We are live on ! Find out more
NEE icon

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
IAA
526
Independent Advisor Alliance
North Carolina
$8.88M -$120K -1,546 -1%
WP
527
Woodline Partners
California
$8.85M +$9.59M +123,496 New
CTI
528
Community Trust & Investment
Kentucky
$8.79M +$126K +1,626 +1%
Thrivent Financial for Lutherans
529
Thrivent Financial for Lutherans
Minnesota
$8.74M -$78.8K -1,014 -0.8%
QT
530
Quantbot Technologies
New York
$8.72M +$2.95M +38,016 +45%
CCFCSB
531
Cape Cod Five Cents Savings Bank
Massachusetts
$8.71M
Teacher Retirement System of Texas
532
Teacher Retirement System of Texas
Texas
$8.69M -$23.9M -307,212 -72%
FMII
533
Farmers & Merchants Investments Inc
Nebraska
$8.66M +$842K +10,842 +10%
SP
534
Stablepoint Partners
Massachusetts
$8.65M +$23.3K +300 +0.2%
SAM
535
Shikiar Asset Management
New York
$8.63M -$259K -3,329 -3%
FNFDCM
536
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.62M -$424K -5,464 -4%
CWP
537
Cyndeo Wealth Partners
Florida
$8.59M +$714K +9,186 +8%
CJL
538
Cyrus J. Lawrence
New York
$8.58M +$36.7K +472 +0.4%
MCG
539
McCollum Christoferson Group
New York
$8.49M -$27.6K -355 -0.3%
UCFA
540
United Capital Financial Advisors
Texas
$8.47M -$713K -9,175 -7%
EIM
541
Essex Investment Management
Massachusetts
$8.47M +$551K +7,090 +6%
NW
542
NewEdge Wealth
Pennsylvania
$8.35M +$57K +734 +0.6%
SF
543
Synovus Financial
Georgia
$8.33M -$1.59M -20,525 -15%
HTIM
544
Harbour Trust & Investment Management
Indiana
$8.32M +$241K +3,105 +3%
SB
545
Simmons Bank
Arkansas
$8.31M +$544 +7 +0%
TG
546
TCW Group
California
$8.31M +$24.6K +317 +0.3%
GWM
547
Geneos Wealth Management
Colorado
$8.28M +$1.83M +23,528 +26%
AMAL
548
Asset Management Advisors LLC
Oklahoma
$8.27M +$116K +1,490 +1%
SPC
549
Sigma Planning Corp
Michigan
$8.23M -$404K -5,203 -4%
CAG
550
Crestwood Advisors Group
Massachusetts
$8.18M +$230K +2,959 +3%

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.