ARS Investment Partners
New York
$365K
MLFP
2037
MPS Loria Financial Planners
Illinois
$363K +$1.18K +17 +0.3%
GPWM
2038
Grant Private Wealth Management
California
$362K +$362K +5,216 New
IWA
2039
IBEX Wealth Advisors
New Jersey
$362K -$7.02M -101,031 -95%
SWAG
2040
Spectrum Wealth Advisory Group
California
$361K +$69 +1 +0%
SSWM
2041
Strait & Sound Wealth Management
California
$360K -$25.8K -372 -7%
GF
2042
Gries Financial
Ohio
$360K -$15.6K -224 -4%
Fayez Sarofim & Co
2043
Fayez Sarofim & Co
Texas
$360K -$55.6K -800 -13%
FWM
2044
FFT Wealth Management
Pennsylvania
$357K
RDWM
2045
Red Door Wealth Management
Tennessee
$356K +$357K +5,134 New
TCM
2046
Towercrest Capital Management
Pennsylvania
$356K +$1.74K +25 +0.5%
EA
2047
Everpar Advisors
Oklahoma
$355K +$26.1K +376 +8%
PMSA
2048
Patrick M. Sweeney & Associates
Illinois
$354K -$7.29K -105 -2%
CTC
2049
Cetera Trust Company
Minnesota
$354K
OL
2050
Optas LLC
Texas
$354K +$8.47K +122 +2%

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.