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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
MIFH
2501
Migdal Insurance & Financial Holdings
Israel
$118K +$37.1K +525 +46%
KLWA
2502
Kelly Lawrence W & Associates
California
$118K
DWS
2503
Dynamic Wealth Strategies
California
$117K +$116K +1,647 New
JGIA
2504
Jackson Grant Investment Advisers
Connecticut
$115K
BCM
2505
Blume Capital Management
California
$115K +$5.22K +74 +5%
SWC
2506
Spectrum Wealth Counsel
Indiana
$113K
DCM
2507
Davis Capital Management
Florida
$113K
DCBT
2508
Dakota Community Bank & Trust
North Dakota
$113K +$20.6K +292 +22%
APW
2509
Acima Private Wealth
Virginia
$113K
BWL
2510
Bogart Wealth LLC
Virginia
$112K -$3.55M -50,299 -97%
AA
2511
Addison Advisors
Vermont
$111K -$7.48K -106 -6%
CM
2512
Castleark Management
Illinois
$111K
WBC
2513
West Branch Capital
Massachusetts
$106K +$8.75K +124 +9%
BHWM
2514
Beaird Harris Wealth Management
Texas
$104K
FDCP
2515
Foster Dykema Cabot & Partners
Massachusetts
$104K -$13.8K -195 -12%
CWM
2516
Compass Wealth Management
Connecticut
$104K
DWM
2517
Darwin Wealth Management
Florida
$103K
MCI
2518
MRP Capital Investments
Georgia
$102K +$79.5K +1,126 +356%
TIM
2519
Thompson Investment Management
Wisconsin
$100K
FDW
2520
Fourth Dimension Wealth
Ohio
$98.6K -$2.12K -30 -2%
HI
2521
Hoey Investments
Pennsylvania
$95.3K -$47.7K -676 -33%
FIM
2522
FWL Investment Management
Texas
$93.6K -$3.95K -56 -4%
JFA
2523
JNBA Financial Advisors
Minnesota
$93.1K
TFGT
2524
TS Financial Group (TSFG)
Illinois
$92K +$15.6K +221 +21%
T
2525
Transce3nd
Texas
$90.6K -$53.6K -759 -37%

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.