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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
SC
1326
Searle & Co
Connecticut
$1.24M +$194K +2,500 +17%
FBT
1327
First Bankers Trust
Kentucky
$1.24M -$20.3K -261 -1%
ICP
1328
Interchange Capital Partners
Pennsylvania
$1.24M -$79.2K -1,019 -6%
LIM
1329
Leavell Investment Management
Alabama
$1.24M +$85.6K +1,102 +7%
CASB
1330
Cape Ann Savings Bank
Massachusetts
$1.24M +$37.1K +478 +3%
NB
1331
Nicolet Bankshares
Wisconsin
$1.24M -$136K -1,749 -9%
IFG
1332
Independent Financial Group
California
$1.23M -$80.4K -1,035 -6%
RP
1333
Raelipskie Partnership
Ontario, Canada
$1.23M +$6.29K +81 +0.5%
FCA
1334
FLC Capital Advisors
California
$1.22M +$308K +3,967 +30%
MWM
1335
Meridian Wealth Management
Kentucky
$1.22M -$40K -515 -3%
BWAM
1336
Boyd Watterson Asset Management
Ohio
$1.22M -$3.88K -50 -0.3%
MHIC
1337
Marble Harbor Investment Counsel
Massachusetts
$1.22M
RCAG
1338
Rehmann Capital Advisory Group
Michigan
$1.22M +$41.9K +539 +3%
XF
1339
XML Financial
Maryland
$1.22M +$30.5K +393 +2%
KA
1340
Klingman & Associates
New York
$1.22M -$353K -4,549 -21%
GCP
1341
GSA Capital Partners
United Kingdom
$1.22M +$944K +12,154 +253%
FIA
1342
Foundations Investment Advisors
Arizona
$1.22M +$748K +9,632 +132%
RWA
1343
River Wealth Advisors
Pennsylvania
$1.21M -$44.2K -569 -3%
C
1344
Croban
Ohio
$1.21M +$1.31M +16,822 New
IMC Chicago
1345
IMC Chicago
Illinois
$1.2M +$1.3M +16,792 New
AC
1346
AlphaCore Capital
California
$1.2M +$91K +1,172 +8%
NC
1347
NovaPoint Capital
Georgia
$1.2M +$40.6K +523 +3%
CPA
1348
Court Place Advisors
Maryland
$1.2M -$194K -2,503 -13%
RC
1349
Roundview Capital
New Jersey
$1.2M +$16.9K +218 +1%
PWM
1350
Pines Wealth Management
North Carolina
$1.2M +$1.38M +17,759 New

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.