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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
NSB
1126
Norway Savings Bank
Maine
$1.71M +$75.6K +1,071 +5%
CWM
1127
Connecticut Wealth Management
Connecticut
$1.71M -$26.8K -379 -2%
GI
1128
GS Investments
Minnesota
$1.71M
SFG
1129
SevenBridge Financial Group
Pennsylvania
$1.7M +$1.15M +16,238 +198%
ACIM
1130
Azimuth Capital Investment Management
Michigan
$1.7M +$67.1K +950 +4%
MCM
1131
Mill Capital Management
North Carolina
$1.7M
RAM
1132
Roanoke Asset Management
New Jersey
$1.7M +$7.06K +100 +0.4%
CAAS
1133
Capital Asset Advisory Services
Michigan
$1.7M -$342K -4,851 -17%
MFP
1134
Meridian Financial Partners
Virginia
$1.69M +$21.1K +299 +1%
PWP
1135
Private Wealth Partners
California
$1.69M -$222K -3,144 -12%
OC
1136
Oakworth Capital
Alabama
$1.69M +$81.9K +1,161 +5%
CT
1137
Clearstead Trust
Maine
$1.69M +$2.19K +31 +0.1%
GDP
1138
Great Diamond Partners
Maine
$1.69M -$69.1K -979 -4%
MTIC
1139
Missouri Trust & Investment Company
Missouri
$1.68M +$147K +2,080 +10%
GAM
1140
Gotham Asset Management
New York
$1.68M +$659K +9,331 +65%
PAM
1141
Paradigm Asset Management
New York
$1.68M
SI
1142
Sava Infond
Slovenia
$1.67M
Dodge & Cox
1143
Dodge & Cox
California
$1.67M
TPI
1144
Trust Point Inc
Wisconsin
$1.67M -$86.6K -1,227 -5%
JSL
1145
JT Stratford LLC
Georgia
$1.67M +$574K +8,137 +53%
BAM
1146
Berkshire Asset Management
Pennsylvania
$1.67M -$42.1K -596 -2%
RFM
1147
Royal Fund Management
Florida
$1.67M +$252K +3,566 +18%
LIG
1148
Lokken Investment Group
Delaware
$1.66M +$31.1K +441 +2%
TCM
1149
Teza Capital Management
Illinois
$1.66M +$1.65M +23,411 New
GSWA
1150
Good Steward Wealth Advisors
Tennessee
$1.66M +$1.65M +23,407 New

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.