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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
CCMG
126
Clark Capital Management Group
Pennsylvania
$110M -$1.04M -13,395 -0.9%
OAC
127
OMERS Administration Corp
Ontario, Canada
$110M -$55.3M -711,776 -32%
KeyBank National Association
128
KeyBank National Association
Ohio
$109M -$2.7M -34,771 -2%
BNP Paribas Asset Management
129
BNP Paribas Asset Management
France
$108M +$22.2M +285,981 +23%
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$108M -$1.69M -21,763 -1%
RPI
131
Railway Pension Investments
United Kingdom
$104M -$6.69M -86,100 -6%
SOMRS
132
State of Michigan Retirement System
Michigan
$101M -$109K -1,400 -0.1%
TAM
133
Tocqueville Asset Management
New York
$98.4M -$182K -2,341 -0.2%
Wealth Enhancement Advisory Services
134
Wealth Enhancement Advisory Services
Minnesota
$98.2M +$23.2M +298,529 +28%
TIA
135
Tandem Investment Advisors
South Carolina
$97.4M +$2.64M +34,032 +3%
WorldQuant Millennium Advisors
136
WorldQuant Millennium Advisors
New York
$96.1M +$104M +1,340,702 New
CIM
137
CCLA Investment Management
United Kingdom
$93.2M +$4.82M +62,108 +5%
DnB Asset Management
138
DnB Asset Management
Norway
$92.4M +$11.5M +147,437 +13%
BTCPP
139
Border to Coast Pensions Partnership
United Kingdom
$90.7M +$3.86M +49,725 +4%
Truist Financial
140
Truist Financial
North Carolina
$88.8M -$1.12M -14,424 -1%
Cerity Partners
141
Cerity Partners
New York
$88.3M -$5.96M -76,698 -6%
Renaissance Technologies
142
Renaissance Technologies
New York
$84.3M +$87.3M +1,124,166 +2,186%
State of Wisconsin Investment Board
143
State of Wisconsin Investment Board
Wisconsin
$83.7M -$3.66M -47,079 -4%
AM
144
AGF Management
Ontario, Canada
$83.7M +$34.8M +447,663 +62%
NIG
145
NFJ Investment Group
Texas
$83.5M -$2.25M -29,002 -2%
Axa
146
Axa
France
$83.3M -$7.36M -94,715 -8%
Toronto Dominion Bank
147
Toronto Dominion Bank
Ontario, Canada
$80.9M +$18.2M +233,736 +26%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
148
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$80.1M +$86.4M +1,112,359 +19,719%
WHG
149
Westwood Holdings Group
Texas
$79.3M +$5.01M +64,550 +6%
EIP
150
Epoch Investment Partners
New York
$78.9M -$12.8M -165,156 -13%

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.