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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
1M
1526
1248 Management
Missouri
$857K +$95.9K +1,358 +13%
CA
1527
Carson Advisory
Georgia
$855K -$4.87K -69 -0.6%
SAM
1528
S.A. Mason
Michigan
$854K +$12K +170 +1%
CP
1529
CenterBook Partners
Connecticut
$853K +$849K +12,028 New
SQA
1530
Simon Quick Advisors
New Jersey
$851K +$118K +1,677 +16%
CFO
1531
CVA Family Office
Colorado
$851K +$25.6K +363 +3%
LC
1532
Lavaca Capital
Texas
$851K -$37.3K -529 -4%
AIA
1533
Armor Investment Advisors
North Carolina
$849K -$20.5K -291 -2%
PCS
1534
Personal CFO Solutions
New Jersey
$849K +$123K +1,736 +17%
SJIM
1535
St. Johns Investment Management
Florida
$848K -$3.39K -48 -0.4%
IIM
1536
Ipswich Investment Management
Massachusetts
$847K -$42K -595 -5%
GWANC
1537
Guardian Wealth Advisors (North Carolina)
North Carolina
$844K +$7.62K +108 +0.9%
FIM
1538
Freedom Investment Management
Connecticut
$843K -$199K -2,826 -19%
LB
1539
Legacy Bridge
Iowa
$843K
TM
1540
TigerOak Management
New Mexico
$841K
CAM
1541
Close Asset Management
United Kingdom
$840K +$163K +2,307 +24%
AG
1542
AlTi Global
New York
$837K +$159K +2,258 +24%
NME
1543
Notis-McConarty Edward
$831K +$102K +1,440 +14%
AHB
1544
Abner Herrman & Brock
New Jersey
$829K +$7.06K +100 +0.9%
AWA
1545
Alta Wealth Advisors
Massachusetts
$828K -$159K -2,247 -16%
FIA
1546
Foundations Investment Advisors
Arizona
$827K -$373K -5,290 -31%
HFS
1547
Heritage Financial Services
Massachusetts
$824K -$15.2K -215 -2%
LIM
1548
Longfellow Investment Management
Massachusetts
$822K -$321K -4,541 -28%
CIC
1549
Chilton Investment Company
Connecticut
$821K +$115K +1,624 +16%
CFP
1550
Catalyst Financial Partners
Massachusetts
$820K -$2.75K -39 -0.3%

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.