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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
HA
1176
Herold Advisors
New York
$1.65M +$14.7K +189 +0.8%
MAM
1177
Mystic Asset Management
Rhode Island
$1.65M +$120K +1,542 +7%
LIG
1178
Lokken Investment Group
Delaware
$1.65M -$32.9K -424 -2%
WKWM
1179
Walter & Keenan Wealth Management
Indiana
$1.64M -$621 -8 -0%
PDL
1180
Portfolio Design Labs
California
$1.64M +$241K +3,105 +16%
DDC
1181
DF Dent & Co
Maryland
$1.64M +$21.3K +274 +1%
NERM
1182
New England Research & Management
Illinois
$1.62M +$272K +3,505 +18%
OC
1183
Oakworth Capital
Alabama
$1.62M -$24.9K -321 -1%
HCCM
1184
Hudson Canyon Capital Management
New York
$1.62M
UAS
1185
United Asset Strategies
New York
$1.62M -$526K -6,775 -23%
CAG
1186
Csenge Advisory Group
Florida
$1.62M -$201K -2,590 -10%
WC
1187
Waterloo Capital
Texas
$1.62M +$81.5K +1,049 +5%
ZIC
1188
ZWJ Investment Counsel
Georgia
$1.62M -$40.7K -524 -2%
VRM
1189
Vectors Research Management
New York
$1.61M -$276K -3,555 -14%
MSS
1190
Mitchell Sinkler & Starr
Pennsylvania
$1.61M -$5.05K -65 -0.3%
HR
1191
Hardy Reed
Mississippi
$1.6M -$78 -1 -0%
QI
1192
Qtron Investments
Massachusetts
$1.6M
BFS
1193
Bard Financial Services
Connecticut
$1.6M
FFA
1194
Founders Financial Alliance
North Carolina
$1.6M +$7.38K +95 +0.4%
PPWP
1195
Premier Path Wealth Partners
New Jersey
$1.6M -$65.3K -840 -4%
BA
1196
Bard Associates
Illinois
$1.59M +$6.6K +85 +0.4%
LCM
1197
LVM Capital Management
Michigan
$1.59M +$17.7K +228 +1%
CBT
1198
Crews Bank & Trust
Florida
$1.59M +$1.72M +22,159 New
CCA
1199
Checchi Capital Advisers
California
$1.59M -$3.19K -41 -0.2%
TC
1200
Trium Capital
United Kingdom
$1.59M -$255K -3,285 -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.