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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
FAM
801
Fred Alger Management
New York
$3.91M -$56.4K -726 -1%
AIM
802
Anchor Investment Management
South Carolina
$3.9M +$170K +2,184 +4%
DWT
803
Dorsey & Whitney Trust
South Dakota
$3.9M +$1.75M +22,509 +71%
VCM
804
Violich Capital Management
California
$3.88M -$46.8K -603 -1%
S
805
SignatureFD
Georgia
$3.86M -$374K -4,811 -8%
CHC
806
City Holding Co
West Virginia
$3.85M +$181K +2,331 +5%
AG
807
Ascent Group
Virginia
$3.85M +$179K +2,298 +4%
CM
808
Crestline Management
Texas
$3.82M -$2.42M -31,190 -37%
CIA
809
Choate Investment Advisors
Massachusetts
$3.82M +$172K +2,210 +4%
TCM
810
Tybourne Capital Management
Hong Kong
$3.81M +$2.08M +26,806 +102%
USCWA
811
U.S. Capital Wealth Advisors
Texas
$3.81M +$798K +10,275 +24%
IWM
812
IHT Wealth Management
Illinois
$3.79M +$49.6K +638 +1%
NWM
813
Northcape Wealth Management
New York
$3.77M -$22.3K -287 -0.5%
SCM
814
Schnieders Capital Management
California
$3.77M -$19K -245 -0.5%
BIM
815
Brentview Investment Management
Illinois
$3.76M +$4.08M +52,459 New
SG
816
Somerset Group
Minnesota
$3.73M -$12.7K -164 -0.3%
NICM
817
Neo Ivy Capital Management
New York
$3.72M +$4.03M +51,885 New
BWL
818
Bogart Wealth LLC
Virginia
$3.72M -$2.17K -28 -0.1%
VCM
819
Vision Capital Management
Oregon
$3.72M -$1.66M -21,376 -29%
EC
820
Enhancing Capital
Pennsylvania
$3.7M +$4.01M +51,600 New
MIM
821
Moseley Investment Management
Florida
$3.7M -$455K -5,860 -10%
GTAM
822
Global Trust Asset Management
Florida
$3.69M -$257K -3,311 -6%
BFA
823
Brendel Financial Advisors
New Hampshire
$3.68M -$113K -1,455 -3%
IBOK
824
Independence Bank of Kentucky
Kentucky
$3.68M -$257K -3,314 -6%
CA
825
CSM Advisors
Pennsylvania
$3.68M +$82.3K +1,060 +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.