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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
CH
2526
Cromwell Holdings
Wyoming
$90.5K -$279K -3,958 -76%
PA
2527
PSI Advisors
Florida
$90.5K -$16.5K -234 -15%
SC
2528
Solstein Capital
California
$90.5K
VFM
2529
Vision Financial Markets
Connecticut
$89.6K
NC
2530
North Capital
Utah
$89.1K +$88.7K +1,257 New
SC
2531
Steph & Co
Wisconsin
$86.8K +$2.89K +41 +3%
NSG
2532
Nalls Sherbakoff Group
Tennessee
$86.8K +$86.5K +1,225 New
WCM
2533
Westend Capital Management
California
$85.7K +$70.1K +993 +460%
BCFD
2534
Boit C.F. David
$85.1K
PWA
2535
Principia Wealth Advisory
Texas
$85K +$494 +7 +0.6%
GWM
2536
Graybill Wealth Management
Illinois
$83.3K +$82.9K +1,175 New
GC
2537
Gould Capital
Washington
$79.3K +$2.96K +42 +4%
RF
2538
Roxbury Financial
New Jersey
$78.9K +$565 +8 +0.7%
MWA
2539
Moser Wealth Advisors
Washington
$78.5K +$60.6K +858 +343%
EPIME
2540
Evelyn Partners Investment Management (Europe)
$77.2K -$10.4K -147 -12%
TCA
2541
Trifecta Capital Advisors
Illinois
$76.9K
C
2542
Covestor
United Kingdom
$76K +$21.1K +299 +38%
PSFG
2543
Park Square Financial Group
Georgia
$73.7K -$103K -1,454 -58%
HFS
2544
Hopwood Financial Services
Virginia
$73K
MBFW
2545
Morton Brown Family Wealth
Pennsylvania
$72K
FPB
2546
First PREMIER Bank
South Dakota
$71K
AWM
2547
AllSquare Wealth Management
New York
$70.9K -$40.1K -568 -36%
BC
2548
Barrett & Company
Rhode Island
$69.2K
CB
2549
CNB Bank
Pennsylvania
$68.8K
T
2550
Tidemark
California
$64.3K +$15.6K +221 +32%

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.