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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
Walleye Trading
1151
Walleye Trading
New York
$1.72M -$4.3M -55,298 -70%
SIS
1152
Sound Income Strategies
Florida
$1.72M +$52.6K +677 +3%
MUAMU
1153
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.72M +$544K +7,000 +41%
MCM
1154
Mill Capital Management
North Carolina
$1.72M
EWM
1155
Evermay Wealth Management
Virginia
$1.72M -$7.3K -94 -0.4%
BWM
1156
BKM Wealth Management
Wisconsin
$1.71M +$275K +3,539 +17%
RAM
1157
Roanoke Asset Management
New Jersey
$1.71M -$186K -2,400 -9%
GSEP
1158
Golden State Equity Partners
California
$1.71M +$1.53M +19,668 +472%
CT
1159
Clearstead Trust
Maine
$1.7M +$502K +6,456 +37%
PAM
1160
Paradigm Asset Management
New York
$1.7M +$338K +4,350 +22%
MA
1161
Mutual Advisors
Nebraska
$1.7M +$470K +6,048 +34%
SI
1162
Sava Infond
Slovenia
$1.69M +$1.83M +23,620 New
Dodge & Cox
1163
Dodge & Cox
California
$1.69M
MFP
1164
Meridian Financial Partners
Virginia
$1.69M +$12K +155 +0.7%
PG
1165
Prostatis Group
Maryland
$1.69M -$10.6K -137 -0.6%
OLVIG
1166
Oliver Lagore Vanvalin Investment Group
Michigan
$1.69M +$43.7K +563 +2%
EBT
1167
Enterprise Bank & Trust
Massachusetts
$1.69M +$96.3K +1,239 +6%
EP
1168
EPIQ Partners
Minnesota
$1.68M -$62.1K -800 -3%
PMA
1169
Prudent Man Advisors
Illinois
$1.67M -$123K -1,579 -6%
CIG
1170
Cullen Investment Group
Louisiana
$1.67M +$298K +3,842 +20%
ECM
1171
Evergreen Capital Management
Washington
$1.67M +$27.3K +351 +2%
ZB
1172
Zions Bancorporation
Utah
$1.66M -$1.6M -20,614 -47%
ACIM
1173
Azimuth Capital Investment Management
Michigan
$1.65M -$38.8K -500 -2%
HW
1174
Hancock Whitney
Mississippi
$1.65M -$47.8K -615 -3%
NSB
1175
Norway Savings Bank
Maine
$1.65M +$90.3K +1,162 +5%

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.