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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
ICM
1476
IMS Capital Management
Oregon
$985K
AAS
1477
Annex Advisory Services
Wisconsin
$983K +$536K +6,898 +101%
LA
1478
LM Advisors
California
$981K -$229K -2,950 -18%
EB
1479
Exchange Bank
California
$980K +$388 +5 +0%
TCB
1480
Texas Capital Bancshares
Texas
$980K +$932 +12 +0.1%
AB
1481
Atlas Brown
Kentucky
$979K +$15.2K +196 +1%
CA
1482
Continuum Advisory
Idaho
$978K -$51.7K -665 -5%
EW
1483
Evoke Wealth
California
$977K +$55.7K +717 +6%
UCB
1484
United Community Bank
South Carolina
$974K +$70.7K +910 +7%
LF
1485
Lantz Financial
Illinois
$972K -$3.19K -41 -0.3%
ESB
1486
Essex Savings Bank
Connecticut
$970K -$3.34K -43 -0.3%
MLA
1487
My Legacy Advisors
Oregon
$968K +$41.4K +533 +4%
TFS
1488
Thoroughbred Financial Services
Tennessee
$966K +$2.41K +31 +0.2%
SMA
1489
Sage Mountain Advisors
Georgia
$966K +$49.7K +640 +5%
FC
1490
Fjell Capital
North Dakota
$954K +$1.03M +13,306 New
ACG
1491
Allen Capital Group
Nebraska
$951K +$186K +2,393 +22%
VIA
1492
Victrix Investment Advisors
Florida
$950K +$1.03M +13,257 New
HIA
1493
Harbor Investment Advisory
Maryland
$949K +$53.3K +686 +5%
WSC
1494
Wellington Shields & Co
New York
$947K -$15.5K -200 -1%
PCP
1495
Proficio Capital Partners
Massachusetts
$946K +$480K +6,177 +88%
PI
1496
PineBridge Investments
New York
$946K -$4.06M -52,231 -80%
FW
1497
FullCircle Wealth
Texas
$945K -$42.8K -551 -4%
GM
1498
GeoWealth Management
Illinois
$944K -$94.9K -1,221 -8%
CCWM
1499
Correct Capital Wealth Management
Missouri
$944K -$10K -129 -1%
RMAM
1500
Raab & Moskowitz Asset Management
New Jersey
$943K +$8.78K +113 +0.9%

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.