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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
SA
2151
Sovran Advisors
California
$313K +$58.3K +840 +24%
IPWA
2152
International Private Wealth Advisors
California
$313K +$313K +4,508 New
DBG
2153
De Burlo Group
Massachusetts
$312K
EFG
2154
Embree Financial Group
Illinois
$312K -$277K -3,985 -47%
SA
2155
Skyline Advisors
Washington
$312K +$12.7K +183 +4%
AWA
2156
Amplius Wealth Advisors
Pennsylvania
$311K +$2.22K +32 +0.7%
BWM
2157
Blossom Wealth Management
California
$311K -$6.95K -100 -2%
TCOO
2158
Trust Company of Oklahoma
Oklahoma
$311K
PB
2159
Pinnacle Bancorp
Nebraska
$310K +$6.95K +100 +2%
TFIPS
2160
Towarzystwo Funduszy Inwestycyjnych PZU SA
$310K +$156K +2,240 +101%
SC
2161
Scholtz & Company
Connecticut
$310K +$834 +12 +0.3%
SWMG
2162
Signature Wealth Management Group
Georgia
$309K +$10.9K +157 +4%
CIA
2163
Cape Investment Advisory
Georgia
$306K +$1.88K +27 +0.6%
VWM
2164
Vigilare Wealth Management
Arizona
$306K +$139 +2 +0%
MCM
2165
Mainstay Capital Management
Michigan
$305K +$306K +4,400 New
4A
2166
4Wealth Advisors
Illinois
$305K -$2.64K -38 -0.9%
BCP
2167
Berkeley Capital Partners
Georgia
$305K -$82.6K -1,189 -21%
ML
2168
Mayport LLC
Massachusetts
$305K +$2.78K +40 +0.9%
EPAM
2169
Evelyn Partners Asset Management
$302K -$7.99K -115 -3%
AWM
2170
Accredited Wealth Management
Kentucky
$301K -$3.47K -50 -1%
KHCM
2171
Kirtland Hills Capital Management
Ohio
$301K +$5.9K +85 +2%
SGI
2172
Summit Global Investments
Utah
$300K -$633K -9,117 -68%
MWPCG
2173
Measured Wealth Private Client Group
New Hampshire
$298K -$139 -2 -0%
PAM
2174
Peak Asset Management
Colorado
$297K -$9.59K -138 -3%
DAM
2175
Delta Asset Management
Tennessee
$297K -$1.04K -15 -0.3%

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.