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NextEra Energy

2,770 hedge funds and large institutions have $122B invested in NextEra Energy in 2024 Q4 according to their latest regulatory filings, with 331 funds opening new positions, 1,103 increasing their positions, 1,020 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 331 | Existing positions closed: 179

28% more call options, than puts

Call options by funds: $1.94B | Put options by funds: $1.52B

4% more funds holding

Funds holding: 2,6632,770 (+107)

1.33% more ownership

Funds ownership: 80.23%81.56% (+1.3%)

8% more repeat investments, than reductions

Existing positions increased: 1,103 | Existing positions reduced: 1,020

12% less capital invested

Capital invested by funds: $139B → $122B (-$17.1B)

37% less funds holding in top 10

Funds holding in top 10: 7648 (-28)

Holders
2,770
Holders Change
+107
Holders Change %
+4.02%
% of All Funds
36.48%
Holding in Top 10
48
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-36.84%
% of All Funds
0.63%
New
331
Increased
1,103
Reduced
1,020
Closed
179
Calls
$1.94B
Puts
$1.52B
Net Calls
+$423M
Net Calls Change
+$288M
Name Holding Trade Value Shares
Change
Change in
Stake
II
226
IFM Investors
Australia
$42.6M -$2.92M -37,604 -6%
IG
227
ING Group
Netherlands
$42.1M +$35.5M +457,523 +352%
BCIM
228
British Columbia Investment Management
British Columbia, Canada
$41.3M +$699K +8,996 +2%
GC
229
Guggenheim Capital
Illinois
$41.2M +$2.69M +34,576 +6%
UM
230
UniSuper Management
Australia
$40.5M -$20.9M -268,575 -32%
BC
231
Brookfield Corp
Ontario, Canada
$40.2M -$119M -1,529,061 -73%
P
232
&Partners
Tennessee
$39.5M +$16.6M +213,055 +64%
WF
233
Welch & Forbes
Massachusetts
$39.5M +$418K +5,384 +1%
MIM
234
MetLife Investment Management
New Jersey
$39M +$779K +10,025 +2%
N
235
Natixis
France
$38.8M +$41.5M +533,910 +7,502%
MIF
236
Mediolanum International Funds
Ireland
$38.4M +$29.2M +376,073 +234%
Cambridge Investment Research Advisors
237
Cambridge Investment Research Advisors
Iowa
$37.9M -$319K -4,110 -0.8%
EDRH
238
Edmond de Rothschild Holding
Switzerland
$37.5M -$2.23M -28,767 -5%
BBVA
239
Banco Bilbao Vizcaya Argentaria
Spain
$37.3M +$617K +7,936 +2%
CLOS
240
Compagnie Lombard Odier SCmA
Switzerland
$37.2M -$4.88M -62,800 -11%
Jones Financial Companies
241
Jones Financial Companies
Missouri
$37.1M +$11.4M +146,407 +39%
FAF
242
Första AP-fonden
Sweden
$37M +$218K +2,800 +0.5%
KAS
243
Kestra Advisory Services
Texas
$36.2M +$4.2M +54,001 +12%
ACG
244
Aventail Capital Group
New York
$35.8M -$3.65M -47,042 -9%
SYBT
245
Stock Yards Bank & Trust
Kentucky
$35.6M -$197K -2,539 -0.5%
CF
246
Corebridge Financial
Texas
$35.5M +$58.1K +748 +0.2%
RWP
247
RWA Wealth Partners
Massachusetts
$35.4M -$14.3M -184,427 -27%
CI
248
Cincinnati Insurance
Ohio
$35.2M
WFMPM
249
Woodley Farra Manion Portfolio Management
Indiana
$35M +$37.9M +488,007 New
AQR Capital Management
250
AQR Capital Management
Connecticut
$34.9M -$1.15M -14,860 -3%

NEE Hedge Fund Activity: Q4 2024 in Review

2,770 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q4 2024, worth a combined $122B — down 12% from $139B a quarter earlier.

Buyers outnumbered sellers: 331 funds opened new NEE positions and 179 closed out — a net gain of 152 holders — while 1,103 added to existing stakes and 1,020 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $456M. The largest seller was Capital Research Global Investors, cutting an estimated $578M.

  • 2,770 institutional investors held NextEra Energy (NEE) as of Q4 2024, up from 2,663 in Q3 2024.
  • Funds reported $122B of NextEra Energy stock for Q4 2024, down 12% quarter-over-quarter.
  • 331 funds opened new NextEra Energy positions in Q4 2024 and 179 closed out, a net change of +152 holders.
  • The largest NextEra Energy buyer in Q4 2024 was Goldman Sachs, an estimated $456M added.
  • The largest NextEra Energy seller in Q4 2024 was Capital Research Global Investors, an estimated $578M sold.

Based on aggregated 13F filings for Q4 2024.