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NextEra Energy
NEE

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: 2,663 → 2,770 (+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: 76 → 48 (-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

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$456M
2
BlackRock
BlackRock
New York
+$423M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$338M
4
JP Morgan Chase
JP Morgan Chase
New York
+$266M
5
Boston Partners
Boston Partners
Massachusetts
+$265M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$578M
2
DZ Bank
DZ Bank
Germany
-$481M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$353M
4
IAIM
International Assets Investment Management
Florida
-$296M
5
ClearBridge Investments
ClearBridge Investments
New York
-$285M
Name Holding Trade Value Shares
Change 		Change in
Stake
VA
826
Vident Advisory
Georgia
$3.67M +$301K +3,880 +8%
SPG
827
Strategic Planning Group
Utah
$3.67M +$191K +2,459 +5%
CIM
828
Corbyn Investment Management
Maryland
$3.64M -$5.13K -66 -0.1%
PGAM
829
Princeton Global Asset Management
New Jersey
$3.61M -$36.2K -466 -0.9%
JWCA
830
J.W. Cole Advisors
Florida
$3.61M +$69.2K +891 +2%
AAIM
831
American Assets Investment Management
California
$3.58M – – –
CSUI
832
Cincinnati Specialty Underwriters Insurance
Ohio
$3.58M – – –
EH
833
Equitable Holdings
New York
$3.58M +$83.3K +1,072 +2%
SAM
834
Sycomore Asset Management
France
$3.58M -$932K -12,000 -22%
CT
835
Colonial Trust
South Carolina
$3.57M +$157K +2,024 +4%
QC
836
Quaero Capital
Switzerland
$3.55M -$213K -2,746 -5%
M
837
Mirova
France
$3.55M -$18.6K -239 -0.5%
GIA
838
Gladstone Institutional Advisory
Florida
$3.55M +$233K +2,998 +6%
CF
839
Centaurus Financial
California
$3.53M +$2.23M +28,702 +140%
TC
840
TownSquare Capital
Utah
$3.53M +$197K +2,539 +5%
FAIM
841
Financial Advocates Investment Management
Washington
$3.53M -$480K -6,184 -11%
BP
842
BNP Paribas
France
$3.51M +$352K +4,532 +22%
MCB
843
Morton Community Bank
Illinois
$3.51M +$46.6K +600 +1%
FA
844
Faithward Advisors
Pennsylvania
$3.47M +$181K +2,325 +5%
LNB
845
Ledyard National Bank
$3.47M +$49.3K +634 +1%
CFC
846
Cincinnati Financial Corp
Ohio
$3.44M – – –
HFM
847
Hartford Financial Management
Connecticut
$3.44M – – –
FA
848
Fagan Associates
New York
$3.44M -$11.7K -150 -0.3%
TWP
849
Tyche Wealth Partners
Texas
$3.42M +$85.5K +1,101 +2%
WA
850
Waverly Advisors
Alabama
$3.41M +$710K +9,136 +24%
32 33
34
35 36

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.