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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$14.7B +$143M +2,025,193 +1%
BlackRock
2
BlackRock
New York
$11.6B +$228M +3,224,530 +2%
State Street
3
State Street
Massachusetts
$7.85B +$163M +2,305,703 +2%
JP Morgan Chase
4
JP Morgan Chase
New York
$6.53B +$615M +8,713,718 +10%
Morgan Stanley
5
Morgan Stanley
New York
$4.29B +$26.8M +379,039 +0.6%
Norges Bank
6
Norges Bank
Norway
$3.51B +$60.7M +860,629 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.2B +$100M +1,419,217 +3%
Franklin Resources
8
Franklin Resources
California
$2.76B -$111M -1,567,716 -4%
Bank of America
9
Bank of America
North Carolina
$2.27B +$33.9M +479,594 +2%
Wells Fargo
10
Wells Fargo
California
$2.16B -$12.3M -173,572 -0.6%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$2.11B +$465M +6,587,582 +28%
Northern Trust
12
Northern Trust
Illinois
$1.66B +$18.6M +262,819 +1%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$1.61B -$53.9M -764,329 -3%
UBS Group
14
UBS Group
Switzerland
$1.54B +$50.3M +712,546 +3%
Goldman Sachs
15
Goldman Sachs
New York
$1.46B +$53M +751,459 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.43B -$15.7M -221,941 -1%
GQG Partners
17
GQG Partners
Florida
$1.22B +$448M +6,352,798 +58%
N
18
Nuveen
North Carolina
$1.22B -$198M -2,800,227 -14%
Charles Schwab
19
Charles Schwab
California
$1.17B +$199M +2,815,629 +21%
Legal & General Group
20
Legal & General Group
United Kingdom
$1.13B +$23.2M +328,055 +2%
Deutsche Bank
21
Deutsche Bank
Germany
$1.09B +$16.8M +237,814 +2%
UBS AM
22
UBS AM
Illinois
$1.01B +$93.6M +1,326,605 +10%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.01B -$20M -283,551 -2%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$942M -$124M -1,760,440 -12%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$882M +$608M +8,610,646 +225%

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.