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NextEra Energy

3,024 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, 1,285 increasing their positions, 1,129 reducing their positions, and 148 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: 1,285 | Existing positions reduced: 1,129

2% more funds holding

Funds holding: 2,9533,024 (+71)

0.18% more ownership

Funds ownership: 82.76%82.94% (+0.18%)

Holders
3,024
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
AC
926
Apella Capital
Connecticut
$3.51M
BP
927
Ballentine Partners
Massachusetts
$3.51M
SF
928
Symphony Financial
Texas
$3.5M
MWM
929
Mission Wealth Management
California
$3.5M
BIM
930
Baldwin Investment Management
Pennsylvania
$3.49M
CWMK
931
Caliber Wealth Management (Kansas)
Kansas
$3.49M
VA
932
Valmark Advisers
Ohio
$3.47M
MA
933
Modus Advisors
Minnesota
$3.46M
MA
934
MCF Advisors
Kentucky
$3.46M
HWA
935
HCR Wealth Advisors
California
$3.45M
LCM
936
Legato Capital Management
California
$3.44M
RBC
937
Romano Brothers & Co
Illinois
$3.43M
BFA
938
Beaumont Financial Advisors
Massachusetts
$3.43M
TSWM
939
Triangle Securities Wealth Management
North Carolina
$3.42M
PTC
940
Private Trust Company
Ohio
$3.4M
MPA
941
Marvin & Palmer Associates
Delaware
$3.4M
WAP
942
Wealthcare Advisory Partners
Pennsylvania
$3.39M
CWM
943
Cordatus Wealth Management
Pennsylvania
$3.37M
KHLMTHM
944
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$3.37M
VCA
945
Verdence Capital Advisors
Maryland
$3.37M
MCCP
946
Mission Creek Capital Partners
California
$3.34M
IUHSA
947
Itau Unibanco Holding S.A.
Brazil
$3.34M
GAG
948
GM Advisory Group
New York
$3.33M
AAS
949
Ameritas Advisory Services
Nebraska
$3.32M
SAM
950
Smartleaf Asset Management
Massachusetts
$3.32M