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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
DCM
1976
Dudley Capital Management
Virginia
$412K -$21.2K -300 -5%
GAM
1977
Gemmer Asset Management
California
$411K +$15.2K +216 +4%
BF
1978
Brogan Financial
Tennessee
$410K +$3.18K +45 +0.8%
AIM
1979
Athena Investment Management
California
$410K -$12K -170 -3%
PD
1980
Planning Directions
Pennsylvania
$409K +$171K +2,420 +72%
CSC
1981
Caldwell Sutter Capital
California
$408K -$29.5K -418 -7%
SAM
1982
Synergy Asset Management
Washington
$404K -$403K -5,709 -50%
PGWM
1983
Pitti Group Wealth Management
New York
$404K +$403K +5,705 New
ARC
1984
Advisor Resource Council
Texas
$402K +$408K +5,781 New
BBNA
1985
Bremer Bank National Association
Minnesota
$402K -$17.3K -245 -4%
NPFS
1986
Novak & Powell Financial Services
Florida
$402K
CG
1987
Cynosure Group
Utah
$402K +$62.1K +880 +18%
NC
1988
Napatree Capital
Rhode Island
$402K +$67.8K +960 +20%
QCM
1989
Qsemble Capital Management
New York
$400K +$398K +5,643 New
SAM
1990
Strategy Asset Managers
California
$399K +$2.89K +41 +0.7%
CRIG
1991
Charter Research & Investment Group
Connecticut
$399K -$4.94K -70 -1%
HIG
1992
Heritage Investment Group
Florida
$399K -$20.2K -286 -5%
TCM
1993
Tributary Capital Management
Nebraska
$398K -$23K -326 -5%
BWM
1994
Baron Wealth Management
Michigan
$396K -$13K -184 -3%
BCP
1995
Berkeley Capital Partners
Georgia
$396K +$9.88K +140 +3%
PFA
1996
Pathway Financial Advisors
Vermont
$395K +$5.93K +84 +2%
BFG
1997
Birch Financial Group
New Hampshire
$395K -$15.9K -225 -4%
THCM
1998
Taylor Hoffman Capital Management
Virginia
$395K
IAG
1999
Ipsen Advisor Group
Arkansas
$395K +$2.05K +29 +0.5%
SSWM
2000
Strait & Sound Wealth Management
California
$394K +$71 +1 +0%

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.