We are live on ! Find out more
NEE icon

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
PHS
1576
Pekin Hardy Strauss
Illinois
$792K
CL
1577
CVFG LLC
Indiana
$791K +$2.61K +37 +0.3%
RAM
1578
Readystate Asset Management
Illinois
$789K +$225K +3,186 +40%
LA
1579
LVW Advisors
New York
$787K +$275K +3,892 +54%
YP
1580
YANKCOM Partnership
South Dakota
$787K +$441K +6,252 +129%
TL
1581
Tradewinds LLC
North Carolina
$786K -$13.5K -191 -2%
ECM
1582
Exchange Capital Management
Michigan
$785K
EW
1583
Elyxium Wealth
California
$783K +$780K +11,047 New
BFC
1584
Bedel Financial Consulting
Indiana
$783K +$6.07K +86 +0.7%
PVM
1585
Palogic Value Management
Texas
$781K +$123K +1,738 +19%
EWS
1586
Eagle Wealth Strategies
New Jersey
$780K +$12.3K +174 +2%
CMANY
1587
Capital Management Associates (New York)
New York
$780K
CI
1588
Corient IA
Florida
$780K +$776K +11,000 New
HIC
1589
Holderness Investments Company
North Carolina
$779K +$3.53K +50 +0.5%
RFA
1590
RTD Financial Advisors
Pennsylvania
$776K -$13.6K -193 -2%
TTIC
1591
Tower Trust & Investment Company
Iowa
$774K +$817K +11,569 New
OPCM
1592
Osborne Partners Capital Management
California
$773K +$22.2K +315 +3%
PL
1593
Perpetual Ltd
Australia
$773K
KF
1594
Krilogy Financial
Missouri
$773K +$27.5K +389 +4%
SAA
1595
Southeast Asset Advisors
Georgia
$773K +$32.5K +460 +4%
HAS
1596
HBW Advisory Services
California
$772K +$112K +1,588 +17%
FFO
1597
Fiduciary Family Office
Florida
$768K +$764K +10,827 New
HFS
1598
Hantz Financial Services
Michigan
$766K +$8.12K +115 +1%
AWE
1599
Avidian Wealth Enterprises
Texas
$764K -$126K -1,782 -14%
DWM
1600
Dynasty Wealth Management
Florida
$764K +$175K +2,477 +30%

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.