We are live on ! Find out more
NEE icon

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
IFWM
2901
Institute for Wealth Management
Colorado
-$217K -2,570 Closed
IPW
2902
Intergy Private Wealth
Colorado
-$217K -2,566 Closed
CFG
2903
Carr Financial Group
Massachusetts
-$217K -2,565 Closed
PCM
2904
Poehling Capital Management
Wisconsin
-$216K -2,554 Closed
CGH
2905
CMG Global Holdings
Texas
-$215K -2,547 Closed
CSA
2906
Cottage Street Advisors
Massachusetts
-$215K -2,544 Closed
JHCP
2907
Jackson Hole Capital Partners
Oklahoma
-$214K -2,537 Closed
CWAF
2908
Core Wealth Advisors (Florida)
Florida
-$214K -2,536 Closed
CWP
2909
Capital Wealth Planning
Florida
-$214K -2,530 Closed
OCPWS
2910
One Charles Private Wealth Services
Massachusetts
-$214K -2,528 Closed
CAM
2911
Concorde Asset Management
Michigan
-$208K -2,465 Closed
SIA
2912
Spectrum Investment Advisors
Wisconsin
-$208K -2,461 Closed
SWM
2913
Sendero Wealth Management
Texas
-$207K -2,448 Closed
MIM
2914
MTM Investment Management
South Carolina
-$205K -2,440 Closed
1WA
2915
180 Wealth Advisors
Washington
-$204K -2,416 Closed
RWM
2916
RKL Wealth Management
Pennsylvania
-$204K -2,411 Closed
HCM
2917
Hengehold Capital Management
Ohio
-$204K -2,408 Closed
HFRG
2918
Houlihan Financial Resource Group
Virginia
-$203K -2,407 Closed
SWA
2919
Strata Wealth Advisors
Texas
-$203K -2,402 Closed
BP
2920
Broadleaf Partners
Ohio
-$203K -2,400 Closed
CC
2921
Cultivar Capital
Texas
-$203K -2,400 Closed
SA
2922
Sicart Associates
New York
-$203K -2,400 Closed
SCM
2923
Stonebridge Capital Management
California
-$203K -2,400 Closed
WFS
2924
Widmann Financial Services
Maryland
-$203K -2,400 Closed
NJBEST
2925
New Jersey Better Educational Savings Trust
New Jersey
-$203K -2,398 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.