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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
JSAM
2451
J. Safra Asset Management
New York
$154K -$379K -5,456 -71%
TCM
2452
Traub Capital Management
Massachusetts
$153K +$153K +2,201 New
SIS
2453
Strategic Investment Solutions
Illinois
$153K -$51.2K -737 -25%
FFO
2454
Fortitude Family Office
Arizona
$151K -$195K -2,809 -56%
BWL
2455
Bogart Wealth LLC
Virginia
$149K +$39.5K +569 +36%
SC
2456
Soundwatch Capital
Connecticut
$148K +$10.1M +145,053 New
FWM
2457
FSA Wealth Management
Massachusetts
$143K -$28.6K -412 -17%
CAL
2458
Capital Advisors Ltd
Ohio
$142K -$75K -1,080 -35%
LP
2459
LMR Partners
United Kingdom
$140K +$140K +2,013 New
EWP
2460
Elevation Wealth Partners
California
$139K
NEWAS
2461
N.E.W. Advisory Services
Wisconsin
$137K -$51.7K -745 -27%
DMBA
2462
Deseret Mutual Benefit Administrators
Utah
$135K
SCM
2463
Silvant Capital Management
Georgia
$135K
EPIMS
2464
Evelyn Partners Investment Management Services
$135K +$72.6K +1,045 +117%
TLCM
2465
Twin Lakes Capital Management
California
$133K -$82.9K -1,194 -38%
RA
2466
Rise Advisors
New York
$132K -$5.56K -80 -4%
SL
2467
Salomon & Ludwin
Virginia
$132K -$168K -2,425 -57%
CM
2468
Castleark Management
Illinois
$131K +$22.9K +330 +21%
DWM
2469
Dogwood Wealth Management
Kansas
$129K +$6.18K +89 +5%
EPW
2470
Evergreen Private Wealth
Colorado
$128K -$28.3K -408 -18%
FMP
2471
Financial Management Professionals
Texas
$127K +$3.96K +57 +3%
CM
2472
Capula Management
Cayman Islands
$126K -$20.9M -300,726 -99%
FP
2473
Financial Perspectives
Minnesota
$123K
RIM
2474
Ryan Investment Management
Colorado
$123K +$123K +1,776 New
HB
2475
Horizon Bancorp
Indiana
$123K -$5.14K -74 -4%

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.