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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
BIM
2676
Breakwater Investment Management
Washington
$9.07K
IMC
2677
Investment Management Corporation
Virginia
$8.9K -$9.74K -138 -52%
MDCM
2678
Morgan Dempsey Capital Management
Wisconsin
$8.22K
POIA
2679
Pin Oak Investment Advisors
Texas
$8K
WAM
2680
WFA Asset Management
Wisconsin
$7.99K
CWP
2681
Clark Wealth Partners
Illinois
$7.3K -$6.42K -91 -47%
GIS
2682
Grayhawk Investment Strategies
Alberta, Canada
$7.23K
SHIM
2683
Stone House Investment Management
Pennsylvania
$7.16K +$7.13K +101 New
LFASL
2684
Lugano Financial Advisors SA (LFA)
Switzerland
$7.09K
BCM
2685
Berbice Capital Management
New York
$7.09K +$7.06K +100 New
KHC
2686
Koesten Hirschmann & Crabtree
Kansas
$7.09K +$7.06K +100 New
HIA
2687
HFM Investment Advisors
New Jersey
$6.88K +$6.85K +97 New
HIW
2688
Holos Integrated Wealth
Pennsylvania
$6.38K
BTC
2689
Bank & Trust Company
Illinois
$6.24K
AF
2690
Aviso Financial
Ontario, Canada
$6.03K -$976K -13,833 -99%
TCM
2691
Tradewinds Capital Management
Washington
$5.67K
NWMP
2692
Noble Wealth Management PBC
Colorado
$5.67K -$706 -10 -11%
SHF
2693
Safe Harbor Fiduciary
Florida
$5.67K
PK
2694
Pflug Koory
Nebraska
$5.39K
KFP
2695
Keener Financial Planning
Texas
$5K +$5.65K +80 New
FNWA
2696
Financial Network Wealth Advisors
Utah
$4.96K +$1.41K +20 +40%
RPA
2697
Redwood Park Advisors
California
$4.75K +$635 +9 +16%
LAM
2698
Lummis Asset Management
Texas
$4.32K
WW
2699
Winnow Wealth
Texas
$4.25K +$1.41K +20 +50%
ETS
2700
ESL Trust Services
New York
$3.83K

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.