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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
SVCP
2676
Silicon Valley Capital Partners
California
$18.4K +$544 +7 +3%
CAS
2677
Coppell Advisory Solutions
Texas
$18.4K +$2.64K +34 +15%
MWA
2678
Moser Wealth Advisors
Washington
$17.9K +$11.7K +150 +150%
HCA
2679
Heck Capital Advisors
Wisconsin
$17.1K
TC
2680
Tacita Capital
Ontario, Canada
$16.8K +$18.3K +235 New
WWM
2681
Wolff Wiese Magana
California
$16.4K
PP
2682
PFS Partners
New Jersey
$16.1K +$155 +2 +0.9%
AF
2683
Atala Financial
California
$15.8K +$17.2K +221 New
TFA
2684
Toth Financial Advisory
Virginia
$15.8K +$78 +1 +0.5%
WCM
2685
Westend Capital Management
California
$15.5K
GWSA
2686
Global Wealth Strategies & Associates
Colorado
$15.5K +$4.58K +59 +38%
1IA
2687
1620 Investment Advisors
Massachusetts
$15.1K -$544 -7 -3%
ME
2688
McIlrath & Eck
Washington
$14.5K
APW
2689
Atlantic Private Wealth
North Carolina
$14.3K
PCC
2690
Park Circle Company
Maryland
$14.3K
TCPG
2691
Trivant Custom Portfolio Group
California
$14.3K
UA
2692
USCF Advisers
California
$14.3K
AA
2693
AlphaMark Advisors
Kentucky
$14K -$50K -643 -77%
CWP
2694
Clark Wealth Partners
Illinois
$13.9K +$15.1K +194 New
CAWM
2695
Capital A Wealth Management
Pennsylvania
$13.8K +$14.9K +192 New
BFPW
2696
BOK Financial Private Wealth
Colorado
$13.2K -$22.5K -290 -61%
SIC
2697
SJS Investment Consulting
Ohio
$13.1K +$155 +2 +1%
FIA
2698
FPC Investment Advisory
California
$12.4K +$13.4K +173 New
LIS
2699
Legacy Investment Solutions
Idaho
$12.1K -$59.4K -764 -81%
LWMI
2700
Legacy Wealth Management (Idaho)
Idaho
$12.1K -$59.4K -764 -81%

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.