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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
SOS
1201
Silver Oak Securities
Tennessee
$1.53M -$26.8K -380 -2%
ZCI
1202
Zevenbergen Capital Investments
Washington
$1.52M +$283K +4,005 +23%
CA
1203
Cullinan Associates
Kentucky
$1.52M -$510K -7,221 -25%
IHL
1204
Investment House LLC
California
$1.51M
Baillie Gifford & Co
1205
Baillie Gifford & Co
United Kingdom
$1.51M
IIA
1206
ICW Investment Advisors
Arizona
$1.51M +$23.8K +337 +2%
MCM
1207
McDonough Capital Management
Florida
$1.51M -$2.54K -36 -0.2%
RC
1208
Resolution Capital
Australia
$1.51M -$671K -9,512 -31%
WAP
1209
Wealthcare Advisory Partners
Pennsylvania
$1.51M -$43K -609 -3%
PBK
1210
Peoples Bank (Kansas)
Kansas
$1.5M +$28.2K +400 +2%
TS
1211
Triglav Skladi
Slovenia
$1.5M
HI
1212
Harbour Investments
Wisconsin
$1.5M -$5.36K -76 -0.4%
BV
1213
Boxwood Ventures
Illinois
$1.5M
SSW
1214
Stone Summit Wealth
Florida
$1.5M +$62.1K +880 +4%
BFW
1215
Brady Family Wealth
Missouri
$1.49M -$4.45K -63 -0.3%
CWM
1216
Cornerstone Wealth Management
Missouri
$1.49M +$126K +1,783 +9%
CC
1217
Courier Capital
New York
$1.48M +$4.59K +65 +0.3%
UAS
1218
United Asset Strategies
New York
$1.48M -$123K -1,738 -8%
Koshinski Asset Management
1219
Koshinski Asset Management
Illinois
$1.48M -$140K -1,983 -9%
NCM
1220
NCM Capital Management
New Jersey
$1.47M -$17.1K -242 -1%
DTC
1221
Davidson Trust Company
Washington
$1.47M -$98.4K -1,394 -6%
GFP
1222
Gryphon Financial Partners
Ohio
$1.47M +$127K +1,806 +10%
BCM
1223
BluePath Capital Management
Georgia
$1.47M -$374K -5,294 -20%
IFG
1224
Independent Financial Group
California
$1.47M +$249K +3,529 +21%
NA
1225
Navellier & Associates
Nevada
$1.47M +$715K +10,125 +84%

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.