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NextEra Energy

2,955 hedge funds and large institutions have $138B invested in NextEra Energy in 2025 Q4 according to their latest regulatory filings, with 374 funds opening new positions, 1,206 increasing their positions, 1,034 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 374 | Existing positions closed: 110

34% more funds holding in top 10

Funds holding in top 10: 3547 (+12)

17% more repeat investments, than reductions

Existing positions increased: 1,206 | Existing positions reduced: 1,034

10% more capital invested

Capital invested by funds: $125B → $138B (+$12.7B)

8% more funds holding

Funds holding: 2,7482,955 (+207)

2.12% more ownership

Funds ownership: 80.66%82.78% (+2.1%)

10% more call options, than puts

Call options by funds: $1.97B | Put options by funds: $1.79B

Holders
2,955
Holders Change
+207
Holders Change %
+7.53%
% of All Funds
35.95%
Holding in Top 10
47
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+34.29%
% of All Funds
0.57%
New
374
Increased
1,206
Reduced
1,034
Closed
110
Calls
$1.97B
Puts
$1.79B
Net Calls
+$174M
Net Calls Change
-$424M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1851
FMA Wealth Management
Massachusetts
$598K -$4.14K -50 -0.7%
NRC
1852
New Republic Capital
North Carolina
$597K +$261K +3,148 +73%
BSB
1853
Bangor Savings Bank
Maine
$594K +$3.31K +40 +0.5%
SPF
1854
South Plains Financial
Texas
$594K +$50.2K +606 +9%
STA
1855
Smith Thornton Advisors
Alabama
$593K +$2.32K +28 +0.4%
AP
1856
Anchyra Partners
Georgia
$593K +$611K +7,382 New
UBV
1857
United Bank (Virginia)
Virginia
$592K
TTWM
1858
TCV Trust & Wealth Management
Virginia
$592K
ACM
1859
Armbruster Capital Management
New York
$591K +$200K +2,410 +49%
PWP
1860
Phillips Wealth Planners
Mississippi
$587K -$27.2K -328 -4%
BA
1861
Bridgewater Associates
Connecticut
$586K +$604K +7,297 New
TWM
1862
Tradition Wealth Management
Minnesota
$586K -$13.2K -159 -2%
ES
1863
Eagle Strategies
New York
$586K +$83 +1 +0%
PWS
1864
Proactive Wealth Strategies
Georgia
$585K -$70.4K -850 -10%
BPW
1865
Bingham Private Wealth
California
$581K +$599K +7,232 New
AWM
1866
Accurate Wealth Management
Florida
$580K -$37.6K -454 -6%
O3W
1867
Omni 360 Wealth
New Jersey
$580K
AOWM
1868
Alpha Omega Wealth Management
Virginia
$579K -$4.72K -57 -0.8%
AB
1869
ANB Bank
Colorado
$578K +$5.3K +64 +0.9%
RC
1870
RBO & Co
California
$578K
CCG
1871
Coastwise Capital Group
California
$578K +$28.8K +348 +5%
AT
1872
Avalon Trust
New Mexico
$577K -$134K -1,621 -18%
FB
1873
First Bancorp
Maine
$577K -$1.66K -20 -0.3%
AFW
1874
Avantra Family Wealth
Pennsylvania
$576K
MCM
1875
Manchester Capital Management
Vermont
$576K +$131K +1,578 +28%