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
EPIMS
2601
Evelyn Partners Investment Management Services
$62.4K +$67.7K +871 New
CAM
2602
Creekmur Asset Management
Illinois
$62K +$155 +2 +0.2%
PA
2603
Pineridge Advisors
Missouri
$61.4K +$155 +2 +0.2%
MB
2604
Mizuho Bank
Japan
$60.9K
SIM
2605
Synergy Investment Management
Florida
$60.8K +$65.9K +848 New
CWM
2606
Centricity Wealth Management
Ohio
$59.3K +$64.2K +827 New
FCG
2607
Financial Connections Group
California
$59K
SR
2608
Syntax Research
Florida
$57.6K
C
2609
Covestor
United Kingdom
$56K +$5.98K +77 +11%
FW
2610
Fairway Wealth
Ohio
$55K +$59.6K +767 New
VC
2611
Vestor Capital
Illinois
$54K +$58K +747 New
PCTC
2612
Perkins Coie Trust Company
Washington
$53K
CM
2613
Capula Management
Cayman Islands
$52.8K -$298K -3,840 -84%
ATC
2614
Advantage Trust Company
Kansas
$52.7K +$3.88K +50 +7%
Group One Trading
2615
Group One Trading
Illinois
$51.9K +$56.2K +724 New
RA
2616
Rise Advisors
New York
$51.1K -$5.05K -65 -8%
CFS
2617
CGC Financial Services
Oregon
$50K -$13K -167 -19%
BFP
2618
Briaud Financial Planning
Texas
$50K
T
2619
Tidemark
California
$49.1K +$4.89K +63 +10%
PWMG
2620
Private Wealth Management Group
New Jersey
$48.5K +$155 +2 +0.3%
AWM
2621
Abound Wealth Management
Tennessee
$47.2K +$2.49K +32 +5%
BIA
2622
Bell Investment Advisors
California
$46.9K -$2.33K -30 -4%
MSG
2623
Main Street Group
Virginia
$46.7K
MWM
2624
Mascoma Wealth Management
New Hampshire
$46.1K +$14.6K +188 +41%
SO
2625
Sierra Ocean
California
$46K +$49.9K +642 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.