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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
WAM
2451
Worth Asset Management
Texas
$202K +$2.33K +33 +1%
WFAG
2452
Wescott Financial Advisory Group
Pennsylvania
$202K +$201K +2,850 New
NSAM
2453
North Star Asset Management
Wisconsin
$202K +$201K +2,847 New
CA
2454
Calton & Associates
Florida
$202K +$201K +2,847 New
PI
2455
PineBridge Investments
New York
$202K -$730K -10,345 -78%
BWMG
2456
Barnes Wealth Management Group
California
$202K +$201K +2,844 New
FWM
2457
Foguth Wealth Management
Michigan
$202K -$41.7K -591 -17%
RAM
2458
Redmond Asset Management
Virginia
$201K
UFF
2459
USA Financial Formulas
Michigan
$197K -$48.1K -682 -20%
BI
2460
Binnacle Investments
Iowa
$196K +$195K +2,768 New
HIMS
2461
Hager Investment Management Services
New Hampshire
$195K -$3.53K -50 -2%
NAAA
2462
New Age Alpha Advisors
New York
$195K +$4.59K +65 +2%
GGI
2463
Godsey & Gibb Inc
Virginia
$193K +$3.88K +55 +2%
NEWAS
2464
N.E.W. Advisory Services
Wisconsin
$193K +$192K +2,720 New
CWM
2465
CarsonAllaria Wealth Management
Illinois
$192K -$424 -6 -0.2%
PS
2466
Pinney & Scofield
Massachusetts
$191K +$6.35K +90 +3%
GCM
2467
Gables Capital Management
Florida
$191K
AEPWM
2468
Atlantic Edge Private Wealth Management
Florida
$189K
AIM
2469
Acropolis Investment Management
Missouri
$188K -$6.07K -86 -3%
STB
2470
S&T Bank
Pennsylvania
$187K +$4.66K +66 +3%
RTC
2471
Riverview Trust Company
Washington
$184K -$1.06K -15 -0.6%
GFPC
2472
Global Financial Private Client
Florida
$181K -$13K -184 -7%
Kayne Anderson Rudnick Investment Management
2473
Kayne Anderson Rudnick Investment Management
California
$179K +$152K +2,150 +572%
TC
2474
Trust Company
Kansas
$178K +$24.7K +350 +16%
MEG
2475
Millstone Evans Group
Colorado
$177K

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.