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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
RS
2876
R Squared
Hong Kong
-$68.1K -950 Closed
PA
2877
Pineridge Advisors
Missouri
-$61.4K -857 Closed
MB
2878
Mizuho Bank
Japan
-$60.9K -850 Closed
LIA
2879
Luken Investment Analytics
Tennessee
-$35.8K -500 Closed
VWM
2880
Valley Wealth Managers
New Jersey
-$33K -460 Closed
TAM
2881
Tucker Asset Management
Colorado
-$29.3K -409 Closed
SMAM
2882
Sugar Maple Asset Management
Wisconsin
-$27.7K -386 Closed
FLP
2883
Financial Life Planners
Arizona
-$22.1K -308 Closed
FIA
2884
FNY Investment Advisers
New York
-$21K -300 Closed
MRP
2885
Measured Risk Portfolios
California
-$18.5K -258 Closed
CAS
2886
Coppell Advisory Solutions
Texas
-$18.4K -256 Closed
FIA
2887
FPC Investment Advisory
California
-$12.4K -173 Closed
DCM
2888
Davidson Capital Management
Texas
-$8.68K -121 Closed
SC
2889
Stance Capital
Massachusetts
-$8.1K -113 Closed
HI
2890
Human Investing
Oregon
-$7.74K -108 Closed
PCWA
2891
Pacific Capital Wealth Advisors
California
-$7.74K -108 Closed
DRP
2892
Decker Retirement Planning
Utah
-$7.17K -100 Closed
NWWA
2893
New Wave Wealth Advisors
Arkansas
-$6.29K -88 Closed
CMBA
2894
C.M. Bidwell & Associates
Hawaii
-$5.66K -79 Closed
CJH
2895
Christopher J. Hasenberg
Wisconsin
-$4.45K -62 Closed
CPL
2896
Capital & Planning LLC
Georgia
-$4.3K -60 Closed
DWA
2897
Delos Wealth Advisors
Texas
-$4.3K -60 Closed
CF
2898
Conquis Financial
California
-$4.23K -59 Closed
FA
2899
Fedenia Advisers
Wisconsin
-$2.87K -40 Closed
MFG
2900
Menard Financial Group
Texas
-$2.15K -30 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.