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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
SI
2026
Seeds Investor
New York
$381K -$99K -1,402 -21%
S
2027
Sunpointe
Missouri
$381K -$6.42K -91 -2%
FCFC
2028
First Commonwealth Financial Corp
Pennsylvania
$381K
CC
2029
Chicago Capital
Illinois
$380K +$5.86K +83 +2%
RRCM
2030
Rappaport Reiches Capital Management
Illinois
$380K +$20.2K +286 +6%
SWA
2031
SFMG Wealth Advisors
Texas
$380K +$378K +5,362 New
NO
2032
Ninety One
South Africa
$380K -$266K -3,770 -42%
WMA
2033
Wealth Management Associates
New Jersey
$379K
CPA
2034
Cathy Pareto & Associates
Florida
$379K +$2.89K +41 +0.8%
KIG
2035
Kessler Investment Group
Indiana
$379K -$26.8K -379 -7%
AO
2036
Advisor OS
Illinois
$378K -$40.6K -575 -10%
GSIAS
2037
Garden State Investment Advisory Services
New Jersey
$377K -$5.22K -74 -1%
AIP
2038
ARS Investment Partners
New York
$377K
RPSA
2039
Richard P. Slaughter Associates
Texas
$377K
KA
2040
Kozak & Associates
Colorado
$376K +$18.1K +257 +5%
GWSG
2041
GPS Wealth Strategies Group
Colorado
$376K +$15K +213 +4%
SFG
2042
Sather Financial Group
Texas
$376K
LIA
2043
LBMC Investment Advisors
Tennessee
$376K +$71 +1 +0%
GW
2044
Griffith & Werner
Georgia
$375K -$11K -156 -3%
CWP
2045
Curated Wealth Partners
California
$375K -$82.4K -1,167 -18%
EFM
2046
E Fund Management
China
$375K +$21.2K +301 +6%
CCAL
2047
City Center Advisors LLC
Michigan
$375K +$16.3K +231 +5%
CMAI
2048
Capital Management Associates Inc
Minnesota
$374K +$372K +5,274 New
FAB
2049
First American Bank
Illinois
$373K -$63.1K -894 -15%
BHCM
2050
Brevan Howard Capital Management
Jersey
$373K -$5.62M -79,551 -94%

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.