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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
MMPW
1276
Mitchell McLeod Pugh & Williams
Alabama
$1.39M -$90.9K -1,170 -6%
CWM
1277
Castle Wealth Management
Florida
$1.38M +$71.3K +918 +5%
DIP
1278
DT Investment Partners
Pennsylvania
$1.38M
MFWP
1279
Mosaic Family Wealth Partners
Missouri
$1.38M +$2.41K +31 +0.2%
TRIA
1280
Trail Ridge Investment Advisors
Colorado
$1.38M +$5.13K +66 +0.3%
IGAM
1281
iA Global Asset Management
Quebec, Canada
$1.38M +$1.49M +19,209 New
CWM
1282
Cornerstone Wealth Management
Missouri
$1.38M -$10.9K -140 -0.7%
DTL
1283
Dynamic Technology Lab
Singapore
$1.37M +$1.49M +19,158 New
BCM
1284
Becker Capital Management
Oregon
$1.36M -$270K -3,480 -15%
CCIA
1285
Campbell & Co Investment Adviser
Maryland
$1.36M +$1.47M +18,968 New
FHWM
1286
Fox Hill Wealth Management
Massachusetts
$1.36M +$48.5K +624 +3%
BIG
1287
Brooklyn Investment Group
New York
$1.36M -$36.4K -468 -2%
HWMO
1288
Heritage Wealth Management (Ohio)
Ohio
$1.36M -$5.83K -75 -0.4%
GFP
1289
Gryphon Financial Partners
Ohio
$1.36M +$104K +1,341 +8%
KCIC
1290
Kuhn & Co Investment Counsel
Illinois
$1.36M
APP
1291
Avantax Planning Partners
Iowa
$1.34M +$1.17K +15 +0.1%
NPT
1292
National Philanthropic Trust
Pennsylvania
$1.34M +$1.45M +18,630 New
MFC
1293
Mechanics Financial Corp
Ohio
$1.33M -$3.5K -45 -0.2%
CIAS
1294
Capital Investment Advisory Services
North Carolina
$1.33M +$3.42K +44 +0.2%
BFA
1295
Benedict Financial Advisors
Georgia
$1.33M +$42K +540 +3%
WBCM
1296
Wilson & Boucher Capital Management
California
$1.33M +$155 +2 +0%
GL
1297
Graypoint LLC
New York
$1.33M -$11K -141 -0.8%
MWM
1298
Mattern Wealth Management
Kansas
$1.33M -$43.1K -555 -3%
SWM
1299
Segment Wealth Management
Texas
$1.33M -$80.8K -1,040 -5%
AA
1300
Altrafin AG
$1.31M +$365K +4,700 +34%

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.