At Holdings Channel, we have reviewed the latest batch of the 25 most recent 13F filings for the 06/30/2025 reporting period, and noticed that NextEra Energy Inc (Symbol: NEE) was held by 14 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.
Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.
Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in NEE positions, for this latest batch of 13F filers:
| Fund | New Position? | Change In Share Count | Change In Market Value ($ in 1000's) |
|---|---|---|---|
| AEGON USA Investment Management LLC | Existing | UNCH | -$70 |
| Hudson Valley Investment Advisors Inc. ADV | Existing | +40,878 | +$2,819 |
| Pflug Koory LLC | Existing | UNCH | $UNCH |
| Quent Capital LLC | Existing | +336 | +$16 |
| NTV Asset Management LLC | Existing | UNCH | -$19 |
| Future Financial Wealth Managment LLC | Existing | UNCH | $UNCH |
| 111 Capital | NEW | +14,585 | +$1,012 |
| Hennessy Advisors Inc. | Existing | UNCH | -$15 |
| Tilia Fiduciary Partners Inc. | Existing | +2,113 | +$105 |
| Ameriflex Group Inc. | Existing | -1,880 | -$134 |
| QRG Capital Management Inc. | Existing | +11,332 | +$501 |
| ZWJ Investment Counsel Inc. | Existing | -1,113 | -$110 |
| Successful Portfolios LLC | Existing | +1 | -$16 |
| Cardinal Strategic Wealth Guidance | Existing | UNCH | -$5 |
| Aggregate Change: | +66,252 | +$4,084 | |
In terms of shares owned, we count 5 of the above funds having increased existing NEE positions from 03/31/2025 to 06/30/2025, with 2 having decreased their positions and 1 new position.
Looking beyond these particular funds in this one batch of most recent filers, we tallied up the NEE share count in the aggregate among all of the funds which held NEE at the 06/30/2025 reporting period (out of the 1,488 we looked at in total). We then compared that number to the sum total of NEE shares those same funds held back at the 03/31/2025 period, to see how the aggregate share count held by hedge funds has moved for NEE. We found that between these two periods, funds increased their holdings by 951,930 shares in the aggregate, from 37,588,618 up to 38,540,548 for a share count increase of approximately 2.53%. The overall top three funds holding NEE on 06/30/2025 were:
| » | Fund | Shares of NEE Held |
|---|---|---|
| 1. | Ninety One UK Ltd | 2,399,679 |
| 2. | Fifth Third Bancorp | 1,665,881 |
| 3. | Janney Montgomery Scott LLC | 1,538,315 |
| 4-10 | Find out the full Top 10 Hedge Funds Holding NEE | » |
We'll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like NextEra Energy Inc (Symbol: NEE).
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
