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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
Verition Fund Management
601
Verition Fund Management
Connecticut
$7.34M -$70.4M -906,287 -90%
PAI
602
Pittenger & Anderson Inc
Nebraska
$7.34M +$6.74M +86,750 +556%
VWA
603
Visionary Wealth Advisors
Illinois
$7.31M +$54.1K +696 +0.7%
BCI
604
Brinker Capital Investments
Pennsylvania
$7.31M -$670K -8,622 -8%
OPS
605
Orion Portfolio Solutions
Nebraska
$7.31M -$670K -8,622 -8%
CIC
606
Crawford Investment Counsel
Georgia
$7.3M -$9.4M -120,955 -54%
BF
607
BOK Financial
Oklahoma
$7.3M +$583K +7,501 +7%
HR
608
Howe & Rusling
New York
$7.28M +$150K +1,926 +2%
JF
609
Jump Financial
Illinois
$7.28M +$4.2M +54,091 +114%
SIA
610
Sit Investment Associates
Minnesota
$7.22M -$4.07M -52,426 -34%
CNBT
611
Canandaigua National Bank & Trust
New York
$7.21M -$76.5K -985 -1%
YIA
612
YHB Investment Advisors
Connecticut
$7.19M -$190K -2,441 -2%
TPCW
613
TD Private Client Wealth
New York
$7.13M +$92.4K +1,189 +1%
OIC
614
Orion Investment Company
Missouri
$7.1M +$289K +3,715 +4%
TC
615
TwinBeech Capital
New York
$7.07M -$16.7M -214,503 -69%
AUB
616
Atlantic Union Bankshares
Virginia
$7.03M -$170K -2,184 -2%
TMAM
617
Tokio Marine Asset Management
Japan
$7.03M +$170K +2,182 +2%
NMERB
618
New Mexico Educational Retirement Board
New Mexico
$7.02M -$194K -2,500 -2%
BCM
619
Bourgeon Capital Management
Connecticut
$7.02M -$77.8K -1,001 -1%
FTC
620
Farmers Trust Company
Ohio
$7M -$227K -2,919 -3%
FMC
621
First Merchants Corp
Indiana
$6.96M -$15.7K -202 -0.2%
Simplex Trading
622
Simplex Trading
Illinois
$6.95M +$2.31M +29,777 +44%
FFA
623
First Foundation Advisors
California
$6.94M -$532K -6,853 -7%
RIG
624
Renaissance Investment Group
Massachusetts
$6.93M +$390K +5,021 +5%
NB
625
Norinchukin Bank
Japan
$6.92M +$771K +9,930 +11%

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.