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NextEra Energy
NEE

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: 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: 2,769 → 2,733 (-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

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
DAS
1001
Dynamic Advisor Solutions
Arizona
$2.37M +$89.1K +1,263 +4%
PA
1002
PFW Advisors
Georgia
$2.36M +$21.5K +305 +0.9%
O
1003
Ossiam
France
$2.36M -$531K -7,523 -18%
BFA
1004
Beaumont Financial Advisors
Massachusetts
$2.35M +$440K +6,230 +23%
NWM
1005
Nicola Wealth Management
British Columbia, Canada
$2.34M -$918K -13,000 -28%
CAMG
1006
CWA Asset Management Group
Florida
$2.34M +$830K +11,753 +55%
SWP
1007
Sagespring Wealth Partners
Tennessee
$2.34M +$187K +2,656 +9%
CAM
1008
Cidel Asset Management
Ontario, Canada
$2.33M -$197K -2,795 -8%
DWA
1009
Douglass Winthrop Advisors
New York
$2.32M -$59.6K -844 -3%
IAN
1010
Integrated Advisors Network
Texas
$2.32M -$2.99M -42,427 -57%
WIC
1011
Wilkins Investment Counsel
Massachusetts
$2.31M -$27.7K -393 -1%
VCA
1012
Verdence Capital Advisors
Maryland
$2.3M +$4.45K +63 +0.2%
FNBTCON
1013
First National Bank & Trust Co of Newtown
Pennsylvania
$2.29M – – –
MNBTD
1014
Moody National Bank Trust Division
Texas
$2.29M +$24.2K +343 +1%
LMIM
1015
Lockheed Martin Investment Management
Maryland
$2.28M -$52.2K -740 -2%
AIC
1016
Archer Investment Corporation
Indiana
$2.27M -$343K -4,865 -13%
SAM
1017
Shell Asset Management
Netherlands
$2.27M -$53.6K -760 -2%
BTW
1018
Boston Trust Walden
Massachusetts
$2.27M +$35.3K +500 +2%
RWM
1019
Ritholtz Wealth Management
New York
$2.25M +$57.7K +818 +3%
WWM
1020
Western Wealth Management
Colorado
$2.25M -$114K -1,609 -5%
SCP
1021
Shorepoint Capital Partners
Massachusetts
$2.25M +$2.24M +31,693 New
OIA
1022
OneDigital Investment Advisors
Kansas
$2.24M +$62.3K +882 +3%
FF
1023
Farrow Financial
Vermont
$2.23M +$7.2K +102 +0.3%
FFS
1024
Flavin Financial Services
Florida
$2.22M +$116K +1,643 +6%
RCIM
1025
Red Cedar Investment Management
Michigan
$2.22M – – –
39 40
41
42 43

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.