We are live on ! Find out more
NEE icon

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
CW
976
CreativeOne Wealth
Kansas
$2.46M +$342K +4,841 +16%
JAFL
977
Jay A. Fishman Ltd
Michigan
$2.46M -$198K -2,809 -7%
GI
978
GAMMA Investing
California
$2.46M +$420K +5,949 +21%
CIA
979
Compass Ion Advisors
Pennsylvania
$2.46M +$141 +2 +0%
JIC
980
Joel Isaacson & Co
New York
$2.45M +$225K +3,194 +10%
CWMK
981
Caliber Wealth Management (Kansas)
Kansas
$2.45M +$2.44M +34,548 New
MGIA
982
Moneta Group Investment Advisors
Missouri
$2.44M -$752K -10,647 -24%
HIC
983
Hartline Investment Corp
Illinois
$2.44M +$1.26M +17,911 +108%
PG
984
Prostatis Group
Maryland
$2.44M +$766K +10,857 +46%
TNA
985
True North Advisors
Texas
$2.44M -$541K -7,663 -18%
WANY
986
Wealthspire Advisors (New York)
New York
$2.44M -$422K -5,977 -15%
QPBE
987
Quintet Private Bank (Europe)
Luxembourg
$2.43M +$121K +1,714 +5%
MYLI
988
Meiji Yasuda Life Insurance
Japan
$2.43M -$676K -9,572 -22%
WG
989
Winton Group
United Kingdom
$2.43M +$2.42M +34,299 New
SFS
990
Stiles Financial Services
Minnesota
$2.43M -$98.3K -1,393 -4%
SCA
991
Sulzberger Capital Advisors
Florida
$2.42M -$511K -7,245 -17%
AFG
992
Atomi Financial Group
New York
$2.42M +$13.5K +191 +0.6%
CCWA
993
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.4M -$284K -4,025 -11%
P
994
Pitcairn
Pennsylvania
$2.4M -$34.4K -487 -1%
MCWS
995
McKinley Carter Wealth Services
West Virginia
$2.39M +$183K +2,589 +8%
SFP
996
Shepherd Financial Partners
Massachusetts
$2.39M +$96.3K +1,365 +4%
LFM
997
LGT Fund Management
Liechtenstein
$2.39M -$595K -8,425 -20%
1SB
998
1ST Source Bank
Indiana
$2.38M -$83.2K -1,179 -3%
GKWIM
999
Gerber Kawasaki Wealth & Investment Management
California
$2.38M -$192K -2,722 -8%
VFA
1000
Valeo Financial Advisors
Indiana
$2.37M +$369K +5,221 +18%

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.