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
RWML
2651
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$28K +$14.7K +189 +94%
UIA
2652
Ulland Investment Advisors
Minnesota
$28K
SMAM
2653
Sugar Maple Asset Management
Wisconsin
$27.7K +$30K +386 New
Kayne Anderson Rudnick Investment Management
2654
Kayne Anderson Rudnick Investment Management
California
$27K -$53.5K -689 -65%
PG
2655
Proffitt & Goodson
Tennessee
$26.7K -$3.03K -39 -9%
BFS
2656
Burkett Financial Services
South Carolina
$25.8K +$25.8K +332 +1,230%
NCM
2657
Northwest Capital Management
Oregon
$25.2K -$18.6K -240 -41%
AP
2658
Aspect Partners
Virginia
$24.7K
Q1WB
2659
Quest 10 Wealth Builders
Virginia
$24.4K +$26.5K +341 New
VWWMG
2660
Vermillion & White Wealth Management Group
Pennsylvania
$24.2K +$155 +2 +0.6%
IFS
2661
Intelligent Financial Strategies
Minnesota
$23.5K
TVWM
2662
Tower View Wealth Management
Wisconsin
$23.1K +$155 +2 +0.6%
MCI
2663
MRP Capital Investments
Georgia
$22.7K
LWANC
2664
Laurel Wealth Advisors (North Carolina)
North Carolina
$22.5K
OW
2665
Olistico Wealth
Oklahoma
$22.2K -$11K -142 -31%
FLP
2666
Financial Life Planners
Arizona
$22.1K +$23.9K +308 New
FFWM
2667
Future Financial Wealth Management
Ohio
$21.5K -$241K -3,100 -91%
HNW
2668
High Note Wealth
Minnesota
$21.1K +$22.9K +295 New
FIA
2669
FNY Investment Advisers
New York
$21K +$23.3K +300 New
BAM
2670
Bellevue Asset Management
Washington
$20.3K +$5.75K +74 +35%
IRC
2671
Investors Research Corp
Georgia
$20.1K
ACA
2672
American Capital Advisory
Idaho
$19.1K
IMC
2673
Investment Management Corporation
Virginia
$18.9K +$20.5K +264 New
HWP
2674
Highline Wealth Partners
California
$18.8K +$2.72K +35 +15%
MRP
2675
Measured Risk Portfolios
California
$18.5K +$20K +258 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.