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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
IAIM
876
International Assets Investment Management
Florida
$3.23M -$296M -3,816,043 -99%
MGIA
877
Moneta Group Investment Advisors
Missouri
$3.23M +$243K +3,130 +7%
NRD
878
Nebula Research & Development
New York
$3.23M +$3.5M +45,060 New
AT
879
American Trust
Kentucky
$3.22M +$43K +553 +1%
BFG
880
Bleakley Financial Group
New Jersey
$3.19M -$54.9K -707 -2%
CAMV
881
Concord Asset Management (Virginia)
Virginia
$3.18M +$197K +2,537 +6%
MWM
882
Modera Wealth Management
New Jersey
$3.16M +$341K +4,387 +11%
ET
883
Equitable Trust
Tennessee
$3.16M +$267K +3,438 +8%
EFS
884
Essex Financial Services
Connecticut
$3.16M -$61.5K -792 -2%
MYLI
885
Meiji Yasuda Life Insurance
Japan
$3.15M -$358K -4,610 -10%
LWA
886
Lineweaver Wealth Advisors
Ohio
$3.14M +$358K +4,613 +12%
YIH
887
Y-Intercept (HK)
Hong Kong
$3.13M +$3.39M +43,631 New
SC
888
Sagefield Capital
Texas
$3.11M +$194K +2,491 +6%
FHA
889
First Horizon Advisors
Tennessee
$3.11M -$104K -1,340 -3%
JCM
890
Jacobi Capital Management
Pennsylvania
$3.11M +$41.8K +538 +1%
HIM
891
Harbour Investment Management
Washington
$3.11M +$23.5K +303 +0.7%
FWP
892
FAS Wealth Partners
Kansas
$3.09M +$113K +1,452 +3%
LCM
893
Landscape Capital Management
New Jersey
$3.08M -$1.08M -13,935 -25%
PTC
894
Private Trust Company
Ohio
$3.06M -$5.52K -71 -0.2%
VAS
895
Vestmark Advisory Solutions
Massachusetts
$3.05M +$245K +3,153 +8%
BFC
896
Blue Fin Capital
Rhode Island
$3.05M +$29.5K +380 +0.9%
B
897
Bensler
Washington
$3.04M -$108K -1,391 -3%
AAS
898
Ameritas Advisory Services
Nebraska
$3.04M +$949K +12,216 +40%
AI
899
Axecap Investments
Ohio
$3.04M +$3.29M +42,376 New
IWA
900
Icon Wealth Advisors
Texas
$3.04M +$13K +167 +0.4%

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.