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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
RDFA
1501
Ritter Daniher Financial Advisory
Ohio
$901K
PIMJS
1502
PKO Investment Management Joint-Stock
Poland
$897K +$894K +12,660 New
GWM
1503
Greenwich Wealth Management
Connecticut
$897K -$109K -1,543 -11%
KTC
1504
Kentucky Trust Company
Kentucky
$896K +$4.94K +70 +0.6%
BCG
1505
Breakwater Capital Group
New Jersey
$894K +$213K +3,013 +31%
CI
1506
CX Institutional
Indiana
$894K +$176K +2,499 +25%
MG
1507
Mather Group
Illinois
$894K +$287K +4,069 +48%
BW
1508
Basepoint Wealth
Iowa
$892K +$6.49K +92 +0.7%
QPW
1509
Quantum Private Wealth
Florida
$889K -$1.06K -15 -0.1%
PCM
1510
Pennsylvania Capital Management
Pennsylvania
$887K -$10.2K -144 -1%
Acadian Asset Management
1511
Acadian Asset Management
Massachusetts
$887K +$246K +3,479 +38%
FCM
1512
Fire Capital Management
California
$881K -$3.18K -45 -0.4%
BEAM
1513
Baker Ellis Asset Management
Washington
$880K +$52.9K +750 +6%
WI
1514
WrapManager Inc
California
$877K +$873K +12,370 New
CC
1515
Callan Capital
California
$875K +$52.4K +743 +6%
CCM
1516
Copeland Capital Management
Pennsylvania
$874K -$11.2M -158,603 -93%
SCI
1517
Stableford Capital II
Arizona
$874K +$136K +1,929 +17%
EFG
1518
Everhart Financial Group
Ohio
$872K -$17.4K -246 -2%
HCM
1519
Hilton Capital Management
New York
$870K +$44.1K +625 +5%
HWM
1520
Hemington Wealth Management
Virginia
$867K +$15.1K +214 +2%
FSA
1521
Franklin Street Advisors
North Carolina
$863K +$706 +10 +0.1%
BDA
1522
Borer Denton & Associates
Pennsylvania
$860K -$4.8K -68 -0.6%
WA
1523
WBH Advisory
Maryland
$860K +$20.4K +289 +2%
GLR
1524
Great Lakes Retirement
Ohio
$859K +$74.8K +1,060 +10%
KIM
1525
Kestra Investment Management
Texas
$859K +$284K +4,020 +50%

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.