We are live on ! Find out more
NEE icon

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
AM
726
Account Management
Massachusetts
$4.88M +$328K +4,225 +7%
CII
727
Capital International Inc
California
$4.87M +$616K +7,935 +13%
SIC
728
Salem Investment Counselors
North Carolina
$4.86M +$98.1K +1,263 +2%
GI
729
GLOBALT Investments
Georgia
$4.86M +$1.74M +22,345 +49%
LCM
730
Logan Capital Management
Pennsylvania
$4.84M -$303K -3,894 -5%
NIMI
731
Natixis Investment Managers International
France
$4.79M -$280K -3,602 -5%
PWM
732
Perigon Wealth Management
California
$4.76M +$1.19M +15,293 +30%
BAM
733
Belpointe Asset Management
Nevada
$4.76M +$517K +6,659 +13%
IWC
734
Integrated Wealth Concepts
Massachusetts
$4.76M +$1.71M +21,964 +49%
ISL
735
Ingalls & Snyder LLC
New York
$4.75M -$154K -1,985 -3%
PAM
736
Peninsula Asset Management
Florida
$4.7M -$99K -1,275 -2%
ANTB
737
AMG National Trust Bank
Colorado
$4.69M -$30.2K -389 -0.6%
NMIMC
738
Northwestern Mutual Investment Management Company
Wisconsin
$4.68M +$13.8K +178 +0.3%
BB
739
Busey Bank
Illinois
$4.65M -$175K -2,255 -3%
TI
740
TrueMark Investments
Illinois
$4.63M -$1.87M -24,097 -27%
FNB
741
Farmers National Bank
Kentucky
$4.62M +$5.01M +64,505 New
TCOT
742
Trust Company of Toledo
Ohio
$4.62M -$45.1K -580 -0.9%
WCM
743
Winthrop Capital Management
Indiana
$4.6M +$66.2K +852 +1%
KC
744
Kinloch Capital
Virginia
$4.57M +$60.3K +776 +1%
LOIM
745
Liberty One Investment Management
Illinois
$4.56M -$521K -6,708 -10%
TI
746
Tidal Investments
Wisconsin
$4.55M +$385K +4,955 +8%
FAM
747
Formidable Asset Management
Ohio
$4.54M +$11.7K +151 +0.2%
CA
748
Commerzbank Aktiengesellschaft
Germany
$4.51M +$2.3M +29,662 +89%
SHA
749
Seneca House Advisors
Virginia
$4.49M +$496K +6,380 +11%
CIA
750
Capital Investment Advisors
Georgia
$4.47M +$73.9K +951 +2%

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.