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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
NRI
1951
NFP Retirement Inc
California
$428K +$1.2K +17 +0.3%
BFG
1952
Bouchey Financial Group
New York
$428K -$15.7K -222 -4%
OWA
1953
Opal Wealth Advisors
New York
$427K +$11.9K +168 +3%
NHC
1954
Nicholas Hoffman & Company
Georgia
$426K +$81.2K +1,150 +24%
WI
1955
Wedgewood Investors
Pennsylvania
$425K -$19.8K -280 -4%
Fayez Sarofim & Co
1956
Fayez Sarofim & Co
Texas
$424K -$84.7K -1,200 -17%
FGAM
1957
Financial Gravity Asset Management
Texas
$424K +$422K +5,981 New
HFS
1958
Howard Financial Services
Texas
$424K +$53.3K +755 +14%
SS
1959
Sound Stewardship
Kansas
$423K -$25.3K -359 -6%
BPW
1960
Bingham Private Wealth
California
$423K +$134K +1,892 +46%
CHAM
1961
Clear Harbor Asset Management
Connecticut
$423K -$29.5K -418 -7%
ATIA
1962
American Trust Investment Advisors
New Hampshire
$421K
SBF
1963
Sara-Bay Financial
Florida
$421K -$1.69K -24 -0.4%
TWM
1964
TriaGen Wealth Management
California
$421K
GAB
1965
German American Bancorp
Indiana
$420K -$60K -850 -13%
RSWA
1966
Robinson Smith Wealth Advisors
Maine
$420K +$2.4K +34 +0.6%
TWM
1967
Thrive Wealth Management
Pennsylvania
$419K -$3.95K -56 -0.9%
PFG
1968
Putney Financial Group
California
$419K -$8.47K -120 -2%
BSTWA
1969
Blake Schutter Theil Wealth Advisors
Ohio
$418K -$14.8K -210 -3%
TWM
1970
Topsail Wealth Management
North Carolina
$418K +$62.8K +890 +18%
GAM
1971
Gould Asset Management
California
$417K
RIG
1972
RiverFront Investment Group
Virginia
$417K +$415K +5,880 New
SIM
1973
Sentry Investment Management
Wisconsin
$415K -$134K -1,904 -23%
GIA
1974
Guyasuta Investment Advisors
Pennsylvania
$414K
Members Trust
1975
Members Trust
Florida
$413K -$11.1K -157 -3%

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.