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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
AA
1601
Alta Advisers
United Kingdom
$763K +$275K +3,900 +57%
WA
1602
Wealth Architects
California
$763K +$417K +5,905 +122%
AIM
1603
AHL Investment Management
Florida
$762K +$97.5K +1,382 +15%
AMBIA
1604
Allen Mooney & Barnes Investment Advisors
Georgia
$762K -$918 -13 -0.1%
CPWA
1605
Cerro Pacific Wealth Advisors
California
$760K -$19.5K -276 -3%
CAM
1606
Chesapeake Asset Management
New York
$759K +$28K +397 +4%
GWCM
1607
Godshalk Welsh Capital Management
Pennsylvania
$759K -$21.2K -300 -3%
CP
1608
Canopy Partners
Ohio
$758K -$57.8K -819 -7%
OTL
1609
Oak Thistle LLC
New York
$757K +$754K +10,682 New
CSB
1610
City State Bank
Iowa
$755K -$162K -2,290 -18%
FPGK
1611
Financial Partners Group (Kansas)
Kansas
$754K +$918 +13 +0.1%
HI
1612
Hudock Inc
Pennsylvania
$753K -$3.6K -51 -0.5%
EWA
1613
EverSource Wealth Advisors
Alabama
$753K +$109K +1,546 +17%
SPA
1614
Sherbrooke Park Advisers
New York
$752K -$718K -10,178 -49%
CB
1615
Cadence Bank
Mississippi
$751K +$31.8K +450 +4%
HAI
1616
Hennessy Advisors Inc
California
$749K +$141K +2,000 +23%
OC
1617
Opinicus Capital
Florida
$749K +$8.61K +122 +1%
MLA
1618
MB, Levis & Associates
Pennsylvania
$749K +$1.06K +15 +0.1%
KCPG
1619
Kavar Capital Partners Group
Kansas
$747K
S
1620
Sachetta
Massachusetts
$741K -$109K -1,549 -13%
MDA
1621
Minot DeBlois Advisors
Massachusetts
$741K -$33.2K -470 -4%
PWS
1622
Peterson Wealth Services
Utah
$740K +$128K +1,811 +21%
WAL
1623
W Advisors LLC
Tennessee
$740K
Two Sigma Investments
1624
Two Sigma Investments
New York
$739K -$150M -2,118,589 -100%
CCG
1625
Chatham Capital Group
Georgia
$737K -$414K -5,868 -36%

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.