We are live on ! Find out more
NEE icon

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
TWM
1401
Trueblood Wealth Management
Ohio
$1.09M +$8.62K +111 +0.7%
BFG
1402
Berger Financial Group
Minnesota
$1.09M -$8.93K -115 -0.8%
AIM
1403
Aspen Investment Management
Michigan
$1.08M +$11.7K +151 +1%
ECG
1404
Edge Capital Group
Georgia
$1.08M -$106K -1,359 -8%
FMTCOCP
1405
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.08M -$220K -2,838 -16%
MIC
1406
Meridian Investment Counsel
California
$1.08M
MMG
1407
Monetary Management Group
Missouri
$1.08M -$9.71K -125 -0.8%
HWM
1408
Hohimer Wealth Management
Washington
$1.08M +$2.49K +32 +0.2%
XT
1409
XTX Topco
Cayman Islands
$1.07M -$24.2K -312 -2%
GC
1410
Grimes & Company
Massachusetts
$1.07M +$325K +4,182 +39%
CCWM
1411
Cassaday & Co Wealth Management
Virginia
$1.07M +$80.9K +1,041 +7%
KFGK
1412
Keystone Financial Group (Kentucky)
Kentucky
$1.07M +$92.1K +1,186 +9%
CAM
1413
Centre Asset Management
New York
$1.07M +$80.3K +1,034 +7%
HCM
1414
Howard Capital Management
Georgia
$1.07M +$56.2K +724 +5%
SFP
1415
Sandbox Financial Partners
Maryland
$1.07M -$68.1K -876 -6%
EAMA
1416
EFG Asset Management (Americas)
Florida
$1.07M +$28.4K +365 +3%
IIM
1417
InTrack Investment Management
Vermont
$1.07M +$596K +7,668 +96%
BMO
1418
Beck Mack & Oliver
New York
$1.06M -$3.11K -40 -0.3%
HCG
1419
Haven Capital Group
California
$1.06M +$1.15M +14,814 New
SWM
1420
SeaCrest Wealth Management
New York
$1.06M -$19.4K -250 -2%
LPT
1421
Legacy Private Trust
Wisconsin
$1.06M +$73.8K +950 +7%
FIM
1422
Freedom Investment Management
Connecticut
$1.05M +$239K +3,071 +26%
CSP
1423
Cary Street Partners
Virginia
$1.05M +$1.14M +14,657 New
CVA
1424
Central Valley Advisors
California
$1.05M
AF
1425
Arrow Financial
New York
$1.05M +$3.88K +50 +0.3%

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.