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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
AT
876
American Trust
Kentucky
$3.11M -$69.3K -982 -2%
LWA
877
Lineweaver Wealth Advisors
Ohio
$3.11M +$3.46K +49 +0.1%
CG
878
Castellan Group
Kentucky
$3.09M +$3.08M +43,596 New
GLF
879
Groupe la Francaise
France
$3.09M -$3.15M -44,573 -50%
AGA
880
Accuvest Global Advisors
Utah
$3.08M +$3.07M +43,459 New
JSSH
881
J. Safra Sarasin Holding
$3.08M -$228K -3,230 -7%
NAM
882
NorthCrest Asset Manangement
Minnesota
$3.07M +$116K +1,642 +4%
FHA
883
First Horizon Advisors
Tennessee
$3.07M -$10K -142 -0.3%
QCG
884
Quadrant Capital Group
Ohio
$3.06M +$1.59M +22,542 +110%
VA
885
VestGen Advisors
Illinois
$3.06M +$3.04M +43,104 New
BFG
886
Bleakley Financial Group
New Jersey
$3.05M -$98.3K -1,393 -3%
JWCA
887
J.W. Coons Advisors
Ohio
$3.05M +$52.9K +750 +2%
CAL
888
Capital Analysts LLC
Pennsylvania
$3.05M +$61.5K +871 +2%
IWA
889
Icon Wealth Advisors
Texas
$3.04M +$38.2K +541 +1%
UBP
890
Union Bancaire Privee
Switzerland
$3.03M +$184K +2,600 +6%
MKA
891
M. Kulyk & Associates
Georgia
$3.01M +$22K +312 +0.7%
TCA
892
Transcend Capital Advisors
New Jersey
$3.01M +$196K +2,774 +7%
GTAM
893
Global Trust Asset Management
Florida
$3.01M -$636K -9,004 -18%
BFC
894
Blue Fin Capital
Rhode Island
$3M -$11.2K -159 -0.4%
HIM
895
Harbour Investment Management
Washington
$3M -$72.7K -1,030 -2%
DWP
896
Daymark Wealth Partners
Ohio
$2.99M +$60.5K +857 +2%
NF
897
Nvest Financial
New Hampshire
$2.98M +$719K +10,180 +32%
BTI
898
Blue Trust Inc
Georgia
$2.97M +$319K +4,518 +12%
MWM
899
Modera Wealth Management
New Jersey
$2.92M -$201K -2,850 -6%
LNWTC
900
Laird Norton Wetherby Trust Company
Washington
$2.92M

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.