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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
BOJHT
1501
Bank of Jackson Hole Trust
Wyoming
$1.19M
BFG
1502
Birch Financial Group
New Hampshire
$1.19M
BW
1503
BIP Wealth
Georgia
$1.19M
SWA
1504
Stratos Wealth Advisors
Ohio
$1.19M
TL
1505
Tradewinds LLC
North Carolina
$1.19M
CSA
1506
Cottage Street Advisors
Massachusetts
$1.19M
SIA
1507
Soltis Investment Advisors
Utah
$1.18M
LB
1508
Legacy Bridge
Iowa
$1.18M
RF
1509
Rossby Financial
Florida
$1.18M
CCC
1510
Chesapeake Capital Corp
Florida
$1.17M
PW
1511
PUREfi Wealth
Massachusetts
$1.17M
ZCI
1512
Zevenbergen Capital Investments
Washington
$1.17M
CPWL
1513
Coquina Private Wealth LLC
Florida
$1.16M
BW
1514
Basepoint Wealth
Iowa
$1.16M
MCA
1515
MSH Capital Advisors
Arizona
$1.16M
TM
1516
TigerOak Management
New Mexico
$1.16M
TWA
1517
Talisman Wealth Advisors
New Jersey
$1.16M
ASBI
1518
American State Bank (Iowa)
Iowa
$1.15M
ABLA
1519
Alan B. Lancz & Associates
Ohio
$1.15M
COCM
1520
Charter Oak Capital Management
New Hampshire
$1.15M
HWMO
1521
Heritage Wealth Management (Ohio)
Ohio
$1.14M
CA
1522
Carson Advisory
Georgia
$1.14M
ZF
1523
Zhang Financial
Michigan
$1.14M
WI
1524
WBI Investments
New Jersey
$1.14M
SW
1525
Simplicity Wealth
New Jersey
$1.14M