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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
SFS
976
Stiles Financial Services
Minnesota
$2.55M -$15.9K -205 -0.6%
GPI
977
General Partner Inc
Pennsylvania
$2.55M
HIS
978
Horizon Investment Services
Indiana
$2.55M -$95K -1,223 -3%
CWM
979
Cordatus Wealth Management
Pennsylvania
$2.55M +$63.4K +816 +2%
BDS
980
Banco de Sabadell
Florida
$2.54M +$34.7K +447 +1%
BIM
981
Baldwin Investment Management
Pennsylvania
$2.54M +$6.29K +81 +0.2%
GSB
982
Greenfield Savings Bank
Massachusetts
$2.52M -$3.88K -50 -0.1%
EFMC
983
Empire Financial Management Company
New York
$2.52M +$157K +2,024 +6%
MP
984
McDonald Partners
Ohio
$2.49M +$84.4K +1,087 +3%
KC
985
Knuff & Co
California
$2.49M +$21.4K +275 +0.8%
1SB
986
1ST Source Bank
Indiana
$2.49M +$45.2K +582 +2%
Capstone Investment Advisors
987
Capstone Investment Advisors
New York
$2.49M +$2.33M +29,941 +630%
MFS
988
Mattson Financial Services
Michigan
$2.49M -$673K -8,657 -23%
WA
989
Wealth Alliance
New York
$2.49M -$387K -4,988 -13%
CIA
990
Compass Ion Advisors
Pennsylvania
$2.48M -$35.6K -458 -1%
FMWA
991
Forvis Mazars Wealth Advisors
Missouri
$2.48M +$16K +206 +0.6%
CIA
992
Cohen Investment Advisors
New Hampshire
$2.48M +$34.6K +445 +1%
HIP
993
Harrell Investment Partners
Texas
$2.47M +$316K +4,074 +13%
P
994
Pitcairn
Pennsylvania
$2.46M -$5.05K -65 -0.2%
MAS
995
Meeder Advisory Services
Ohio
$2.46M -$75.5K -972 -3%
WFG
996
Wills Financial Group
Virginia
$2.45M +$111K +1,425 +4%
CFFP
997
Center for Financial Planning
Michigan
$2.45M -$6.91K -89 -0.3%
CG
998
Caprock Group
Idaho
$2.44M +$4.74K +61 +0.2%
SFCL
999
Strengthening Families & Communities LLC
Massachusetts
$2.44M +$50.7K +653 +2%
GGA
1000
Granite Group Advisors
Connecticut
$2.43M -$44.7K -576 -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.