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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
36.09%
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
BFP
2851
Briaud Financial Planning
Texas
-$49K -710 Closed
VWA
2852
VSM Wealth Advisory
Maryland
-$46.7K -673 Closed
BA
2853
Bellwether Advisors
Nebraska
-$37.3K -538 Closed
RI
2854
Ridgewood Investments
New Jersey
-$36.2K -522 Closed
SO
2855
Sierra Ocean
California
-$31K -446 Closed
PWM
2856
Puff Wealth Management
New Jersey
-$25.7K -370 Closed
KWM
2857
Kiker Wealth Management
Georgia
-$24.9K -358 Closed
GAG
2858
Goodman Advisory Group
Massachusetts
-$24.6K -354 Closed
IFS
2859
Intelligent Financial Strategies
Minnesota
-$22.9K -330 Closed
SAS
2860
Spurstone Advisory Services
Connecticut
-$22.6K -325 Closed
PCC
2861
Park Circle Company
Maryland
-$13.9K -200 Closed
TIM
2862
Total Investment Management
Arizona
-$13.5K -194 Closed
AI
2863
Amplify Investments
Illinois
-$12.6K -182 Closed
WCM
2864
WealthTrak Capital Management
Virginia
-$11.8K -170 Closed
GC
2865
GFG Capital
Florida
-$11.7K -168 Closed
CWM
2866
Cranbrook Wealth Management
Michigan
-$8.68K -125 Closed
FW
2867
Fairway Wealth
Ohio
-$6.46K -93 Closed
MAWAG
2868
Mid-American Wealth Advisory Group
Missouri
-$4.17K -60 Closed
EWA
2869
EQ Wealth Advisors
Texas
-$3.19K -46 Closed
NWM
2870
Navigoe Wealth Management
California
-$2K -42 Closed
PCA
2871
PMV Capital Advisers
Texas
-$2.29K -33 Closed
MWM
2872
MorganRosel Wealth Management
Colorado
-$278 -4 Closed