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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
RCAG
1301
Rehmann Capital Advisory Group
Michigan
$1.25M +$43.8K +620 +4%
CGL
1302
Clarius Group LLC
Washington
$1.25M +$101K +1,426 +9%
CNC
1303
Citizens & Northern Corp
Pennsylvania
$1.25M -$41K -581 -3%
WAAG
1304
Wealth Alliance Advisory Group
Kansas
$1.25M +$248K +3,516 +25%
CFG
1305
Cooper Financial Group
California
$1.25M +$98.7K +1,399 +9%
AF
1306
Advisornet Financial
Minnesota
$1.24M -$5.51K -78 -0.4%
IA
1307
Icon Advisers
Colorado
$1.24M
IA
1308
Inspire Advisors
Idaho
$1.24M +$249K +3,532 +25%
PGCM
1309
Prescott Group Capital Management
Oklahoma
$1.24M
SWA
1310
Stratos Wealth Advisors
Ohio
$1.23M -$143K -2,024 -10%
MBT
1311
Montecito Bank & Trust
California
$1.23M -$14.6K -207 -1%
PWM
1312
Pines Wealth Management
North Carolina
$1.23M +$97.2K +1,377 +8%
Balyasny Asset Management
1313
Balyasny Asset Management
Illinois
$1.22M +$1.22M +17,224 New
FFC
1314
First Financial Corp
Indiana
$1.22M +$116K +1,642 +11%
V
1315
VeraBank
Texas
$1.22M -$26.4K -374 -2%
BWAM
1316
Boyd Watterson Asset Management
Ohio
$1.21M
FCA
1317
Fortis Capital Advisors
Kansas
$1.21M -$97.6K -1,383 -8%
SFM
1318
Signet Financial Management
New Jersey
$1.2M +$112K +1,581 +10%
RIL
1319
Rothschild Investment LLC
Illinois
$1.2M -$47.3K -670 -4%
SS
1320
SBI Securities
Japan
$1.2M -$66.6K -944 -5%
FBT
1321
First Bankers Trust
Kentucky
$1.2M -$28.2K -400 -2%
C
1322
Croban
Ohio
$1.2M +$6.28K +89 +0.5%
RFA
1323
Resurgent Financial Advisors
Georgia
$1.2M +$84.8K +1,202 +8%
CPA
1324
Court Place Advisors
Maryland
$1.19M +$3.88K +55 +0.3%
SWA
1325
Sax Wealth Advisors
New Jersey
$1.19M +$851K +12,054 +255%

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.