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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
MCM
2276
Mengis Capital Management
Oregon
$252K
PWAM
2277
Private Wealth Asset Management
Iowa
$252K -$28K -403 -10%
SWK
2278
Stephen W. Kidder
$252K +$52.1K +750 +26%
MPM
2279
MBB Public Markets
Illinois
$252K -$57.9K -834 -19%
CCC
2280
Compass Capital Corp
Massachusetts
$250K
SA
2281
Stewardship Advisors
Pennsylvania
$250K -$5.49K -79 -2%
LWM
2282
Liberty Wealth Management
California
$248K +$1.67K +24 +0.7%
BAMG
2283
Brand Asset Management Group
Missouri
$248K -$2.78K -40 -1%
PTC
2284
Philadelphia Trust Company
Pennsylvania
$248K
FWA
2285
FSM Wealth Advisors
Ohio
$248K +$230K +3,317 New
WIM
2286
Warwick Investment Management
Texas
$248K -$7.5K -108 -3%
SRC
2287
Shufro Rose & Co
New York
$247K
OP
2288
ORG Partners
Indiana
$246K +$31.7K +457 +11%
OBWG
2289
Onyx Bridge Wealth Group
New York
$246K
WCWM
2290
Willow Creek Wealth Management
California
$246K +$2.5K +36 +1%
CB
2291
Centennial Bank
Arkansas
$245K +$22.6K +325 +10%
MMHP
2292
Murphy Middleton Hinkle & Parker
Georgia
$245K
MCP
2293
Mirador Capital Partners
California
$244K -$15.3K -220 -6%
AA
2294
Acorns Advisers
California
$243K +$243K +3,504 New
IPW
2295
Intergy Private Wealth
Colorado
$243K +$243K +3,500 New
SFG
2296
Snider Financial Group
Washington
$243K -$34.9K -503 -13%
NFC
2297
Northeast Financial Consultants
Connecticut
$243K +$41.7K +600 +21%
IP
2298
Investment Partners
Ohio
$243K -$25.2K -363 -9%
BP
2299
BCK Partners
New York
$241K
CAC
2300
Certified Advisory Corp
Florida
$241K -$2.36K -34 -1%

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.