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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
BMO
1401
Beck Mack & Oliver
New York
$1.05M
CSP
1402
Cary Street Partners
Virginia
$1.05M +$9.88K +140 +1%
RMA
1403
Roffman Miller Associates
Pennsylvania
$1.05M -$79.1K -1,120 -7%
TAP
1404
Tounjian Advisory Partners
Florida
$1.05M +$1.04M +14,788 New
PA
1405
PFG Advisors
Arizona
$1.05M +$170K +2,409 +20%
MCC
1406
Money Concepts Capital
Florida
$1.05M +$55.7K +789 +6%
EMB
1407
Elefante Mark B
$1.04M +$18.7K +265 +2%
GFG
1408
Greystone Financial Group
Michigan
$1.04M +$13.1K +185 +1%
ITIM
1409
Indiana Trust & Investment Management
Indiana
$1.04M +$9.53K +135 +0.9%
PP
1410
Patron Partners
Texas
$1.04M +$66.2K +938 +7%
SWM
1411
SeaCrest Wealth Management
New York
$1.04M -$9.74K -138 -0.9%
RCM
1412
Radnor Capital Management
Pennsylvania
$1.03M +$36.4K +515 +4%
BA
1413
Bridgewater Advisors
New York
$1.03M +$30.4K +430 +3%
TP
1414
Tranquility Partners
Tennessee
$1.03M +$14.8K +210 +1%
SFP
1415
Sandbox Financial Partners
Maryland
$1.03M -$28.1K -398 -3%
IIM
1416
InTrack Investment Management
Vermont
$1.03M -$84.9K -1,203 -8%
PWM
1417
Power Wealth Management
Georgia
$1.02M -$87.9K -1,245 -8%
BI
1418
Bradyco Inc
Massachusetts
$1.02M
UCB
1419
United Community Bank
South Carolina
$1.02M +$58K +821 +6%
AWS
1420
Arkfeld Wealth Strategies
Nebraska
$1.02M +$1.27K +18 +0.1%
FH
1421
FWG Holdings
Florida
$1.02M +$145K +2,059 +16%
LT
1422
Legacy Trust
Michigan
$1.01M -$13.5K -191 -1%
WPW
1423
Waldron Private Wealth
Pennsylvania
$1.01M -$691K -9,783 -41%
PWC
1424
PYA Waltman Capital
Tennessee
$1.01M +$16.9K +240 +2%
OFG
1425
Oxford Financial Group
Indiana
$1.01M +$8.12K +115 +0.8%

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.