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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
LWM
2326
Liberty Wealth Management
California
$250K -$19.6K -268 -7%
ACM
2327
AlphaStar Capital Management
North Carolina
$249K +$22.8K +312 +10%
Acadian Asset Management
2328
Acadian Asset Management
Massachusetts
$248K -$4.12M -56,450 -94%
MWP
2329
Meriwether Wealth & Planning
Louisiana
$247K +$3.65K +50 +2%
CBB
2330
Citizens Business Bank
California
$247K
DWA
2331
Dougherty Wealth Advisers
Minnesota
$247K
AW
2332
Apricus Wealth
South Carolina
$247K +$8.77K +120 +4%
SRC
2333
Shufro Rose & Co
New York
$247K
WCA
2334
Whetstone Capital Advisors
Kansas
$247K +$239K +3,271 New
MCIA
2335
Mountain Capital Investment Advisors
Colorado
$247K +$7.89K +108 +4%
USWIA
2336
UP Strategic Wealth Investment Advisors
Pennsylvania
$247K -$96.7K -1,324 -32%
TWA
2337
TCI Wealth Advisors
Arizona
$247K -$54.9K -751 -19%
CPA
2338
Capital Performance Advisors
California
$246K +$19.9K +273 +9%
CSWG
2339
Cardinal Strategic Wealth Guidance
Kentucky
$246K
SWP
2340
Significant Wealth Partners
Illinois
$246K +$146 +2 +0.1%
VFG
2341
Victory Financial Group
Texas
$246K -$42.5K -582 -15%
FCFC
2342
First Citizens Financial Corp
Iowa
$245K +$238K +3,251 New
FC
2343
Fusion Capital
South Carolina
$245K +$220K +3,013 New
LWM
2344
LeConte Wealth Management
Tennessee
$245K +$237K +3,242 New
BOM
2345
Bank of Marin
California
$244K +$23.7K +325 +11%
VHAM
2346
Van Hulzen Asset Management
California
$244K -$7.6K -104 -3%
TNBTD
2347
Trustmark National Bank Trust Department
Mississippi
$244K +$236K +3,228 New
CCM
2348
Crew Capital Management
Ohio
$243K +$365 +5 +0.2%
OWP
2349
ORG Wealth Partners
Texas
$243K +$112K +1,538 +91%
LWP
2350
LMG Wealth Partners
Louisiana
$243K