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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
DA
1876
Detalus Advisors
Missouri
$490K +$15.4K +218 +3%
OL
1877
one8zero8 LLC
North Carolina
$490K +$918 +13 +0.2%
CP
1878
Creekside Partners
California
$489K
PWM
1879
Palumbo Wealth Management
New York
$488K +$38.4K +544 +9%
LI
1880
LRI Investments
Florida
$488K
CT
1881
Coastline Trust
Rhode Island
$487K -$12.7K -180 -3%
CRI
1882
Colonial River Investments
Virginia
$486K +$210K +2,969 +76%
UWPG
1883
Ullmann Wealth Partners Group
Florida
$485K -$33.6K -476 -7%
WP
1884
Wealthspan Partners
Iowa
$484K -$15K -212 -3%
PCA
1885
Purkiss Capital Advisors
Connecticut
$484K +$109K +1,541 +29%
PFW
1886
Petros Family Wealth
Minnesota
$484K +$28.9K +410 +6%
SHFP
1887
Second Half Financial Partners
Florida
$480K -$4.09K -58 -0.8%
OCG
1888
Opus Capital Group
Ohio
$479K -$22.7K -321 -5%
SPF
1889
South Plains Financial
Texas
$479K +$4.02K +57 +0.9%
LFA
1890
Level Financial Advisors
New York
$478K -$7.83K -111 -2%
SWP
1891
Semus Wealth Partners
Florida
$477K -$25.6K -363 -5%
EFMC
1892
Empire Financial Management Company
New York
$476K -$2M -28,367 -81%
KCM
1893
Kathmere Capital Management
Pennsylvania
$476K +$77.4K +1,096 +20%
APA
1894
Astoria Portfolio Advisors
New York
$475K +$181K +2,562 +57%
CG
1895
Clifford Group
Massachusetts
$474K -$64.2K -910 -12%
IP
1896
Isthmus Partners
Wisconsin
$473K -$7.06K -100 -1%
WTA
1897
Washington Trust Advisors
Massachusetts
$471K -$27.6K -391 -6%
FIM
1898
Fruth Investment Management
Texas
$470K
PAS
1899
Professional Advisory Services
Florida
$470K
TWM
1900
Tradition Wealth Management
Minnesota
$470K +$10.1K +143 +2%

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.