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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
LGA
1726
Lebenthal Global Advisors
New York
$627K -$102K -1,438 -14%
WLG
1727
Williamson Legacy Group
Indiana
$626K +$417K +5,906 +202%
WF
1728
Wayfinding Financial
Washington
$625K +$4.59K +65 +0.7%
PSB
1729
Piscataqua Savings Bank
New Hampshire
$624K -$24.7K -350 -4%
LAM
1730
L2 Asset Management
Massachusetts
$624K +$59.4K +841 +11%
AWM
1731
Accurate Wealth Management
Florida
$621K +$22.3K +316 +3%
RP
1732
Riverwater Partners
Wisconsin
$621K +$424 +6 +0.1%
PTCG
1733
Pring Turner Capital Group
California
$620K
DFG
1734
Delta Financial Group
New Jersey
$617K -$46.3K -656 -7%
HCM
1735
Hollencrest Capital Management
California
$615K
AV
1736
Alamea Verwaltungs
New Jersey
$615K +$612K +8,674 New
SWMP
1737
Signature Wealth Management Partners
New Jersey
$615K
PWAM
1738
Pinnacle West Asset Management
Wyoming
$610K +$1.76K +25 +0.3%
FWM
1739
Focused Wealth Management
New York
$609K -$54K -765 -8%
OAM
1740
Oak Asset Management
California
$608K +$45.9K +650 +8%
PIA
1741
Pinion Investment Advisors
Kansas
$604K +$2.19K +31 +0.4%
CIM
1742
Centersquare Investment Management
Pennsylvania
$603K -$381K -5,400 -39%
MCM
1743
Maple Capital Management
Vermont
$602K -$143K -2,027 -19%
EFG
1744
Embree Financial Group
Illinois
$601K +$3.46K +49 +0.6%
CSPIA
1745
Cary Street Partners Investment Advisory
Virginia
$601K +$23K +326 +4%
AWM
1746
Accel Wealth Management
Iowa
$599K -$11.2K -159 -2%
OHWA
1747
Oak Hill Wealth Advisors
Virginia
$599K
SAW
1748
Signal Advisors Wealth
Michigan
$596K +$9.18K +130 +2%
PCH
1749
PGIM Custom Harvest
New Jersey
$596K -$30.5K -432 -5%
PMFA
1750
Plante Moran Financial Advisors
Michigan
$596K -$111K -1,570 -16%

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.