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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
AFM
2101
Aspetuck Financial Management
Connecticut
$342K
RWP
2102
Ridgecrest Wealth Partners
California
$341K -$9.11K -129 -3%
JWA
2103
JFS Wealth Advisors
Pennsylvania
$341K +$15.6K +221 +5%
JFGIW
2104
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$341K -$6.28K -89 -2%
NCTC
2105
New Covenant Trust Company
Indiana
$341K -$12.9K -183 -4%
WAM
2106
WNY Asset Management
New York
$340K +$14.3K +203 +4%
NL
2107
Navalign LLC
California
$339K
SWMG
2108
Stillwater Wealth Management Group
Florida
$338K -$1.64M -23,198 -83%
CV
2109
Counterweight Ventures
North Carolina
$337K
BMM
2110
Buffington Mohr McNeal
Idaho
$337K -$1.39M -19,711 -81%
NFC
2111
Northstar Financial Companies
Pennsylvania
$337K -$112K -1,583 -25%
CCA
2112
Childress Capital Advisors
Texas
$337K -$28.4K -402 -8%
EA
2113
Everpar Advisors
Oklahoma
$336K -$69.6K -986 -17%
LWP
2114
LeClair Wealth Partners
Ohio
$336K
ACM
2115
Aljian Capital Management
Nevada
$336K +$15.3K +217 +5%
PFGIA
2116
Patriot Financial Group Insurance Agency
Massachusetts
$335K +$5.86K +83 +2%
HPM
2117
Hoxton Planning & Management
West Virginia
$335K +$6.14K +87 +2%
MWM
2118
MOKAN Wealth Management
Kansas
$335K -$72.2K -1,023 -18%
MFT
2119
Moisand Fitzgerald Tamayo
Florida
$335K -$1.48K -21 -0.4%
SCP
2120
Sivia Capital Partners
California
$334K -$6.28K -89 -2%
PWM
2121
Paulson Wealth Management
Illinois
$334K -$103K -1,461 -24%
MQWP
2122
Morey & Quinn Wealth Partners
Nebraska
$334K +$2.75K +39 +0.8%
KWMG
2123
King Wealth Management Group
Florida
$333K +$5.01K +71 +2%
CPCP
2124
Cedar Point Capital Partners
Iowa
$333K -$20.8K -294 -6%
CWM
2125
Cahaba Wealth Management
Georgia
$333K +$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.