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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
FW
2201
Fidato Wealth
Ohio
$306K +$296K +4,048 New
MA
2202
MJP Associates
Connecticut
$305K +$12.4K +170 +4%
HBWM
2203
Hollow Brook Wealth Management
New York
$305K
PWM
2204
PBMares Wealth Management
Virginia
$304K
SGI
2205
Summit Global Investments
Utah
$304K -$20.8K -285 -7%
HCMG
2206
Howard Capital Management Group
California
$303K +$14K +192 +5%
OBWG
2207
Onyx Bridge Wealth Group
New York
$303K +$34.8K +476 +13%
PFA
2208
Providence Financial Advisors
Kansas
$303K +$293K +4,015 New
AT
2209
Arlington Trust
Alabama
$302K +$7.31K +100 +3%
YDMI
2210
Y.D. More Investments
Israel
$302K +$3.95K +54 +1%
WGC
2211
Watts Gwilliam & Co
Arizona
$302K
CI
2212
Corient IA
Florida
$302K -$511K -7,000 -64%
OL
2213
one8zero8 LLC
North Carolina
$302K +$292K +4,000 New
BCG
2214
Bravias Capital Group
New Jersey
$299K +$7.38K +101 +3%
FFA
2215
Fi3 Financial Advisors
Indiana
$299K -$15.8K -216 -5%
GA
2216
GSG Advisors
New Jersey
$298K +$2.56K +35 +0.9%
MWA
2217
Midland Wealth Advisors
Illinois
$298K -$60.9K -833 -17%
DPW
2218
DiNuzzo Private Wealth
Pennsylvania
$298K
VPP
2219
Vertex Planning Partners
Illinois
$298K -$6.14K -84 -2%
MHR
2220
Matthew Hamilton Rosenberg
$298K +$13.4K +183 +5%
WCWM
2221
Willow Creek Wealth Management
California
$297K +$28.7K +393 +11%
PWAM
2222
Private Wealth Asset Management
Iowa
$297K +$22.1K +303 +8%
NFG
2223
Nadler Financial Group
Illinois
$295K
KCM
2224
Kornitzer Capital Management
Kansas
$295K -$7.31K -100 -2%
GC
2225
Garde Capital
Washington
$294K +$11.1K +152 +4%