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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
OAM
351
Oppenheimer Asset Management
New York
$19.4M -$1.98M -25,429 -9%
BST
352
Bath Savings Trust
Maine
$19.4M +$198K +2,549 +1%
AAM
353
Advisors Asset Management
Colorado
$19.3M -$319K -4,106 -2%
AS
354
Aware Super
Australia
$19.2M +$20.8M +267,730 New
GI
355
GAMCO Investors
Connecticut
$19.2M -$505K -6,505 -2%
Pathstone Holdings
356
Pathstone Holdings
New Jersey
$19.1M -$1.46M -18,771 -7%
AA
357
AQR Arbitrage
Connecticut
$19.1M -$2.62M -33,720 -11%
ADEF
358
Adams Diversified Equity Fund
Maryland
$19M -$3.85M -49,500 -16%
RCW
359
Rheos Capital Works
Japan
$19M -$5.44M -70,000 -21%
Kovitz Investment Group Partners
360
Kovitz Investment Group Partners
Illinois
$19M +$27.8K +358 +0.1%
MOACM
361
Mutual of America Capital Management
New York
$18.9M -$619K -7,962 -3%
SCTC
362
Sanibel Captiva Trust Company
Florida
$18.9M +$90.9K +1,170 +0.4%
TRSOTSOK
363
Teachers Retirement System of the State of Kentucky
Kentucky
$18.9M -$762K -9,812 -4%
MHC
364
Meyer Handelman Company
New York
$18.7M -$27K -347 -0.1%
SAM
365
Scopus Asset Management
New York
$18.6M +$9.32M +120,000 +86%
IMC
366
Inherent Management Corp
New York
$18.6M +$20.2M +260,000 New
KHLMVGHM
367
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$18.6M +$3.39M +43,640 +20%
AAP
368
Aristotle Atlantic Partners
Florida
$18.5M -$8.8M -113,339 -31%
Bank Julius Baer & Co
369
Bank Julius Baer & Co
Switzerland
$18.3M +$6.56M +84,433 +54%
SC
370
Scotia Capital
Ontario, Canada
$18.3M +$3.09M +39,713 +18%
Mercer Global Advisors
371
Mercer Global Advisors
Colorado
$18.3M -$1.77M -22,804 -8%
MPWT
372
MassMutual Private Wealth & Trust
Connecticut
$18.2M -$291K -3,750 -1%
WDA
373
Wendell David Associates
New Hampshire
$18.1M -$7.77K -100 -0%
NAM
374
Nissay Asset Management
Japan
$18M -$9.4K -121 -0%
OSAM
375
O'Shaughnessy Asset Management
Connecticut
$17.9M +$1.18M +15,181 +6%

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.