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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
FHA
1076
Flagship Harbor Advisors
Massachusetts
$2.03M -$65.9K -848 -3%
BJL
1077
Brighton Jones LLC
Washington
$2.03M +$143K +1,840 +7%
SCI
1078
S&CO Inc
Massachusetts
$2.02M
VFA
1079
Valeo Financial Advisors
Indiana
$2.02M +$39.5K +508 +2%
CFAM
1080
Center For Asset Management
Florida
$2.02M -$94.3K -1,214 -4%
Nomura Holdings
1081
Nomura Holdings
Japan
$2.02M -$12M -155,059 -85%
WP
1082
WealthShield Partners
North Carolina
$2.02M +$13.4K +173 +0.6%
IB
1083
Intrust Bank
Kansas
$2.02M -$78.1K -1,005 -3%
SHFA
1084
SS&H Financial Advisors
Michigan
$2.02M +$16.5K +212 +0.8%
SWMG
1085
Stillwater Wealth Management Group
Florida
$2M +$2.17M +27,960 New
CRC
1086
Curi RMB Capital
Illinois
$2M -$378K -4,871 -15%
CWG
1087
Cornerstone Wealth Group
North Carolina
$1.98M +$1.02M +13,086 +90%
AWM
1088
Avior Wealth Management
Nebraska
$1.96M -$22.2K -286 -1%
HCA
1089
Harbour Capital Advisors
Virginia
$1.96M +$474K +6,100 +29%
ATC
1090
Adirondack Trust Company
New York
$1.95M -$36K -464 -2%
HCM
1091
Hall Capital Management
Rhode Island
$1.94M +$2.1M +27,024 New
PWP
1092
Private Wealth Partners
California
$1.94M -$22.1K -285 -1%
NP
1093
NorthRock Partners
Minnesota
$1.93M -$175K -2,256 -8%
VIS
1094
Vega Investment Solutions
France
$1.93M +$2.09M +26,932 New
BFA
1095
Beaumont Financial Advisors
Massachusetts
$1.93M -$46.3K -596 -2%
PFSC
1096
Peoples Financial Services Corp
Pennsylvania
$1.92M
AWP
1097
Ascent Wealth Partners
New York
$1.92M +$3.81K +49 +0.2%
TJHA
1098
Thomas J. Herzfeld Advisors
Florida
$1.91M
PAM
1099
Palisade Asset Management
Minnesota
$1.91M +$351K +4,524 +20%
JGUA
1100
John G. Ullman & Associates
New York
$1.91M

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.