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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
KFBMI
926
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.87M – – –
NSEDCP
927
NJ State Employees Deferred Compensation Plan
New Jersey
$2.87M – – –
CFGW
928
Chancellor Financial Group WB
Pennsylvania
$2.87M +$3.11M +39,975 New
ST
929
Smithfield Trust
Pennsylvania
$2.86M -$20.4K -262 -0.7%
TCA
930
Transcend Capital Advisors
New Jersey
$2.85M -$251K -3,234 -8%
AAIM
931
Asset Advisors Investment Management
Georgia
$2.84M +$36.9K +475 +1%
FWTB
932
First Western Trust Bank
Colorado
$2.84M -$554K -7,137 -15%
AF
933
AGP Franklin
Tennessee
$2.84M +$3.08M +39,598 New
RBC
934
Romano Brothers & Co
Illinois
$2.83M -$30.3K -390 -1%
COI
935
Connable Office Inc
Michigan
$2.82M -$50K -643 -2%
AIIMS
936
Analyst IMS Investment Management Services
Israel
$2.8M +$290K +3,739 +11%
CSIC
937
Clifford Swan Investment Counsel
California
$2.8M -$41.7K -537 -1%
AWM
938
Avitas Wealth Management
California
$2.79M +$14.8K +191 +0.5%
BWM
939
Buckley Wealth Management
Nevada
$2.77M +$8.7K +112 +0.3%
BMCM
940
Bryn Mawr Capital Management
Pennsylvania
$2.76M -$513K -6,600 -15%
FFA
941
Farther Finance Advisors
California
$2.75M +$203K +2,608 +7%
GA
942
Guerra Advisors
Florida
$2.75M +$2.98M +38,338 New
AP
943
Americana Partners
Texas
$2.75M +$212K +2,732 +8%
Caisse de Depot et Placement du Quebec (CDPQ)
944
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.75M -$94.1M -1,211,500 -97%
BBHC
945
Brown Brothers Harriman & Co
New York
$2.74M +$344K +4,426 +13%
VT
946
Vise Technologies
New York
$2.74M +$981K +12,630 +49%
OA
947
Oxbow Advisors
Texas
$2.73M +$2.96M +38,143 New
MPPW
948
Mitchell & Pahl Private Wealth
Oklahoma
$2.72M +$73.7K +949 +3%
CCWA
949
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.71M +$42.9K +552 +1%
TSMHT
950
Thurston Springer Miller Herd & Titak
Indiana
$2.71M +$418K +5,377 +17%
36 37
38
39 40

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.