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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
SPWM
1851
Schrum Private Wealth Management
Florida
$508K +$424 +6 +0.1%
NB
1852
Northwest Bancshares
Pennsylvania
$507K -$13.2K -187 -3%
SCA
1853
Stonebridge Capital Advisors
Minnesota
$506K -$40.4K -573 -7%
GB
1854
Goepper Burkhardt
South Carolina
$506K -$50.8K -720 -9%
PCM
1855
Permanent Capital Management
Illinois
$504K +$71.7K +1,016 +17%
FC
1856
Fairscale Capital
New Hampshire
$504K
MA
1857
MKT Advisors
California
$504K +$706 +10 +0.1%
AW
1858
Alteri Wealth
California
$503K -$39.2K -555 -7%
HIS
1859
Horizon Investment Services
Indiana
$503K -$2.01M -28,474 -80%
O3W
1860
Omni 360 Wealth
New Jersey
$502K -$2.61K -37 -0.5%
PIA
1861
Powell Investment Advisors
Florida
$502K -$17.6K -250 -3%
DFA
1862
Delta Financial Advisors
Louisiana
$501K +$3.88K +55 +0.8%
HWMG
1863
Hurlow Wealth Management Group
Indiana
$500K +$141 +2 +0%
BFIM
1864
Beese Fulmer Investment Management
Ohio
$500K +$61.3K +868 +14%
RPWA
1865
Regent Peak Wealth Advisors
Georgia
$499K -$2.05K -29 -0.4%
HWA
1866
Heartwood Wealth Advisors
Virginia
$498K -$3.32K -47 -0.7%
LSPW
1867
Lake Street Private Wealth
Illinois
$498K +$171K +2,427 +53%
MIM
1868
Merrion Investment Management
New Jersey
$497K
CYG
1869
Clean Yield Group
Vermont
$496K -$68K -964 -12%
CST
1870
Charles Schwab Trust
Nevada
$495K -$45.2K -640 -8%
SPA
1871
Sentinel Pension Advisors
Massachusetts
$494K +$1.06K +15 +0.2%
RCA
1872
Resonant Capital Advisors
Wisconsin
$493K +$78.3K +1,110 +19%
WDL
1873
Well Done LLC
Michigan
$491K -$5.15K -73 -1%
ABTD
1874
Arvest Bank Trust Division
Oklahoma
$490K +$277K +3,931 +132%
KFS
1875
Keynote Financial Services
Connecticut
$490K

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.