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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
CWM
1251
Castle Wealth Management
Florida
$1.41M +$41.6K +590 +3%
BFA
1252
Brown Financial Advisors
Ohio
$1.4M +$159K +2,258 +13%
EWM
1253
Empirical Wealth Management
Washington
$1.4M +$24.6K +349 +2%
CPIG
1254
Chicago Partners Investment Group
Illinois
$1.4M -$64.4K -913 -4%
BMC
1255
Beaton Management Company
Massachusetts
$1.4M
MA
1256
MCF Advisors
Kentucky
$1.4M -$107K -1,514 -7%
AIM
1257
Arcadia Investment Management
Michigan
$1.39M -$22.5K -319 -2%
AWMT
1258
AAFMAA Wealth Management & Trust
North Carolina
$1.38M +$1.38M +19,535 New
MFWP
1259
Mosaic Family Wealth Partners
Missouri
$1.38M +$19.7K +279 +1%
EGA
1260
E&G Advisors
Texas
$1.38M -$7.06K -100 -0.5%
EHWM
1261
Eads & Heald Wealth Management
Georgia
$1.38M +$3.39K +48 +0.2%
CIC
1262
Crawford Investment Counsel
Georgia
$1.38M -$5.81M -82,373 -81%
SLT
1263
St Louis Trust
Missouri
$1.37M +$205K +2,898 +18%
PAI
1264
Pittenger & Anderson Inc
Nebraska
$1.37M -$5.87M -83,093 -81%
CCFM
1265
Clear Creek Financial Management
Washington
$1.36M +$215K +3,041 +19%
LA
1266
Legacy Advisors
Pennsylvania
$1.36M +$242K +3,432 +22%
Luther King Capital Management (LKCM)
1267
Luther King Capital Management (LKCM)
Texas
$1.35M -$24.7K -350 -2%
SS
1268
Sunbelt Securities
Texas
$1.35M -$58.8K -833 -4%
ECM
1269
Evergreen Capital Management
Washington
$1.35M -$297K -4,203 -18%
LIM
1270
Leavell Investment Management
Alabama
$1.35M +$126K +1,790 +10%
TRIA
1271
Trail Ridge Investment Advisors
Colorado
$1.35M -$12.3K -174 -0.9%
GAA
1272
Global Assets Advisory
Florida
$1.35M +$904K +12,813 +179%
MUAMU
1273
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.35M -$353K -5,000 -21%
QWM
1274
Quadcap Wealth Management
Texas
$1.35M +$49.8K +706 +4%
BCM
1275
Becker Capital Management
Oregon
$1.34M -$2.82K -40 -0.2%

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.