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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
CAM
1551
Costello Asset Management
Pennsylvania
$818K +$646K +9,155 +383%
WEG
1552
World Equity Group
Illinois
$816K -$465K -6,590 -37%
MFGM
1553
Marshall Financial Group (Maryland)
Maryland
$815K -$16.2K -230 -2%
ABWM
1554
Alpine Bank Wealth Management
Colorado
$815K +$812K +11,498 New
AAP
1555
Arax Advisory Partners
Colorado
$812K -$93.6K -1,326 -10%
CF
1556
Claris Financial
Virginia
$811K
SC
1557
Sepio Capital
Utah
$809K +$635 +9 +0.1%
WWA
1558
WCG Wealth Advisors
Nevada
$809K +$805K +11,411 New
PWA
1559
Prairie Wealth Advisors
Nebraska
$808K -$7.06K -100 -0.9%
BP
1560
BBR Partners
New York
$808K +$3.25K +46 +0.4%
LFA
1561
Legacy Financial Advisors
Kentucky
$806K +$12.2K +173 +2%
BOJHT
1562
Bank of Jackson Hole Trust
Wyoming
$805K -$15.3K -217 -2%
FRA
1563
Front Row Advisors
California
$805K -$10.6K -150 -1%
SEP
1564
Southland Equity Partners
Missouri
$804K -$22K -311 -3%
ASBI
1565
American State Bank (Iowa)
Iowa
$802K +$263K +3,730 +49%
CWM
1566
Centurion Wealth Management
Virginia
$802K
BCM
1567
Brasada Capital Management
Texas
$801K
RCWM
1568
Royal Capital Wealth Management
Indiana
$801K
ATS
1569
Ashton Thomas Securities
New York
$800K +$179K +2,533 +29%
BO
1570
Bank OZK
Arkansas
$798K -$36.8K -522 -4%
SP
1571
Successful Portfolios
Florida
$797K +$141 +2 +0%
DC
1572
DeDora Capital
California
$795K -$6.99K -99 -0.9%
AWCI
1573
Alpine Woods Capital Investors
New York
$795K -$96.6K -1,368 -11%
BOS
1574
Bank of Stockton
California
$794K -$47.3K -670 -6%
FCAS
1575
First Command Advisory Services
Texas
$794K -$84.3K -1,194 -10%

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.