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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
SBH
851
Segall Bryant & Hamill
Illinois
$3.41M -$28.9K -372 -0.8%
AC
852
Asio Capital
Kentucky
$3.41M -$64.2K -827 -2%
SOAMC
853
Spirit of America Management Corp
New York
$3.41M +$400K +5,150 +12%
BHC
854
Bowen Hanes & Co
Florida
$3.4M
CWI
855
Conscious Wealth Investments
Florida
$3.39M +$37.6K +484 +1%
USAA
856
United Services Automobile Association
Texas
$3.38M
SVWAG
857
Sound View Wealth Advisors Group
Georgia
$3.38M +$62K +798 +2%
JIR
858
James Investment Research
Ohio
$3.38M -$37.8K -487 -1%
ECM
859
Estabrook Capital Management
New York
$3.37M -$29.4K -378 -0.8%
JSSH
860
J. Safra Sarasin Holding
$3.34M -$247K -3,178 -6%
RPC
861
Rossmore Private Capital
Connecticut
$3.32M +$651K +8,375 +22%
LFS
862
Legacy Financial Strategies
Kansas
$3.32M -$112K -1,448 -3%
GIM
863
Goelzer Investment Management
Indiana
$3.31M +$1.79K +23 +0%
NWM
864
Nicola Wealth Management
British Columbia, Canada
$3.3M +$427K +5,500 +14%
HCA
865
Horan Capital Advisors
Ohio
$3.3M -$33.9K -436 -0.9%
BB
866
Berkshire Bank
Massachusetts
$3.29M -$47.7K -614 -1%
LSA
867
L & S Advisors
California
$3.29M -$983K -12,659 -22%
MSAM
868
Moloney Securities Asset Management
Missouri
$3.28M +$12.7K +164 +0.4%
AIMCA
869
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.28M +$2M +25,700 +129%
OCM
870
Orleans Capital Management
Louisiana
$3.28M +$7.77K +100 +0.2%
BMWM
871
Brown Miller Wealth Management
Virginia
$3.27M +$17.2K +221 +0.5%
EF
872
Empowered Funds
Pennsylvania
$3.27M +$453K +5,831 +15%
CWP
873
Concord Wealth Partners
Virginia
$3.26M +$229K +2,942 +7%
BS
874
Banco Santander
Spain
$3.24M -$1.47M -18,860 -29%
BP
875
Ballentine Partners
Massachusetts
$3.24M +$84.8K +1,092 +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.