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
BFM
1051
Boothbay Fund Management
New York
$2.05M +$1.37M +19,368 +204%
GPA
1052
Garrison Point Advisors
California
$2.04M -$36.7K -520 -2%
AF
1053
AGP Franklin
Tennessee
$2.04M -$667K -9,452 -24%
TFP
1054
Tilia Fiduciary Partners
North Carolina
$2.04M +$2.03M +28,768 New
AIA
1055
AssuredPartners Investment Advisors
Florida
$2.01M -$172K -2,436 -8%
MIA
1056
MainStreet Investment Advisors
Illinois
$2.01M -$21.5K -305 -1%
CWM
1057
Chesapeake Wealth Management
Virginia
$2.01M -$51K -723 -2%
HCA
1058
Harbour Capital Advisors
Virginia
$2.01M +$43.8K +620 +2%
SCI
1059
S&CO Inc
Massachusetts
$2M
SHFA
1060
SS&H Financial Advisors
Michigan
$1.99M
WSCM
1061
Wellington Shields Capital Management
New York
$1.98M -$14.3M -202,334 -88%
SC
1062
Searle & Co
Connecticut
$1.98M +$747K +10,580 +61%
CFAM
1063
Center For Asset Management
Florida
$1.98M -$20.1K -285 -1%
MIM
1064
Montgomery Investment Management
Maryland
$1.97M -$346K -4,900 -15%
WCBA
1065
Weaver C. Barksdale & Associates
Tennessee
$1.97M -$47.3K -670 -2%
WR
1066
WD Rutherford
Oregon
$1.97M +$314K +4,452 +18%
NERM
1067
New England Research & Management
Illinois
$1.97M +$365K +5,175 +23%
BB
1068
Burford Brothers
Texas
$1.96M +$1.95M +27,596 New
JG
1069
Jain Global
New York
$1.96M +$1.95M +27,582 New
NP
1070
NorthRock Partners
Minnesota
$1.95M +$41.9K +594 +2%
HA
1071
Herold Advisors
New York
$1.95M +$314K +4,455 +19%
PWMAG
1072
Pinnacle Wealth Management Advisory Group
New Jersey
$1.94M -$78.5K -1,112 -4%
CCA
1073
Cobblestone Capital Advisors
New York
$1.94M +$196K +2,770 +11%
IB
1074
Intrust Bank
Kansas
$1.94M -$56.9K -806 -3%
ES
1075
Eagle Strategies
New York
$1.93M +$58.7K +832 +3%

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.