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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
SHGA
2376
Sand Hill Global Advisors
California
$236K -$146 -2 -0.1%
FG
2377
Foster Group
Iowa
$236K -$4.46K -61 -2%
MAG
2378
Mayfair Advisory Group
Alabama
$236K +$228K +3,122 New
AI
2379
Atom Investors
Texas
$235K +$228K +3,115 New
CWD
2380
Clarity Wealth Development
Oregon
$234K +$205K +2,800 New
TFM
2381
TFC Financial Management
Massachusetts
$234K -$21.9K -300 -9%
RWA
2382
Redhawk Wealth Advisors
Minnesota
$233K -$9.28K -127 -4%
NA
2383
Nautilus Advisors
California
$233K -$10.6K -145 -4%
JWM
2384
JPL Wealth Management
Colorado
$233K +$225K +3,081 New
LK
2385
Lumbard & Kellner
New Hampshire
$230K +$223K +3,052 New
AIS
2386
AM Investment Strategies
Tennessee
$230K -$731 -10 -0.3%
PFA
2387
Pinnacle Family Advisors
Missouri
$230K +$18.3K +250 +9%
NPA
2388
Nichols & Pratt Advisers
Massachusetts
$229K
BI
2389
Binnacle Investments
Iowa
$228K +$10.2K +139 +5%
LOIP
2390
Live Oak Investment Partners
Texas
$228K
SFWC
2391
Strategic Family Wealth Counselors
New Jersey
$228K +$731 +10 +0.3%
PD
2392
Planning Directions
Pennsylvania
$227K +$1.53K +21 +0.7%
HP
2393
Holistic Planning
Texas
$227K +$220K +3,008 New
FF
2394
Formulate Financial
Florida
$227K +$219K +3,003 New
MF
2395
Meridian Financial
Massachusetts
$227K
LKIM
2396
Lawson Kroeker Investment Management
Nebraska
$226K
PP
2397
Pingora Partners
Wyoming
$226K
OWA
2398
Outlook Wealth Advisors
Texas
$225K +$3.21K +44 +1%
PGA
2399
Portland Global Advisors
Maine
$225K
BL
2400
Balentine LLC
Georgia
$225K +$218K +2,984 New