NEE icon

NextEra Energy, Inc.

2,657 hedge funds and large institutions have $116B invested in NextEra Energy, Inc. in 2025 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 1,165 increasing their positions, 999 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,657
Holders Change
-38
Holders Change %
-1.41%
% of All Funds
35.61%
Holding in Top 10
36
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-29.41%
% of All Funds
0.48%
New
174
Increased
1,165
Reduced
999
Closed
164
Calls
$2.37B
Puts
$1.53B
Net Calls
+$843M
Net Calls Change
+$227M
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
2001
Sather Financial Group
Texas
$368K
LIA
2002
LBMC Investment Advisors
Tennessee
$368K
EFM
2003
E Fund Management
China
$366K -$764 -11 -0.2%
CCAL
2004
City Center Advisors LLC
Michigan
$365K -$1.46K -21 -0.4%
LS
2005
Leelyn Smith
Illinois
$365K -$15.3K -220 -4%
WMN
2006
Wealth Management Nebraska
Nebraska
$365K +$39.3K +554 +12%
AIP
2007
ARS Investment Partners
New York
$365K
MLFP
2008
MPS Loria Financial Planners
Illinois
$363K +$1.18K +17 +0.3%
GPWM
2009
Grant Private Wealth Management
California
$362K +$362K +5,216 New
IWA
2010
IBEX Wealth Advisors
New Jersey
$362K -$7.01M -101,031 -95%
SWAG
2011
Spectrum Wealth Advisory Group
California
$361K +$69 +1 +0%
SSWM
2012
Strait & Sound Wealth Management
California
$360K -$25.8K -372 -7%
GF
2013
Gries Financial
Ohio
$360K -$15.6K -224 -4%
Fayez Sarofim & Co
2014
Fayez Sarofim & Co
Texas
$360K -$55.5K -800 -13%
FWM
2015
FFT Wealth Management
Pennsylvania
$357K
RDWM
2016
Red Door Wealth Management
Tennessee
$356K +$356K +5,134 New
TCM
2017
Towercrest Capital Management
Pennsylvania
$356K +$1.74K +25 +0.5%
EA
2018
Everpar Advisors
Oklahoma
$355K +$26.1K +376 +8%
PMSA
2019
Patrick M. Sweeney & Associates
Illinois
$354K -$7.76K -105 -2%
CTC
2020
Cetera Trust Company
Minnesota
$354K
OL
2021
Optas LLC
Texas
$354K +$8.47K +122 +2%
KIG
2022
Kessler Investment Group
Indiana
$353K -$17.4K -251 -5%
APWA
2023
Atlas Private Wealth Advisors
New Jersey
$353K +$8.05K +116 +2%
DRD
2024
Dennis R. Delaney
$353K +$90.2K +1,300 +34%
WAS
2025
Winch Advisory Services
Wisconsin
$353K +$29.9K +431 +9%