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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
AT
1101
Avalon Trust
New Mexico
$1.9M
SAM
1102
Smartleaf Asset Management
Massachusetts
$1.9M +$272K +3,504 +15%
Edgewood Management
1103
Edgewood Management
Connecticut
$1.89M
ES
1104
Eagle Strategies
New York
$1.89M +$1.53M +19,695 +295%
TNB
1105
Thomasville National Bank
Georgia
$1.89M -$32.5K -419 -2%
BTD
1106
BankPlus Trust Department
Mississippi
$1.89M +$2.04M +26,295 New
VWM
1107
Venturi Wealth Management
Texas
$1.87M -$27.6K -355 -1%
BHPW
1108
Beverly Hills Private Wealth
California
$1.87M -$39.9K -514 -2%
RA
1109
Ransom Advisory
Rhode Island
$1.87M +$19.4K +250 +1%
CWM
1110
Cabot Wealth Management
Massachusetts
$1.87M +$33.2K +427 +2%
RSWM
1111
Robertson Stephens Wealth Management
California
$1.87M +$46K +592 +2%
DA
1112
Dover Advisors
Virginia
$1.86M -$7.77K -100 -0.4%
PPWM
1113
Paragon Private Wealth Management
Kentucky
$1.86M +$21.9K +282 +1%
LCM
1114
Liberty Capital Management
Michigan
$1.85M
LAIC
1115
Lederer & Associates Investment Counsel
California
$1.85M -$79.9K -1,028 -4%
ADIM
1116
Alpha DNA Investment Management
Maryland
$1.85M -$2.03M -26,183 -50%
SFO
1117
Stenger Family Office
Illinois
$1.84M +$2M +25,690 New
BAM
1118
Berkshire Asset Management
Pennsylvania
$1.84M -$147K -1,897 -7%
LSAG
1119
Lake Street Advisors Group
New Hampshire
$1.84M -$22.7K -292 -1%
SIA
1120
Schechter Investment Advisors
Michigan
$1.84M +$355K +4,571 +22%
NSIM
1121
North Star Investment Management
Illinois
$1.83M -$2.95K -38 -0.1%
TW
1122
TrinityPoint Wealth
Connecticut
$1.82M +$77.6K +999 +4%
BOH
1123
Bank of Hawaii
Hawaii
$1.82M +$3.57K +46 +0.2%
CIA
1124
Cladis Investment Advisory
Montana
$1.81M
BCA
1125
Bay Colony Advisors
Massachusetts
$1.81M -$8.62K -111 -0.4%

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.