We are live on ! Find out more
NEE icon

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
WTFG
2551
Wood Tarver Financial Group
Idaho
$63.4K
EPIMS
2552
Evelyn Partners Investment Management Services
$63.4K +$1.62K +23 +3%
SO
2553
Sierra Ocean
California
$62.3K +$16.7K +237 +37%
SIM
2554
Synergy Investment Management
Florida
$62K +$1.91K +27 +3%
WAG
2555
Wiser Advisor Group
Arizona
$61.8K
MFG
2556
Mendota Financial Group
Wisconsin
$59.5K -$49.8K -705 -46%
PW
2557
Pandora Wealth
Illinois
$59.5K +$59.3K +840 New
CWM
2558
Centricity Wealth Management
Ohio
$58.6K
GIA
2559
GHP Investment Advisors
Colorado
$57.8K -$21.7K -308 -27%
CAM
2560
Creekmur Asset Management
Illinois
$57.7K -$3.67K -52 -6%
SCB
2561
Saudi Central Bank
Saudi Arabia
$57.4K +$57.1K +809 New
SR
2562
Syntax Research
Florida
$57K
CPG
2563
Cornerstone Planning Group
New Jersey
$53.5K -$9.53K -135 -15%
NC
2564
NewSquare Capital
Pennsylvania
$53K +$46.6K +660 +750%
PCTC
2565
Perkins Coie Trust Company
Washington
$52.5K
FCG
2566
Financial Connections Group
California
$51K -$7.06K -100 -12%
PWMG
2567
Private Wealth Management Group
New Jersey
$50.5K +$2.54K +36 +5%
VC
2568
Vestor Capital
Illinois
$50K -$2.82K -40 -5%
BFP
2569
Briaud Financial Planning
Texas
$50K
RCM
2570
Raleigh Capital Management
North Carolina
$49.8K -$324K -4,596 -87%
BDPWM
2571
Barnes Dennig Private Wealth Management
Ohio
$49.6K +$49.4K +700 New
ATC
2572
Advantage Trust Company
Kansas
$48.6K -$3.53K -50 -7%
WPA
2573
Wealth Preservation Advisors
Tennessee
$47.3K +$47.1K +667 New
BIA
2574
Bell Investment Advisors
California
$47.2K +$847 +12 +2%
SVWA
2575
Sarver Vrooman Wealth Advisors
Missouri
$46.9K +$46.7K +661 New

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.