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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
CFMC
1126
Curbstone Financial Management Corp
New Hampshire
$1.8M +$207K +2,664 +12%
Fisher Asset Management
1127
Fisher Asset Management
Washington
$1.8M -$50.6K -652 -3%
FMB
1128
Field & Main Bank
Kentucky
$1.8M -$16.3K -210 -0.8%
SGDR
1129
SPX Gestao de Recursos
Brazil
$1.79M +$1.94M +25,000 New
CA
1130
CoreCap Advisors
Michigan
$1.79M +$201K +2,584 +12%
EFSCE
1131
Enterprise Financial Services Corp (EFSC)
Missouri
$1.79M +$165K +2,125 +9%
TPI
1132
Trust Point Inc
Wisconsin
$1.78M +$310K +3,993 +19%
GDP
1133
Great Diamond Partners
Maine
$1.78M -$13.4K -172 -0.7%
CFP
1134
Cascade Financial Partners
California
$1.77M +$81.6K +1,050 +4%
WAOTB
1135
Wealth Advisors of Tampa Bay
Florida
$1.77M +$247K +3,175 +15%
WR
1136
WD Rutherford
Oregon
$1.77M +$78.8K +1,015 +4%
FBFS
1137
First Business Financial Services
Wisconsin
$1.77M +$28.5K +367 +2%
CCA
1138
Cobblestone Capital Advisors
New York
$1.76M +$17.8K +229 +0.9%
BMM
1139
Buffington Mohr McNeal
Idaho
$1.75M +$396K +5,094 +26%
CWM
1140
Connecticut Wealth Management
Connecticut
$1.75M -$20.5K -264 -1%
KA
1141
Kovack Advisors
Florida
$1.75M +$337K +4,332 +22%
ACM
1142
Ategra Capital Management
Virginia
$1.75M +$792K +10,200 +72%
EM
1143
ELCO Management
New York
$1.75M -$301K -3,875 -14%
SAG
1144
SageView Advisory Group
California
$1.74M +$325K +4,188 +21%
CWM
1145
Core Wealth Management
Florida
$1.74M -$59.2K -762 -3%
BCM
1146
BluePath Capital Management
Georgia
$1.74M +$337K +4,344 +20%
PWA
1147
Phoenix Wealth Advisors
North Carolina
$1.74M -$1.71K -22 -0.1%
MCA
1148
Magnolia Capital Advisors
Mississippi
$1.73M +$526K +6,773 +39%
GI
1149
GS Investments
Minnesota
$1.73M -$388 -5 -0%
WPW
1150
Waldron Private Wealth
Pennsylvania
$1.72M +$43K +553 +2%

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.