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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
HIP
1026
Harrell Investment Partners
Texas
$2.22M -$225K -3,185 -9%
FB
1027
Fulton Bank
Pennsylvania
$2.21M +$155K +2,198 +8%
FI
1028
Finivi Inc
Massachusetts
$2.19M -$23.2K -328 -1%
WP
1029
WealthShield Partners
North Carolina
$2.17M +$180K +2,544 +9%
IMRF
1030
Illinois Municipal Retirement Fund
Illinois
$2.16M
CFS
1031
CRA Financial Services
New Jersey
$2.14M +$56.4K +799 +3%
Handelsbanken Fonder
1032
Handelsbanken Fonder
Sweden
$2.14M -$23.6M -334,160 -92%
WJWM
1033
Williams Jones Wealth Management
New York
$2.13M -$7.06K -100 -0.3%
PG
1034
Patten Group
Tennessee
$2.13M -$32.5K -460 -2%
WA
1035
WealthTrust Axiom
Pennsylvania
$2.12M -$10.6K -150 -0.5%
CS
1036
Cannell & Spears
New York
$2.12M -$54.8K -777 -3%
AAS
1037
Ameritas Advisory Services
Nebraska
$2.12M -$898K -12,723 -30%
FPAS
1038
Focus Partners Advisor Solutions
Missouri
$2.12M -$428K -6,058 -17%
MJRIC
1039
Mogy Joel R Investment Counsel
California
$2.11M -$70.7K -1,002 -3%
PFBT
1040
Parkside Financial Bank & Trust
Missouri
$2.1M +$18K +255 +0.9%
WC
1041
Waterloo Capital
Texas
$2.1M +$496K +7,023 +31%
CIAS
1042
CFS Investment Advisory Services
New Jersey
$2.09M -$32.8K -464 -2%
WAM
1043
Weiss Asset Management
Massachusetts
$2.09M -$10.6M -149,674 -84%
A
1044
AlphaQuest
New York
$2.08M +$1.04M +14,788 +101%
BJL
1045
Brighton Jones LLC
Washington
$2.08M +$72.8K +1,032 +4%
FHA
1046
Flagship Harbor Advisors
Massachusetts
$2.07M +$65.1K +923 +3%
SG
1047
StoneX Group
New York
$2.07M -$166K -2,346 -7%
PAM
1048
Palisade Asset Management
Minnesota
$2.07M +$179K +2,535 +10%
BTD
1049
BankPlus Trust Department
Mississippi
$2.06M +$191K +2,711 +10%
BOH
1050
Bank of Hawaii
Hawaii
$2.05M +$257K +3,646 +14%

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.