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
ME
2651
McIlrath & Eck
Washington
$14.4K +$71 +1 +0.5%
APW
2652
Atlantic Private Wealth
North Carolina
$14.2K
PCC
2653
Park Circle Company
Maryland
$14.2K
TCPG
2654
Trivant Custom Portfolio Group
California
$14.2K
UA
2655
USCF Advisers
California
$14.2K
AWM
2656
Activest Wealth Management
Florida
$14K +$13.3K +189 +2,363%
1IA
2657
1620 Investment Advisors
Massachusetts
$13.7K -$1.27K -18 -9%
RFG
2658
REAP Financial Group
Texas
$13.5K +$4.73K +67 +54%
SIC
2659
SJS Investment Consulting
Ohio
$13.3K +$353 +5 +3%
CAWM
2660
Capital A Wealth Management
Pennsylvania
$13.3K -$353 -5 -3%
LWMI
2661
Legacy Wealth Management (Idaho)
Idaho
$11.9K -$635 -9 -5%
MIM
2662
Marshall Investment Management
Colorado
$11.4K +$11.4K +161 New
Q1WB
2663
Quest 10 Wealth Builders
Virginia
$11.4K -$12.7K -180 -53%
HWM
2664
HighMark Wealth Management
Minnesota
$11.3K +$1.27K +18 +13%
RTL
2665
Red Tortoise LLC
Georgia
$11.2K
PCM
2666
Penserra Capital Management
California
$11K -$368K -5,208 -97%
CTWM
2667
Cherry Tree Wealth Management
Minnesota
$10.8K +$9.67K +137 +856%
CCMI
2668
Creative Capital Management Investments
California
$10.2K -$494 -7 -5%
MIA
2669
MeadowBrook Investment Advisors
Michigan
$10.2K
PPWM
2670
PFG Private Wealth Management
Florida
$10.1K +$10.1K +143 New
DFA
2671
DHJJ Financial Advisors
Illinois
$9.64K
FFL
2672
Financial Freedom LLC
Ohio
$9.64K +$71 +1 +0.7%
RWM
2673
Rialto Wealth Management
New York
$9.57K +$1.62K +23 +21%
GIM
2674
Gold Investment Management
Alberta, Canada
$9.43K +$8.47K +120 +923%
HHGA
2675
Halbert Hargrove Global Advisors
California
$9.14K +$9.11K +129 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.