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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
HFP
2401
Holistic Financial Partners
Indiana
$208K -$47.1K -678 -18%
SFB
2402
STAR Financial Bank
Indiana
$208K -$23.8K -342 -10%
CPA
2403
Capital Performance Advisors
California
$208K -$43.3K -624 -17%
PD
2404
Planning Directions
Pennsylvania
$207K -$193K -2,779 -48%
ACM
2405
AlphaStar Capital Management
North Carolina
$207K -$9.59K -138 -4%
PGA
2406
Portland Global Advisors
Maine
$207K -$36.3K -523 -15%
DOA
2407
D'Orazio & Associates
Virginia
$207K -$53.3K -768 -20%
BAG
2408
Bridgewealth Advisory Group
California
$206K +$206K +2,971 New
SFC
2409
SYM Financial Corp
Indiana
$206K +$206K +2,967 New
SDJVC
2410
St. Denis J. Villere & Co
Louisiana
$205K -$69.5K -1,000 -25%
SRC
2411
Sage Rhino Capital
California
$205K -$3.96K -57 -2%
RWA
2412
Rooted Wealth Advisors
Illinois
$205K +$191K +2,750 New
AF
2413
Apexium Financial
Texas
$205K -$71.6K -1,031 -26%
OWA
2414
Outlook Wealth Advisors
Texas
$204K
AFP
2415
Alpha Financial Partners
Kentucky
$203K -$6.46K -93 -3%
IA
2416
Insight Advisors
Pennsylvania
$203K -$5.21K -75 -2%
CIG
2417
Cullen Investment Group
Louisiana
$202K -$34.9K -503 -15%
BOM
2418
Bank of Marin
California
$202K -$83.4K -1,200 -29%
PFA
2419
Pinnacle Family Advisors
Missouri
$201K +$194K +2,792 New
BI
2420
Binnacle Investments
Iowa
$200K +$8.13K +117 +4%
FFA
2421
Frazier Financial Advisors
Ohio
$199K
SAM
2422
Socorro Asset Management
Texas
$197K +$197K +2,842 New
PS
2423
Pinney & Scofield
Massachusetts
$194K +$6.95K +100 +4%
OIA
2424
Optimum Investment Advisors
Illinois
$194K +$25.9K +373 +15%
CCM
2425
Chilton Capital Management
Texas
$192K -$38.6K -555 -17%

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.