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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
BCG
2251
Bravias Capital Group
New Jersey
$274K +$71 +1 +0%
IP
2252
Investment Partners
Ohio
$274K +$34K +482 +14%
LWM
2253
LongView Wealth Management
Georgia
$273K -$21.4K -303 -7%
NRC
2254
New Republic Capital
North Carolina
$273K -$18.8K -267 -6%
Loomis, Sayles & Company
2255
Loomis, Sayles & Company
Massachusetts
$272K +$73.4K +1,040 +37%
EF
2256
Exeter Financial
Arizona
$271K
WA1
2257
Wimmer Associates 1
California
$270K -$4.24K -60 -2%
MS
2258
Marshall & Sullivan
Washington
$270K
AWM
2259
Aprio Wealth Management
Georgia
$269K -$29.1K -412 -10%
DRD
2260
Dennis R. Delaney
$269K +$31.8K +450 +13%
VPP
2261
Vertex Planning Partners
Illinois
$269K -$15K -213 -5%
HCM
2262
Highview Capital Management
Illinois
$268K -$6.35K -90 -2%
HKIM
2263
Hayek Kallen Investment Management
Alabama
$267K
EBA
2264
Eagle Bay Advisors
New York
$267K -$10.6K -150 -4%
DOA
2265
D'Orazio & Associates
Virginia
$266K +$21.7K +308 +9%
FCCM
2266
First City Capital Management
Georgia
$265K -$286K -4,050 -52%
FFA
2267
Florida Financial Advisors
Florida
$265K +$264K +3,746 New
FAM
2268
Flaharty Asset Management
Florida
$265K +$7.06K +100 +3%
MCP
2269
Mirador Capital Partners
California
$265K
BGAI
2270
Bruce G. Allen Investments
Colorado
$265K -$5.08K -72 -2%
BAWM
2271
Bennett Associates Wealth Management
Pennsylvania
$264K -$31.9K -452 -11%
AT
2272
Arlington Trust
Alabama
$264K -$24.2K -343 -8%
CCP
2273
Carmel Capital Partners
California
$264K +$1.34K +19 +0.5%
GWA
2274
Gratus Wealth Advisors
Virginia
$264K
AI
2275
Accredited Investors
Minnesota
$263K -$4.02K -57 -2%

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.