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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
TDWM
2101
Topel & Distasi Wealth Management
California
$335K
CWM
2102
Cahaba Wealth Management
Georgia
$335K +$8.96K +129 +3%
CM
2103
Cercano Management
Washington
$335K
AO
2104
Advisor OS
Illinois
$335K -$36.1K -520 -10%
RWP
2105
Ridgecrest Wealth Partners
California
$334K
WAM
2106
Walker Asset Management
Missouri
$334K +$11.3K +163 +4%
AWA
2107
Alta Wealth Advisors
Massachusetts
$332K -$479K -6,892 -59%
SFC
2108
Swisher Financial Concepts
Ohio
$332K -$5.28K -76 -2%
NL
2109
Navalign LLC
California
$332K
MWA
2110
Midland Wealth Advisors
Illinois
$332K -$17.1K -246 -5%
NW
2111
Naviter Wealth
Arkansas
$331K +$6.81K +98 +2%
HGA
2112
Hobbs Group Advisors
South Carolina
$331K -$374K -5,391 -53%
MCM
2113
MV Capital Management
Maryland
$330K -$20.4K -293 -6%
NB
2114
Northwest Bancshares
Pennsylvania
$329K -$167K -2,411 -34%
LWP
2115
LeClair Wealth Partners
Ohio
$329K
AWM
2116
Angeles Wealth Management
California
$328K +$20.8K +300 +7%
SLG
2117
Stanley-Laman Group
Pennsylvania
$328K +$50.8K +732 +18%
Kayne Anderson Rudnick Investment Management
2118
Kayne Anderson Rudnick Investment Management
California
$328K +$153K +2,199 +87%
HPM
2119
Hoxton Planning & Management
West Virginia
$328K -$278 -4 -0.1%
JFGIW
2120
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$328K -$6.18K -89 -2%
MFT
2121
Moisand Fitzgerald Tamayo
Florida
$328K
PWM
2122
Paulson Wealth Management
Illinois
$327K
MWM
2123
MOKAN Wealth Management
Kansas
$327K -$1.25K -18 -0.4%
AFM
2124
Aspetuck Financial Management
Connecticut
$327K -$7.78K -112 -2%
MQWP
2125
Morey & Quinn Wealth Partners
Nebraska
$327K

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.