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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
ET
651
Entropy Technologies
New York
$6.43M +$6.97M +89,710 New
TCM
652
Telos Capital Management
California
$6.4M +$201K +2,582 +3%
MWM
653
Marietta Wealth Management
Georgia
$6.36M +$82.3K +1,060 +1%
ST
654
Spinnaker Trust
Maine
$6.35M -$2.72M -34,989 -28%
OIM
655
Opus Investment Management
Massachusetts
$6.31M
BCM
656
Brookstone Capital Management
Illinois
$6.27M +$826K +10,635 +14%
CA
657
Clearstead Advisors
Ohio
$6.25M -$40.2K -518 -0.6%
FEG
658
Financial Enhancement Group
Indiana
$6.12M +$3.1M +39,870 +77%
DRP
659
Decade Renewable Partners
Texas
$6.12M -$928K -11,949 -12%
ST
660
Somerset Trust
Pennsylvania
$6.11M +$202K +2,596 +3%
ONB
661
Old National Bancorp
Indiana
$6.11M -$136K -1,753 -2%
FTA
662
Financial & Tax Architects
Missouri
$6.1M +$372K +4,786 +6%
BHCM
663
Brevan Howard Capital Management
Jersey
$6.08M +$6.59M +84,818 New
FNA
664
First National Advisers
Nebraska
$6.05M +$196K +2,517 +3%
MAM
665
Mirabaud Asset Management
United Kingdom
$6.04M
SF
666
Summit Financial
New Jersey
$5.99M +$550K +7,076 +9%
AA
667
Ancora Advisors
Ohio
$5.97M -$138K -1,773 -2%
SLI
668
Sumitomo Life Insurance
Japan
$5.97M -$2.21M -28,435 -25%
SWP
669
Stratos Wealth Partners
Ohio
$5.95M +$138K +1,781 +2%
SMI
670
Shelter Mutual Insurance
Missouri
$5.92M
BL
671
BFSG LLC
California
$5.89M -$99.7K -1,283 -2%
PTB
672
Pioneer Trust Bank
Oregon
$5.83M -$35.7K -459 -0.6%
FVWA
673
Foster Victor Wealth Advisors
South Carolina
$5.78M +$473K +6,086 +8%
BFA
674
Bragg Financial Advisors
North Carolina
$5.77M +$817K +10,519 +15%
TBA
675
Tower Bridge Advisors
Pennsylvania
$5.75M +$735K +9,465 +13%

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.