We are live on ! Find out more
NEE icon

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
HKAM
2476
Horizon Kinetics Asset Management
New York
$205K
RWM
2477
Revisor Wealth Management
Ohio
$205K -$46.8K -602 -17%
SDH
2478
Sloy Dahl & Holst
Washington
$205K +$222K +2,853 New
BAG
2479
Bridgewealth Advisory Group
California
$204K +$231K +2,971 New
NWM
2480
Northwest Wealth Management
Iowa
$203K -$14K -180 -6%
MSA
2481
Marino Stram & Associates
Massachusetts
$203K +$220K +2,833 New
SFC
2482
Strategic Financial Concepts
Texas
$203K +$220K +2,832 New
RAM
2483
Redmond Asset Management
Virginia
$203K +$220K +2,830 New
SFWC
2484
Strategic Family Wealth Counselors
New Jersey
$202K +$219K +2,822 New
WAM
2485
Worth Asset Management
Texas
$202K +$78 +1 +0%
OFW
2486
Omnia Family Wealth
Florida
$202K -$7.22K -93 -3%
BSHC
2487
Breed's Hill Capital
Massachusetts
$202K +$219K +2,813 New
4WM
2488
49 Wealth Management
Texas
$202K +$3.19K +41 +1%
CWD
2489
Clarity Wealth Development
Oregon
$202K +$219K +2,816 New
HIMS
2490
Hager Investment Management Services
New Hampshire
$201K +$218K +2,806 New
AGP
2491
Aspire Growth Partners
Florida
$201K +$218K +2,806 New
Loomis, Sayles & Company
2492
Loomis, Sayles & Company
Massachusetts
$201K +$3.57K +46 +2%
BCB
2493
Brian C. Broderick
$201K
MFG
2494
Monte Financial Group
Connecticut
$198K
GFPC
2495
Global Financial Private Client
Florida
$197K -$12.1K -156 -5%
AIM
2496
Acropolis Investment Management
Missouri
$196K +$114K +1,464 +115%
LJHT
2497
Laurie J. Hall Trustee
$195K
CWM
2498
CarsonAllaria Wealth Management
Illinois
$195K -$45.7K -588 -18%
OCM
2499
Orion Capital Management
California
$194K -$7.77K -100 -4%
NAAA
2500
New Age Alpha Advisors
New York
$193K +$209K +2,691 New

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.