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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
USB
2001
Union Savings Bank
Connecticut
$394K
BFIC
2002
Bedell Frazier Investment Counselling
California
$394K -$5.29K -75 -1%
MPM
2003
Meritage Portfolio Management
Kansas
$394K +$14.1K +200 +4%
BI
2004
Ballast Inc
Kentucky
$392K +$15.2K +215 +4%
PFA
2005
Plotkin Financial Advisors
Maryland
$392K -$19.4K -275 -5%
CA
2006
Claro Advisors
Massachusetts
$391K -$36.8K -521 -9%
STA
2007
Smith Thornton Advisors
Alabama
$390K +$10.6K +150 +3%
AP
2008
Advisors Preferred
Maryland
$390K +$388K +5,500 New
WPC
2009
Waters Parkerson & Co
Louisiana
$389K -$3.53K -50 -0.9%
LS
2010
Leelyn Smith
Illinois
$389K +$13.7K +194 +4%
PCFFS
2011
Pacific Center for Financial Services
California
$388K +$988 +14 +0.3%
SCM
2012
Saxony Capital Management
Missouri
$388K +$109K +1,540 +39%
LC
2013
Landaas & Company
Wisconsin
$387K
1WM
2014
1858 Wealth Management
Ohio
$387K -$187K -2,651 -33%
PPW
2015
Parcion Private Wealth
Washington
$386K -$72.3K -1,025 -16%
OL
2016
OneFund LLC
Florida
$386K +$71 +1 +0%
DWM
2017
Drive Wealth Management
Utah
$385K -$41.4K -587 -10%
EIA
2018
Eldridge Investment Advisors
New Hampshire
$384K +$1.06K +15 +0.3%
GF
2019
Gries Financial
Ohio
$384K -$77.2K -1,094 -17%
SMH
2020
Sanders Morris Harris
Texas
$384K
OCBCO
2021
Oversea-Chinese Banking Corp (OCBC)
Singapore
$384K +$159K +2,246 +71%
HFAS
2022
Hummer Financial Advisory Services
Illinois
$383K +$56.5K +800 +17%
JCM
2023
Jag Capital Management
Missouri
$383K
AGC
2024
Aspen Grove Capital
Colorado
$383K +$23.5K +333 +7%
NAG
2025
Northstar Advisory Group
New Jersey
$381K -$534K -7,568 -58%

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.