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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
T
2526
Transce3nd
Texas
$146K +$158K +2,037 New
HB
2527
Horizon Bancorp
Indiana
$146K -$14.8K -190 -9%
HI
2528
Hoey Investments
Pennsylvania
$145K -$1.63K -21 -1%
EWP
2529
Elevation Wealth Partners
California
$143K
BC
2530
Bayforest Capital
United Kingdom
$142K +$154K +1,987 New
AS
2531
Altshuler Shaham
Israel
$140K +$152K +1,954 New
DMBA
2532
Deseret Mutual Benefit Administrators
Utah
$140K -$2.64K -34 -2%
SCM
2533
Silvant Capital Management
Georgia
$139K
TIM
2534
Tortoise Investment Management
New York
$139K +$11.6K +149 +8%
RI
2535
Ridgewood Investments
New Jersey
$137K -$2.8K -36 -2%
GJIA
2536
Glass Jacobson Investment Advisors
Maryland
$136K +$3.03K +39 +2%
OC
2537
Oarsman Capital
Wisconsin
$134K +$15.6K +201 +12%
RS
2538
Rakuten Securities
Japan
$131K +$93.5K +1,203 +194%
HIM
2539
Hillsdale Investment Management
Ontario, Canada
$130K +$141K +1,820 New
TCM
2540
TD Capital Management
Tennessee
$130K +$2.8K +36 +2%
FP
2541
Financial Perspectives
Minnesota
$127K +$24.9K +321 +22%
TCM
2542
TruNorth Capital Management
Michigan
$127K -$3.88K -50 -3%
AG
2543
AmeriFlex Group
Nevada
$126K +$137K +1,765 New
WA
2544
Whipplewood Advisors
Colorado
$125K +$136K +1,748 New
CIAM
2545
Caitong International Asset Management
Hong Kong
$124K +$134K +1,730 New
FMP
2546
Financial Management Professionals
Texas
$123K -$2.72K -35 -2%
AA
2547
Addison Advisors
Vermont
$120K +$4.82K +62 +4%
FDCP
2548
Foster Dykema Cabot & Partners
Massachusetts
$119K -$5.9K -76 -4%
KLWA
2549
Kelly Lawrence W & Associates
California
$119K
GP
2550
Greenline Partners
New York
$117K +$127K +1,632 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.