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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
CB
2501
CNB Bank
Pennsylvania
$169K +$92.9K +1,271 +131%
NRG
2502
Nemes Rush Group
Michigan
$169K +$731 +10 +0.4%
MSWM
2503
Mowery & Schoenfeld Wealth Management
Illinois
$169K -$5.84K -80 -3%
SIS
2504
Strategic Investment Solutions
Illinois
$167K +$1.17K +16 +0.7%
RA
2505
Rise Advisors
New York
$166K +$21.6K +296 +16%
DMBA
2506
Deseret Mutual Benefit Administrators
Utah
$163K +$15.6K +214 +11%
FWM
2507
FSA Wealth Management
Massachusetts
$163K +$7.31K +100 +5%
FP
2508
Financial Perspectives
Minnesota
$161K +$25.6K +350 +20%
TCB
2509
Texas Capital Bancshares
Texas
$156K -$837K -11,460 -85%
EWP
2510
Elevation Wealth Partners
California
$156K +$4.75K +65 +3%
CAL
2511
Capital Advisors Ltd
Ohio
$154K
GIA
2512
GHP Investment Advisors
Colorado
$151K -$183K -2,510 -56%
NEWAS
2513
N.E.W. Advisory Services
Wisconsin
$149K +$73 +1 +0.1%
DWS
2514
Dynamic Wealth Strategies
California
$148K +$27.7K +379 +24%
SCM
2515
Silvant Capital Management
Georgia
$147K
TLCM
2516
Twin Lakes Capital Management
California
$145K +$219 +3 +0.2%
FFO
2517
Fortitude Family Office
Arizona
$144K -$19.8K -271 -12%
CM
2518
Castleark Management
Illinois
$143K
TCA
2519
Trifecta Capital Advisors
Illinois
$140K +$7.6K +104 +6%
BWL
2520
Bogart Wealth LLC
Virginia
$140K -$21.4K -293 -14%
AA
2521
Addison Advisors
Vermont
$139K +$9.79K +134 +8%
FMP
2522
Financial Management Professionals
Texas
$138K -$658 -9 -0.5%
EAM
2523
Empirical Asset Management
Massachusetts
$136K +$863K +11,813 New
DWM
2524
Dogwood Wealth Management
Kansas
$135K +$877 +12 +0.7%
T
2525
Tidemark
California
$130K +$18.6K +255 +17%