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NextEra Energy

3,019 hedge funds and large institutions have $160B invested in NextEra Energy in 2026 Q1 according to their latest regulatory filings, with 273 funds opening new positions, 1,281 increasing their positions, 1,128 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more call options, than puts

Call options by funds: $ | Put options by funds: $

14% more repeat investments, than reductions

Existing positions increased: 1,281 | Existing positions reduced: 1,128

2% more funds holding

Funds holding: 2,9493,019 (+70)

0.17% more ownership

Funds ownership: 82.76%82.93% (+0.17%)

Holders
3,019
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
82
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.17B
Puts
$1.9B
Net Calls
Net Calls Change

Top Buyers

1 +$885M
2 +$595M
3 +$543M
4
UBS Group
UBS Group
Switzerland
+$438M
5
Goldman Sachs
Goldman Sachs
New York
+$431M
Name Holding Trade Value Shares
Change
Change in
Stake
SG
826
Somerset Group
Minnesota
$4.58M
GWMIA
827
Global Wealth Management Investment Advisory
Florida
$4.58M
CWP
828
Concord Wealth Partners
Virginia
$4.58M
NFG
829
Nations Financial Group
Iowa
$4.55M
BB
830
Berkshire Bank
Massachusetts
$4.55M
WAM
831
Weatherly Asset Management
California
$4.55M
PWM
832
Peterson Wealth Management
Nevada
$4.54M
DCM
833
Davidson Capital Management
Texas
$4.53M
PI
834
PFG Investments
New York
$4.52M
CWS
835
Confluence Wealth Services
Pennsylvania
$4.52M
FCBT
836
First Citizens Bank & Trust
North Carolina
$4.52M
Kayne Anderson Rudnick Investment Management
837
Kayne Anderson Rudnick Investment Management
California
$4.52M
CBA
838
Coastal Bridge Advisors
Connecticut
$4.51M
ECM
839
Everence Capital Management
Indiana
$4.49M
JCM
840
Jacobi Capital Management
Pennsylvania
$4.47M
TWP
841
Tyche Wealth Partners
Texas
$4.46M
LWA
842
Lineweaver Wealth Advisors
Ohio
$4.44M
APWM
843
Argonautica Private Wealth Management
Massachusetts
$4.38M
HI
844
Harbour Investments
Wisconsin
$4.38M
LNB
845
Ledyard National Bank
$4.37M
SAI
846
Savvy Advisors Inc
New York
$4.37M
JSSH
847
J. Safra Sarasin Holding
$4.37M
CAMV
848
Concord Asset Management (Virginia)
Virginia
$4.36M
IBOK
849
Independence Bank of Kentucky
Kentucky
$4.35M
BBA
850
BLB&B Advisors
Pennsylvania
$4.33M