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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
DTC
1201
Davidson Trust Company
Washington
$1.59M +$96.1K +1,237 +6%
SOS
1202
Silver Oak Securities
Tennessee
$1.58M +$1.23M +15,831 +255%
LWA
1203
Lantern Wealth Advisors
New York
$1.57M +$92.4K +1,189 +6%
BPC
1204
Bearing Point Capital
Minnesota
$1.57M +$1.7M +21,926 New
GWM
1205
Gitterman Wealth Management
New Jersey
$1.57M +$60.7K +781 +4%
AA
1206
Altman Advisors
Illinois
$1.57M +$29.2K +376 +2%
SFA
1207
Souders Financial Advisors
Ohio
$1.57M -$41.8K -538 -2%
WAP
1208
Wealthcare Advisory Partners
Pennsylvania
$1.57M -$452K -5,813 -21%
SWA
1209
SOA Wealth Advisors
New York
$1.56M +$466 +6 +0%
HL
1210
HeadInvest LLC
Maine
$1.56M +$5.83K +75 +0.3%
BHBT
1211
Burke & Herbert Bank & Trust
Virginia
$1.56M
MTIC
1212
Missouri Trust & Investment Company
Missouri
$1.55M +$67.6K +870 +4%
TT
1213
TI-Trust
Illinois
$1.55M
BG
1214
Bollard Group
Massachusetts
$1.55M +$5.67K +73 +0.3%
MS
1215
Maven Securities
Jersey
$1.54M +$725K +9,332 +77%
CPIG
1216
Chicago Partners Investment Group
Illinois
$1.53M -$50.9K -655 -3%
IHL
1217
Investment House LLC
California
$1.53M
Baillie Gifford & Co
1218
Baillie Gifford & Co
United Kingdom
$1.53M -$23.1M -297,450 -93%
MCM
1219
McDonough Capital Management
Florida
$1.53M -$112K -1,440 -6%
MIC
1220
Maxi Investments CY
Cyprus
$1.53M +$1.65M +21,300 New
NWMG
1221
Nicholson Wealth Management Group
South Carolina
$1.53M +$815K +10,493 +97%
CAMG
1222
CWA Asset Management Group
Florida
$1.52M +$319K +4,110 +24%
HI
1223
Harbour Investments
Wisconsin
$1.52M +$303K +3,895 +22%
MA
1224
MCF Advisors
Kentucky
$1.52M +$409K +5,260 +33%
AWM
1225
Atticus Wealth Management
Florida
$1.52M +$1.4K +18 +0.1%

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.