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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
FCM
951
Firestone Capital Management
Florida
$2.7M -$27.2K -350 -0.9%
OSNBOA
952
Old Second National Bank of Aurora
Illinois
$2.7M -$42.1K -542 -1%
HI
953
Horizon Investments
North Carolina
$2.69M -$316K -4,067 -10%
JAFL
954
Jay A. Fishman Ltd
Michigan
$2.69M -$234K -3,010 -7%
BTI
955
Blue Trust Inc
Georgia
$2.68M +$43.4K +559 +2%
BA
956
Bristlecone Advisors
Washington
$2.68M -$17.6K -227 -0.6%
WIS
957
Wright Investors Service
Connecticut
$2.66M -$688K -8,854 -19%
AIC
958
Archer Investment Corporation
Indiana
$2.65M +$621 +8 +0%
MWM
959
Mission Wealth Management
California
$2.65M -$110K -1,420 -4%
JSC
960
Jackson Square Capital
California
$2.65M -$3.57M -45,960 -55%
PWA
961
Primoris Wealth Advisors
Florida
$2.63M -$81.6K -1,050 -3%
IIM
962
INTECH Investment Management
Florida
$2.63M -$3.48M -44,849 -55%
BRA
963
Bender Robert & Associates
California
$2.62M +$22.9K +295 +0.8%
VA
964
Valmark Advisers
Ohio
$2.62M -$56.7K -730 -2%
PWP
965
Principle Wealth Partners
Connecticut
$2.61M +$81.6K +1,050 +3%
BGIM
966
Boussard & Gavaudan Investment Management
United Kingdom
$2.61M +$2.82M +36,362 New
GKWIM
967
Gerber Kawasaki Wealth & Investment Management
California
$2.6M +$79.2K +1,019 +3%
TA
968
TFG Advisers
Michigan
$2.59M -$21.5K -277 -0.8%
LNWWM
969
Laird Norton Wetherby Wealth Management
California
$2.58M -$167K -2,148 -6%
NIM
970
NXG Investment Management
Texas
$2.58M -$1.17M -15,000 -29%
SF
971
Symphony Financial
Texas
$2.58M -$73.2K -942 -3%
FPAS
972
Focus Partners Advisor Solutions
Missouri
$2.57M -$317K -4,081 -10%
SFS
973
Strategic Financial Services
New York
$2.56M -$6.21K -80 -0.2%
HSA
974
HBK Sorce Advisory
Pennsylvania
$2.55M +$74K +952 +3%
CAM
975
Cidel Asset Management
Ontario, Canada
$2.55M -$24.9K -320 -0.9%

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.