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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
CWM
2426
CarsonAllaria Wealth Management
Illinois
$188K -$208 -3 -0.1%
TCM
2427
TD Capital Management
Tennessee
$187K +$55.2K +795 +42%
HIMS
2428
Hager Investment Management Services
New Hampshire
$187K -$4.51K -65 -2%
CFD
2429
Creative Financial Designs
Indiana
$186K -$15.6K -225 -8%
STB
2430
S&T Bank
Pennsylvania
$185K +$2.22K +32 +1%
AEPWM
2431
Atlantic Edge Private Wealth Management
Florida
$185K
RAM
2432
Riggs Asset Management
Pennsylvania
$184K +$14.2K +205 +8%
PCM
2433
Poehling Capital Management
Wisconsin
$182K +$182K +2,626 New
GCM
2434
Gables Capital Management
Florida
$182K -$5.14K -74 -3%
BDPWM
2435
Barnes Dennig Private Wealth Management
Ohio
$179K +$131K +1,879 +268%
NAAA
2436
New Age Alpha Advisors
New York
$176K -$15.6K -225 -8%
OCM
2437
Orion Capital Management
California
$176K -$55.5K -799 -24%
TC
2438
Trust Company
Kansas
$174K
GGI
2439
Godsey & Gibb Inc
Virginia
$174K -$15.6K -225 -8%
MEG
2440
Millstone Evans Group
Colorado
$173K
WIM
2441
Westside Investment Management
California
$169K +$23.5K +339 +16%
CWIG
2442
Chung Wu Investment Group
Texas
$167K +$167K +2,400 New
DCBT
2443
Dakota Community Bank & Trust
North Dakota
$166K +$54.6K +786 +49%
BCMLT
2444
Beacon Capital Management LLC (Tennessee)
Tennessee
$163K +$6.74K +97 +4%
OW
2445
Olistico Wealth
Oklahoma
$162K +$141K +2,025 +655%
MSWM
2446
Mowery & Schoenfeld Wealth Management
Illinois
$161K -$5K -72 -3%
CGF
2447
Constant Guidance Financial
Massachusetts
$160K -$88.5K -1,274 -36%
MIM
2448
MTM Investment Management
South Carolina
$158K +$158K +2,270 New
VC
2449
Vestor Capital
Illinois
$155K +$218K +3,137 +444%
NRG
2450
Nemes Rush Group
Michigan
$155K -$70.1K -1,009 -31%

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.