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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
CP
1701
Covenant Partners
Tennessee
$648K
GD
1702
Grandfield & Dodd
New York
$648K -$46.6K -660 -7%
RBWA
1703
RFG - Bristol Wealth Advisors
Massachusetts
$648K -$192K -2,727 -23%
CPW
1704
Cove Private Wealth
New York
$647K +$108K +1,535 +20%
DAS
1705
Diversify Advisory Services
Utah
$646K -$199K -2,815 -23%
MCA
1706
MSH Capital Advisors
Arizona
$646K +$198K +2,810 +45%
CWAG
1707
Compton Wealth Advisory Group
Virginia
$645K
FCM
1708
Fieldview Capital Management
Michigan
$644K +$642K +9,091 New
FFN
1709
Focus Financial Network
Minnesota
$643K +$17.7K +251 +3%
W
1710
Wealthquest
Ohio
$643K -$44.3K -628 -6%
RBI
1711
Raiffeisen Bank International
Austria
$643K +$134K +1,904 +26%
ACP
1712
Aviance Capital Partners
Florida
$637K -$15.2K -215 -2%
RFS
1713
Richardson Financial Services
Massachusetts
$633K -$14.3K -202 -2%
AF
1714
Arrow Financial
New York
$633K -$403K -5,703 -39%
HWA
1715
HHM Wealth Advisors
Tennessee
$632K -$14K -198 -2%
MSFS
1716
Main Street Financial Solutions
Pennsylvania
$632K -$35.6K -505 -5%
SB
1717
Strategic Blueprint
Georgia
$630K +$147K +2,077 +30%
CWM
1718
Crowley Wealth Management
Delaware
$630K -$77.9K -1,103 -11%
AIP
1719
Arrowpoint Investment Partners
Singapore
$629K +$627K +8,876 New
RK
1720
Rather & Kittrell
Tennessee
$629K -$80.3K -1,138 -11%
FCT
1721
First Community Trust
Iowa
$629K -$18.4K -261 -3%
CBOR
1722
Community Bank of Raymore
Missouri
$629K -$10.5K -149 -2%
QL
1723
Quarry LP
New York
$628K +$516K +7,309 +470%
AFG
1724
Albion Financial Group
Utah
$628K -$8.47K -120 -1%
FNBOH
1725
First National Bank of Hutchinson
Kansas
$627K +$624K +8,845 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.