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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
HIP
451
HUB Investment Partners
Texas
$12.2M +$797K +10,909 +7%
AI
452
Atria Investments
North Carolina
$12.2M +$420K +5,742 +4%
BHIA
453
Birch Hill Investment Advisors
Massachusetts
$12.1M +$1.94M +26,549 +20%
MCM
454
Mattern Capital Management
Colorado
$12.1M +$1.28M +17,544 +12%
ITC
455
Inspire Trust Company
Nevada
$12.1M +$1.24M +17,000 +12%
SC
456
SummitTX Capital
Texas
$12M +$11.6M +159,208 New
JWCA
457
J.W. Cole Advisors
Florida
$11.9M -$608K -8,321 -5%
TI
458
Trexquant Investment
Connecticut
$11.8M +$2.24M +30,641 +24%
JGUA
459
John G. Ullman & Associates
New York
$11.8M +$9.48M +129,706 +481%
NCL
460
Nishkama Capital LLC
Puerto Rico
$11.8M +$11.4M +156,138 New
SW
461
SlateStone Wealth
Florida
$11.7M +$180K +2,462 +2%
KWM
462
Kingsview Wealth Management
Oregon
$11.3M +$58K +794 +0.5%
PCM
463
Palisade Capital Management
New Jersey
$11.3M -$157K -2,153 -1%
PP
464
Patten & Patten
Tennessee
$11.3M -$458K -6,265 -4%
VVP
465
Venture Visionary Partners
Ohio
$11.3M +$455K +6,225 +4%
CRM
466
Cramer Rosenthal McGlynn
Connecticut
$11.2M +$2.98M +40,719 +38%
SCM
467
Shaolin Capital Management
Florida
$11.1M -$59.2M -810,706 -85%
BCI
468
Brinker Capital Investments
Pennsylvania
$11.1M +$373K +5,103 +4%
VIM
469
Vinva Investment Management
Australia
$11.1M +$1.45M +19,803 +16%
AIM
470
Ausbil Investment Management
Australia
$11M +$4.31M +58,977 +73%
FFIC
471
First Fiduciary Investment Counsel
Ohio
$11M -$107K -1,461 -1%
FAT
472
First American Trust
California
$11M -$180K -2,458 -2%
KFC
473
Klingenstein Fields & Co
New York
$10.9M -$16.9K -231 -0.2%
JCM
474
Janney Capital Management
Pennsylvania
$10.9M -$7.31K -100 -0.1%
CTA
475
Chesley Taft & Associates
Illinois
$10.9M -$89.5K -1,225 -0.8%