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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
AIC
1776
Argus Investors Counsel
New York
$570K -$275K -3,900 -33%
TSW
1777
Thompson Siegel & Walmsley
Virginia
$570K
MFG
1778
Magnus Financial Group
New York
$569K -$19.7K -279 -3%
ACM
1779
Advance Capital Management
Michigan
$568K -$8.4K -119 -1%
BMC
1780
Benin Management Corp
Connecticut
$568K -$31.8K -450 -5%
CFA
1781
CWS Financial Advisors
Michigan
$567K +$353 +5 +0.1%
BT
1782
Brandywine Trust
Delaware
$567K
PWM
1783
Partnership Wealth Management
Maryland
$567K
PAS
1784
PKS Advisory Services
New York
$566K -$22.3K -316 -4%
GIM
1785
Generali Investments Management
Slovenia
$566K +$25.9K +367 +5%
FMTC
1786
Farmers & Merchants Trust Company
California
$564K
DLA
1787
Douglas Lane & Associates
New York
$563K +$24.5K +347 +5%
IC
1788
Iconiq Capital
California
$560K +$140K +1,981 +33%
MWM
1789
MGB Wealth Management
Texas
$557K -$17.9K -254 -3%
CAM
1790
Cypress Asset Management
Texas
$556K -$17.6K -250 -3%
4WM
1791
49 Wealth Management
Texas
$556K +$355K +5,034 +179%
PWMG
1792
Prestige Wealth Management Group
New Jersey
$556K +$9.95K +141 +2%
BFO
1793
Biltmore Family Office
North Carolina
$555K +$28.2K +400 +5%
BWP
1794
Barlow Wealth Partners
Kentucky
$555K
GPA
1795
Guerra Pan Advisors
New Jersey
$554K -$2.82K -40 -0.5%
CDWM
1796
Campbell Deegan Wealth Management
Virginia
$553K -$20.4K -289 -4%
EA
1797
Enclave Advisors
Texas
$553K +$71.1K +1,007 +15%
TLA
1798
Tanglewood Legacy Advisors
Texas
$553K
CA
1799
Crumly & Associates
Illinois
$550K +$547K +7,752 New
KSB
1800
Kennebec Savings Bank
Maine
$549K +$233K +3,299 +74%

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.