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
PIA
2151
Perennial Investment Advisors
California
$330K +$42K +575 +15%
AWA
2152
Arete Wealth Advisors
Illinois
$329K +$3.65K +50 +1%
CPC
2153
Consolidated Planning Corp
Georgia
$329K +$53K +726 +20%
EPAM
2154
Evelyn Partners Asset Management
$329K
PFGIA
2155
Patriot Financial Group Insurance Agency
Massachusetts
$328K -$24.3K -332 -7%
GWM
2156
GSB Wealth Management
Connecticut
$327K -$160K -2,188 -34%
AWM
2157
Accredited Wealth Management
Kentucky
$327K -$280K -3,831 -88%
CWA
2158
Centennial Wealth Advisory
Michigan
$326K +$21.9K +300 +7%
CA
2159
Centerpoint Advisors
Massachusetts
$325K +$9.57K +131 +3%
SAMT
2160
Select Asset Management & Trust
Pennsylvania
$324K +$31K +424 +11%
OWM
2161
Opes Wealth Management
California
$324K -$57.9K -793 -16%
NRC
2162
New Republic Capital
North Carolina
$324K +$20.2K +276 +7%
MWPCG
2163
Measured Wealth Private Client Group
New Hampshire
$324K
PAM
2164
Peak Asset Management
Colorado
$323K
DAM
2165
Delta Asset Management
Tennessee
$323K
EPW
2166
Endeavor Private Wealth
Kansas
$322K +$312K +4,271 New
SA
2167
Skyline Advisors
Washington
$322K -$16.2K -222 -5%
PWW
2168
Pettyjohn Wood & White
Virginia
$322K +$17.3K +237 +6%
MWM
2169
MBE Wealth Management
Wisconsin
$321K +$44.8K +613 +17%
PP
2170
Pacifica Partners
Canada
$321K +$18.6K +255 +7%
KAM
2171
KEB Asset Management
Illinois
$321K +$4.38K +60 +1%
HGA
2172
Hobbs Group Advisors
South Carolina
$319K -$38.7K -530 -11%
CAC
2173
Certified Advisory Corp
Florida
$319K +$55.2K +755 +22%
SFCL
2174
Strengthening Families & Communities LLC
Massachusetts
$319K +$24.8K +340 +9%
QL
2175
Quarry LP
New York
$318K -$315K -4,311 -51%