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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
FWM
1376
Fingerlakes Wealth Management
New York
$1.14M +$6.29K +81 +0.5%
SIMG
1377
Sonora Investment Management Group
Arizona
$1.14M +$530K +6,820 +76%
HCP
1378
Hexagon Capital Partners
Arkansas
$1.13M +$28.4K +366 +2%
WPA
1379
West Paces Advisors
Georgia
$1.13M -$8.7K -112 -0.7%
JSW
1380
Journey Strategic Wealth
New Jersey
$1.13M -$89.6K -1,153 -7%
NAMP
1381
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.13M
LA
1382
Legacy Advisors
Pennsylvania
$1.12M +$98.3K +1,265 +9%
OAM
1383
Ostrum Asset Management
France
$1.12M +$32.4K +417 +3%
RFA
1384
Resurgent Financial Advisors
Georgia
$1.12M -$6.37K -82 -0.5%
PWM
1385
Power Wealth Management
Georgia
$1.12M +$989K +12,726 +432%
AWM
1386
Aries Wealth Management
Maine
$1.12M -$13.6K -175 -1%
APW
1387
Aventura Private Wealth
Florida
$1.12M +$1.22M +15,660 New
Grantham, Mayo, Van Otterloo & Co (GMO)
1388
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.12M +$164K +2,113 +16%
VBCG
1389
Valley Brook Capital Group
Pennsylvania
$1.12M -$89.8K -1,156 -7%
PCG
1390
Prosperity Consulting Group
Maryland
$1.12M +$6.99K +90 +0.6%
FFC
1391
First Financial Corp
Indiana
$1.11M +$78.6K +1,012 +7%
VFA
1392
Voya Financial Advisors
Connecticut
$1.11M +$40.6K +523 +3%
IA
1393
IFG Advisory
Georgia
$1.11M +$85.5K +1,100 +8%
CAM
1394
Cozad Asset Management
Illinois
$1.11M -$22.8K -294 -2%
JSL
1395
JT Stratford LLC
Georgia
$1.11M +$1.01M +13,007 +534%
GAAM
1396
Guinness Atkinson Asset Management
California
$1.11M -$54.1K -697 -4%
SFM
1397
Signet Financial Management
New Jersey
$1.1M +$42K +541 +4%
AA
1398
Advisory Alpha
Michigan
$1.1M +$56.9K +733 +5%
LMKC
1399
L.M. Kohn & Company
Ohio
$1.1M +$11.3K +145 +1%
LAS
1400
LWM Advisory Services
Florida
$1.1M -$14.3K -184 -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.