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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
G
2826
GenTrust
Florida
-$324K -4,516 Closed
FHB
2827
First Hawaiian Bank
Hawaii
-$323K -4,512 Closed
CW
2828
Code Waechter
Florida
-$311K -4,334 Closed
1C
2829
111 Capital
France
-$305K -4,257 Closed
CW
2830
Channel Wealth
California
-$304K -4,244 Closed
CCP
2831
Cassia Capital Partners
North Carolina
-$300K -4,182 Closed
ALAM
2832
Asahi Life Asset Management
Japan
-$300K -4,180 Closed
JSA
2833
Jacobson & Schmitt Advisors
Wisconsin
-$298K -4,152 Closed
Optiver Holding
2834
Optiver Holding
Netherlands
-$279K -3,889 Closed
RW
2835
Rockport Wealth
Ohio
-$275K -3,842 Closed
FA
2836
FDx Advisors
Illinois
-$268K -3,741 Closed
OCM
2837
Objective Capital Management
Ohio
-$266K -3,707 Closed
HBT
2838
Heartland Bank & Trust
Illinois
-$261K -3,638 Closed
WWA
2839
Wingate Wealth Advisors
Massachusetts
-$256K -3,565 Closed
BCM
2840
Bayesian Capital Management
New York
-$244K -3,397 Closed
AA
2841
Auxano Advisors
Washington
-$242K -3,372 Closed
PCS
2842
Private Client Services
Kentucky
-$242K -3,369 Closed
HT
2843
Headlands Technologies
Illinois
-$238K -3,313 Closed
PM
2844
Parametrica Management
Hong Kong
-$237K -3,300 Closed
MSR
2845
Main Street Research
Connecticut
-$236K -3,293 Closed
AZ
2846
Alpha Zero
Florida
-$232K -3,239 Closed
LRPA
2847
L. Roy Papp & Associates
Arizona
-$231K -3,221 Closed
SFG
2848
Sunburst Financial Group
Alabama
-$230K -3,206 Closed
BFA
2849
Buttonwood Financial Advisors
Maryland
-$228K -3,177 Closed
TW
2850
Transform Wealth
Colorado
-$226K -3,152 Closed

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.