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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
SFI
1476
SPC Financial Inc
Maryland
$942K +$17K +241 +2%
SMA
1477
Sage Mountain Advisors
Georgia
$942K -$13.1K -185 -1%
RMAM
1478
Raab & Moskowitz Asset Management
New Jersey
$938K +$5.22K +74 +0.6%
BC
1479
Bowman & Company
Wisconsin
$935K +$72.8K +1,032 +8%
KWM
1480
Keebeck Wealth Management
Illinois
$932K +$22K +312 +2%
YAVAPFMC
1481
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$931K
COCM
1482
Charter Oak Capital Management
New Hampshire
$930K +$3.18K +45 +0.3%
ABLA
1483
Alan B. Lancz & Associates
Ohio
$928K
ACG
1484
Allen Capital Group
Nebraska
$928K -$12.4K -176 -1%
CA
1485
Continuum Advisory
Idaho
$927K -$39K -553 -4%
VFA
1486
Voya Financial Advisors
Connecticut
$927K -$166K -2,355 -15%
RGF
1487
Retirement Guys Formula
Ohio
$926K +$922K +13,067 New
EWA
1488
Exencial Wealth Advisors
Oklahoma
$926K +$69.1K +979 +8%
AC
1489
Addison Capital
Pennsylvania
$925K -$75.9K -1,075 -8%
HCM
1490
Howard Capital Management
Georgia
$924K -$132K -1,866 -13%
PCA
1491
Prosperity Capital Advisors
Ohio
$920K +$92.1K +1,305 +11%
GIM
1492
Guild Investment Management
California
$919K +$915K +12,960 New
KP
1493
Keel Point
Alabama
$918K +$104K +1,472 +13%
HVIA
1494
Hudson Valley Investment Advisors
New York
$916K +$534K +7,570 +141%
FW
1495
FullCircle Wealth
Texas
$916K +$5.01K +71 +0.5%
CWM
1496
Centric Wealth Management
Illinois
$912K +$41.9K +593 +5%
RB
1497
Renasant Bank
Mississippi
$912K -$62.5K -886 -6%
BONST
1498
Bank of Nova Scotia Trust
Ontario, Canada
$909K -$988 -14 -0.1%
AC
1499
Avestar Capital
New York
$904K +$74.6K +1,057 +9%
FFA
1500
Fairfield Financial Advisors
Massachusetts
$902K +$43.1K +611 +5%

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.