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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
PL
1351
Plancorp LLC
Missouri
$1.15M +$15.4K +218 +1%
AFG
1352
Allegheny Financial Group
Pennsylvania
$1.14M -$26.2K -371 -2%
BLC
1353
Brown, Lisle/Cummings
Rhode Island
$1.14M +$2.19K +31 +0.2%
CCWM
1354
Cassaday & Co Wealth Management
Virginia
$1.13M +$75.4K +1,068 +7%
CAM
1355
Carret Asset Management
New York
$1.13M +$71 +1 +0%
WPA
1356
West Paces Advisors
Georgia
$1.13M +$10K +142 +0.9%
FWM
1357
Fingerlakes Wealth Management
New York
$1.13M +$2.61K +37 +0.2%
CL
1358
CSS LLC
Illinois
$1.13M +$1.12M +15,908 New
GL
1359
Graypoint LLC
New York
$1.12M -$191K -2,708 -15%
PFT
1360
Providence First Trust
Arizona
$1.12M -$16.9K -240 -1%
LBC
1361
Lowe Brockenbrough & Co
Virginia
$1.12M -$42.7K -605 -4%
RC
1362
Rithm Capital
New York
$1.12M +$127K +1,800 +13%
DI
1363
DAGCO Inc
Ohio
$1.12M -$33.6K -476 -3%
SIMG
1364
Sonora Investment Management Group
Arizona
$1.12M -$3.67K -52 -0.3%
WE
1365
Wealth Effects
Massachusetts
$1.12M +$186K +2,634 +20%
IA
1366
IFG Advisory
Georgia
$1.12M +$18.1K +256 +2%
CAG
1367
Csenge Advisory Group
Florida
$1.12M -$405K -5,732 -25%
SWP
1368
Summit Wealth Partners
Florida
$1.11M -$61.5K -871 -5%
CAM
1369
Cozad Asset Management
Illinois
$1.11M +$13.4K +190 +1%
CAM
1370
Centre Asset Management
New York
$1.11M +$51K +723 +5%
AA
1371
Advisory Alpha
Michigan
$1.11M +$18.1K +257 +2%
RSA
1372
River Street Advisors
Illinois
$1.1M +$95.1K +1,347 +9%
PP
1373
PDS Planning
Ohio
$1.1M +$113K +1,599 +11%
AAF
1374
Andra AP-fonden
Sweden
$1.1M +$244K +3,453 +29%
AIM
1375
Aspen Investment Management
Michigan
$1.1M +$25.3K +358 +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.