We are live on ! Find out more
NEE icon

NextEra Energy

2,749 hedge funds and large institutions have $125B invested in NextEra Energy in 2025 Q3 according to their latest regulatory filings, with 208 funds opening new positions, 1,128 increasing their positions, 1,085 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 208 | Existing positions closed: 123

40% more call options, than puts

Call options by funds: $2.08B | Put options by funds: $1.48B

7% more capital invested

Capital invested by funds: $117B → $125B (+$8.62B)

2% more funds holding

Funds holding: 2,7022,749 (+47)

4% more repeat investments, than reductions

Existing positions increased: 1,128 | Existing positions reduced: 1,085

0.96% less ownership

Funds ownership: 81.62%80.66% (-0.96%)

3% less funds holding in top 10

Funds holding in top 10: 3635 (-1)

Holders
2,749
Holders Change
+47
Holders Change %
+1.74%
% of All Funds
36.08%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.46%
New
208
Increased
1,128
Reduced
1,085
Closed
123
Calls
$2.08B
Puts
$1.48B
Net Calls
+$598M
Net Calls Change
-$245M
Name Holding Trade Value Shares
Change
Change in
Stake
MFT
2101
Moisand Fitzgerald Tamayo
Florida
$356K
MQWP
2102
Morey & Quinn Wealth Partners
Nebraska
$355K
VCM
2103
Versant Capital Management
Arizona
$355K +$37.1K +508 +12%
AW
2104
Alteri Wealth
California
$355K -$51.1K -700 -13%
4A
2105
4Wealth Advisors
Illinois
$355K +$21.8K +299 +7%
AAG
2106
Armstrong Advisory Group
Massachusetts
$354K +$11.2K +153 +3%
KWMG
2107
King Wealth Management Group
Florida
$354K
CNWM
2108
Clay Northam Wealth Management
California
$354K +$73 +1 +0%
TA
2109
Tactive Advisors
Florida
$353K +$4.53K +62 +1%
SFC
2110
Swisher Financial Concepts
Ohio
$353K -$8.48K -116 -2%
WA
2111
Wealth Architects
California
$352K +$3.58K +49 +1%
LWMM
2112
Legacy Wealth Management (Mississippi)
Mississippi
$352K +$71.2K +974 +26%
GWM
2113
GoalFusion Wealth Management
Texas
$352K
EFG
2114
Embree Financial Group
Illinois
$352K +$11.8K +162 +4%
SC
2115
Scholtz & Company
Connecticut
$352K +$14.6K +200 +4%
SFG
2116
Synergy Financial Group
California
$351K -$585 -8 -0.2%
CRWM
2117
Castle Rock Wealth Management
California
$350K +$1.1K +15 +0.3%
BWM
2118
Blossom Wealth Management
California
$349K +$11K +150 +3%
NB
2119
Northwest Bancshares
Pennsylvania
$349K -$8.77K -120 -3%
FFC
2120
Frederick Financial Consultants
Maryland
$349K +$4.46K +61 +1%
BCI
2121
Blue Capital Inc
Nebraska
$347K +$336K +4,595 New
FC
2122
FORA Capital
Florida
$346K +$334K +4,577 New
HPM
2123
Hoxton Planning & Management
West Virginia
$345K -$10.8K -148 -3%
HIG
2124
Heritage Investment Group
Florida
$344K -$29.2K -400 -8%
LF
2125
Lee Financial
Texas
$343K +$91K +1,246 +38%