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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
PBC
2201
Pavion Blue Capital
California
$297K
SDWMA
2202
Schneider Downs Wealth Management Advisors
Pennsylvania
$297K +$34.9K +495 +13%
CPC
2203
Consolidated Planning Corp
Georgia
$297K +$4.87K +69 +2%
TWA
2204
TCI Wealth Advisors
Arizona
$296K +$78.8K +1,116 +36%
C1AG
2205
Client 1st Advisory Group
Florida
$295K +$71 +1 +0%
DPW
2206
DiNuzzo Private Wealth
Pennsylvania
$294K +$212 +3 +0.1%
CA
2207
Centerpoint Advisors
Massachusetts
$293K
AWMG
2208
Alliance Wealth Management Group
New Jersey
$292K +$1.83K +26 +0.6%
BOM
2209
Bank of Marin
California
$291K -$35.3K -500 -11%
WPC
2210
White Pine Capital
Minnesota
$291K
BWM
2211
Base Wealth Management
Florida
$290K +$289K +4,091 New
VCM
2212
Versant Capital Management
Arizona
$290K -$18.8K -267 -6%
OWA
2213
One Wealth Advisors
California
$289K +$78.1K +1,106 +37%
NCFG
2214
New Century Financial Group
New Jersey
$289K -$310K -4,395 -52%
CCA
2215
Catalyst Capital Advisors
New York
$289K -$56.5K -800 -16%
EAM
2216
Evanson Asset Management
California
$287K -$20.3K -288 -7%
PWAM
2217
Private Wealth Asset Management
Iowa
$286K +$285K +4,031 New
HBW
2218
Hazlett, Burt & Watson
West Virginia
$284K -$2.54K -36 -0.9%
SFG
2219
Snider Financial Group
Washington
$284K +$282 +4 +0.1%
SLG
2220
Stanley-Laman Group
Pennsylvania
$283K +$282K +3,994 New
GSIS
2221
Global Strategic Investment Solutions
Arizona
$283K -$19.7K -279 -7%
CFG
2222
Clayton Financial Group
Missouri
$283K
AF
2223
Apexium Financial
Texas
$282K -$24.1K -341 -8%
KHCM
2224
Kirtland Hills Capital Management
Ohio
$281K +$27.1K +384 +10%
FPWM
2225
FSB Premier Wealth Management
Iowa
$281K -$15.4K -218 -5%

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.