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NextEra Energy
NEE

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: 2,663 → 2,770 (+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: 76 → 48 (-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

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$456M
2
BlackRock
BlackRock
New York
+$423M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$338M
4
JP Morgan Chase
JP Morgan Chase
New York
+$266M
5
Boston Partners
Boston Partners
Massachusetts
+$265M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$578M
2
DZ Bank
DZ Bank
Germany
-$481M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$353M
4
IAIM
International Assets Investment Management
Florida
-$296M
5
ClearBridge Investments
ClearBridge Investments
New York
-$285M
Name Holding Trade Value Shares
Change 		Change in
Stake
WW
2751
Winnow Wealth
Texas
$2.86K +$3.11K +40 New
LC
2752
Luminist Capital
Michigan
$2.43K +$2.64K +34 New
MFG
2753
Menard Financial Group
Texas
$2.15K +$2.33K +30 New
RFA
2754
Reyes Financial Architecture
California
$2.15K +$2.33K +30 New
FG
2755
Fairman Group
Pennsylvania
$1.43K -$1.55K -20 -50%
FGC
2756
Financial Gravity Companies
Texas
$1.43K +$78 +1 +5%
NRWA
2757
North Ridge Wealth Advisors
Oregon
$1.43K +$1.55K +20 New
ACM
2758
Anfield Capital Management
California
$1.22K – – –
CTWM
2759
Cherry Tree Wealth Management
Minnesota
$1.15K – – –
TCG
2760
Transcendent Capital Group
Oklahoma
$1K -$270K -3,478 -100%
GIM
2761
Gold Investment Management
Alberta, Canada
$932 – – –
FS
2762
Financially Speaking
Colorado
$932 +$1.01K +13 New
CCM
2763
Campbell Capital Management
Florida
$860 +$932 +12 New
SAM
2764
Sherman Asset Management
California
$860 +$932 +12 New
BWM
2765
Bernard Wealth Management
Michigan
$789 +$855 +11 New
NECFA
2766
New England Capital Financial Advisors
Connecticut
$760 – – –
MHIP
2767
Mountain Hill Investment Partners
New Jersey
$735 +$777 +10 New
CJ
2768
Caitlin John
Michigan
$574 -$6.6K -85 -91%
AWM
2769
Activest Wealth Management
Florida
$574 +$621 +8 New
CWM
2770
Cedar Wealth Management
California
$430 – – –
GCS
2771
Gordian Capital (Singapore)
Singapore
$72 – – –
MMH
2772
Menora Mivtachim Holdings
Israel
– -$172M -2,037,835 Closed
Coatue Management
2773
Coatue Management
New York
– -$96.5M -1,141,600 Closed
KACA
2774
Kayne Anderson Capital Advisors
California
– -$72.1M -852,674 Closed
LIP
2775
Liontrust Investment Partners
United Kingdom
– -$13.5M -190,000 Closed
109 110
111
112 113

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.