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NextEra Energy

2,749 hedge funds and large institutions have $125B invested in NextEra Energy in 2025 Q3 according to their latest regulatory filings, with 208 funds opening new positions, 1,128 increasing their positions, 1,085 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 208 | Existing positions closed: 123

40% more call options, than puts

Call options by funds: $2.08B | Put options by funds: $1.48B

7% more capital invested

Capital invested by funds: $117B → $125B (+$8.62B)

2% more funds holding

Funds holding: 2,7022,749 (+47)

4% more repeat investments, than reductions

Existing positions increased: 1,128 | Existing positions reduced: 1,085

0.96% less ownership

Funds ownership: 81.62%80.66% (-0.96%)

3% less funds holding in top 10

Funds holding in top 10: 3635 (-1)

Holders
2,749
Holders Change
+47
Holders Change %
+1.74%
% of All Funds
36.08%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.46%
New
208
Increased
1,128
Reduced
1,085
Closed
123
Calls
$2.08B
Puts
$1.48B
Net Calls
+$598M
Net Calls Change
-$245M
Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
2476
Loomis, Sayles & Company
Massachusetts
$204K -$37.3K -511 -16%
SL
2477
Salomon & Ludwin
Virginia
$204K +$54.1K +741 +41%
MI
2478
Moneywise Inc
Virginia
$204K +$197K +2,696 New
HIMS
2479
Hager Investment Management Services
New Hampshire
$203K
1WA
2480
180 Wealth Advisors
Washington
$203K +$197K +2,690 New
SC
2481
Sawyer & Company
Massachusetts
$203K
AA
2482
Auxano Advisors
Washington
$203K +$196K +2,687 New
MFS
2483
Madrona Financial Services
Washington
$203K +$196K +2,685 New
TW
2484
Traveka Wealth
California
$202K +$196K +2,676 New
AEPWM
2485
Atlantic Edge Private Wealth Management
Florida
$201K
GCM
2486
Gables Capital Management
Florida
$200K +$2.92K +40 +2%
WAM
2487
WealthTrust Asset Management
Florida
$200K +$194K +2,655 New
JSAM
2488
J. Safra Asset Management
New York
$200K +$31K +424 +19%
MF
2489
Magnetar Financial
Illinois
$198K +$192K +2,621 New
TVWM
2490
Tower View Wealth Management
Wisconsin
$196K -$123K -1,683 -39%
HA
2491
Heartland Advisors
Wisconsin
$196K +$190K +2,600 New
RFP
2492
Root Financial Partners
California
$190K +$184K +2,512 New
GGI
2493
Godsey & Gibb Inc
Virginia
$184K -$4.31K -59 -2%
TCM
2494
TruNorth Capital Management
Michigan
$183K +$48.4K +662 +37%
CWIG
2495
Chung Wu Investment Group
Texas
$181K
WC
2496
Wexford Capital
Florida
$181K -$426K -5,836 -71%
NAAA
2497
New Age Alpha Advisors
New York
$174K -$16.4K -225 -9%
MEG
2498
Millstone Evans Group
Colorado
$172K -$15.4K -211 -8%
CM
2499
Capula Management
Cayman Islands
$171K +$32.2K +441 +24%
MIM
2500
MTM Investment Management
South Carolina
$169K -$2.05K -28 -1%