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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
FAM
751
Formidable Asset Management
Ohio
$4.4M -$3.36K -46 -0.1%
KC
752
Kinloch Capital
Virginia
$4.4M +$15.1K +206 +0.4%
VCM
753
Vision Capital Management
Oregon
$4.4M -$218K -2,986 -5%
CAIM
754
Catherine Avery Investment Management
Florida
$4.39M +$486K +6,658 +13%
CB
755
Community Bank
New York
$4.38M -$29.6K -405 -0.7%
MAM
756
Mirabaud Asset Management
United Kingdom
$4.37M
BB
757
Busey Bank
Illinois
$4.37M +$226K +3,099 +6%
BA
758
Bard Associates
Illinois
$4.36M +$2.58M +35,246 +157%
ET
759
Equitable Trust
Tennessee
$4.34M -$40.3K -551 -0.9%
STA
760
Summit Trail Advisors
New York
$4.33M +$870K +11,911 +26%
IWM
761
IHT Wealth Management
Illinois
$4.32M -$187K -2,560 -4%
SOAMC
762
Spirit of America Management Corp
New York
$4.32M +$267K +3,650 +7%
MCB
763
Morton Community Bank
Illinois
$4.32M +$118K +1,612 +3%
BFA
764
Brendel Financial Advisors
New Hampshire
$4.31M +$162K +2,217 +4%
PT
765
Plimoth Trust
Massachusetts
$4.3M -$15.7K -215 -0.4%
CII
766
Capital International Inc
California
$4.3M -$1.33M -18,249 -24%
CIA
767
Covington Investment Advisors
Pennsylvania
$4.28M -$8.77K -120 -0.2%
VT
768
Vise Technologies
New York
$4.28M -$572K -7,823 -12%
ANTB
769
AMG National Trust Bank
Colorado
$4.27M -$477K -6,528 -10%
SFG
770
SevenBridge Financial Group
Pennsylvania
$4.26M +$1.03M +14,089 +40%
AG
771
Advocate Group
Minnesota
$4.25M -$20.1K -275 -0.5%
AG
772
Ascent Group
Virginia
$4.24M +$238K +3,259 +6%
CCT
773
Capital City Trust
Florida
$4.23M -$38.7K -530 -0.9%
IBOK
774
Independence Bank of Kentucky
Kentucky
$4.23M +$135K +1,848 +3%
FEG
775
Financial Enhancement Group
Indiana
$4.21M +$21.6K +296 +0.6%