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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
EP
1151
EPIQ Partners
Minnesota
$1.66M
PPWM
1152
Paragon Private Wealth Management
Kentucky
$1.66M -$177K -2,514 -10%
WKWM
1153
Walter & Keenan Wealth Management
Indiana
$1.66M +$31.6K +447 +2%
CRC
1154
Curi RMB Capital
Illinois
$1.66M -$325K -4,601 -16%
CFP
1155
Cascade Financial Partners
California
$1.65M -$102K -1,451 -6%
BWM
1156
BKM Wealth Management
Wisconsin
$1.65M -$41.9K -594 -2%
FMB
1157
Field & Main Bank
Kentucky
$1.65M -$126K -1,780 -7%
MSS
1158
Mitchell Sinkler & Starr
Pennsylvania
$1.65M +$50.8K +720 +3%
EWM
1159
Evermay Wealth Management
Virginia
$1.64M -$55.1K -780 -3%
VRM
1160
Vectors Research Management
New York
$1.64M +$47.1K +667 +3%
CCG
1161
Cloverfields Capital Group
Minnesota
$1.64M +$721K +10,210 +79%
CCA
1162
Checchi Capital Advisers
California
$1.64M +$66.8K +946 +4%
EFSCE
1163
Enterprise Financial Services Corp (EFSC)
Missouri
$1.64M -$127K -1,805 -7%
SC
1164
Syon Capital
California
$1.62M +$181K +2,560 +13%
GSEP
1165
Golden State Equity Partners
California
$1.62M -$71.5K -1,013 -4%
MAM
1166
Mystic Asset Management
Rhode Island
$1.62M -$14K -198 -0.9%
SWM
1167
Segment Wealth Management
Texas
$1.61M +$296K +4,199 +23%
SIM
1168
SWP Investment Management
Ohio
$1.61M +$1.6M +22,712 New
ZIC
1169
ZWJ Investment Counsel
Georgia
$1.61M +$10.2K +144 +0.6%
SIA
1170
Schechter Investment Advisors
Michigan
$1.6M -$220K -3,121 -12%
Fisher Asset Management
1171
Fisher Asset Management
Washington
$1.6M -$184K -2,600 -10%
PPWP
1172
Premier Path Wealth Partners
New Jersey
$1.59M +$11.7K +166 +0.7%
BCA
1173
Bay Colony Advisors
Massachusetts
$1.59M -$187K -2,644 -10%
DTL
1174
Dynamic Technology Lab
Singapore
$1.58M +$225K +3,192 +17%
QI
1175
Qtron Investments
Massachusetts
$1.58M

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.