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
RWM
776
Rockline Wealth Management
New York
$4.19M +$232K +2,988 +5%
SIM
777
Stratos Investment Management
Ohio
$4.19M -$163K -2,102 -3%
LWCFA
778
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.19M -$16.2K -208 -0.4%
XWM
779
Xcel Wealth Management
Florida
$4.18M -$144K -1,855 -3%
MCM
780
Monarch Capital Management
Indiana
$4.18M
PS
781
Principal Securities
Iowa
$4.17M +$484K +6,231 +12%
FF
782
Fluent Financial
Texas
$4.16M +$312K +4,020 +7%
SFGP
783
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$4.15M +$4.49M +57,847 New
LOAMS
784
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.14M +$1.43M +18,426 +47%
PT
785
Plimoth Trust
Massachusetts
$4.14M +$38K +489 +0.9%
WS
786
Wedbush Securities
California
$4.13M +$485K +6,247 +12%
AWM
787
AE Wealth Management
Kansas
$4.11M -$578K -7,446 -11%
AMIM
788
Aull & Monroe Investment Management
Alabama
$4.11M -$185K -2,385 -4%
CIA
789
Covington Investment Advisors
Pennsylvania
$4.11M -$72.7K -936 -2%
CCT
790
Capital City Trust
Florida
$4.1M -$63.2K -813 -1%
PI
791
PFG Investments
New York
$4.09M -$149K -1,924 -3%
CRM
792
Cramer Rosenthal McGlynn
Connecticut
$4.04M -$8.82M -113,556 -67%
RB
793
Rodgers Brothers
Pennsylvania
$4.04M -$19.4K -250 -0.4%
CA
794
CapWealth Advisors
Tennessee
$4.03M +$143K +1,836 +3%
ECM
795
Everence Capital Management
Indiana
$4.02M -$629K -8,100 -13%
AG
796
Advocate Group
Minnesota
$4.01M -$82.2K -1,058 -2%
CM
797
Caption Management
Oklahoma
$4.01M +$3.25M +41,800 +294%
EP
798
Essential Planning
New Hampshire
$3.98M +$3.97M +51,145 New
LIA
799
LS Investment Advisors
Michigan
$3.94M +$32.7K +421 +0.8%
CB
800
Community Bank
New York
$3.91M -$74.6K -960 -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.