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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
WJWM
1051
Williams Jones Wealth Management
New York
$2.16M +$70.2K +904 +3%
WA
1052
WealthTrust Axiom
Pennsylvania
$2.16M -$6.21K -80 -0.3%
PFM
1053
Premier Fund Managers
United Kingdom
$2.15M -$777K -10,000 -25%
CIAS
1054
CFS Investment Advisory Services
New Jersey
$2.15M -$46.7K -601 -2%
CW
1055
CreativeOne Wealth
Kansas
$2.14M +$255K +3,277 +12%
FFS
1056
Flavin Financial Services
Florida
$2.13M +$2.31M +29,705 New
SFS
1057
Sowell Financial Services
Arkansas
$2.12M +$532K +6,849 +30%
PFBT
1058
Parkside Financial Bank & Trust
Missouri
$2.11M -$3.96K -51 -0.2%
CFS
1059
CRA Financial Services
New Jersey
$2.1M -$123K -1,579 -5%
GPA
1060
Garrison Point Advisors
California
$2.1M +$1.55K +20 +0.1%
WBC
1061
Westpac Banking Corp
Australia
$2.1M +$322K +4,150 +17%
CWM
1062
Chesapeake Wealth Management
Virginia
$2.09M -$28.9K -372 -1%
FRA
1063
Frank Rimerman Advisors
California
$2.09M -$188K -2,420 -8%
CAAS
1064
Capital Asset Advisory Services
Michigan
$2.08M +$62K +798 +3%
HI
1065
HBK Investments
Texas
$2.08M -$7.31M -94,084 -76%
FB
1066
Fulton Bank
Pennsylvania
$2.08M +$500K +6,437 +29%
GI
1067
GAMMA Investing
California
$2.06M +$150K +1,928 +7%
GS
1068
GWN Securities
Florida
$2.06M +$2.2M +28,273 New
MIA
1069
MainStreet Investment Advisors
Illinois
$2.06M -$18.7K -241 -0.8%
NHT
1070
New Hampshire Trust
New Hampshire
$2.05M -$32.5K -418 -1%
CA
1071
Cullinan Associates
Kentucky
$2.05M
BIM
1072
Bridges Investment Management
Nebraska
$2.05M -$2.95K -38 -0.1%
WCBA
1073
Weaver C. Barksdale & Associates
Tennessee
$2.05M -$55.1K -709 -2%
PWMAG
1074
Pinnacle Wealth Management Advisory Group
New Jersey
$2.04M +$150K +1,934 +7%
WAS
1075
Wealth Advisory Solutions
Indiana
$2.04M +$260K +3,342 +13%

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.