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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
A
451
Allianz
Germany
$12.5M +$95.6K +1,230 +0.7%
VIP
452
Vantage Investment Partners
Missouri
$12.4M +$451K +5,802 +3%
PP
453
Patten & Patten
Tennessee
$12.3M -$745K -9,588 -5%
DJSG
454
D.J. St. Germain
Massachusetts
$12.3M +$732K +9,425 +6%
CNB
455
Camden National Bank
Maine
$12.3M -$101K -1,297 -0.8%
CCM
456
Copeland Capital Management
Pennsylvania
$12.3M -$2.12M -27,281 -14%
HWM
457
HB Wealth Management
Georgia
$12.2M +$402K +5,174 +3%
KBC Group
458
KBC Group
Belgium
$12.1M +$671K +8,634 +5%
NCM
459
Narwhal Capital Management
Georgia
$12.1M +$772K +9,936 +6%
LCM
460
Laurion Capital Management
New York
$11.8M +$12.8M +164,782 New
CTC
461
Central Trust Company
Missouri
$11.8M -$3.36M -43,287 -21%
DAC
462
Dividend Assets Capital
South Carolina
$11.7M +$166K +2,142 +1%
GIBU
463
Gulf International Bank (UK)
United Kingdom
$11.6M -$135K -1,739 -1%
ASN
464
Advisory Services Network
Georgia
$11.6M +$612K +7,872 +5%
SWM
465
Spire Wealth Management
Virginia
$11.5M +$297K +3,824 +2%
FCH
466
Freestone Capital Holdings
Washington
$11.4M +$324K +4,171 +3%
DILIC
467
Dai-ichi Life Insurance Company
Japan
$11.4M -$3.92M -50,480 -24%
DCM
468
Donaldson Capital Management
Indiana
$11.4M -$40.9M -526,714 -77%
DF
469
DNCA Finance
France
$11.4M +$2.21M +28,500 +22%
BCP
470
Blue Chip Partners
Michigan
$11.3M +$123K +1,581 +1%
PCM
471
Palisade Capital Management
New Jersey
$11.2M +$403K +5,194 +3%
KFC
472
Klingenstein Fields & Co
New York
$11.1M +$9.32K +120 +0.1%
NCM
473
Noesis Capital Mangement
Florida
$11.1M +$69.3K +892 +0.6%
SEEDPG
474
S.E.E.D. Planning Group
New York
$11.1M +$1.18M +15,138 +11%
GVAG
475
Great Valley Advisor Group
Delaware
$11M +$832K +10,706 +8%

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.