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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
MSWA
2701
Marshall & Sterling Wealth Advisors
New York
$12K +$13.1K +168 New
RTL
2702
Red Tortoise LLC
Georgia
$11.3K
CIAS
2703
CBIZ Investment Advisory Services
Ohio
$11K +$3.81K +49 +47%
CCMI
2704
Creative Capital Management Investments
California
$10.8K
MIA
2705
MeadowBrook Investment Advisors
Michigan
$10.3K
HWM
2706
HighMark Wealth Management
Minnesota
$10.1K -$2.56K -33 -19%
POIA
2707
Pin Oak Investment Advisors
Texas
$10K
DFA
2708
DHJJ Financial Advisors
Illinois
$9.75K
FFL
2709
Financial Freedom LLC
Ohio
$9.67K +$78 +1 +0.7%
BIM
2710
Breakwater Investment Management
Washington
$9.18K
WAM
2711
WFA Asset Management
Wisconsin
$8.96K
RFG
2712
REAP Financial Group
Texas
$8.84K +$311 +4 +3%
DCM
2713
Davidson Capital Management
Texas
$8.68K +$932 +12 +11%
MDCM
2714
Morgan Dempsey Capital Management
Wisconsin
$8.32K
OCM
2715
Osterweis Capital Management
California
$8.17K
SC
2716
Stance Capital
Massachusetts
$8.1K +$8.78K +113 New
NS
2717
NBC Securities
Alabama
$8.04K -$9.15M -117,826 -100%
RWM
2718
Rialto Wealth Management
New York
$8.03K +$8.7K +112 New
SFA
2719
Semmax Financial Advisors
North Carolina
$7.99K +$78 +1 +0.9%
PCWA
2720
Pacific Capital Wealth Advisors
California
$7.74K -$2.1K -27 -20%
HI
2721
Human Investing
Oregon
$7.74K +$8.39K +108 New
GIS
2722
Grayhawk Investment Strategies
Alberta, Canada
$7.31K
LFASL
2723
Lugano Financial Advisors SA (LFA)
Switzerland
$7.17K
DRP
2724
Decker Retirement Planning
Utah
$7.17K +$7.77K +100 New
LWA
2725
Lowe Wealth Advisors
Maryland
$6.67K +$7.22K +93 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.