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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
OWA
2276
ORBA Wealth Advisors
Illinois
$262K
EI
2277
eCIO Inc
Wisconsin
$262K +$261K +3,699 New
LWMM
2278
Legacy Wealth Management (Mississippi)
Mississippi
$262K -$83.9K -1,188 -24%
AWM
2279
Austin Wealth Management
Texas
$261K +$13.6K +192 +5%
SA
2280
Stewardship Advisors
Pennsylvania
$261K +$4.66K +66 +2%
BWS
2281
Broadway Wealth Solutions
Texas
$261K +$1.41K +20 +0.5%
PAA
2282
Peregrine Asset Advisers
Oregon
$261K -$20.8K -294 -7%
HFP
2283
Holistic Financial Partners
Indiana
$261K -$28.7K -407 -10%
WIM
2284
Warwick Investment Management
Texas
$261K +$29.4K +417 +13%
AFT
2285
Alpha Family Trust
California
$259K
GMA
2286
Glassy Mountain Advisors
Maryland
$259K
FFA
2287
Fi3 Financial Advisors
Indiana
$259K -$23.8K -337 -8%
TWM
2288
Tanager Wealth Management
United Kingdom
$259K +$18.8K +266 +8%
VFG
2289
Victory Financial Group
Texas
$259K +$48.3K +684 +23%
MWM
2290
MBE Wealth Management
Wisconsin
$258K +$5.36K +76 +2%
OFW
2291
Omnia Family Wealth
Florida
$258K +$57.7K +818 +29%
MCM
2292
Mengis Capital Management
Oregon
$257K -$10.6K -150 -4%
BAMG
2293
Brand Asset Management Group
Missouri
$256K +$424 +6 +0.2%
CPA
2294
Capital Performance Advisors
California
$256K +$255K +3,614 New
CA
2295
CGN Advisors
Kansas
$256K +$14.2K +201 +6%
PWM
2296
PBMares Wealth Management
Virginia
$254K -$4.45K -63 -2%
CGF
2297
Constant Guidance Financial
Massachusetts
$254K +$252K +3,577 New
SIG
2298
Sargent Investment Group
Maryland
$253K +$16.4K +233 +7%
PTC
2299
Philadelphia Trust Company
Pennsylvania
$253K -$113K -1,600 -31%
PIA
2300
Perennial Investment Advisors
California
$253K +$19.2K +272 +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.