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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
CAM
2076
Covenant Asset Management
New Jersey
$346K
MWP
2077
Madison Wealth Partners
Wisconsin
$345K +$27.3K +393 +9%
MG
2078
Marex Group
$345K +$114K +1,639 +49%
PCM
2079
Pointe Capital Management
Michigan
$345K
CV
2080
Counterweight Ventures
North Carolina
$344K +$13.9K +200 +4%
HIG
2081
Heritage Investment Group
Florida
$344K -$46.8K -674 -12%
NCTC
2082
New Covenant Trust Company
Indiana
$344K +$903 +13 +0.3%
SAM
2083
Strategy Asset Managers
California
$343K -$47.7K -687 -12%
DWM
2084
Diversify Wealth Management
Utah
$343K -$37.5K -540 -10%
MIM
2085
Merrion Investment Management
New Jersey
$343K -$144K -2,075 -30%
CRWM
2086
Castle Rock Wealth Management
California
$342K +$1.39K +20 +0.4%
CCC
2087
Chelsea Counsel Company
California
$342K
ML
2088
McAdam LLC
Pennsylvania
$341K -$10.4K -150 -3%
FNBSF
2089
First National Bank Sioux Falls
South Dakota
$341K
PCFFS
2090
Pacific Center for Financial Services
California
$341K -$39.5K -568 -10%
GWSG
2091
GPS Wealth Strategies Group
Colorado
$341K -$27.4K -395 -7%
RWP
2092
Revolve Wealth Partners
New Jersey
$340K -$9.59K -138 -3%
IWA
2093
Invera Wealth Advisors
Oregon
$339K +$278 +4 +0.1%
PWPS
2094
Pinnacle Wealth Planning Services
Ohio
$339K +$38.3K +551 +13%
GKIM
2095
GW&K Investment Management
Massachusetts
$339K +$23.8K +343 +8%
RWA
2096
River Wealth Advisors
Pennsylvania
$337K -$4.45K -64 -1%
PSFG
2097
Prairie Sky Financial Group
Illinois
$337K +$2.5K +36 +0.7%
SIA
2098
SGL Investment Advisors
Montana
$337K +$323K +4,651 New
CFA
2099
Cahill Financial Advisors
Minnesota
$336K +$29.2K +421 +10%
RW
2100
Rockport Wealth
Ohio
$336K +$336K +4,836 New

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.