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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
OAM
1751
Ostrum Asset Management
France
$595K -$514K -7,283 -46%
IC
1752
Inscription Capital
Texas
$595K +$657K +9,310 New
IIA
1753
Integral Investment Advisors
California
$594K -$786K -11,140 -57%
RZH
1754
Relyea Zuckerberg Hanson
Connecticut
$593K -$3.95K -56 -0.7%
WCF
1755
West Coast Financial
California
$593K +$5.36K +76 +0.9%
FFG
1756
Frisch Financial Group
New York
$593K +$42.8K +606 +8%
CCB
1757
Cutter & Co Brokerage
Missouri
$592K +$48.6K +688 +9%
BMCM
1758
Burns Matteson Capital Management
New York
$592K -$6.85K -97 -1%
FC
1759
Forte Capital
New York
$592K -$87.4K -1,238 -13%
DLCIG
1760
D.L. Carlson Investment Group
New Hampshire
$590K +$32K +454 +6%
GXJ
1761
Global X Japan
Japan
$589K +$143K +2,031 +32%
BOPW
1762
Brandywine Oak Private Wealth
Pennsylvania
$589K -$95.6K -1,354 -14%
AA
1763
Armis Advisers
Georgia
$589K +$197K +2,791 +46%
MW
1764
Marcum Wealth
Ohio
$587K -$10.3K -146 -2%
ARMT
1765
Amica Retiree Medical Trust
Rhode Island
$586K -$139K -1,974 -19%
AWA
1766
Aaron Wealth Advisors
Illinois
$586K +$12.1K +171 +2%
HWM
1767
Horizon Wealth Management
Illinois
$583K +$156K +2,217 +37%
CFG
1768
Copley Financial Group
California
$581K +$15.4K +218 +3%
MAM
1769
Morse Asset Management
Connecticut
$578K -$52.9K -750 -8%
PWS
1770
Proactive Wealth Strategies
Georgia
$575K -$24.6K -349 -4%
BIG
1771
Brookwood Investment Group
Arizona
$574K +$572K +8,102 New
MS
1772
Maven Securities
Jersey
$572K -$944K -13,369 -62%
FG
1773
Fiduciary Group
Georgia
$572K -$13.6K -192 -2%
LCWP
1774
Legacy Capital Wealth Partners
Arkansas
$571K -$5.51K -78 -1%
RWB
1775
RMR Wealth Builders
New Jersey
$571K -$41.1K -582 -7%

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.