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NextEra Energy

2,733 hedge funds and large institutions have $119B invested in NextEra Energy in 2025 Q1 according to their latest regulatory filings, with 181 funds opening new positions, 1,198 increasing their positions, 1,041 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $2.01B | Put options by funds: $1.39B

15% more repeat investments, than reductions

Existing positions increased: 1,198 | Existing positions reduced: 1,041

8% more funds holding in top 10

Funds holding in top 10: 4852 (+4)

5% more first-time investments, than exits

New positions opened: 181 | Existing positions closed: 172

0.41% more ownership

Funds ownership: 81.56%81.97% (+0.41%)

2% less capital invested

Capital invested by funds: $122B → $119B (-$2.41B)

1% less funds holding

Funds holding: 2,7692,733 (-36)

Holders
2,733
Holders Change
-36
Holders Change %
-1.3%
% of All Funds
36.65%
Holding in Top 10
52
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.33%
% of All Funds
0.7%
New
181
Increased
1,198
Reduced
1,041
Closed
172
Calls
$2.01B
Puts
$1.39B
Net Calls
+$616M
Net Calls Change
+$193M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
2476
FSA Wealth Management
Massachusetts
$175K +$29.1K +412 +20%
RAM
2477
Riggs Asset Management
Pennsylvania
$173K -$918 -13 -0.5%
OIA
2478
Optimum Investment Advisors
Illinois
$172K +$1.91K +27 +1%
MSWM
2479
Mowery & Schoenfeld Wealth Management
Illinois
$169K +$5.08K +72 +3%
ACM
2480
Aster Capital Management
United Arab Emirates
$161K +$162K +2,291 New
BCMLT
2481
Beacon Capital Management LLC (Tennessee)
Tennessee
$160K +$6.35K +90 +4%
EPW
2482
Evergreen Private Wealth
Colorado
$160K +$71 +1 +0%
TFIPS
2483
Towarzystwo Funduszy Inwestycyjnych PZU SA
$157K
WIM
2484
Westside Investment Management
California
$147K
AFS
2485
Anderson Financial Strategies
Ohio
$143K +$142K +2,015 New
EWP
2486
Elevation Wealth Partners
California
$142K
RA
2487
Rise Advisors
New York
$141K +$89.8K +1,272 +179%
DMBA
2488
Deseret Mutual Benefit Administrators
Utah
$138K
SCM
2489
Silvant Capital Management
Georgia
$138K
GJIA
2490
Glass Jacobson Investment Advisors
Maryland
$136K
TCM
2491
TD Capital Management
Tennessee
$135K +$6.56K +93 +5%
IIL
2492
Insight Inv LLC
California
$132K +$925K +13,110 New
BAM
2493
Byrne Asset Management
New Jersey
$130K -$28.2K -400 -18%
HB
2494
Horizon Bancorp
Indiana
$130K -$13.5K -191 -9%
FMP
2495
Financial Management Professionals
Texas
$126K +$3.95K +56 +3%
FP
2496
Financial Perspectives
Minnesota
$126K
TCM
2497
TruNorth Capital Management
Michigan
$125K
GP
2498
Greenline Partners
New York
$122K +$6.49K +92 +6%
WA
2499
Whipplewood Advisors
Colorado
$122K -$23.3K -330 -19%
DWM
2500
Dogwood Wealth Management
Kansas
$120K +$4.02K +57 +3%

NEE Hedge Fund Activity: Q1 2025 in Review

2,733 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q1 2025, worth a combined $119B — down 2% from $122B a quarter earlier.

Buyers outnumbered sellers: 181 funds opened new NEE positions and 172 closed out — a net gain of 9 holders — while 1,198 added to existing stakes and 1,041 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $615M. The largest seller was D.E. Shaw & Co, cutting an estimated $420M.

  • 2,733 institutional investors held NextEra Energy (NEE) as of Q1 2025, down from 2,769 in Q4 2024.
  • Funds reported $119B of NextEra Energy stock for Q1 2025, down 2% quarter-over-quarter.
  • 181 funds opened new NextEra Energy positions in Q1 2025 and 172 closed out, a net change of +9 holders.
  • The largest NextEra Energy buyer in Q1 2025 was JP Morgan Chase, an estimated $615M added.
  • The largest NextEra Energy seller in Q1 2025 was D.E. Shaw & Co, an estimated $420M sold.

Based on aggregated 13F filings for Q1 2025.