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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
IW
2701
Imprint Wealth
South Carolina
$6.79K +$6.58K +90 New
EP
2702
Essential Partners
California
$6.64K -$1.83K -25 -22%
BTC
2703
Bank & Trust Company
Illinois
$6.64K
CIM
2704
Contravisory Investment Management
Massachusetts
$6.64K
AF
2705
Aviso Financial
Ontario, Canada
$6.42K
CFG
2706
Clayton Financial Group
Missouri
$6.34K +$6.14K +84 New
BHWM
2707
Bay Harbor Wealth Management
Maryland
$6.11K +$2.19K +30 +59%
TCM
2708
Tradewinds Capital Management
Washington
$6.04K
KFP
2709
Keener Financial Planning
Texas
$6K
PK
2710
Pflug Koory
Nebraska
$5.74K
MDCM
2711
Morgan Dempsey Capital Management
Wisconsin
$5.59K -$3.07K -42 -36%
SA
2712
Scarborough Advisors
Maryland
$5.36K
CWM
2713
Cedar Wealth Management
California
$5.26K
RWS
2714
Retirement Wealth Solutions
Wisconsin
$5.06K +$4.89K +67 New
LAM
2715
Lummis Asset Management
Texas
$4.61K
WW
2716
Winnow Wealth
Texas
$4.56K +$4.38K +60 New
CIA
2717
Cape Investment Advisory
Georgia
$4.23K -$318K -4,359 -99%
CIR
2718
Clear Investment Research
Georgia
$4.09K +$73 +1 +2%
PC
2719
Promus Capital
Illinois
$3.77K -$41.9K -574 -92%
JFG
2720
JDM Financial Group
Texas
$3.4K
HIW
2721
Holos Integrated Wealth
Pennsylvania
$3.17K
SHIM
2722
Stone House Investment Management
Pennsylvania
$3.02K +$2.92K +40 New
ACM
2723
Anfield Capital Management
California
$2.94K +$1.61K +22 +129%
LC
2724
Luminist Capital
Michigan
$2.73K +$73 +1 +3%
PA
2725
Pineridge Advisors
Missouri
$2.42K