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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
AFG
1001
Atomi Financial Group
New York
$2.43M -$2.22M -28,574 -46%
WMA
1002
West Michigan Advisors
Michigan
$2.42M +$9.87K +127 +0.4%
TSWM
1003
Triangle Securities Wealth Management
North Carolina
$2.42M -$58.3K -751 -2%
DWA
1004
Douglass Winthrop Advisors
New York
$2.41M -$7.92M -101,932 -75%
CL
1005
CIM LLC
New York
$2.4M +$12.3K +158 +0.5%
WWM
1006
Western Wealth Management
Colorado
$2.39M -$823K -10,600 -24%
CFO
1007
Callan Family Office
Pennsylvania
$2.38M +$2.35M +30,278 +1,037%
SAM
1008
Sompo Asset Management
Japan
$2.38M -$950K -12,230 -27%
PTP
1009
Platform Technology Partners
New York
$2.37M +$5.59K +72 +0.2%
PA
1010
PFW Advisors
Georgia
$2.37M +$2.57M +33,042 New
WIC
1011
Wilkins Investment Counsel
Massachusetts
$2.36M – – –
LMIM
1012
Lockheed Martin Investment Management
Maryland
$2.36M -$31.9K -410 -1%
SAM
1013
Shell Asset Management
Netherlands
$2.35M +$591K +7,612 +30%
MIM
1014
Montgomery Investment Management
Maryland
$2.35M -$38.8K -500 -2%
QPBE
1015
Quintet Private Bank (Europe)
Luxembourg
$2.34M -$159K -2,046 -6%
DT
1016
Diversified Trust
Tennessee
$2.33M +$128K +1,652 +5%
ECM
1017
Eisler Capital Management
United Kingdom
$2.32M +$2.52M +32,444 New
STA
1018
Summit Trail Advisors
New York
$2.32M +$461K +5,936 +22%
Impax Asset Management Group
1019
Impax Asset Management Group
United Kingdom
$2.32M +$1.03M +13,199 +69%
SFP
1020
Shepherd Financial Partners
Massachusetts
$2.32M +$22.8K +293 +0.9%
FNBTCON
1021
First National Bank & Trust Co of Newtown
Pennsylvania
$2.32M – – –
WSCM
1022
Wellington Shields Capital Management
New York
$2.32M +$15.4M +197,932 +612%
VCA
1023
Verdence Capital Advisors
Maryland
$2.32M +$67.3K +866 +3%
Los Angeles Capital Management
1024
Los Angeles Capital Management
California
$2.31M – – –
DAS
1025
Dynamic Advisor Solutions
Arizona
$2.3M +$142K +1,824 +6%
39 40
41
42 43

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.