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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
GWSA
2576
Global Wealth Strategies & Associates
Colorado
$46.7K +$31.3K +443 +205%
RI
2577
Ridgewood Investments
New Jersey
$46.6K -$88.7K -1,256 -66%
CFS
2578
CGC Financial Services
Oregon
$45.9K -$3.53K -50 -7%
GK
2579
Graney & King
New York
$45.5K +$282 +4 +0.6%
PC
2580
Promus Capital
Illinois
$44.2K
RMP
2581
Richards, Merrill & Peterson
Washington
$44.1K +$5.86K +83 +15%
AW
2582
Avion Wealth
Texas
$44K
MCA
2583
Midwest Capital Advisors
Michigan
$43.8K
WA
2584
WPG Advisers
Maryland
$43.8K +$3.18K +45 +8%
TWD
2585
True Wealth Design
Ohio
$43.4K +$2.54K +36 +6%
VWA
2586
Valued Wealth Advisors
Utah
$42.7K
UOTTAIMCU
2587
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$42.5K -$377K -5,340 -90%
WOC
2588
West Oak Capital
California
$42K -$8.47K -120 -0.2%
VWWMG
2589
Vermillion & White Wealth Management Group
Pennsylvania
$41K +$17.1K +242 +72%
CI
2590
Clal Insurance
Israel
$41K +$34.5K +489 +543%
RF
2591
Robinswood Financial
Washington
$40.8K +$353 +5 +0.9%
HFS
2592
Hughes Financial Services
Virginia
$40.1K +$39.9K +565 New
SC
2593
Stephens Consulting
Michigan
$39.1K +$494 +7 +1%
MSG
2594
Main Street Group
Virginia
$38.3K -$7.69K -109 -17%
SCA
2595
Stuart Chaussee & Associates
California
$38.3K
OA
2596
Operose Advisors
Wisconsin
$37.4K
SFA
2597
Semmax Financial Advisors
North Carolina
$35.8K +$27.7K +392 +335%
CWM
2598
Copia Wealth Management
Oregon
$35.7K
CPBTD
2599
Central Pacific Bank - Trust Division
Hawaii
$35.4K -$424K -6,000 -92%
IAS
2600
IMA Advisory Services
Colorado
$35.4K +$35.3K +500 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.