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
MFG
2451
Monte Financial Group
Connecticut
$209K +$202K +2,765 New
WAG
2452
Wheelhouse Advisory Group
Missouri
$209K +$202K +2,764 New
CCM
2453
Chilton Capital Management
Texas
$208K
SWM
2454
Sendero Wealth Management
Texas
$208K +$202K +2,759 New
EPM
2455
Elm Partners Management
Pennsylvania
$208K +$201K +2,754 New
FI
2456
Fosun International
China
$208K -$587K -8,031 -74%
VNA
2457
Valley National Advisers
Pennsylvania
$207K -$44.1K -604 -18%
AWM
2458
Ariadne Wealth Management
California
$207K +$180K +2,464 New
CWA
2459
Consilium Wealth Advisory
Texas
$207K +$200K +2,741 New
LCM
2460
Leisure Capital Management
California
$206K +$200K +2,731 New
STB
2461
S&T Bank
Pennsylvania
$206K +$4.38K +60 +2%
MIM
2462
Marco Investment Management
Georgia
$206K +$199K +2,725 New
PAA
2463
Peregrine Asset Advisers
Oregon
$206K +$199K +2,724 New
RWS
2464
Resolute Wealth Strategies
Mississippi
$205K +$199K +2,721 New
KFI
2465
Key Financial Inc
Pennsylvania
$205K -$30.8K -422 -14%
HIM
2466
Hanlon Investment Management
New Jersey
$205K +$199K +2,720 New
HPBT
2467
Hickory Point Bank & Trust
Illinois
$205K +$198K +2,713 New
AIA
2468
Accelerate Investment Advisors
California
$205K +$198K +2,712 New
NAMNJ
2469
NorthStar Asset Management (New Jersey)
New Jersey
$205K +$198K +2,712 New
LFGO
2470
Legacy Financial Group (Oklahoma)
Oklahoma
$205K +$198K +2,710 New
CWM
2471
CarsonAllaria Wealth Management
Illinois
$205K +$73 +1 +0%
SFG
2472
SNS Financial Group
Minnesota
$204K +$197K +2,703 New
TCM
2473
TD Capital Management
Tennessee
$204K +$219 +3 +0.1%
LMKC
2474
L.M. Kohn & Company
Ohio
$204K -$373K -5,105 -65%
LCM
2475
LCM Capital Management
Illinois
$204K +$197K +2,701 New