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NextEra Energy
NEE

2,734 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, 1,042 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: 1,042

8% more funds holding in top 10

Funds holding in top 10: 48 → 52 (+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: 2,770 → 2,734 (-36)

Holders
2,734
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
1,042
Closed
172
Calls
$2.01B
Puts
$1.39B
Net Calls
+$616M
Net Calls Change
+$193M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$615M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$608M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$465M
4
GQG Partners
GQG Partners
Florida
+$448M
5
BlackRock
BlackRock
New York
+$228M

Top Sellers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$420M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$352M
3
DZ Bank
DZ Bank
Germany
-$299M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$222M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$218M
Name Holding Trade Value Shares
Change 		Change in
Stake
Amundi
26
Amundi
France
$878M +$188M +2,657,438 +28%
Raymond James Financial
27
Raymond James Financial
Florida
$836M +$41.6M +589,072 +5%
Ameriprise
28
Ameriprise
Minnesota
$718M -$14.4M -204,647 -2%
Nordea Investment Management
29
Nordea Investment Management
Sweden
$665M +$32.9M +466,314 +5%
Bessemer Group
30
Bessemer Group
New Jersey
$650M +$104M +1,469,074 +19%
Schroder Investment Management Group
31
Schroder Investment Management Group
United Kingdom
$641M +$72.7M +1,029,900 +13%
Massachusetts Financial Services
32
Massachusetts Financial Services
Massachusetts
$591M -$653K -9,257 -0.1%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$578M +$17.5M +247,637 +3%
Pictet Asset Management
34
Pictet Asset Management
Switzerland
$560M -$134M -1,893,853 -19%
Invesco
35
Invesco
Georgia
$547M +$27.4M +388,878 +5%
CIBC Private Wealth Group
36
CIBC Private Wealth Group
Georgia
$510M +$94M +1,331,362 +20%
DZ Bank
37
DZ Bank
Germany
$482M -$299M -4,233,017 -38%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$458M -$1.55M -21,900 -0.3%
Jennison Associates
39
Jennison Associates
New York
$432M +$5.65M +80,101 +1%
Barclays
40
Barclays
United Kingdom
$429M -$27M -382,219 -6%
AllianceBernstein
41
AllianceBernstein
Tennessee
$428M -$222M -3,148,843 -34%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$420M +$12.1M +171,789 +3%
Swiss National Bank
43
Swiss National Bank
Switzerland
$411M -$438K -6,200 -0.1%
BG
44
Bahl & Gaynor
Ohio
$408M -$6.04M -85,631 -1%
Cohen & Steers
45
Cohen & Steers
New York
$403M +$30M +425,606 +8%
Principal Financial Group
46
Principal Financial Group
Iowa
$395M -$5.62M -79,624 -1%
MGP
47
M&G plc
United Kingdom
$390M +$68.7M +972,846 +22%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$388M -$50.9M -720,720 -12%
Boston Partners
49
Boston Partners
Massachusetts
$375M +$133M +1,886,999 +55%
1832 Asset Management
50
1832 Asset Management
Ontario, Canada
$373M +$12.9M +182,642 +4%
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NEE Hedge Fund Activity: Q1 2025 in Review

2,734 of the 7,459 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 1,042 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $615M. The largest seller was D.E. Shaw & Co, cutting an estimated $420M.

  • 2,734 institutional investors held NextEra Energy (NEE) as of Q1 2025, down from 2,770 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.