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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
DZ Bank
26
DZ Bank
Germany
$791M -$481M -6,189,259 -36%
GQG Partners
27
GQG Partners
Florida
$780M -$148M -1,899,497 -15%
Ameriprise
28
Ameriprise
Minnesota
$734M -$40.5M -521,866 -5%
Pictet Asset Management
29
Pictet Asset Management
Switzerland
$702M -$36.7M -472,874 -5%
Amundi
30
Amundi
France
$676M +$246M +3,172,405 +50%
AllianceBernstein
31
AllianceBernstein
Tennessee
$659M -$276M -3,555,116 -28%
Nordea Investment Management
32
Nordea Investment Management
Sweden
$635M +$119M +1,525,436 +21%
Capital Research Global Investors
33
Capital Research Global Investors
California
$607M -$578M -7,440,014 -47%
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$599M -$21.7M -278,918 -3%
Schroder Investment Management Group
35
Schroder Investment Management Group
United Kingdom
$578M +$194M +2,499,011 +45%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$567M +$196M +2,517,369 +47%
Bessemer Group
37
Bessemer Group
New Jersey
$552M -$41.9M -539,704 -7%
Invesco
38
Invesco
Georgia
$525M +$78.7M +1,013,051 +16%
CIBC Private Wealth Group
39
CIBC Private Wealth Group
Georgia
$468M +$35.7M +459,596 +7%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$464M -$5.11M -65,769 -1%
Barclays
41
Barclays
United Kingdom
$461M +$53.4M +687,110 +12%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$444M +$32.9M +423,084 +7%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$438M +$338M +4,345,741 +247%
Jennison Associates
44
Jennison Associates
New York
$432M +$18M +231,393 +4%
BG
45
Bahl & Gaynor
Ohio
$419M -$9.26M -119,160 -2%
Swiss National Bank
46
Swiss National Bank
Switzerland
$416M -$22.7M -291,900 -5%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$412M -$7.15M -91,989 -2%
Principal Financial Group
48
Principal Financial Group
Iowa
$406M -$12.4M -160,114 -3%
Cohen & Steers
49
Cohen & Steers
New York
$377M +$4.18M +53,759 +1%
1832 Asset Management
50
1832 Asset Management
Ontario, Canada
$364M -$28M -360,048 -7%

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.