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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
MWP
2926
Meridian Wealth Partners
Pennsylvania
-$203K -2,397 Closed
WFAG
2927
Worth Financial Advisory Group
North Carolina
-$201K -2,378 Closed
CCA
2928
Cora Capital Advisors
New Jersey
-$201K -2,376 Closed
GWWM
2929
Great Waters Wealth Management
Minnesota
-$200K -2,368 Closed
GJWM
2930
Gilliland Jeter Wealth Management
Arkansas
-$180K -2,131 Closed
FCM
2931
Fourpath Capital Management
Oklahoma
-$177K -2,096 Closed
NFA
2932
Northwest Financial Advisors
Virginia
-$151K -1,787 Closed
MWA
2933
MFA Wealth Advisors
Pennsylvania
-$148K -1,755 Closed
PP
2934
Paloma Partners
Connecticut
-$143K -1,693 Closed
CPA
2935
Capital Performance Advisors
California
-$85.9K -1,016 Closed
PS
2936
Planned Solutions
California
-$61.9K -732 Closed
MS
2937
Mizuho Securities
Japan
-$50.7K -600 Closed
HFM
2938
Harvest Fund Management
China
-$50K -594 Closed
IAS
2939
IMA Advisory Services
Colorado
-$42.3K -500 Closed
MCA
2940
Maryland Capital Advisors
Maryland
-$39.1K -462 Closed
RWM
2941
Reston Wealth Management
Virginia
-$26.8K -317 Closed
VAMG
2942
Voisard Asset Management Group
Michigan
-$19.6K -231 Closed
UCI
2943
Uncommon Cents Investing
Wisconsin
-$16.9K -200 Closed
MRC
2944
Millburn Ridgefield Corp
New York
-$13.9K -165 Closed
KFP
2945
Keener Financial Planning
Texas
-$7K -85 Closed
BBPWM
2946
Blue Bell Private Wealth Management
Pennsylvania
-$6.89K -82 Closed
CA
2947
Claris Advisors
Missouri
-$3.8K -45 Closed
WA
2948
WestEnd Advisors
North Carolina
-$2.37K -28 Closed
SHIM
2949
Stone House Investment Management
Pennsylvania
-$1.69K -20 Closed
SWM
2950
Scissortail Wealth Management
Oklahoma
-$214K -9 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.