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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
NWA
2376
New World Advisors
Massachusetts
$228K +$776 +11 +0.3%
CB
2377
Centennial Bank
Arkansas
$227K
UAG
2378
United Advisor Group
Ohio
$227K -$78.8K -1,117 -26%
BC
2379
Broadwater Capital
Massachusetts
$227K
ONST
2380
Old North State Trust
North Carolina
$227K
GWM
2381
GDS Wealth Management
Texas
$227K +$8.47K +120 +4%
GIP
2382
Granite Investment Partners
California
$227K
IWP
2383
IAG Wealth Partners
Wisconsin
$227K
FG
2384
Foster Group
Iowa
$227K +$226K +3,198 New
RCG
2385
Regatta Capital Group
California
$227K +$71 +1 +0%
ILI
2386
Invesco LLC (Illinois)
Illinois
$227K -$427K -6,050 -65%
NA
2387
Nautilus Advisors
California
$226K -$55.1K -780 -20%
VIPI
2388
Vista Investment Partners II
Indiana
$225K -$21.4K -303 -9%
RA
2389
Riverstone Advisors
Texas
$225K -$13.8K -196 -6%
MCM
2390
Marathon Capital Management
Maryland
$224K
FGWP
2391
Founders Grove Wealth Partners
Virginia
$224K +$223K +3,153 New
AW
2392
Apricus Wealth
South Carolina
$223K +$222K +3,152 New
PAG
2393
Powers Advisory Group
Illinois
$223K +$222K +3,149 New
LFA
2394
Legend Financial Advisors
Pennsylvania
$223K -$21.2K -300 -9%
AIA
2395
Accelerate Investment Advisors
California
$223K +$222K +3,149 New
SFC
2396
Strategic Financial Concepts
Texas
$222K +$21K +297 +10%
CCC
2397
Compass Capital Corp
Massachusetts
$222K +$24.3K +344 +11%
ACM
2398
AlphaStar Capital Management
North Carolina
$222K -$43.8K -620 -17%
CAL
2399
Capital Advisors Ltd
Ohio
$221K +$4.52K +64 +2%
TLCM
2400
Twin Lakes Capital Management
California
$221K +$424 +6 +0.2%

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.