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
WE
1501
Wealth Effects
Massachusetts
$942K -$112K -1,438 -10%
YAVAPFMC
1502
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$941K +$1.02M +13,141 New
ABLA
1503
Alan B. Lancz & Associates
Ohio
$938K -$85.5K -1,100 -8%
COCM
1504
Charter Oak Capital Management
New Hampshire
$937K -$31.7K -408 -3%
SFI
1505
SPC Financial Inc
Maryland
$936K +$40.1K +516 +4%
UBG
1506
United Bank (Georgia)
Georgia
$934K +$180K +2,315 +22%
OQS
1507
Occudo Quantitative Strategies
Florida
$934K +$1.01M +13,033 New
FH
1508
FWG Holdings
Florida
$932K +$62.6K +806 +7%
GIC
1509
Generali Investments CEE
Czech Republic
$932K +$1.01M +13,000 New
NAG
1510
Northstar Advisory Group
New Jersey
$928K -$7.15K -92 -0.7%
CCG
1511
Cloverfields Capital Group
Minnesota
$928K +$4.82K +62 +0.5%
CSB
1512
City State Bank
Iowa
$927K -$23.3K -300 -2%
FTUS
1513
Flow Traders U.S.
New York
$926K +$1M +12,910 New
PFA
1514
Pathway Financial Advisers
Indiana
$923K +$25.6K +330 +3%
GLA
1515
Good Life Advisors
Pennsylvania
$921K -$182K -2,342 -15%
MMA
1516
Miracle Mile Advisors
California
$921K -$7.85K -101 -0.8%
BONST
1517
Bank of Nova Scotia Trust
Ontario, Canada
$920K +$16.1K +207 +2%
KWM
1518
Keebeck Wealth Management
Illinois
$920K +$7.77K +100 +0.8%
CPWA
1519
Cerro Pacific Wealth Advisors
California
$920K -$10.5K -135 -1%
AAP
1520
Arax Advisory Partners
Colorado
$916K +$688K +8,860 +226%
MA
1521
MONECO Advisors
Connecticut
$912K +$91.6K +1,179 +10%
RDFA
1522
Ritter Daniher Financial Advisory
Ohio
$911K +$19.4K +250 +2%
PCM
1523
Pennsylvania Capital Management
Pennsylvania
$907K +$107K +1,371 +12%
PA
1524
Procyon Advisors
Connecticut
$905K -$27.8K -358 -3%
AWCI
1525
Alpine Woods Capital Investors
New York
$902K -$3.88K -50 -0.4%

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.