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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
OHWP
1301
Oak Harbor Wealth Partners
North Carolina
$1.31M -$23.7K -305 -2%
QWM
1302
Quadcap Wealth Management
Texas
$1.31M -$370K -4,769 -21%
PWM
1303
Prentice Wealth Management
New York
$1.31M +$12.8K +165 +0.9%
KRSITF
1304
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.31M -$3.54M -45,577 -75%
CNC
1305
Citizens & Northern Corp
Pennsylvania
$1.31M -$1.32K -17 -0.1%
NRW
1306
Nova R Wealth
Kansas
$1.3M -$23K -296 -2%
PWA
1307
Provenance Wealth Advisors
Florida
$1.3M +$1.33M +17,120 +1,742%
BWG
1308
Berry Wealth Group
Texas
$1.3M -$17.6K -227 -1%
GBT
1309
Grove Bank & Trust
Florida
$1.29M +$32.4K +417 +2%
WEG
1310
World Equity Group
Illinois
$1.28M +$698K +8,982 +101%
SS
1311
SBI Securities
Japan
$1.28M +$1.39M +17,883 New
SP
1312
Stonebrook Private
Michigan
$1.28M +$122K +1,576 +10%
IB
1313
Iyo Bank
Japan
$1.27M
IA
1314
Integrity Alliance
Iowa
$1.27M +$1.37M +17,691 New
AF
1315
Advisornet Financial
Minnesota
$1.26M -$21.6K -278 -2%
RIL
1316
Rothschild Investment LLC
Illinois
$1.26M -$61.8K -796 -4%
MBT
1317
Montecito Bank & Trust
California
$1.26M
BFA
1318
Brown Financial Advisors
Ohio
$1.26M +$121K +1,554 +10%
CD
1319
Chapin Davis
Maryland
$1.26M
V
1320
VeraBank
Texas
$1.26M -$6.99K -90 -0.5%
IA
1321
Icon Advisers
Colorado
$1.25M
PGCM
1322
Prescott Group Capital Management
Oklahoma
$1.25M
ZCI
1323
Zevenbergen Capital Investments
Washington
$1.25M +$192K +2,470 +17%
FCP
1324
Fidelis Capital Partners
Florida
$1.25M +$78.1K +1,005 +6%
AWM
1325
Aviso Wealth Management
Washington
$1.25M +$572K +7,366 +74%

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.