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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
ATPW
676
Ashton Thomas Private Wealth
Arizona
$5.7M +$165K +2,127 +3%
GLF
677
Groupe la Francaise
France
$5.67M +$6.95M +89,471 New
SCM
678
Spring Capital Management
Texas
$5.67M +$523K +6,736 +9%
RA
679
RFG Advisory
Alabama
$5.65M +$674K +8,673 +12%
SCA
680
Stokes Capital Advisors
South Carolina
$5.64M -$67.8K -873 -1%
CPSAC
681
Chas P. Smith & Associates (CPS)
Florida
$5.64M -$296K -3,812 -5%
IIM
682
Intact Investment Management
Quebec, Canada
$5.61M -$9.43M -121,380 -61%
CTA
683
Colonial Trust Advisors
South Carolina
$5.61M +$55.9K +719 +0.9%
VIM
684
Vinva Investment Management
Australia
$5.56M +$2.05M +26,441 +52%
FWCM
685
Ferguson Wellman Capital Management
Oregon
$5.55M +$22.1K +285 +0.4%
CG
686
Carmignac Gestion
France
$5.54M +$938K +12,076 +19%
CFSG
687
Community Financial Services Group
Vermont
$5.52M +$171K +2,195 +3%
CC
688
Constitution Capital
Connecticut
$5.52M -$1.21M -15,545 -17%
KFS
689
Kurt F. Somerville
$5.51M +$56.7K +730 +1%
KNW
690
Kesler Norman & Wride
Utah
$5.48M +$126K +1,623 +2%
SW
691
Solidarity Wealth
Utah
$5.47M +$166K +2,140 +3%
JAG
692
Journey Advisory Group
Kentucky
$5.45M
OPTFSNA
693
Old Point Trust & Financial Services N A
Virginia
$5.43M -$117K -1,500 -2%
CNBTD
694
Citizens National Bank Trust Department
Mississippi
$5.42M -$73.8K -950 -1%
OHIS
695
Oak Harvest Investment Services
Texas
$5.4M +$256K +3,289 +5%
CMP
696
Coston McIsaac & Partners
Maine
$5.39M -$21.4K -276 -0.4%
IAN
697
Integrated Advisors Network
Texas
$5.38M -$155K -1,999 -3%
BRM
698
Boston Research & Management
Massachusetts
$5.36M +$63.9K +823 +1%
BHIA
699
Birch Hill Investment Advisors
Massachusetts
$5.31M +$267K +3,438 +5%
PCIA
700
Prime Capital Investment Advisors
Kansas
$5.24M +$1.11M +14,238 +24%

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.