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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
PPC
1251
Park Place Capital
Alabama
$1.44M +$56.7K +730 +4%
RMCM
1252
Reynders McVeigh Capital Management
Massachusetts
$1.44M -$5.9K -76 -0.4%
MWM
1253
Marion Wealth Management
Pennsylvania
$1.44M +$27K +347 +2%
SS
1254
Sunbelt Securities
Texas
$1.43M -$44.1K -568 -3%
RFM
1255
Royal Fund Management
Florida
$1.43M -$1.75M -22,567 -53%
CT
1256
Chicago Trust
Illinois
$1.43M -$150K -1,928 -9%
AIM
1257
Arcadia Investment Management
Michigan
$1.43M +$179K +2,305 +13%
AIM
1258
Aigen Investment Management
New York
$1.42M +$1.54M +19,869 New
MFIM
1259
Mesirow Financial Investment Management
Illinois
$1.42M +$10.9K +140 +0.7%
BMC
1260
Beaton Management Company
Massachusetts
$1.41M
CMS
1261
Capital Market Strategies
Florida
$1.41M -$14.5K -187 -0.9%
AWA
1262
Arkadios Wealth Advisors
Georgia
$1.41M -$250K -3,222 -14%
CCP
1263
Clough Capital Partners
Massachusetts
$1.41M +$315K +4,050 +26%
NP
1264
Ninepoint Partners
Ontario, Canada
$1.4M +$166K +2,143 +12%
EGA
1265
E&G Advisors
Texas
$1.4M -$46.6K -600 -3%
HBT
1266
Hills Bank & Trust
Iowa
$1.4M +$97.9K +1,260 +7%
IIA
1267
Integral Investment Advisors
California
$1.4M +$91.7K +1,180 +6%
NL
1268
NVWM LLC
Pennsylvania
$1.4M +$20.1K +259 +1%
MA
1269
Modus Advisors
Minnesota
$1.4M +$77.5K +998 +5%
Luther King Capital Management (LKCM)
1270
Luther King Capital Management (LKCM)
Texas
$1.4M +$17.7K +228 +1%
HCM
1271
Huber Capital Management
California
$1.39M -$712K -9,166 -32%
EWM
1272
Empirical Wealth Management
Washington
$1.39M -$368K -4,732 -20%
SWA
1273
Stratos Wealth Advisors
Ohio
$1.39M +$95.7K +1,232 +7%
EHWM
1274
Eads & Heald Wealth Management
Georgia
$1.39M -$5.83K -75 -0.4%
VSQM
1275
V-Square Quantitative Management
Illinois
$1.39M +$86.3K +1,111 +6%

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.