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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
JWCA
901
J.W. Coons Advisors
Ohio
$3.03M -$21.1K -272 -0.6%
MKA
902
M. Kulyk & Associates
Georgia
$3.03M -$169K -2,176 -5%
CAL
903
Capital Analysts LLC
Pennsylvania
$3.02M +$30.3K +390 +0.9%
LFM
904
LGT Fund Management
Liechtenstein
$3.02M -$1.15M -14,850 -26%
UBP
905
Union Bancaire Privee
Switzerland
$3.02M +$3.35M +43,118 New
TNA
906
True North Advisors
Texas
$3.02M +$3.27M +42,060 New
HT
907
Heritage Trust
Oklahoma
$3.01M +$3.26M +42,000 New
IA
908
IFC Advisors
California
$3.01M +$3.26M +41,961 New
NAM
909
NorthCrest Asset Manangement
Minnesota
$2.99M +$24.9K +320 +0.8%
LSA
910
Leonteq Securities AG
Switzerland
$2.98M +$589K +7,585 +22%
VCM
911
Voleon Capital Management
California
$2.97M +$3.22M +41,454 New
SCA
912
Sulzberger Capital Advisors
Florida
$2.97M +$3.22M +41,445 New
DWP
913
Daymark Wealth Partners
Ohio
$2.97M -$49.2K -633 -2%
LNWTC
914
Laird Norton Wetherby Trust Company
Washington
$2.95M
GWMIA
915
Global Wealth Management Investment Advisory
Florida
$2.95M +$1.3M +16,724 +69%
ACS
916
Archford Capital Strategies
Illinois
$2.93M -$233 -3 -0%
O
917
Ossiam
France
$2.93M +$2.46M +31,648 +343%
CAIM
918
Catherine Avery Investment Management
Florida
$2.92M +$3.16M +40,724 New
SC
919
Sapient Capital
Indiana
$2.92M +$62.8K +808 +2%
CCG
920
Cypress Capital Group
Florida
$2.92M -$370K -4,757 -10%
SW
921
SkyOak Wealth
Michigan
$2.9M +$92.8K +1,194 +3%
HWA
922
HCR Wealth Advisors
California
$2.9M -$25.4K -327 -0.8%
WANY
923
Wealthspire Advisors (New York)
New York
$2.89M -$334K -4,293 -10%
FFA
924
Fragasso Financial Advisors
Pennsylvania
$2.89M -$270K -3,475 -8%
AC
925
AXQ Capital
New Jersey
$2.87M +$1.28M +16,480 +70%

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.