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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
TVWM
2176
Tower View Wealth Management
Wisconsin
$297K +$276K +3,980 +1,314%
TF
2177
Trek Financial
Arizona
$297K +$298K +4,283 New
AWA
2178
Arete Wealth Advisors
Illinois
$297K -$59.7K -859 -17%
JWA
2179
JFS Wealth Advisors
Pennsylvania
$296K -$38.3K -552 -11%
AL
2180
Aspiriant LLC
California
$295K -$224K -3,218 -43%
CWA
2181
Canvas Wealth Advisors
Kansas
$295K +$65.8K +947 +30%
DWM
2182
Destination Wealth Management
California
$294K -$15.6K -224 -5%
AWP
2183
Atlas Wealth Partners
Pennsylvania
$293K -$59K -850 -17%
USWIA
2184
UP Strategic Wealth Investment Advisors
Pennsylvania
$292K -$20.8K -300 -7%
YLHM
2185
Yelin Lapidot Holdings Management
Israel
$291K -$1.74K -25 -0.6%
CA
2186
Claro Advisors
Massachusetts
$291K -$91.2K -1,313 -24%
PBC
2187
Pavion Blue Capital
California
$291K
VCM
2188
Versant Capital Management
Arizona
$291K +$7.02K +101 +2%
KAM
2189
KEB Asset Management
Illinois
$291K -$26.3K -379 -8%
UAG
2190
United Advisor Group
Ohio
$290K +$67.9K +977 +30%
WTB
2191
Washington Trust Bank
Washington
$290K -$26K -374 -8%
GFM
2192
GF Fund Management
China
$290K +$290K +4,172 New
FFA
2193
Fi3 Financial Advisors
Indiana
$290K +$35.6K +513 +14%
BWM
2194
Base Wealth Management
Florida
$289K +$5.14K +74 +2%
C1AG
2195
Client 1st Advisory Group
Florida
$289K +$69 +1 +0%
CA
2196
Centerpoint Advisors
Massachusetts
$289K +$2.36K +34 +0.8%
JSA
2197
Jacobson & Schmitt Advisors
Wisconsin
$288K +$288K +4,152 New
AWMG
2198
Alliance Wealth Management Group
New Jersey
$288K +$1.81K +26 +0.6%
DPW
2199
DiNuzzo Private Wealth
Pennsylvania
$287K -$139 -2 -0%
TA
2200
TFB Advisors
Kansas
$286K -$52.2K -751 -15%

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.