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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
AGP
2426
Aspire Growth Partners
Florida
$212K +$23.8K +337 +12%
LFP
2427
Lakeshore Financial Planning
Michigan
$210K
SHGA
2428
Sand Hill Global Advisors
California
$210K +$209K +2,959 New
SIC
2429
Sterling Investment Counsel
New York
$210K +$209K +2,959 New
SW
2430
SteelPeak Wealth
California
$209K +$208K +2,945 New
OWA
2431
Outlook Wealth Advisors
Texas
$209K -$374K -5,301 -64%
SIS
2432
Strategic Investment Solutions
Illinois
$208K -$353 -5 -0.2%
NWAG
2433
Net Worth Advisory Group
Utah
$207K +$207K +2,926 New
OP
2434
ORG Partners
Indiana
$207K +$48.3K +684 +20%
CFD
2435
Creative Financial Designs
Indiana
$206K +$22K +311 +12%
NFC
2436
Northeast Financial Consultants
Connecticut
$205K
SWM
2437
Sendero Wealth Management
Texas
$205K +$204K +2,897 New
TNBTD
2438
Trustmark National Bank Trust Department
Mississippi
$205K -$15.2K -215 -7%
LA
2439
LexAurum Advisors
Kansas
$205K -$3.04K -43 -1%
AC
2440
ASB Consultores
Florida
$205K -$38.7K -548 -16%
FA
2441
Financial Advisors
Massachusetts
$204K
SC
2442
Sawyer & Company
Massachusetts
$204K
ES
2443
ETF Store
Kansas
$204K +$203K +2,877 New
SWK
2444
Stephen W. Kidder
$204K
HA
2445
Helium Advisors
Washington
$203K +$202K +2,862 New
FFA
2446
Frazier Financial Advisors
Ohio
$203K -$3.25K -46 -2%
HKAM
2447
Horizon Kinetics Asset Management
New York
$203K
WFI
2448
West Family Investments
California
$202K -$32K -454 -14%
SDH
2449
Sloy Dahl & Holst
Washington
$202K
IWP
2450
Invenio Wealth Partners
Florida
$202K -$7.13K -101 -3%

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.