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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
GAAM
1451
Guinness Atkinson Asset Management
California
$975K -$119K -1,681 -11%
HIA
1452
Harbor Investment Advisory
Maryland
$974K +$35.4K +501 +4%
EB
1453
Exchange Bank
California
$973K +$3.95K +56 +0.4%
SBIA
1454
Sheaff Brock Investment Advisors
Indiana
$972K +$111K +1,575 +13%
LA
1455
LM Advisors
California
$972K +$2.82K +40 +0.3%
DSAM
1456
Dock Street Asset Management
Florida
$972K +$968K +13,711 New
LF
1457
Lantz Financial
Illinois
$970K +$8.89K +126 +0.9%
HWMO
1458
Heritage Wealth Management (Ohio)
Ohio
$970K -$372K -5,275 -28%
KAS
1459
KPP Advisory Services
Kentucky
$966K +$150K +2,123 +18%
RP
1460
Rice Partnership
Hawaii
$965K -$3.91M -55,463 -80%
CCWM
1461
Correct Capital Wealth Management
Missouri
$965K +$30.9K +438 +3%
CWA
1462
CJM Wealth Advisers
Virginia
$962K +$654K +9,269 +215%
ICP
1463
Impact Capital Partners
Colorado
$962K -$1.23M -17,483 -56%
TCB
1464
Texas Capital Bancshares
Texas
$960K -$8.75K -124 -0.9%
Financial Engines Advisors
1465
Financial Engines Advisors
California
$960K +$82.7K +1,171 +9%
TFS
1466
Thoroughbred Financial Services
Tennessee
$958K +$2.54K +36 +0.3%
TWA
1467
Talisman Wealth Advisors
New Jersey
$955K -$22.3K -316 -2%
WCM
1468
Weaver Capital Management
Georgia
$952K +$208K +2,949 +28%
SGI
1469
Summit Global Investments
Utah
$952K +$729K +10,324 +332%
WSC
1470
Wellington Shields & Co
New York
$951K +$14.1K +200 +2%
PA
1471
Procyon Advisors
Connecticut
$951K +$55.9K +792 +6%
AAS
1472
Annex Advisory Services
Wisconsin
$948K -$23.8K -337 -2%
MA
1473
MONECO Advisors
Connecticut
$946K +$44.3K +628 +5%
CPIA
1474
Cornell Pochily Investment Advisors
New York
$944K +$255K +3,608 +37%
NAM
1475
NTV Asset Management
West Virginia
$943K -$75.4K -1,068 -7%

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.