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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
WIC
1651
Woodmont Investment Counsel
Tennessee
$707K -$10.5K -149 -1%
NFSG
1652
Newbridge Financial Services Group
Florida
$706K +$121K +1,713 +21%
HCG
1653
Haven Capital Group
California
$705K -$344K -4,873 -33%
OFS
1654
OneAscent Financial Services
Alabama
$704K +$203K +2,869 +41%
RF
1655
Rossby Financial
Florida
$703K -$58.4K -827 -7%
BB
1656
Bell Bank
North Dakota
$703K -$15.2K -215 -2%
SC
1657
Schulhoff & Co
Ohio
$702K
CAM
1658
CPA Asset Management
Florida
$701K +$353 +5 +0.1%
KIA
1659
Knollwood Investment Advisory
Maryland
$700K
FUBT
1660
First United Bank & Trust
Maryland
$698K -$20.9K -296 -3%
TCM
1661
Tandem Capital Management
New Jersey
$696K +$23.6K +335 +4%
FFM
1662
Forum Financial Management
Illinois
$692K -$13.6K -192 -2%
JWWM
1663
Johnson & White Wealth Management
Pennsylvania
$691K +$14.3K +203 +2%
SIA
1664
Strategic Investment Advisors
Michigan
$691K -$473K -6,695 -41%
TPM
1665
Triasima Portfolio Management
Quebec, Canada
$690K
HCM
1666
Howland Capital Management
Massachusetts
$690K +$125K +1,765 +22%
KOC
1667
Koss-Olinger Consulting
Florida
$690K +$687K +9,736 New
CPC
1668
Cookson Peirce & Co
Pennsylvania
$689K +$686K +9,720 New
TCM
1669
Tufton Capital Management
Maryland
$688K
GLA
1670
Good Life Advisors
Pennsylvania
$687K -$223K -3,156 -25%
ACP
1671
Argyle Capital Partners
California
$687K -$7.91K -112 -1%
AWAG
1672
ARS Wealth Advisors Group
Florida
$685K -$42.6K -604 -6%
LWAM
1673
Legacy Wealth Asset Management
Minnesota
$685K +$9.39K +133 +1%
AP
1674
Atwood & Palmer
Missouri
$682K
OHWP
1675
Oak Harbor Wealth Partners
North Carolina
$681K -$612K -8,670 -47%

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.