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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
SSB
426
Sandy Spring Bank
Maryland
$13.9M +$485K +6,245 +3%
EAM
427
Erste Asset Management
Austria
$13.8M -$7.81M -100,500 -34%
QCM
428
QRG Capital Management
Illinois
$13.7M +$522K +6,714 +4%
Lazard Asset Management
429
Lazard Asset Management
New York
$13.7M -$187K -2,410 -1%
MSFP
430
Mark Sheptoff Financial Planning
Connecticut
$13.6M -$48.3K -622 -0.3%
WSFS
431
Wilmington Savings Fund Society
Delaware
$13.5M -$403K -5,189 -3%
BBA
432
BLB&B Advisors
Pennsylvania
$13.5M +$85.8K +1,105 +0.6%
CT
433
Caldwell Trust
Florida
$13.5M -$492K -6,331 -3%
SCA
434
Snowden Capital Advisors
New York
$13.5M -$250K -3,216 -2%
CCB
435
Country Club Bank
Missouri
$13.4M +$3.21M +41,339 +28%
NRS
436
Neville Rodie & Shaw
New York
$13.4M -$65.3K -840 -0.4%
AssetMark Inc
437
AssetMark Inc
California
$13.3M +$1.79M +23,037 +14%
TAM
438
Trillium Asset Management
Massachusetts
$13.3M -$269K -3,457 -2%
EMPI
439
Elo Mutual Pension Insurance
Finland
$13.2M -$839K -10,796 -6%
MC
440
Moors & Cabot
Massachusetts
$13.2M +$114K +1,470 +0.8%
MCM
441
MAI Capital Management
Ohio
$13M +$768K +9,891 +6%
MGP
442
Metis Global Partners
California
$12.9M +$431K +5,551 +3%
FAT
443
First American Trust
California
$12.9M +$131K +1,684 +0.9%
WAM
444
Weiss Asset Management
Massachusetts
$12.8M +$13.9M +179,108 New
Lido Advisors
445
Lido Advisors
California
$12.8M +$46.2K +595 +0.3%
JWM
446
JGP Wealth Management
Oregon
$12.8M +$182K +2,343 +1%
FNBOO
447
First National Bank of Omaha
Nebraska
$12.7M -$433K -5,569 -3%
OPERF
448
Oregon Public Employees Retirement Fund
Oregon
$12.6M +$27K +348 +0.2%
SPC
449
Spirepoint Private Client
Florida
$12.5M +$1.07M +13,777 +9%
HIMC
450
Heritage Investors Management Corp
Maryland
$12.5M +$206K +2,651 +2%

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.