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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
FDCDDQ
326
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22M +$4.56M +58,690 +24%
Carson Wealth (CWM LLC)
327
Carson Wealth (CWM LLC)
Nebraska
$22M -$372K -4,790 -2%
EGA
328
Eagle Global Advisors
Texas
$21.8M -$625K -8,045 -3%
PFSRSONJ
329
Police & Firemen's Retirement System of New Jersey
New Jersey
$21.5M +$23.2M +299,229 New
ACM
330
Aquatic Capital Management
Illinois
$21.3M +$16.9M +217,832 +273%
CAPTRUST Financial Advisors
331
CAPTRUST Financial Advisors
North Carolina
$21.3M -$36.4K -468 -0.2%
Qube Research & Technologies (QRT)
332
Qube Research & Technologies (QRT)
United Kingdom
$21.2M +$19.1M +245,602 +496%
VFM
333
Viking Fund Management
North Dakota
$21.1M +$2.1M +27,000 +10%
VMPIC
334
Varma Mutual Pension Insurance Co
Finland
$21.1M -$280K -3,600 -1%
SAM
335
Storebrand Asset Management
Norway
$21.1M -$2.46M -31,632 -10%
IMCOOI
336
Investment Management Corp of Ontario (IMCO)
Canada
$21M +$17.5M +224,945 +330%
SSWM
337
Smith Salley Wealth Management
North Carolina
$21M +$145K +1,865 +0.6%
FT
338
Fiduciary Trust
Massachusetts
$21M -$245K -3,154 -1%
BWP
339
Baldwin Wealth Partners
Massachusetts
$20.9M +$898K +11,554 +4%
X
340
Xponance
Pennsylvania
$20.9M +$434K +5,588 +2%
CAM
341
Cresset Asset Management
Illinois
$20.6M -$10M -129,270 -31%
Man Group
342
Man Group
United Kingdom
$20.6M -$660K -8,491 -3%
BEI
343
Benjamin Edwards Inc
Missouri
$20.4M +$36.7K +472 +0.2%
BFO
344
Boston Family Office
Massachusetts
$20.2M -$225K -2,890 -1%
CWM
345
Congress Wealth Management
Massachusetts
$20.1M -$2.5M -32,166 -10%
SW
346
SVB Wealth
Massachusetts
$20M +$21.6M +278,293 New
PA
347
Pinnacle Associates
New York
$19.9M +$2.87M +36,917 +15%
Public Employees Retirement Association of Colorado
348
Public Employees Retirement Association of Colorado
Colorado
$19.8M -$652K -8,394 -3%
FNBT
349
FineMark National Bank & Trust
Florida
$19.7M +$2.05M +26,326 +11%
QC
350
Quadrature Capital
United Kingdom
$19.5M +$21.1M +271,899 New

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.