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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
BCPWM
2226
Bradley & Co Private Wealth Management
Florida
$294K
RWA
2227
Rooted Wealth Advisors
Illinois
$294K +$67.3K +921 +33%
HFS
2228
Howard Financial Services
Texas
$293K +$1.1K +15 +0.4%
GSIS
2229
Global Strategic Investment Solutions
Arizona
$293K -$9.86K -135 -3%
ADBIC
2230
A.D. Beadell Investment Counsel
Wisconsin
$293K +$877 +12 +0.3%
TC
2231
Trust Company
Kansas
$293K +$100K +1,368 +55%
FNT
2232
First Nebraska Trust
Nebraska
$292K
PWPS
2233
Pinnacle Wealth Planning Services
Ohio
$292K -$74.2K -1,015 -21%
LA
2234
LexAurum Advisors
Kansas
$291K +$43.2K +591 +18%
GWM
2235
GDS Wealth Management
Texas
$291K +$47.4K +649 +20%
CCC
2236
Compass Capital Corp
Massachusetts
$290K -$5.41K -74 -2%
BWS
2237
Broadway Wealth Solutions
Texas
$290K +$8.04K +110 +3%
TFA
2238
Trinity Financial Advisors
Ohio
$290K +$46.5K +637 +20%
EF
2239
Exeter Financial
Arizona
$289K
IDBONY
2240
Israel Discount Bank of New York
New York
$288K -$1.97K -27 -0.7%
MS
2241
Marshall & Sullivan
Washington
$287K
LGG
2242
Luts & Greenleigh Group
Maryland
$287K -$1.24K -17 -0.4%
WIM
2243
Warwick Investment Management
Texas
$286K +$16.7K +228 +6%
ADL
2244
Asset Dedication LLC
California
$286K +$47.3K +648 +21%
TIA
2245
Tiemann Investment Advisors
California
$286K -$1.83K -25 -0.7%
AWP
2246
Atlas Wealth Partners
Pennsylvania
$285K -$32.9K -450 -11%
Hudson Bay Capital Management
2247
Hudson Bay Capital Management
Connecticut
$284K -$486K -6,648 -64%
AWM
2248
Austin Wealth Management
Texas
$284K -$40.9K -560 -14%
WA1
2249
Wimmer Associates 1
California
$283K
FCCM
2250
First City Capital Management
Georgia
$282K