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
BPC
1176
Bearing Point Capital
Minnesota
$1.58M +$25.4K +360 +2%
BFS
1177
Bard Financial Services
Connecticut
$1.58M
BA
1178
Bard Associates
Illinois
$1.58M +$1.69K +24 +0.1%
AT
1179
AMF Tjänstepension
Sweden
$1.58M +$1.57M +22,238 New
BWG
1180
Boomfish Wealth Group
Georgia
$1.58M +$91.6K +1,298 +6%
HR
1181
Hardy Reed
Mississippi
$1.57M -$11.2K -158 -0.7%
MA
1182
Mutual Advisors
Nebraska
$1.57M +$353 +5 +0%
LCM
1183
LVM Capital Management
Michigan
$1.57M
FFA
1184
Founders Financial Alliance
North Carolina
$1.57M -$8.33K -118 -0.5%
SFA
1185
Souders Financial Advisors
Ohio
$1.57M +$21K +298 +1%
CBT
1186
Crews Bank & Trust
Florida
$1.57M -$3.53K -50 -0.2%
GWM
1187
Gitterman Wealth Management
New Jersey
$1.56M +$4.02K +57 +0.3%
AA
1188
ABC Arbitrage
France
$1.56M +$1.55M +21,952 New
ECM
1189
EagleClaw Capital Management
Massachusetts
$1.55M +$740K +10,478 +92%
VCM
1190
Voleon Capital Management
California
$1.55M -$1.38M -19,609 -47%
SAM
1191
Sompo Asset Management
Japan
$1.55M -$801K -11,350 -34%
SWA
1192
SOA Wealth Advisors
New York
$1.54M -$635 -9 -0%
BIA
1193
Bigelow Investment Advisors
Maine
$1.54M +$52.6K +745 +4%
BHBT
1194
Burke & Herbert Bank & Trust
Virginia
$1.54M
NWMG
1195
Nicholson Wealth Management Group
South Carolina
$1.54M +$30.4K +431 +2%
DDC
1196
DF Dent & Co
Maryland
$1.54M -$81.2K -1,150 -5%
TT
1197
TI-Trust
Illinois
$1.54M
BG
1198
Bollard Group
Massachusetts
$1.53M +$5.79K +82 +0.4%
HL
1199
HeadInvest LLC
Maine
$1.53M -$10.6K -150 -0.7%
AA
1200
Altman Advisors
Illinois
$1.53M +$68.6K +972 +4%

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.