We are live on ! Find out more
NEE icon

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
CJ
2326
Caitlin John
Michigan
$242K +$241K +3,411 +42,638%
CIG
2327
Cullen Investment Group
Louisiana
$242K -$1.4M -19,878 -85%
WPW
2328
Watershed Private Wealth
Illinois
$242K
KCM
2329
Kornitzer Capital Management
Kansas
$241K +$240K +3,403 New
TFM
2330
TFC Financial Management
Massachusetts
$241K -$24.4K -346 -9%
PFWA
2331
Paces Ferry Wealth Advisors
Georgia
$241K -$3.53K -50 -1%
GA
2332
GSG Advisors
New Jersey
$240K +$9.32K +132 +4%
SWM
2333
Silverlake Wealth Management
Vermont
$240K +$25.8K +366 +12%
BWA
2334
Bestgate Wealth Advisors
Maryland
$240K +$3.11K +44 +1%
RAG
2335
RIA Advisory Group
Iowa
$240K -$196K -2,782 -45%
MAS
2336
MPWM Advisory Solutions
Georgia
$240K
CA
2337
Corrado Advisors
New Jersey
$239K -$17.2K -244 -7%
ACM
2338
Avalon Capital Management
California
$238K
TSS
2339
Two Sigma Securities
New York
$238K -$556K -7,871 -70%
CWM
2340
Chemistry Wealth Management
New York
$238K -$15K -212 -6%
PWP
2341
Parkwoods Wealth Partners
New York
$238K
LF
2342
Lee Financial
Texas
$237K -$72.1K -1,021 -23%
SFB
2343
STAR Financial Bank
Indiana
$237K +$236K +3,338 New
NPA
2344
Nichols & Pratt Advisers
Massachusetts
$237K -$31.1K -440 -12%
SA
2345
Sage Advisors
Colorado
$236K
CWMGO
2346
Capstone Wealth Management Group (Oregon)
Oregon
$236K -$28.2K -400 -11%
MG
2347
Marex Group
$236K +$235K +3,333 New
OAM
2348
Occidental Asset Management
California
$236K +$235K +3,332 New
OCM
2349
Orion Capital Management
California
$236K +$43.5K +616 +23%
CCM
2350
Chilton Capital Management
Texas
$235K +$17.8K +252 +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.