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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
KIG
2051
Kessler Investment Group
Indiana
$353K -$17.4K -251 -5%
APWA
2052
Atlas Private Wealth Advisors
New Jersey
$353K +$8.06K +116 +2%
DRD
2053
Dennis R. Delaney
$353K +$90.3K +1,300 +34%
WAS
2054
Winch Advisory Services
Wisconsin
$353K +$29.9K +431 +9%
OWM
2055
Opes Wealth Management
California
$353K +$50.5K +727 +17%
SB
2056
Sunflower Bank
Texas
$353K +$38.6K +556 +12%
EL
2057
Essex LLC
Illinois
$353K +$56.3K +811 +19%
QPWM
2058
Quadrant Private Wealth Management
Pennsylvania
$352K +$13.9K +200 +4%
HBT
2059
Heartland Bank & Trust
Illinois
$352K +$353K +5,077 New
WSWA
2060
Warren Street Wealth Advisors
California
$352K +$972 +14 +0.3%
GAM
2061
Griffin Asset Management
New York
$352K +$27.9K +402 +9%
FWA
2062
Flagship Wealth Advisors
Massachusetts
$351K
SI
2063
Seeds Investor
New York
$351K -$22.4K -323 -6%
WDG
2064
Wealth Dimensions Group
Ohio
$350K
SL
2065
Summitry LLC
California
$350K +$13.3K +192 +4%
TC
2066
TFR Capital
Texas
$350K +$25.3K +364 +8%
AFT
2067
Alpha Family Trust
California
$350K +$95.5K +1,375 +38%
TWM
2068
Topsail Wealth Management
North Carolina
$349K -$60.1K -865 -15%
NWA
2069
New World Advisors
Massachusetts
$349K +$126K +1,814 +56%
WAM
2070
WNY Asset Management
New York
$348K +$15.4K +222 +5%
CCT
2071
Chemung Canal Trust
New York
$348K +$7.85K +113 +2%
JCM
2072
Jacobsen Capital Management
Utah
$347K +$73.8K +1,062 +27%
MCM
2073
Magnolia Capital Management
New York
$347K
CH
2074
Cromwell Holdings
Wyoming
$347K +$258K +3,719 +291%
CCA
2075
Catalyst Capital Advisors
New York
$346K +$63.3K +912 +22%

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.