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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
ACA
2401
Anchor Capital Advisors
Massachusetts
$220K
CCA
2402
Cottonwood Capital Advisors
Utah
$220K -$41K -581 -16%
TIP
2403
Tandem Investment Partners
New Jersey
$220K
GWMR
2404
GC Wealth Management RIA
Massachusetts
$219K +$218K +3,094 New
ECM
2405
Elgethun Capital Management
South Dakota
$219K
HIIFS
2406
Harel Insurance Investments & Financial Services
Israel
$219K +$126K +1,792 +138%
Walleye Capital
2407
Walleye Capital
New York
$219K +$218K +3,083 New
LWL
2408
Leo Wealth LLC
Texas
$217K -$21.9K -310 -9%
SAF
2409
Smith Anglin Financial
Texas
$216K +$7.27K +103 +3%
AIS
2410
AM Investment Strategies
Tennessee
$216K
AG
2411
AmeriFlex Group
Nevada
$216K +$90.1K +1,277 +72%
KFI
2412
Key Financial Inc
Pennsylvania
$215K
IA
2413
Intellus Advisors
Florida
$214K +$353 +5 +0.2%
AFP
2414
Alpha Financial Partners
Kentucky
$214K -$11.3K -160 -5%
BSHC
2415
Breed's Hill Capital
Massachusetts
$214K +$14.8K +209 +7%
LOIP
2416
Live Oak Investment Partners
Texas
$214K +$213K +3,021 New
SFWC
2417
Strategic Family Wealth Counselors
New Jersey
$213K +$13.1K +185 +7%
SRC
2418
Sage Rhino Capital
California
$213K -$5.08K -72 -2%
MF
2419
Meridian Financial
Massachusetts
$213K
IA
2420
Insight Advisors
Pennsylvania
$213K +$5.08K +72 +2%
LKIM
2421
Lawson Kroeker Investment Management
Nebraska
$213K
PP
2422
Pingora Partners
Wyoming
$213K
FAG
2423
Fortitude Advisory Group
Washington
$213K -$5.22K -74 -2%
CWA
2424
Canvas Wealth Advisors
Kansas
$212K -$77.7K -1,101 -26%
ACA
2425
Affinity Capital Advisors
California
$212K

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.