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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
BI
1676
Bolthouse Investments
California
$681K
SL
1677
SFM LLC
New Hampshire
$680K +$54.6K +773 +9%
QWP
1678
Quotient Wealth Partners
Texas
$680K -$847 -12 -0.1%
AFP
1679
Ausdal Financial Partners
Iowa
$678K +$197K +2,794 +41%
TF
1680
Tompkins Financial
New York
$677K
JE
1681
JMAC Enterprises
Pennsylvania
$677K +$180K +2,544 +36%
IP
1682
Integras Partners
Georgia
$676K
KSWWM
1683
Keyes Stange & Wooten Wealth Management
Florida
$673K +$20.3K +288 +3%
AIMA
1684
Ables Iannone Moore & Associates
Georgia
$671K -$28.3K -401 -4%
SCM
1685
Stevens Capital Management
Pennsylvania
$669K +$666K +9,433 New
MM
1686
MQS Management
New York
$668K +$665K +9,417 New
LF
1687
LifeSteps Financial
California
$668K -$6.07K -86 -0.9%
WP
1688
WealthPLAN Partners
Nebraska
$667K +$15.8K +224 +2%
I
1689
InceptionR
California
$665K +$114K +1,612 +21%
SFG
1690
Sovereign Financial Group
Connecticut
$665K -$7.41K -105 -1%
TF
1691
Tudor Financial
Ohio
$663K -$8.89K -126 -1%
IF
1692
Intrua Financial
Texas
$660K +$19.7K +279 +3%
CAU
1693
Caxton Associates (UK)
$659K +$656K +9,297 New
SI
1694
Severin Investments
Missouri
$658K -$1.34K -19 -0.2%
LI
1695
LifeWealth Investments
Florida
$657K +$303K +4,293 +86%
GA
1696
GoalVest Advisory
New York
$657K +$21.4K +303 +3%
PW
1697
Paladin Wealth
Minnesota
$656K +$52.5K +744 +9%
NI
1698
Natural Investments
California
$654K -$36.1K -511 -5%
ACM
1699
Academy Capital Management
Texas
$653K -$31.1K -440 -5%
EM
1700
Excalibur Management
Massachusetts
$652K +$10.9K +154 +2%

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.