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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
PRP
2351
Peak Retirement Planning
Ohio
$235K -$1.69K -24 -0.7%
PCM
2352
Prospera Capital Management
Arizona
$234K +$233K +3,296 New
IA
2353
IFG Advisors
Missouri
$234K +$71 +1 +0%
DWA
2354
Dougherty Wealth Advisers
Minnesota
$232K
CCM
2355
Crew Capital Management
Ohio
$232K +$2.82K +40 +1%
IPW
2356
IronBridge Private Wealth
Texas
$232K +$141 +2 +0.1%
AIM
2357
Advyzon Investment Management
Illinois
$231K +$230K +3,263 New
SA
2358
Sovran Advisors
California
$231K +$246K +3,484 New
CSWG
2359
Cardinal Strategic Wealth Guidance
Kentucky
$231K -$110K -1,564 -32%
ADL
2360
Asset Dedication LLC
California
$231K -$50.9K -721 -18%
TFA
2361
Trinity Financial Advisors
Ohio
$231K -$282 -4 -0.1%
SLC
2362
Second Line Capital
Louisiana
$231K +$5.65K +80 +3%
MHR
2363
Matthew Hamilton Rosenberg
$231K +$2.05K +29 +0.9%
GWA
2364
GGM Wealth Advisors
Maryland
$231K +$71 +1 +0%
LIM
2365
Loudon Investment Management
New Hampshire
$230K
DFA
2366
Davies Financial Advisors
California
$230K -$41.9K -593 -15%
NRG
2367
Nemes Rush Group
Michigan
$229K -$59.4K -841 -21%
RWA
2368
Redhawk Wealth Advisors
Minnesota
$229K +$8.33K +118 +4%
BW
2369
Blalock Williams
Alabama
$229K +$9.74K +138 +4%
MWP
2370
Meriwether Wealth & Planning
Louisiana
$229K +$1.83K +26 +0.8%
CBB
2371
Citizens Business Bank
California
$229K +$85.1K +1,205 +60%
LWP
2372
LMG Wealth Partners
Louisiana
$228K
OAJ
2373
Ogorek Anthony Joseph
New York
$228K +$9.25K +131 +4%
SWP
2374
Significant Wealth Partners
Illinois
$228K +$141 +2 +0.1%
PFA
2375
Pure Financial Advisors
California
$228K +$227K +3,216 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.