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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
TBT
1826
Texas Bank & Trust
Texas
$527K -$142K -2,005 -21%
FWM
1827
FMA Wealth Management
Massachusetts
$526K
BWM
1828
BankPlus Wealth Management
Mississippi
$526K +$21.5K +305 +4%
VC
1829
Veracity Capital
Georgia
$525K -$3.6K -51 -0.7%
BCM
1830
Boltwood Capital Management
California
$525K -$9.04K -128 -2%
CA
1831
Cornerstone Advisory
Maryland
$525K -$353 -5 -0.1%
TMWM
1832
Taylor & Morgan Wealth Management
Michigan
$523K -$16K -226 -3%
UBV
1833
United Bank (Virginia)
Virginia
$523K -$5.86K -83 -1%
PWP
1834
Phillips Wealth Planners
Mississippi
$521K +$4.45K +63 +0.8%
SSWM
1835
Sheets Smith Wealth Management
North Carolina
$521K +$7.13K +101 +1%
GCWM
1836
Graham Capital Wealth Management
District of Columbia
$518K +$6.71K +95 +1%
FI
1837
Fosun International
China
$517K
HDIM
1838
Hanson & Doremus Investment Management
Vermont
$516K +$58.8K +833 +13%
EW
1839
Evexia Wealth
Wisconsin
$514K +$565 +8 +0.1%
SIC
1840
Samalin Investment Counsel
New York
$512K +$79.6K +1,128 +18%
FA
1841
Fortis Advisors
Pennsylvania
$511K +$95.6K +1,355 +23%
NED
1842
Nancy E. Dempze
$511K +$33.2K +471 +7%
AC
1843
Apella Capital
Connecticut
$511K +$213K +3,024 +67%
RC
1844
RBO & Co
California
$510K
DL
1845
DOHJ LLC
Washington
$510K +$28.7K +406 +6%
CMI
1846
Clare Market Investments
Texas
$510K +$58.7K +832 +13%
MSWM
1847
McGlone Suttner Wealth Management
Wisconsin
$509K +$53.1K +752 +12%
RFA
1848
Register Financial Advisors
Georgia
$509K +$565 +8 +0.1%
DWMS
1849
Dominguez Wealth Management Solutions
Virginia
$509K -$10.4K -148 -2%
AFW
1850
Avantra Family Wealth
Pennsylvania
$509K

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.