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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
PCA
701
Pallas Capital Advisors
Massachusetts
$5.23M -$96.8K -1,246 -2%
PD
702
Point72 (DIFC)
United Arab Emirates
$5.19M +$5.62M +72,374 New
TPA
703
Trivium Point Advisory
Connecticut
$5.17M +$244K +3,146 +5%
GEA
704
Glen Eagle Advisors
New Jersey
$5.16M -$37.2K -479 -0.7%
SF
705
Slagle Financial
Illinois
$5.15M +$976K +12,570 +21%
RWM
706
Rench Wealth Management
Texas
$5.13M +$228K +2,932 +4%
GCA
707
Greenwood Capital Associates
South Carolina
$5.12M -$215K -2,772 -4%
MYIA
708
Mount Yale Investment Advisors
Colorado
$5.11M +$3.69M +47,562 +200%
GCL
709
Gouws Capital LLC
North Carolina
$5.1M -$11.7K -150 -0.2%
VI
710
Vestcor Inc
New Brunswick, Canada
$5.08M -$1.52M -19,625 -22%
RWA
711
Roberts Wealth Advisors
California
$5.06M +$295K +3,796 +5%
BRWA
712
B. Riley Wealth Advisors
Florida
$5.04M -$906K -11,667 -14%
PMWMG
713
Parr McKnight Wealth Management Group
Minnesota
$5.02M +$5.44M +70,052 New
TC
714
Truvestments Capital
Florida
$5.01M +$222K +2,859 +4%
RF
715
Robbins Farley
New Hampshire
$5.01M +$2.6M +33,456 +92%
IA
716
IFP Advisors
Florida
$5M +$957K +12,322 +21%
IC
717
IEQ Capital
California
$4.99M -$1.21M -15,600 -18%
MA
718
Montag & Associates
Georgia
$4.96M +$276K +3,550 +5%
RP
719
Rice Partnership
Hawaii
$4.95M +$240K +3,083 +5%
EF
720
Empirical Finance
Pennsylvania
$4.94M -$69K -888 -1%
PFPT
721
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.93M -$2.25K -29 -0%
CWM
722
Calamos Wealth Management
Illinois
$4.91M -$389K -5,010 -7%
KB
723
Kimelman & Baird
New York
$4.91M -$1.17M -15,000 -18%
FCBT
724
First Citizens Bank & Trust
North Carolina
$4.91M -$2.74M -35,248 -34%
B
725
Bailard
California
$4.9M -$62.6K -806 -1%

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.