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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
Daiwa Securities Group
276
Daiwa Securities Group
Japan
$27.9M -$5.17M -66,513 -15%
FLPIM
277
F.L. Putnam Investment Management
Massachusetts
$27.1M -$3.12M -40,198 -10%
TCOV
278
Trust Company of Vermont
Vermont
$27M +$801K +10,312 +3%
JIC
279
Johnson Investment Counsel
Ohio
$26.9M +$159K +2,046 +0.5%
FBB
280
Fulton Breakefield Broenniman
Maryland
$26.8M -$76.8K -988 -0.3%
MAM
281
Magellan Asset Management
Australia
$26.7M -$5.54M -71,364 -16%
Tudor Investment Corp
282
Tudor Investment Corp
Connecticut
$26.7M +$22.9M +294,636 +381%
Arrowstreet Capital
283
Arrowstreet Capital
Massachusetts
$26.6M +$28.8M +370,879 New
GI
284
Gradient Investments
Minnesota
$26.5M +$2.05M +26,388 +8%
ECM
285
ExodusPoint Capital Management
New York
$26.4M +$23.5M +302,125 +452%
PR
286
Payden & Rygel
California
$26.2M
YCM
287
Yousif Capital Management
Michigan
$26.2M -$1.42M -18,329 -5%
Envestnet Portfolio Solutions
288
Envestnet Portfolio Solutions
Illinois
$26.1M -$2.96M -38,162 -9%
Handelsbanken Fonder
289
Handelsbanken Fonder
Sweden
$26.1M +$1.21M +15,573 +4%
CIBC World Market
290
CIBC World Market
Ontario, Canada
$25.9M -$5.44M -70,063 -16%
William Blair Investment Management
291
William Blair Investment Management
Illinois
$25.8M -$1.82M -23,393 -6%
KIA
292
KCM Investment Advisors
California
$25.4M -$329K -4,241 -1%
BGIM
293
Brandywine Global Investment Management
Pennsylvania
$25.1M +$27.2M +350,750 New
AF
294
Allworth Financial
California
$25.1M +$6.03M +77,642 +27%
TCA
295
Tortoise Capital Advisors
Kansas
$25.1M -$57.5M -740,792 -68%
ST
296
Sabal Trust
Florida
$25M -$398K -5,121 -1%
PAMP
297
Polar Asset Management Partners
Ontario, Canada
$24.9M +$27M +348,000 New
EPIM
298
Evelyn Partners Investment Management
$24.9M +$27M +347,533 New
TH
299
TCTC Holdings
Texas
$24.8M +$181K +2,325 +0.7%
GAM
300
Guinness Asset Management
United Kingdom
$24.7M -$8.52M -109,626 -24%

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.