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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
PWA
2826
PCG Wealth Advisors
Kansas
-$386K -4,572 Closed
TIA
2827
Trust Investment Advisors
Indiana
-$368K -4,351 Closed
AGA
2828
Accuvest Global Advisors
Utah
-$367K -4,341 Closed
WG
2829
Winton Group
United Kingdom
-$365K -4,323 Closed
LIP
2830
Lighthouse Investment Partners
Florida
-$360K -4,256 Closed
BCM
2831
BlueCrest Capital Management
Jersey
-$351K -4,147 Closed
KOC
2832
Koss-Olinger Consulting
Florida
-$348K -4,114 Closed
MPM
2833
MBB Public Markets
Illinois
-$342K -4,050 Closed
HWP
2834
Hibernia Wealth Partners
Louisiana
-$340K -4,026 Closed
CPC
2835
Congress Park Capital
New York
-$328K -3,875 Closed
AA
2836
AlphaQ Advisors
Florida
-$321K -3,800 Closed
WA
2837
Wambolt & Associates
Colorado
-$316K -3,705 Closed
LCM
2838
Leisure Capital Management
California
-$304K -3,593 Closed
PCMC
2839
Private Capital Management (Colorado)
Colorado
-$285K -3,373 Closed
USWIA
2840
UP Strategic Wealth Investment Advisors
Pennsylvania
-$282K -3,341 Closed
SFB
2841
STAR Financial Bank
Indiana
-$279K -3,298 Closed
KFS
2842
Kaizen Financial Strategies
California
-$277K -3,276 Closed
NEWAS
2843
N.E.W. Advisory Services
Wisconsin
-$277K -3,276 Closed
AG
2844
Algert Global
California
-$277K -3,273 Closed
NC
2845
NBW Capital
Massachusetts
-$274K -3,236 Closed
WFS
2846
WealthGarden F.S.
California
-$265K -3,140 Closed
VC
2847
Vicus Capital
Pennsylvania
-$259K -3,070 Closed
CWMS
2848
Cannon Wealth Management Services
North Carolina
-$258K -3,048 Closed
MIM
2849
Marco Investment Management
Georgia
-$255K -3,018 Closed
CC
2850
Cornerstone Capital
California
-$254K -3,000 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.