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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
RA
801
RFG Advisory
Alabama
$3.92M -$228K -3,116 -6%
EC
802
Enhancing Capital
Pennsylvania
$3.9M
AMIM
803
Aull & Monroe Investment Management
Alabama
$3.89M -$360K -4,922 -9%
GIA
804
Gladstone Institutional Advisory
Florida
$3.87M +$42.8K +586 +1%
IA
805
IFC Advisors
California
$3.87M -$158K -2,165 -4%
CIM
806
Corbyn Investment Management
Maryland
$3.86M -$89.7K -1,227 -2%
MGIA
807
Moneta Group Investment Advisors
Missouri
$3.86M +$1.14M +15,571 +44%
CBA
808
Coastal Bridge Advisors
Connecticut
$3.84M +$281K +3,843 +8%
LC
809
Legacy CG
Texas
$3.82M +$27.3K +373 +0.7%
EFG
810
Ethos Financial Group
Pennsylvania
$3.81M +$92.5K +1,266 +3%
WAM
811
Weatherly Asset Management
California
$3.8M -$389K -5,323 -10%
HSA
812
HBK Sorce Advisory
Pennsylvania
$3.8M +$237K +3,249 +8%
GWMIA
813
Global Wealth Management Investment Advisory
Florida
$3.79M +$497K +6,798 +16%
SG
814
Somerset Group
Minnesota
$3.78M -$296K -4,045 -7%
AAIM
815
American Assets Investment Management
California
$3.77M
CSUI
816
Cincinnati Specialty Underwriters Insurance
Ohio
$3.77M
IA
817
IFP Advisors
Florida
$3.77M +$11.6K +159 +0.3%
SCM
818
Schnieders Capital Management
California
$3.76M -$3.65K -50 -0.1%
FWP
819
FAS Wealth Partners
Kansas
$3.76M +$181K +2,477 +5%
HW
820
HORAN Wealth
Ohio
$3.74M +$239K +3,266 +7%
CT
821
Colonial Trust
South Carolina
$3.72M +$1.1K +15 +0%
WIS
822
Wright Investors Service
Connecticut
$3.71M +$675K +9,240 +23%
BB
823
Berkshire Bank
Massachusetts
$3.71M -$111K -1,513 -3%
APWM
824
Argonautica Private Wealth Management
Massachusetts
$3.69M -$12.3K -168 -0.3%
NAM
825
NorthCrest Asset Manangement
Minnesota
$3.69M +$92.7K +1,269 +3%