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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
BWA
2301
Bestgate Wealth Advisors
Maryland
$240K
GM
2302
GeoWealth Management
Illinois
$240K -$75.9K -1,092 -24%
FCG
2303
Fielder Capital Group
Tennessee
$238K +$417 +6 +0.2%
TCOTS
2304
Trust Company of the South
North Carolina
$238K -$1.53K -22 -0.6%
PAG
2305
Powers Advisory Group
Illinois
$238K +$19.8K +285 +9%
HIC
2306
Harvey Investment Company
Kentucky
$238K
SLC
2307
Second Line Capital
Louisiana
$238K +$11.9K +171 +5%
MWA
2308
Meridian Wealth Advisors
Texas
$238K -$35.7K -514 -13%
GHA
2309
GW Henssler & Associates
Georgia
$238K
CJ
2310
Caitlin John
Michigan
$237K
SWGC
2311
Summit Wealth Group (Colorado)
Colorado
$237K +$237K +3,411 New
WPW
2312
Watershed Private Wealth
Illinois
$237K -$69 -1 -0%
TFM
2313
TFC Financial Management
Massachusetts
$236K
NC
2314
NBW Capital
Massachusetts
$235K +$235K +3,382 New
MAS
2315
MPWM Advisory Solutions
Georgia
$235K
CA
2316
Corrado Advisors
New Jersey
$234K
ACM
2317
Avalon Capital Management
California
$234K
PCM
2318
Prospera Capital Management
Arizona
$234K +$4.72K +68 +2%
CWM
2319
Chemistry Wealth Management
New York
$233K
CA
2320
CGN Advisors
Kansas
$233K -$17.4K -251 -7%
TWM
2321
Tanager Wealth Management
United Kingdom
$233K -$25K -360 -10%
CAU
2322
Caxton Associates (UK)
$232K -$413K -5,949 -64%
VNA
2323
Valley National Advisers
Pennsylvania
$232K -$14.1K -203 -6%
SA
2324
Sage Advisors
Colorado
$232K
CWMGO
2325
Capstone Wealth Management Group (Oregon)
Oregon
$231K

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.