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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
MWA
2601
Medallion Wealth Advisors
Connecticut
$34.1K +$5.15K +73 +18%
GWMI
2602
Guardian Wealth Management (Illinois)
Illinois
$33.5K +$282 +4 +0.9%
NMG
2603
New Millennium Group
Utah
$33K +$988 +14 +3%
WCM
2604
WealthTrak Capital Management
Virginia
$33K
MWM
2605
Mascoma Wealth Management
New Hampshire
$32.3K -$13.3K -188 -29%
NWM
2606
Nova Wealth Management
Florida
$32K +$31.9K +452 New
W
2607
WealthCollab
Washington
$30.8K -$776 -11 -2%
BA
2608
Bellwether Advisors
Nebraska
$29.4K
TIM
2609
Tortoise Investment Management
New York
$28.6K -$109K -1,540 -79%
MSWA
2610
Marshall & Sterling Wealth Advisors
New York
$28.3K +$16.4K +232 +138%
UIA
2611
Ulland Investment Advisors
Minnesota
$28K
DF
2612
Dunhill Financial
United Kingdom
$26.6K -$196K -2,770 -88%
PG
2613
Proffitt & Goodson
Tennessee
$26.4K
PWA
2614
Physician Wealth Advisors
Utah
$26.4K -$4.09K -58 -13%
AWM
2615
Abound Wealth Management
Tennessee
$26.1K -$20.5K -290 -44%
1NWS
2616
1 North Wealth Services
Maryland
$25.8K +$25.7K +364 New
BFS
2617
Burkett Financial Services
South Carolina
$25.7K +$212 +3 +0.8%
TFA
2618
Toth Financial Advisory
Virginia
$25.6K +$9.95K +141 +64%
KWM
2619
Kiker Wealth Management
Georgia
$25.4K +$25.3K +358 New
BFPW
2620
BOK Financial Private Wealth
Colorado
$25.1K +$12K +170 +92%
NCM
2621
Northwest Capital Management
Oregon
$25K
PPA
2622
Painted Porch Advisors
California
$24.8K -$2.89K -41 -10%
AP
2623
Aspect Partners
Virginia
$24.4K
IFS
2624
Intelligent Financial Strategies
Minnesota
$23.3K
LWANC
2625
Laurel Wealth Advisors (North Carolina)
North Carolina
$22.3K

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.