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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
WAOTB
1076
Wealth Advisors of Tampa Bay
Florida
$1.92M +$169K +2,400 +10%
YIH
1077
Y-Intercept (HK)
Hong Kong
$1.92M -$1.17M -16,569 -38%
JGUA
1078
John G. Ullman & Associates
New York
$1.91M +$21.2K +300 +1%
SAM
1079
Smartleaf Asset Management
Massachusetts
$1.91M +$43.1K +611 +2%
DA
1080
Dover Advisors
Virginia
$1.91M +$67.1K +950 +4%
CFMC
1081
Curbstone Financial Management Corp
New Hampshire
$1.91M +$125K +1,764 +7%
ZBNA
1082
Zions Bancorporation, National Association
Utah
$1.9M +$1.89M +26,811 New
MIG
1083
Meketa Investment Group
Massachusetts
$1.9M +$1.01M +14,263 +114%
HCM
1084
Hall Capital Management
Rhode Island
$1.9M -$19.1K -271 -1%
VWM
1085
Venturi Wealth Management
Texas
$1.89M +$39.9K +565 +2%
PFSC
1086
Peoples Financial Services Corp
Pennsylvania
$1.89M -$9.18K -130 -0.5%
AC
1087
AlphaCore Capital
California
$1.88M +$691K +9,791 +58%
ATC
1088
Adirondack Trust Company
New York
$1.88M -$41.4K -587 -2%
RA
1089
Ransom Advisory
Rhode Island
$1.88M +$31.1K +440 +2%
CWM
1090
Cabot Wealth Management
Massachusetts
$1.88M +$29.8K +422 +2%
FBFS
1091
First Business Financial Services
Wisconsin
$1.88M +$129K +1,827 +7%
ACS
1092
Archford Capital Strategies
Illinois
$1.87M -$1.02M -14,521 -35%
Edgewood Management
1093
Edgewood Management
Connecticut
$1.87M
TNB
1094
Thomasville National Bank
Georgia
$1.87M +$2.47K +35 +0.1%
LAIC
1095
Lederer & Associates Investment Counsel
California
$1.86M +$34.5K +489 +2%
LCM
1096
Liberty Capital Management
Michigan
$1.86M +$27.2K +386 +1%
FMWA
1097
Forvis Mazars Wealth Advisors
Missouri
$1.85M -$594K -8,421 -24%
NHT
1098
New Hampshire Trust
New Hampshire
$1.85M -$175K -2,475 -9%
MCA
1099
Magnolia Capital Advisors
Mississippi
$1.85M +$138K +1,961 +8%
BIM
1100
Bridges Investment Management
Nebraska
$1.85M -$178K -2,524 -9%

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.