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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
CIR
2701
Clear Investment Research
Georgia
$3.78K +$71 +1 +2%
PS
2702
PayPay Securities
Japan
$3.33K -$1.06K -15 -24%
RWM
2703
Ruedi Wealth Management
Illinois
$3.33K
CWM
2704
Cranbrook Wealth Management
Michigan
$3.33K +$3.32K +47 New
EWA
2705
EQ Wealth Advisors
Texas
$3.26K +$3.25K +46 New
JFG
2706
JDM Financial Group
Texas
$3.19K
IRAG
2707
Investment Research & Advisory Group
Georgia
$2.62K +$2.61K +37 New
BHWM
2708
Bay Harbor Wealth Management
Maryland
$2.48K -$61.8K -875 -96%
OCM
2709
Osterweis Capital Management
California
$2.48K -$5.58K -79 -69%
LC
2710
Luminist Capital
Michigan
$2.42K
RFA
2711
Reyes Financial Architecture
California
$2.13K
BWM
2712
Bernard Wealth Management
Michigan
$2.06K +$1.27K +18 +164%
NWM
2713
Navigoe Wealth Management
California
$2K
RBC
2714
Roble Belko & Company
Pennsylvania
$2K +$1.76K +25 New
NRWA
2715
North Ridge Wealth Advisors
Oregon
$1.42K
HC
2716
Hara Capital
Washington
$1.28K +$1.27K +18 New
ACM
2717
Anfield Capital Management
California
$1.21K
CIAM
2718
Caitong International Asset Management
Hong Kong
$1.13K -$121K -1,714 -99%
JAM
2719
JCIC Asset Management
Ontario, Canada
$992 +$988 +14 New
CCM
2720
Campbell Capital Management
Florida
$851
NECFA
2721
New England Capital Financial Advisors
Connecticut
$757
MHIP
2722
Mountain Hill Investment Partners
New Jersey
$732
OBWP
2723
O'Brien Wealth Partners
Massachusetts
$709 +$706 +10 New
BFS
2724
Bare Financial Services
Pennsylvania
$638 +$635 +9 New
CWM
2725
Cedar Wealth Management
California
$425

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.