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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
MNBTD
1026
Moody National Bank Trust Division
Texas
$2.29M -$84.6K -1,089 -3%
NF
1027
Nvest Financial
New Hampshire
$2.29M +$79.1K +1,018 +3%
WPP
1028
Whalerock Point Partners
Rhode Island
$2.29M +$11.7K +150 +0.5%
SG
1029
StoneX Group
New York
$2.27M +$1.73M +22,282 +239%
BTW
1030
Boston Trust Walden
Massachusetts
$2.26M +$60.9K +784 +3%
JIC
1031
Joel Isaacson & Co
New York
$2.25M +$197K +2,538 +9%
FF
1032
Farrow Financial
Vermont
$2.25M -$39K -502 -2%
MFG
1033
Merit Financial Group
Georgia
$2.25M +$665K +8,564 +38%
RCIM
1034
Red Cedar Investment Management
Michigan
$2.25M
FI
1035
Finivi Inc
Massachusetts
$2.24M -$113K -1,456 -4%
MCWS
1036
McKinley Carter Wealth Services
West Virginia
$2.24M +$83.1K +1,070 +4%
ICP
1037
Impact Capital Partners
Colorado
$2.23M +$2.41M +31,056 New
RWM
1038
Ritholtz Wealth Management
New York
$2.22M +$110K +1,413 +5%
AIA
1039
AssuredPartners Investment Advisors
Florida
$2.21M +$2.4M +30,857 New
RC
1040
Resolution Capital
Australia
$2.21M -$2.19M -28,127 -48%
FNBOMD
1041
First National Bank of Mount Dora
Florida
$2.21M +$62K +798 +3%
MJRIC
1042
Mogy Joel R Investment Counsel
California
$2.21M -$179K -2,300 -7%
OIA
1043
OneDigital Investment Advisors
Kansas
$2.2M -$269K -3,464 -10%
EI
1044
Ethic Inc
New York
$2.2M +$1.07M +13,782 +81%
CS
1045
Cannell & Spears
New York
$2.2M +$6.84K +88 +0.3%
PG
1046
Patten Group
Tennessee
$2.19M -$134K -1,728 -5%
IMRF
1047
Illinois Municipal Retirement Fund
Illinois
$2.18M +$417K +5,369 +21%
MSA
1048
MUFG Securities Americas
New York
$2.18M +$2.36M +30,356 New
SWP
1049
Sagespring Wealth Partners
Tennessee
$2.17M +$2.35M +30,304 New
CFGS
1050
Concourse Financial Group Securities
Alabama
$2.17M +$30.8K +396 +1%

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.