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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
TW
2226
Traveka Wealth
California
$281K +$280K +3,966 New
HBWM
2227
Hollow Brook Wealth Management
New York
$281K
TIA
2228
Tiemann Investment Advisors
California
$281K -$6K -85 -2%
CWA
2229
Crux Wealth Advisors
California
$280K -$101K -1,433 -27%
WGC
2230
Watts Gwilliam & Co
Arizona
$280K +$39.3K +557 +16%
HCMG
2231
Howard Capital Management Group
California
$280K
MSWM
2232
Master's Wealth Management
Pennsylvania
$280K +$2.19K +31 +0.8%
SDJVC
2233
St. Denis J. Villere & Co
Louisiana
$280K
MPWS
2234
McCarter Private Wealth Services
Massachusetts
$280K +$279K +3,947 New
JCM
2235
Jacobsen Capital Management
Utah
$280K -$10.9K -155 -4%
MWA
2236
Meridian Wealth Advisors
Texas
$279K -$76.7K -1,086 -22%
SN
2237
Sittner & Nelson
Oregon
$279K
HS
2238
Horan Securities
United States
$277K -$14.9K -211 -5%
NFG
2239
Nadler Financial Group
Illinois
$277K
LGG
2240
Luts & Greenleigh Group
Maryland
$277K -$141K -2,001 -34%
GC
2241
Garde Capital
Washington
$276K +$2.96K +42 +1%
AGWCA
2242
Annis Gardner Whiting Capital Advisors
Florida
$276K +$4.02K +57 +1%
IIC
2243
Integrated Investment Consultants
Michigan
$276K +$275K +3,895 New
BCPWM
2244
Bradley & Co Private Wealth Management
Florida
$276K
FA
2245
FSA Advisors
Michigan
$276K -$15.5K -220 -5%
PWA
2246
Provenance Wealth Advisors
Florida
$275K -$1M -14,230 -79%
FNT
2247
First Nebraska Trust
Nebraska
$274K
IDBONY
2248
Israel Discount Bank of New York
New York
$274K -$35.9K -509 -12%
ADBIC
2249
A.D. Beadell Investment Counsel
Wisconsin
$274K +$5.51K +78 +2%
SAMT
2250
Select Asset Management & Trust
Pennsylvania
$274K +$273K +3,864 New

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.