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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
Wellington Management Group
26
Wellington Management Group
Massachusetts
$885M -$1.82M -24,875 -0.2%
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
$811M -$3.48M -47,617 -0.4%
GQG Partners
28
GQG Partners
Florida
$793M -$236M -3,235,092 -24%
Bessemer Group
29
Bessemer Group
New Jersey
$664M -$2.71M -37,127 -0.4%
CIBC Private Wealth Group
30
CIBC Private Wealth Group
Georgia
$573M +$10.3M +141,081 +2%
Cohen & Steers
31
Cohen & Steers
New York
$541M +$63M +862,141 +14%
Ameriprise
32
Ameriprise
Minnesota
$538M -$71.8M -982,442 -12%
Invesco
33
Invesco
Georgia
$537M +$11.2M +152,780 +2%
ClearBridge Investments
34
ClearBridge Investments
New York
$506M +$462M +6,320,999 +1,635%
Massachusetts Financial Services
35
Massachusetts Financial Services
Massachusetts
$504M -$102M -1,391,599 -17%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$495M +$18.2M +248,834 +4%
Nordea Investment Management
37
Nordea Investment Management
Sweden
$488M -$99.9M -1,367,522 -17%
Pictet Asset Management
38
Pictet Asset Management
Switzerland
$474M -$33.5M -458,746 -7%
Fidelity International
39
Fidelity International
Bermuda
$456M +$45.3M +619,361 +11%
Swiss National Bank
40
Swiss National Bank
Switzerland
$448M -$21.7M -297,400 -5%
AllianceBernstein
41
AllianceBernstein
Tennessee
$422M -$24.9M -340,316 -6%
BG
42
Bahl & Gaynor
Ohio
$413M -$13.8M -188,971 -3%
Ensign Peak Advisors
43
Ensign Peak Advisors
Utah
$408M -$10.2M -139,214 -3%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$397M +$15.8M +216,176 +4%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$395M -$47.3M -647,336 -11%
Principal Financial Group
46
Principal Financial Group
Iowa
$386M -$6.95M -95,142 -2%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$374M +$6.55M +89,586 +2%
MGP
48
M&G plc
United Kingdom
$370M -$62.8M -859,509 -15%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$367M -$170M -2,328,061 -32%
National Pension Service
50
National Pension Service
South Korea
$366M +$4.41M +60,324 +1%