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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
NL
2051
NWAM LLC
Washington
$370K -$206K -2,923 -36%
MLFP
2052
MPS Loria Financial Planners
Illinois
$369K +$1.34K +19 +0.4%
HA
2053
Huntleigh Advisors
Missouri
$369K -$5.15K -73 -1%
AWM
2054
Ameliora Wealth Management
Switzerland
$369K
SWAG
2055
Spectrum Wealth Advisory Group
California
$369K
CF
2056
Convergence Financial
Missouri
$368K +$12.2K +173 +3%
QC
2057
Quent Capital
New York
$367K -$26.3K -373 -7%
AWA
2058
Arete Wealth Advisors
Illinois
$365K +$4.09K +58 +1%
ICM
2059
Intrepid Capital Management
Florida
$364K +$71 +1 +0%
CTC
2060
Cetera Trust Company
Minnesota
$362K
TCM
2061
Towercrest Capital Management
Pennsylvania
$361K +$1.62K +23 +0.5%
AWP
2062
Atlas Wealth Partners
Pennsylvania
$360K +$10.6K +150 +3%
BW
2063
BIP Wealth
Georgia
$360K -$10K -142 -3%
PMG
2064
Private Management Group
California
$360K
CWC
2065
Carolinas Wealth Consulting
North Carolina
$359K -$33.5K -475 -9%
ML
2066
McAdam LLC
Pennsylvania
$359K +$8.26K +117 +2%
FWA
2067
Flagship Wealth Advisors
Massachusetts
$359K
WSWA
2068
Warren Street Wealth Advisors
California
$358K +$19.4K +275 +6%
WDG
2069
Wealth Dimensions Group
Ohio
$358K +$82.4K +1,168 +30%
DWM
2070
Diversify Wealth Management
Utah
$358K +$353 +5 +0.1%
MCM
2071
MV Capital Management
Maryland
$358K -$64.3K -911 -15%
RWP
2072
Revolve Wealth Partners
New Jersey
$357K +$12.8K +182 +4%
BWM
2073
BCS Wealth Management
Tennessee
$357K
SPWG
2074
Syntegra Private Wealth Group
Missouri
$357K +$13.3K +189 +4%
MWA
2075
Midland Wealth Advisors
Illinois
$357K -$80.9K -1,146 -19%

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.