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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
GCM
2501
Gables Capital Management
Florida
$193K
SIS
2502
Strategic Investment Solutions
Illinois
$193K +$3.65K +47 +2%
GGI
2503
Godsey & Gibb Inc
Virginia
$191K
AEPWM
2504
Atlantic Edge Private Wealth Management
Florida
$191K
RTC
2505
Riverview Trust Company
Washington
$187K -$1.4K -18 -0.7%
PS
2506
Pinney & Scofield
Massachusetts
$187K +$203K +2,610 New
CFD
2507
Creative Financial Designs
Indiana
$186K -$50.4K -649 -20%
STB
2508
S&T Bank
Pennsylvania
$184K +$3.19K +41 +2%
CH
2509
Canton Hathaway
Rhode Island
$184K
PSFG
2510
Park Square Financial Group
Georgia
$179K +$194K +2,494 New
MEG
2511
Millstone Evans Group
Colorado
$179K +$194K +2,491 New
RAM
2512
Riggs Asset Management
Pennsylvania
$176K -$57.2K -736 -23%
OIA
2513
Optimum Investment Advisors
Illinois
$172K
VHAM
2514
Van Hulzen Asset Management
California
$172K +$621 +8 +0.3%
CAM
2515
Costello Asset Management
Pennsylvania
$171K
MSWM
2516
Mowery & Schoenfeld Wealth Management
Illinois
$166K +$49.3K +635 +38%
EPW
2517
Evergreen Private Wealth
Colorado
$161K +$1.01K +13 +0.6%
BAM
2518
Byrne Asset Management
New Jersey
$161K
TFIPS
2519
Towarzystwo Funduszy Inwestycyjnych PZU SA
$159K +$31.7K +408 +23%
BCMLT
2520
Beacon Capital Management LLC (Tennessee)
Tennessee
$155K +$22.1K +284 +15%
TC
2521
Trust Company
Kansas
$155K
WAS
2522
Winch Advisory Services
Wisconsin
$150K +$5.13K +66 +3%
WIM
2523
Westside Investment Management
California
$148K
FWM
2524
FSA Wealth Management
Massachusetts
$147K
HMS
2525
Hanseatic Management Services
New Mexico
$147K +$1.09K +14 +0.7%

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.