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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
PGIM
2801
Pacific Global Investment Management
California
-$1.05M -12,406 Closed
HFA
2802
Harbert Fund Advisors
Alabama
-$1M -11,850 Closed
NC
2803
nVerses Capital
Florida
-$997K -11,800 Closed
IFU
2804
iSAM Funds (UK)
United Kingdom
-$955K -11,301 Closed
MIS
2805
Morningstar Investment Services
Illinois
-$904K -10,696 Closed
ACM
2806
Aster Capital Management
United Arab Emirates
-$881K -10,423 Closed
CCM
2807
Chiron Capital Management
Florida
-$869K -10,283 Closed
MA
2808
MYDA Advisors
New York
-$845K -10,000 Closed
EW
2809
Elyxium Wealth
California
-$774K -9,162 Closed
BWP
2810
Balboa Wealth Partners
Arizona
-$739K -8,747 Closed
TCWA
2811
Turtle Creek Wealth Advisors
Texas
-$689K -8,147 Closed
EFH
2812
Eaton Financial Holdings
Florida
-$551K -6,515 Closed
AI
2813
Atom Investors
Texas
-$538K -6,360 Closed
RIA
2814
Regal Investment Advisors
Michigan
-$537K -6,352 Closed
LP
2815
LMR Partners
United Kingdom
-$472K -6,076 Closed
HW
2816
Hamilton Wealth
California
-$505K -5,974 Closed
RW
2817
REDW Wealth
New Mexico
-$488K -5,770 Closed
FFS
2818
Founders Financial Securities
Maryland
-$480K -5,683 Closed
ARG
2819
Advisory Resource Group
Oklahoma
-$461K -5,450 Closed
ICM
2820
III Capital Management
Florida
-$443K -5,237 Closed
CPM
2821
Connective Portfolio Management
New York
-$2M -5,000 Closed
LF
2822
LifePlan Financial
Minnesota
-$406K -4,807 Closed
MG
2823
Marex Group
-$402K -4,750 Closed
CA
2824
Calton & Associates
Florida
-$399K -4,714 Closed
TWA
2825
Tandem Wealth Advisors
Arizona
-$387K -4,578 Closed

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.