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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
PI
501
PGGM Investments
Netherlands
$9.75M -$5.46M -70,248 -34%
AAS
502
Avantax Advisory Services
Texas
$9.7M -$352K -4,529 -3%
SCM
503
Shelton Capital Management
Colorado
$9.69M -$16.9K -217 -0.2%
MFWM
504
Motley Fool Wealth Management
Virginia
$9.66M -$449K -5,776 -4%
WC
505
Woodstock Corp
Massachusetts
$9.65M +$50.3K +647 +0.5%
EHC
506
Everett Harris & Co
California
$9.47M +$607K +7,820 +6%
MP
507
Munro Partners
Australia
$9.38M +$4.68M +60,305 +85%
GT
508
Greenleaf Trust
Michigan
$9.37M +$321K +4,135 +3%
DCM
509
Dupont Capital Management
Delaware
$9.35M -$2.75M -35,376 -21%
FMI
510
F/M Investments
District of Columbia
$9.34M +$1.5M +19,347 +17%
NIM
511
NEOS Investment Management
Connecticut
$9.34M +$2.77M +35,687 +38%
FP
512
FFG Partners
Florida
$9.31M +$206K +2,649 +2%
TYCC
513
Texas Yale Capital Corp
Florida
$9.24M -$63.7K -820 -0.6%
CGH
514
Crossmark Global Holdings
Texas
$9.23M +$1.32M +16,942 +15%
PF
515
Phoenix Financial
Israel
$9.22M -$933K -12,007 -9%
JLBC
516
J.L. Bainbridge & Co
Florida
$9.19M -$16.5K -212 -0.2%
SC
517
Savant Capital
Illinois
$9.17M -$23.9K -308 -0.2%
AWS
518
Atria Wealth Solutions
New York
$9.17M -$15.7K -202 -0.2%
SWP
519
Strategic Wealth Partners
Ohio
$9.16M +$2.61M +33,580 +34%
HWM
520
HFR Wealth Management
New York
$9.15M +$140K +1,799 +1%
HIMCH
521
Hartford Investment Management Co (HIMCO)
Connecticut
$9.11M -$170K -2,189 -2%
HIP
522
HUB Investment Partners
Texas
$9.05M +$714K +9,197 +8%
EGM
523
Engineers Gate Manager
New York
$8.98M +$4.05M +52,179 +71%
TIAA Trust, National Association
524
TIAA Trust, National Association
North Carolina
$8.96M +$178K +2,296 +2%
PJSIMP
525
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.96M +$22.1K +285 +0.2%

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.