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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
SPWG
2076
Sage Private Wealth Group
Illinois
$355K -$353 -5 -0.1%
FWI
2077
Facet Wealth Inc
Maryland
$355K -$6.56K -93 -2%
SW
2078
Simplicity Wealth
New Jersey
$355K +$353K +5,006 New
MCM
2079
Magnolia Capital Management
New York
$354K
CAM
2080
Covenant Asset Management
New Jersey
$353K
DIA
2081
Dean Investment Associates
Ohio
$353K
FFO
2082
Fortitude Family Office
Arizona
$353K -$28.9K -409 -8%
OL
2083
Optas LLC
Texas
$353K -$81.3K -1,152 -19%
APWA
2084
Atlas Private Wealth Advisors
New Jersey
$352K -$139K -1,976 -28%
PCM
2085
Pointe Capital Management
Michigan
$352K -$62.8K -890 -15%
RWA
2086
River Wealth Advisors
Pennsylvania
$349K -$840K -11,899 -71%
CCC
2087
Chelsea Counsel Company
California
$349K
FWM
2088
FFT Wealth Management
Pennsylvania
$349K +$347K +4,920 New
FNBSF
2089
First National Bank Sioux Falls
South Dakota
$349K
CCT
2090
Chemung Canal Trust
New York
$348K -$86.9K -1,231 -20%
PMSA
2091
Patrick M. Sweeney & Associates
Illinois
$348K
CNWM
2092
Clay Northam Wealth Management
California
$346K -$141 -2 -0%
IWA
2093
Invera Wealth Advisors
Oregon
$346K +$4.45K +63 +1%
QPWM
2094
Quadrant Private Wealth Management
Pennsylvania
$346K -$26.4K -374 -7%
TA
2095
TFB Advisors
Kansas
$346K -$53.8K -762 -14%
SFC
2096
Swisher Financial Concepts
Ohio
$345K +$5.36K +76 +2%
SL
2097
Summitry LLC
California
$344K -$5.15K -73 -1%
TDWM
2098
Topel & Distasi Wealth Management
California
$342K -$57.5K -815 -14%
CM
2099
Cercano Management
Washington
$342K
PSFG
2100
Prairie Sky Financial Group
Illinois
$342K +$2.54K +36 +0.8%

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.