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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
CWG
1101
Cornerstone Wealth Group
North Carolina
$1.84M -$121K -1,716 -6%
BCM
1102
Beck Capital Management
Texas
$1.84M +$1.83M +25,908 New
NSIM
1103
North Star Investment Management
Illinois
$1.82M +$15.6K +221 +0.9%
EBT
1104
Enterprise Bank & Trust
Massachusetts
$1.81M +$148K +2,091 +9%
CIA
1105
Cladis Investment Advisory
Montana
$1.81M +$20K +283 +1%
BHPW
1106
Beverly Hills Private Wealth
California
$1.81M -$45K -638 -2%
HW
1107
Hancock Whitney
Mississippi
$1.79M +$154K +2,179 +9%
KA
1108
Kovack Advisors
Florida
$1.78M +$47.6K +675 +3%
IA
1109
Integrity Alliance
Iowa
$1.78M +$522K +7,401 +42%
SAG
1110
SageView Advisory Group
California
$1.78M +$53.1K +753 +3%
Simplex Trading
1111
Simplex Trading
Illinois
$1.76M -$5.09M -72,116 -74%
CD
1112
Chapin Davis
Maryland
$1.76M +$702K +9,945 +67%
FA
1113
Fiducient Advisors
Illinois
$1.76M +$1.75M +24,797 New
PWA
1114
Phoenix Wealth Advisors
North Carolina
$1.76M +$38K +539 +2%
PCOTEOTHU
1115
Provident Company of the Employees of the Hebrew University
Israel
$1.75M +$1.75M +24,742 New
AT
1116
Avalon Trust
New Mexico
$1.75M -$133K -1,891 -7%
M1FG
1117
Mach-1 Financial Group
Arkansas
$1.74M +$1.73M +24,547 New
FAIM
1118
Financial Advocates Investment Management
Washington
$1.74M -$1.74M -24,678 -50%
EM
1119
ELCO Management
New York
$1.73M +$424 +6 +0%
PMA
1120
Prudent Man Advisors
Illinois
$1.73M +$72.8K +1,031 +4%
FCA
1121
FLC Capital Advisors
California
$1.73M +$515K +7,290 +43%
SIS
1122
Sound Income Strategies
Florida
$1.72M +$16.7K +236 +1%
CWM
1123
Core Wealth Management
Florida
$1.72M -$6.99K -99 -0.4%
AWM
1124
Avior Wealth Management
Nebraska
$1.72M -$224K -3,170 -12%
RSWM
1125
Robertson Stephens Wealth Management
California
$1.71M -$132K -1,877 -7%

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.