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
DWM
2551
Dogwood Wealth Management
Kansas
$117K +$855 +11 +0.7%
JGIA
2552
Jackson Grant Investment Advisers
Connecticut
$117K -$22.1K -284 -15%
SWC
2553
Spectrum Wealth Counsel
Indiana
$115K
DCM
2554
Davis Capital Management
Florida
$115K
APW
2555
Acima Private Wealth
Virginia
$114K
AWM
2556
AllSquare Wealth Management
New York
$112K
CM
2557
Castleark Management
Illinois
$112K
QL
2558
Quarry LP
New York
$112K +$90.3K +1,163 +296%
BCM
2559
Blume Capital Management
California
$111K
MFG
2560
Mendota Financial Group
Wisconsin
$111K -$3.42K -44 -3%
PA
2561
PSI Advisors
Florida
$108K +$155 +2 +0.1%
BHWM
2562
Beaird Harris Wealth Management
Texas
$106K +$21.8K +280 +23%
CWM
2563
Compass Wealth Management
Connecticut
$105K
KBFS
2564
Kohmann Bosshard Financial Services
Ohio
$104K +$113K +1,454 New
SWM
2565
Sanctuary Wealth Management
Idaho
$103K
DWM
2566
Darwin Wealth Management
Florida
$103K +$18.9K +243 +20%
FDW
2567
Fourth Dimension Wealth
Ohio
$102K +$110K +1,421 New
TIM
2568
Thompson Investment Management
Wisconsin
$102K
FIM
2569
FWL Investment Management
Texas
$98.6K
WBC
2570
West Branch Capital
Massachusetts
$98.5K
JFA
2571
JNBA Financial Advisors
Minnesota
$94.1K +$6.21K +80 +6%
DCBT
2572
Dakota Community Bank & Trust
North Dakota
$93.7K -$2.95K -38 -3%
HIIFS
2573
Harel Insurance Investments & Financial Services
Israel
$93K +$77.8K +1,002 +334%
EC
2574
Elequin Capital
New York
$92.6K +$81.5K +1,049 +432%
SC
2575
Solstein Capital
California
$91.5K

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.