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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
KWA
626
Kingswood Wealth Advisors
California
$6.9M +$563K +7,699 +9%
ST
627
Somerset Trust
Pennsylvania
$6.86M +$73.9K +1,012 +1%
SW
628
SVB Wealth
Massachusetts
$6.82M -$843K -11,531 -11%
LOIM
629
Liberty One Investment Management
Illinois
$6.81M +$1.59M +21,784 +32%
PTB
630
Pioneer Trust Bank
Oregon
$6.75M +$128K +1,755 +2%
HI
631
Horizon Investments
North Carolina
$6.72M +$705K +9,655 +12%
OBGC
632
O'Brien Greene & Co
Pennsylvania
$6.7M -$202K -2,762 -3%
OIM
633
Opus Investment Management
Massachusetts
$6.64M
SIM
634
Studio Investment Management
Illinois
$6.64M -$110K -1,501 -2%
AM
635
Account Management
Massachusetts
$6.58M +$1.4M +19,110 +28%
SBFM
636
S-Bank Fund Management
Finland
$6.57M -$219K -3,000 -3%
CTA
637
Colonial Trust Advisors
South Carolina
$6.56M +$61.8K +846 +1%
CFSG
638
Community Financial Services Group
Vermont
$6.52M +$178K +2,438 +3%
CA
639
Commerzbank Aktiengesellschaft
Germany
$6.52M +$989K +13,532 +19%
QPBE
640
Quintet Private Bank (Europe)
Luxembourg
$6.51M +$1.42M +19,406 +29%
ST
641
Spinnaker Trust
Maine
$6.5M -$4.46K -61 -0.1%
NB
642
NBT Bank
New York
$6.49M -$270K -3,695 -4%
CFC
643
Cincinnati Financial Corp
Ohio
$6.49M
VA
644
Vident Advisory
Georgia
$6.49M +$1.03M +14,040 +20%
BL
645
BFSG LLC
California
$6.49M +$127K +1,745 +2%
BCV
646
Banque Cantonale Vaudoise
Switzerland
$6.45M -$1.12M -15,395 -15%
RF
647
Robbins Farley
New Hampshire
$6.43M +$694K +9,500 +13%
SCM
648
Spring Capital Management
Texas
$6.39M +$173K +2,374 +3%
PCM
649
Parsons Capital Management
Rhode Island
$6.39M -$86.6K -1,185 -1%
TPCW
650
TD Private Client Wealth
New York
$6.36M -$777K -10,633 -11%