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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
AAIM
826
American Assets Investment Management
California
$3.54M
CSUI
827
Cincinnati Specialty Underwriters Insurance
Ohio
$3.54M
IA
828
IFC Advisors
California
$3.53M +$557K +7,892 +19%
M
829
Mirova
France
$3.53M +$17.9K +254 +0.5%
BB
830
Berkshire Bank
Massachusetts
$3.52M +$270K +3,832 +8%
CA
831
CSM Advisors
Pennsylvania
$3.5M -$133K -1,880 -4%
RA
832
Rational Advisors
New York
$3.49M +$2.88M +40,751 +478%
RA
833
RFG Advisory
Alabama
$3.49M -$2.09M -29,546 -38%
MCB
834
Morton Community Bank
Illinois
$3.49M +$19.8K +280 +0.6%
MAM
835
Mirabaud Asset Management
United Kingdom
$3.48M -$2.46M -34,807 -41%
TCM
836
Traynor Capital Management
Pennsylvania
$3.47M -$738K -10,450 -18%
SCM
837
Schnieders Capital Management
California
$3.47M -$256K -3,625 -7%
AC
838
Asio Capital
Kentucky
$3.46M +$87.6K +1,241 +3%
SVWAG
839
Sound View Wealth Advisors Group
Georgia
$3.45M +$107K +1,520 +3%
GIM
840
Goelzer Investment Management
Indiana
$3.44M +$162K +2,302 +5%
BCM
841
Bourgeon Capital Management
Connecticut
$3.43M -$3.49M -49,417 -50%
BP
842
BNP Paribas
France
$3.43M +$1.66M +23,476 +94%
LNB
843
Ledyard National Bank
$3.41M -$15.4K -218 -0.5%
FA
844
Faithward Advisors
Pennsylvania
$3.41M -$18.6K -264 -0.5%
CFC
845
Cincinnati Financial Corp
Ohio
$3.4M
HFM
846
Hartford Financial Management
Connecticut
$3.4M
RPC
847
Rossmore Private Capital
Connecticut
$3.37M +$87.4K +1,238 +3%
TWP
848
Tyche Wealth Partners
Texas
$3.36M -$20.3K -288 -0.6%
BHC
849
Bowen Hanes & Co
Florida
$3.36M -$71 -1 -0%
FWP
850
FAS Wealth Partners
Kansas
$3.36M +$298K +4,221 +10%

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.