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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
HIW
2726
Holos Integrated Wealth
Pennsylvania
$6.45K +$6.99K +90 New
NWMP
2727
Noble Wealth Management PBC
Colorado
$6.45K +$6.99K +90 New
BTC
2728
Bank & Trust Company
Illinois
$6.31K
NC
2729
NewSquare Capital
Pennsylvania
$6.31K +$6.84K +88 New
NWWA
2730
New Wave Wealth Advisors
Arkansas
$6.29K +$6.84K +88 New
CI
2731
Clal Insurance
Israel
$6K +$6.99K +90 New
TCM
2732
Tradewinds Capital Management
Washington
$5.74K -$7.77K -100 -56%
SHF
2733
Safe Harbor Fiduciary
Florida
$5.74K
CMBA
2734
C.M. Bidwell & Associates
Hawaii
$5.66K
PK
2735
Pflug Koory
Nebraska
$5.45K
CJH
2736
Christopher J. Hasenberg
Wisconsin
$4.45K
PS
2737
PayPay Securities
Japan
$4.45K +$1.01K +13 +27%
LAM
2738
Lummis Asset Management
Texas
$4.37K
DWA
2739
Delos Wealth Advisors
Texas
$4.3K +$4.66K +60 New
CPL
2740
Capital & Planning LLC
Georgia
$4.3K +$4.66K +60 New
CF
2741
Conquis Financial
California
$4.23K +$4.58K +59 New
RPA
2742
Redwood Park Advisors
California
$4.16K +$4.51K +58 New
IHWM
2743
Iron Horse Wealth Management
Iowa
$3.94K
ETS
2744
ESL Trust Services
New York
$3.87K
CIR
2745
Clear Investment Research
Georgia
$3.8K +$78 +1 +2%
FNWA
2746
Financial Network Wealth Advisors
Utah
$3.58K +$78 +1 +2%
RWM
2747
Ruedi Wealth Management
Illinois
$3.37K
JFG
2748
JDM Financial Group
Texas
$3.23K -$1.86K -24 -35%
NWM
2749
Navigoe Wealth Management
California
$3K +$3.26K +42 New
FA
2750
Fedenia Advisers
Wisconsin
$2.87K +$3.11K +40 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.