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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
TFA
2526
Transamerica Financial Advisors
Florida
$129K +$125K +1,714 New
OCM
2527
Orion Capital Management
California
$129K -$60.1K -823 -33%
EPW
2528
Evergreen Private Wealth
Colorado
$128K -$10.6K -145 -8%
FIM
2529
FWL Investment Management
Texas
$128K +$27.4K +375 +28%
A
2530
AlphaQuest
New York
$126K -$101K -1,385 -45%
BHWM
2531
Beaird Harris Wealth Management
Texas
$124K +$4.02K +55 +3%
DCM
2532
Davis Capital Management
Florida
$122K +$118K +1,618 New
APW
2533
Acima Private Wealth
Virginia
$120K
GFWA
2534
Grey Fox Wealth Advisors
Delaware
$120K +$116K +1,586 New
SC
2535
Solstein Capital
California
$119K
CIAM
2536
Caitong International Asset Management
Hong Kong
$118K +$113K +1,550 +22,143%
RTC
2537
Riverview Trust Company
Washington
$117K
BCM
2538
Blume Capital Management
California
$117K
SP
2539
Saranac Partners
$115K +$111K +1,520 New
BAM
2540
Byrne Asset Management
New Jersey
$112K -$4.53K -62 -4%
FC
2541
Financial Consulate
Maryland
$107K +$104K +1,420 New
TIM
2542
Thompson Investment Management
Wisconsin
$107K
WA
2543
Whipplewood Advisors
Colorado
$106K -$23.5K -322 -19%
FDW
2544
Fourth Dimension Wealth
Ohio
$105K +$73 +1 +0.1%
AF
2545
Alerus Financial
North Dakota
$105K
SC
2546
Steph & Co
Wisconsin
$104K +$11.3K +154 +13%
WOSD
2547
WFA of San Diego
California
$102K -$2.19K -30 -2%
ABWM
2548
Alpine Bank Wealth Management
Colorado
$100K
TFGT
2549
TS Financial Group (TSFG)
Illinois
$100K +$1.75K +24 +2%
PWA
2550
Principia Wealth Advisory
Texas
$98K +$731 +10 +0.8%