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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
AP
2851
Appleton Partners
Massachusetts
-$253K -2,991 Closed
SRL
2852
Scientech Research LLC
New Jersey
-$252K -2,979 Closed
NWAG
2853
Net Worth Advisory Group
Utah
-$251K -2,969 Closed
OAM
2854
Oxford Asset Management
United Kingdom
-$246K -2,912 Closed
WAG
2855
Windsor Advisory Group
Ohio
-$245K -2,904 Closed
SAM
2856
Satovsky Asset Management
New York
-$243K -2,876 Closed
TW
2857
Traveka Wealth
California
-$242K -2,861 Closed
MAG
2858
Mayfair Advisory Group
Alabama
-$239K -2,847 Closed
RIA
2859
Realta Investment Advisors
Delaware
-$234K -2,828 Closed
FDP
2860
Financiere des Professionnels
Quebec, Canada
-$238K -2,811 Closed
MIM
2861
Meridiem Investment Management
United Kingdom
-$238K -2,810 Closed
SC
2862
Scholtz & Company
Connecticut
-$237K -2,800 Closed
FSA
2863
Financial Security Advisor
Virginia
-$236K -2,795 Closed
GWMR
2864
GC Wealth Management RIA
Massachusetts
-$236K -2,794 Closed
SGWM
2865
Sterling Group Wealth Management
California
-$235K -2,780 Closed
NSAM
2866
North Star Asset Management
Wisconsin
-$234K -2,765 Closed
MFS
2867
Madrona Financial Services
Washington
-$233K -2,762 Closed
TAM
2868
Townsend Asset Management
North Carolina
-$233K -2,753 Closed
VCP
2869
Verus Capital Partners
Arizona
-$232K -2,746 Closed
TLP
2870
Trinity Legacy Partners
Texas
-$228K -2,745 Closed
FWM
2871
FMB Wealth Management
California
-$232K -2,743 Closed
FZCM
2872
Flynn Zito Capital Management
New York
-$232K -2,740 Closed
FWM
2873
Forza Wealth Management
Florida
-$230K -2,723 Closed
OFS
2874
Orrstown Financial Services
Pennsylvania
-$230K -2,723 Closed
WWM
2875
WT Wealth Management
Arizona
-$229K -2,717 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.