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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
EW
1426
Evoke Wealth
California
$1M +$38.5K +546 +4%
BSSFA
1427
Baron Silver Stevens Financial Advisors
Florida
$1M +$9.88K +140 +1%
SMC
1428
Smith, Moore & Co
Missouri
$1,000K +$1.83K +26 +0.2%
CI
1429
Conning Inc
Connecticut
$999K +$11.3K +160 +1%
GC
1430
Grimes & Company
Massachusetts
$997K -$62.4K -884 -6%
MFA
1431
Mayflower Financial Advisors
Massachusetts
$996K +$14.3K +202 +1%
GHA
1432
Granite Harbor Advisors
Texas
$993K +$17.9K +253 +2%
CCG
1433
Ceeto Capital Group
Florida
$992K
APG
1434
Abacus Planning Group
South Carolina
$991K -$11.1K -157 -1%
A
1435
AustralianSuper
Australia
$990K +$986K +13,963 New
SAM
1436
Summit Asset Management
Tennessee
$990K +$424 +6 +0%
3IP
1437
3Chopt Investment Partners
Virginia
$989K +$985K +13,954 New
VIP
1438
Vista Investment Partners
Oklahoma
$988K
MLA
1439
My Legacy Advisors
Oregon
$987K -$2.96K -42 -0.3%
SAI
1440
Savvy Advisors Inc
New York
$987K +$135K +1,909 +16%
GAG
1441
GM Advisory Group
New York
$985K -$49.8K -705 -5%
WB
1442
Webster Bank
Connecticut
$985K -$42.4K -600 -4%
LFG
1443
Larson Financial Group
Missouri
$985K +$99.9K +1,416 +11%
PCP
1444
Proficio Capital Partners
Massachusetts
$984K +$48.6K +688 +5%
HAIM
1445
Hunter Associates Investment Management
Pennsylvania
$984K -$21K -297 -2%
OCM
1446
One Capital Management
California
$982K +$134K +1,902 +16%
GC
1447
Guidance Capital
Kentucky
$982K +$47.6K +674 +5%
SSCM
1448
Sovereign's Capital Management
Georgia
$981K +$126K +1,786 +15%
AB
1449
Atlas Brown
Kentucky
$981K +$12.5K +177 +1%
KWM
1450
KFG Wealth Management
Indiana
$977K +$170K +2,414 +21%

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.