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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
KWMG
2126
King Wealth Management Group
Florida
$326K
SI
2127
Stonekeep Investments
New Mexico
$325K -$556 -8 -0.2%
CNWM
2128
Clay Northam Wealth Management
California
$325K -$13.8K -199 -4%
PFGIA
2129
Patriot Financial Group Insurance Agency
Massachusetts
$324K -$3.89K -56 -1%
GWM
2130
GoalFusion Wealth Management
Texas
$323K
SAM
2131
Sawgrass Asset Management
Florida
$323K +$7.08K +102 +2%
SFG
2132
Synergy Financial Group
California
$323K -$903 -13 -0.3%
KJHP
2133
K.J. Harrison & Partners
Ontario, Canada
$323K +$3.4K +49 +1%
MWM
2134
MGB Wealth Management
Texas
$323K -$224K -3,228 -41%
WA
2135
Wealth Architects
California
$321K -$426K -6,140 -57%
TA
2136
Tactive Advisors
Florida
$320K +$321K +4,616 New
ACM
2137
Aljian Capital Management
Nevada
$320K -$8.54K -123 -3%
HS
2138
Horan Securities
United States
$320K +$48.4K +697 +18%
WFAG
2139
Worth Financial Advisory Group
North Carolina
$320K +$6.39K +92 +2%
FFS
2140
Fortress Financial Solutions
Arizona
$320K +$4.24K +61 +1%
SIMG
2141
Sonora Investment Management Group
Arizona
$319K -$777K -11,183 -71%
TSWM
2142
Tyler-Stone Wealth Management
Ohio
$318K +$1.04K +15 +0.3%
SXL
2143
Summit X LLC
Missouri
$318K +$20.9K +301 +7%
MMCM
2144
Murphy & Mullick Capital Management
New York
$317K -$695 -10 -0.2%
SI
2145
Saxon Interests
Texas
$317K
FFC
2146
Frederick Financial Consultants
Maryland
$316K +$11.9K +171 +4%
BW
2147
BIP Wealth
Georgia
$316K -$36.7K -528 -10%
IWS
2148
Integrity Wealth Solutions
Colorado
$315K +$1.04K +15 +0.3%
AAG
2149
Armstrong Advisory Group
Massachusetts
$315K -$6.46K -93 -2%
GIA
2150
GHP Investment Advisors
Colorado
$313K +$257K +3,700 +454%

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.