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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
BCM
951
Brookstone Capital Management
Illinois
$2.53M -$3.65M -51,691 -59%
CWS
952
Confluence Wealth Services
Pennsylvania
$2.53M +$1.14M +16,148 +75%
BMCM
953
Bryn Mawr Capital Management
Pennsylvania
$2.53M -$206K -2,920 -8%
AIIMS
954
Analyst IMS Investment Management Services
Israel
$2.52M -$239K -3,393 -9%
GPI
955
General Partner Inc
Pennsylvania
$2.52M
CWI
956
Conscious Wealth Investments
Florida
$2.52M -$852K -12,070 -25%
TSWM
957
Triangle Securities Wealth Management
North Carolina
$2.52M +$130K +1,844 +5%
WFG
958
Wills Financial Group
Virginia
$2.52M +$99K +1,403 +4%
AC
959
AXQ Capital
New Jersey
$2.51M -$324K -4,594 -11%
GSB
960
Greenfield Savings Bank
Massachusetts
$2.51M +$19.8K +281 +0.8%
WMA
961
West Michigan Advisors
Michigan
$2.5M +$111K +1,576 +5%
MP
962
McDonald Partners
Ohio
$2.5M +$32.4K +459 +1%
AIM
963
Aigen Investment Management
New York
$2.5M +$1.09M +15,421 +78%
MFS
964
Mattson Financial Services
Michigan
$2.5M +$409K +5,795 +20%
Capstone Investment Advisors
965
Capstone Investment Advisors
New York
$2.49M +$28K +396 +1%
PWA
966
Primoris Wealth Advisors
Florida
$2.49M -$116K -1,648 -4%
CL
967
CIM LLC
New York
$2.48M +$112K +1,589 +5%
CFFP
968
Center for Financial Planning
Michigan
$2.48M +$61.4K +870 +3%
SFS
969
Strategic Financial Services
New York
$2.48M -$53.3K -755 -2%
WA
970
Wealth Alliance
New York
$2.48M +$19.8K +280 +0.8%
PWP
971
Principle Wealth Partners
Connecticut
$2.48M -$106K -1,505 -4%
BBHC
972
Brown Brothers Harriman & Co
New York
$2.47M -$231K -3,272 -9%
AWP
973
Ascent Wealth Partners
New York
$2.47M +$576K +8,155 +30%
CG
974
Caprock Group
Idaho
$2.47M +$59.3K +840 +2%
JIR
975
James Investment Research
Ohio
$2.46M -$871K -12,342 -26%

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.