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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
AA
2876
Aufman Associates
Pennsylvania
-$229K -2,712 Closed
FOA
2877
Five Oceans Advisors
California
-$229K -2,711 Closed
IIC
2878
Integrated Investment Consultants
Michigan
-$229K -2,711 Closed
SWA
2879
SFMG Wealth Advisors
Texas
-$229K -2,711 Closed
MAM
2880
MWA Asset Management
Massachusetts
-$229K -2,707 Closed
MI
2881
Moneywise Inc
Virginia
-$228K -2,696 Closed
EFG
2882
Ehrlich Financial Group
California
-$228K -2,693 Closed
ES
2883
ETF Store
Kansas
-$227K -2,682 Closed
CMAI
2884
Capital Management Associates Inc
Minnesota
-$227K -2,680 Closed
ACC
2885
Acorn Creek Capital
Colorado
-$226K -2,677 Closed
CWA
2886
Consilium Wealth Advisory
Texas
-$225K -2,657 Closed
WAM
2887
WealthTrust Asset Management
Florida
-$224K -2,649 Closed
IFA
2888
Interactive Financial Advisors
Illinois
-$224K -2,648 Closed
KC
2889
Kepos Capital
New York
-$223K -2,643 Closed
SFG
2890
SNS Financial Group
Minnesota
-$223K -2,642 Closed
OPA
2891
Old Port Advisors
Maine
-$223K -2,640 Closed
CWM
2892
Collaborative Wealth Management
Florida
-$222K -2,625 Closed
GWAG
2893
Garrett Wealth Advisory Group
Texas
-$221K -2,620 Closed
SIC
2894
Sterling Investment Counsel
New York
-$221K -2,620 Closed
FC
2895
Fusion Capital
South Carolina
-$220K -2,602 Closed
DJYG
2896
David J. Yvars Group
Florida
-$220K -2,600 Closed
GSC
2897
Ground Swell Capital
South Carolina
-$220K -2,598 Closed
IWS
2898
Integrity Wealth Solutions
Colorado
-$218K -2,580 Closed
CAM
2899
Columbia Asset Management
Michigan
-$218K -2,577 Closed
4WM
2900
4J Wealth Management
Virginia
-$217K -2,571 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.