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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
UWP
1626
Uniting Wealth Partners
Kansas
$736K -$31.8K -450 -4%
MBTD
1627
Mechanics Bank - Trust Department
California
$736K +$20.6K +292 +3%
SFSG
1628
Sound Financial Strategies Group
Mississippi
$734K -$79.1K -1,121 -10%
CC
1629
Centiva Capital
New York
$733K +$337K +4,778 +86%
LFA
1630
Laraway Financial Advisors
Minnesota
$730K -$16.7K -236 -2%
CPSC
1631
Carl P. Sherr & Co
Massachusetts
$730K
MLL
1632
Moody Lynn & Lieberson
Massachusetts
$729K -$63.9K -905 -8%
MCM
1633
Manchester Capital Management
Vermont
$728K +$12.2K +173 +2%
GHAM
1634
Gilman Hill Asset Management
Connecticut
$726K -$30.7K -435 -4%
ZIG
1635
Zullo Investment Group
Pennsylvania
$726K -$19.5K -276 -3%
BC
1636
Burney Company
Virginia
$726K
LG
1637
LaFleur & Godfrey
Michigan
$724K +$404K +5,720 +127%
HGA
1638
Hobbs Group Advisors
South Carolina
$720K -$56K -794 -7%
PW
1639
PUREfi Wealth
Massachusetts
$718K +$298K +4,215 +71%
CP
1640
Clarendon Private
Massachusetts
$718K +$78.6K +1,114 +12%
SC
1641
Savoie Capital
Illinois
$717K
LC
1642
Lindbrook Capital
California
$716K -$24.6K -349 -3%
PNAA
1643
Pictet North America Advisors
Switzerland
$716K -$56K -794 -7%
FPF
1644
First Pacific Financial
Washington
$716K -$1.83K -26 -0.3%
KCFA
1645
Key Client Fiduciary Advisors
New Jersey
$714K +$3.95K +56 +0.6%
LC
1646
LCNB Corp
Ohio
$713K +$66.6K +943 +10%
IWM
1647
Integris Wealth Management
California
$710K
DE
1648
Diversified Enterprises
Delaware
$710K +$90.3K +1,279 +15%
LDB
1649
Lee, Danner & Bass
Tennessee
$710K
RAM
1650
RedJay Asset Management
Ontario, Canada
$709K +$706K +10,000 New

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.