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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
VFM
2576
Vision Financial Markets
Connecticut
$90.6K +$98.2K +1,264 New
PWA
2577
Principia Wealth Advisory
Texas
$89.7K +$97.2K +1,251 New
EPIME
2578
Evelyn Partners Investment Management (Europe)
$88.6K +$96K +1,236 New
RF
2579
Roxbury Financial
New Jersey
$87.9K +$86.7K +1,116 New
BCFD
2580
Boit C.F. David
$86K
SC
2581
Steph & Co
Wisconsin
$84.9K -$4.58K -59 -5%
SSG
2582
Summit Securities Group
New York
$82.9K +$89.8K +1,156 New
MIFH
2583
Migdal Insurance & Financial Holdings
Israel
$82K -$409K -5,259 -82%
GIA
2584
GHP Investment Advisors
Colorado
$80.5K +$1.63K +21 +2%
TCA
2585
Trifecta Capital Advisors
Illinois
$77.8K
GC
2586
Gould Capital
Washington
$77.1K
TFGT
2587
TS Financial Group (TSFG)
Illinois
$77K +$155 +2 +0.2%
HFS
2588
Hopwood Financial Services
Virginia
$73.8K +$80K +1,030 New
HGERS
2589
Householder Group Estate & Retirement Specialist
Arizona
$73K -$69.1K -890 -47%
MBFW
2590
Morton Brown Family Wealth
Pennsylvania
$72.8K
FPB
2591
First PREMIER Bank
South Dakota
$72K -$42K -540 -35%
EFP
2592
EnRich Financial Partners
Wisconsin
$70.3K
BC
2593
Barrett & Company
Rhode Island
$70K
CB
2594
CNB Bank
Pennsylvania
$69.5K -$78 -1 -0.1%
CPG
2595
Cornerstone Planning Group
New Jersey
$68.6K -$2.8K -36 -4%
RS
2596
R Squared
Hong Kong
$68.1K +$73.8K +950 New
BHWM
2597
Bay Harbor Wealth Management
Maryland
$65.2K +$1.71K +22 +2%
WTFG
2598
Wood Tarver Financial Group
Idaho
$64K +$69.5K +895 New
KWAG
2599
Kiely Wealth Advisory Group
North Carolina
$63.8K
WAG
2600
Wiser Advisor Group
Arizona
$62.5K

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.