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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
QWM
2626
Quaker Wealth Management
New Jersey
$29.4K +$219 +3 +0.8%
SAM
2627
Strive Asset Management
Ohio
$29.1K +$28.2K +386 New
PP
2628
PFS Partners
New Jersey
$29K +$2.92K +40 +12%
NWM
2629
Nova Wealth Management
Florida
$29K -$3.07K -42 -10%
NMG
2630
New Millennium Group
Utah
$28.2K -$3.21K -44 -11%
PG
2631
Proffitt & Goodson
Tennessee
$28.2K
1NWS
2632
1 North Wealth Services
Maryland
$27.5K
HAP
2633
Harbor Asset Planning
Massachusetts
$26.8K
IAS
2634
IMA Advisory Services
Colorado
$26.6K -$11.7K -160 -31%
PPA
2635
Painted Porch Advisors
California
$25.7K
RCMU
2636
Rokos Capital Management (UK)
United Kingdom
$25.1K +$24.3K +333 New
OCM
2637
Osterweis Capital Management
California
$24.9K
TWM
2638
Tripletail Wealth Management
Florida
$24.9K +$21.9K +300 New
MPW
2639
MASECO Private Wealth
$24.9K +$73 +1 +0.3%
TFA
2640
Toth Financial Advisory
Virginia
$24.5K +$438 +6 +2%
FLP
2641
Financial Life Planners
Arizona
$23.8K +$23K +315 New
HNW
2642
High Note Wealth
Minnesota
$22.9K +$365 +5 +2%
CPG
2643
Cornerstone Planning Group
New Jersey
$22.6K -$47.1K -645 -79%
LWA
2644
Lowe Wealth Advisors
Maryland
$22.1K
MSWA
2645
Marshall & Sterling Wealth Advisors
New York
$22.1K
SWIM
2646
Smallwood Wealth Investment Management
New Jersey
$22K -$1.68K -23 -7%
BAM
2647
Bellevue Asset Management
Washington
$21.8K +$146 +2 +0.7%
IRC
2648
Investors Research Corp
Georgia
$21.2K
AI
2649
AXS Investments
New York
$20.6K +$19.9K +273 New
RCM
2650
Raleigh Capital Management
North Carolina
$20.1K -$32.7K -447 -63%