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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
WFA
2326
Wellspring Financial Advisors
Ohio
$231K -$14.2K -204 -6%
VHAM
2327
Van Hulzen Asset Management
California
$231K +$232K +3,333 New
PFM
2328
Patton Fund Management
Texas
$231K +$231K +3,332 New
BWP
2329
BSW Wealth Partners
Colorado
$231K -$221K -3,176 -49%
TFA
2330
Tobias Financial Advisors
Florida
$230K -$11.7K -169 -5%
FFA
2331
Florida Financial Advisors
Florida
$230K -$30.2K -435 -12%
LF
2332
Lee Financial
Texas
$229K -$2.92K -42 -1%
IA
2333
IFG Advisors
Missouri
$229K +$69 +1 +0%
FAM
2334
Flaharty Asset Management
Florida
$229K -$30.6K -441 -12%
EWA
2335
Etesian Wealth Advisors
Oregon
$228K -$9.45K -136 -4%
MW
2336
Maia Wealth
Colorado
$228K +$228K +3,278 New
DWA
2337
Dougherty Wealth Advisers
Minnesota
$227K
CBB
2338
Citizens Business Bank
California
$227K +$3.47K +50 +2%
LA
2339
LexAurum Advisors
Kansas
$227K +$26.3K +379 +13%
CSWG
2340
Cardinal Strategic Wealth Guidance
Kentucky
$226K
SWP
2341
Significant Wealth Partners
Illinois
$226K +$2.71K +39 +1%
DFA
2342
Davies Financial Advisors
California
$225K
ES
2343
ETF Store
Kansas
$225K +$25.4K +365 +13%
NA
2344
Nautilus Advisors
California
$225K +$3.54K +51 +2%
MWP
2345
Meriwether Wealth & Planning
Louisiana
$224K +$139 +2 +0.1%
HIIFS
2346
Harel Insurance Investments & Financial Services
Israel
$224K +$9.59K +138 +4%
ACA
2347
Affinity Capital Advisors
California
$224K
KA
2348
KDT Advisors
New York
$224K +$224K +3,223 New
RWA
2349
Redhawk Wealth Advisors
Minnesota
$223K -$1.18K -17 -0.5%
LWP
2350
LMG Wealth Partners
Louisiana
$223K

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.