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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
PP
2301
Pacifica Partners
Canada
$252K +$7.91K +112 +3%
LWM
2302
Liberty Wealth Management
California
$252K -$52.9K -749 -17%
AA
2303
Apriem Advisors
California
$251K -$18.8K -267 -7%
PAW
2304
Plan A Wealth
Nebraska
$251K +$250K +3,541 New
VNA
2305
Valley National Advisers
Pennsylvania
$251K +$23.9K +339 +11%
OBWG
2306
Onyx Bridge Wealth Group
New York
$251K -$92.3K -1,308 -27%
WFA
2307
Wellspring Financial Advisors
Ohio
$251K +$45.3K +642 +22%
CA
2308
Crewe Advisors
Utah
$249K +$565 +8 +0.2%
CAC
2309
Certified Advisory Corp
Florida
$249K -$21.7K -307 -8%
PBO
2310
Peoples Bank (Ohio)
Ohio
$249K -$111K -1,569 -31%
PGA
2311
Portland Global Advisors
Maine
$249K
WCWM
2312
Willow Creek Wealth Management
California
$248K -$7.48K -106 -3%
TFA
2313
Tobias Financial Advisors
Florida
$247K -$565 -8 -0.2%
SRC
2314
Shufro Rose & Co
New York
$247K
VAM
2315
Verity Asset Management
North Carolina
$247K
BP
2316
BCK Partners
New York
$246K
DCM
2317
DGS Capital Management
New Jersey
$246K -$51.7K -733 -17%
TCOTS
2318
Trust Company of the South
North Carolina
$245K +$1.55K +22 +0.6%
MMHP
2319
Murphy Middleton Hinkle & Parker
Georgia
$245K
TWP
2320
Triad Wealth Partners
Kansas
$244K -$17.9K -254 -7%
SWM
2321
Stockman Wealth Management
Montana
$244K +$24.8K +351 +11%
FCG
2322
Fielder Capital Group
Tennessee
$243K -$9.18K -130 -4%
HIC
2323
Harvey Investment Company
Kentucky
$243K
GHA
2324
GW Henssler & Associates
Georgia
$243K -$18.6K -264 -7%
EWA
2325
Etesian Wealth Advisors
Oregon
$242K

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.