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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
KTC
1526
Kentucky Trust Company
Kentucky
$901K +$977K +12,573 New
AWE
1527
Avidian Wealth Enterprises
Texas
$901K -$9.4K -121 -1%
QPW
1528
Quantum Private Wealth
Florida
$900K -$12.9K -166 -1%
IIM
1529
Ipswich Investment Management
Massachusetts
$899K -$234K -3,012 -19%
EFG
1530
Everhart Financial Group
Ohio
$899K -$91K -1,171 -9%
LC
1531
Lavaca Capital
Texas
$898K +$41.1K +529 +4%
FGP
1532
Freestone Grove Partners
California
$898K +$973K +12,524 New
BW
1533
Bison Wealth
Georgia
$897K -$940K -12,098 -49%
MC
1534
Meketa Capital
Massachusetts
$897K +$972K +12,512 New
MIG
1535
Meketa Investment Group
Massachusetts
$897K +$972K +12,512 New
BW
1536
Basepoint Wealth
Iowa
$896K +$5.05K +65 +0.5%
LFG
1537
Larson Financial Group
Missouri
$895K +$84.7K +1,090 +10%
FCM
1538
Fire Capital Management
California
$894K +$969K +12,476 New
SAM
1539
Synergy Asset Management
Washington
$892K +$440K +5,666 +99%
FCAS
1540
First Command Advisory Services
Texas
$888K -$231K -2,968 -19%
LJAC
1541
L.J. Altfest & Co
New York
$888K -$72.6K -935 -7%
Financial Engines Advisors
1542
Financial Engines Advisors
California
$887K +$576K +7,418 +150%
PA
1543
PFG Advisors
Arizona
$886K -$101K -1,302 -10%
CWM
1544
Centric Wealth Management
Illinois
$880K
AIA
1545
Armor Investment Advisors
North Carolina
$880K +$6.29K +81 +0.7%
GS
1546
GTS Securities
New York
$877K -$554K -7,129 -37%
NBT
1547
Northwest Bank & Trust
Iowa
$875K -$544 -7 -0.1%
BDA
1548
Borer Denton & Associates
Pennsylvania
$875K +$81.8K +1,053 +9%
TI
1549
Trexquant Investment
Connecticut
$874K +$948K +12,198 New
FSA
1550
Franklin Street Advisors
North Carolina
$872K -$20.9K -269 -2%

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.