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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
MFG
2576
Mendota Financial Group
Wisconsin
$63.4K
PW
2577
Pandora Wealth
Illinois
$63.4K
SR
2578
Syntax Research
Florida
$60.7K
SA
2579
Seneschal Advisors
Washington
$60.4K +$58.5K +800 New
PWA
2580
Physician Wealth Advisors
Utah
$59.1K +$24.9K +341 +77%
PCTC
2581
Perkins Coie Trust Company
Washington
$55.9K
FCG
2582
Financial Connections Group
California
$55K -$43.8K -600 -45%
VC
2583
Vestor Capital
Illinois
$53K -$229K -3,137 -82%
BDPWM
2584
Barnes Dennig Private Wealth Management
Ohio
$52.8K -$137K -1,879 -73%
ATC
2585
Advantage Trust Company
Kansas
$51.7K
SVWA
2586
Sarver Vrooman Wealth Advisors
Missouri
$49.9K
PPA
2587
Pilgrim Partners Asia
Singapore
$49.8K +$48.2K +660 New
HFS
2588
Hughes Financial Services
Virginia
$49.7K +$73 +1 +0.2%
GK
2589
Graney & King
New York
$49.2K +$292 +4 +0.6%
SC
2590
Stance Capital
Massachusetts
$48.2K +$46.7K +639 New
WPA
2591
Wealth Preservation Advisors
Tennessee
$47.6K -$73 -1 -0.2%
TWD
2592
True Wealth Design
Ohio
$47.2K -$877 -12 -2%
WA
2593
WPG Advisers
Maryland
$47K -$2.12K -29 -4%
PWMG
2594
Private Wealth Management Group
New Jersey
$46.7K -$1.17K -16 -3%
MCA
2595
Midwest Capital Advisors
Michigan
$46.7K
PWM
2596
Peck Wealth Management
New York
$45.3K +$43.8K +600 New
VWA
2597
Valued Wealth Advisors
Utah
$44.6K +$73 +1 +0.2%
CWM
2598
Copia Wealth Management
Oregon
$44.1K +$5.84K +80 +16%
OA
2599
Operose Advisors
Wisconsin
$43K -$658 -9 -2%
BCM
2600
Boreal Capital Management
Florida
$43K +$8.77K +120 +27%