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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
AMI
626
Amica Mutual Insurance
Rhode Island
$6.92M
WTC
627
WhitTier Trust Company
Nevada
$6.92M +$4.59M +59,130 +158%
BFM
628
Boston Financial Management
Massachusetts
$6.87M +$32.9K +423 +0.4%
BCCM
629
Bridge Creek Capital Management
Massachusetts
$6.83M +$3.5K +45 +0%
BIAS
630
Beacon Investment Advisory Services
New Jersey
$6.81M +$87K +1,120 +1%
SFI
631
Siemens Fonds Invest
Germany
$6.8M -$15.5K -200 -0.2%
RCYC
632
Richard C. Young & Co
Rhode Island
$6.78M +$271K +3,483 +4%
AWM
633
Apollon Wealth Management
South Carolina
$6.73M +$615K +7,923 +9%
AIP
634
Ameritas Investment Partners
Nebraska
$6.72M -$144K -1,855 -2%
PFS
635
Prospera Financial Services
Texas
$6.7M +$634K +8,163 +10%
ERSOT
636
Employees Retirement System of Texas
Texas
$6.7M -$2.18M -28,057 -23%
BCM
637
Barometer Capital Management
Ontario, Canada
$6.66M +$5.44K +70 +0.1%
NGA
638
Naples Global Advisors
Florida
$6.64M +$105K +1,351 +1%
OBGC
639
O'Brien Greene & Co
Pennsylvania
$6.59M +$28.2K +363 +0.4%
IUHSA
640
Itau Unibanco Holding S.A.
Brazil
$6.57M -$497K -6,396 -7%
CIA
641
Concurrent Investment Advisors
Florida
$6.56M +$111K +1,429 +2%
NB
642
NBT Bank
New York
$6.55M -$281K -3,623 -4%
KWA
643
Kingswood Wealth Advisors
California
$6.54M -$1.71M -22,054 -19%
SNB
644
Security National Bank
Nebraska
$6.53M -$67.2K -865 -0.9%
SIM
645
Studio Investment Management
Illinois
$6.52M -$168K -2,159 -2%
BA
646
Baugh & Associates
Georgia
$6.52M +$15.5K +199 +0.2%
HZ
647
Hixon Zuercher
Ohio
$6.51M +$6.29K +81 +0.1%
CIM
648
Contravisory Investment Management
Massachusetts
$6.48M +$45K +579 +0.6%
WIA
649
World Investment Advisors
California
$6.45M +$792K +10,195 +13%
KHLMTHM
650
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$6.44M +$1.16M +14,960 +20%

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.