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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
BC
1551
Bowman & Company
Wisconsin
$872K +$68K +875 +8%
SBIA
1552
Sheaff Brock Investment Advisors
Indiana
$871K -$33.9K -437 -3%
CA
1553
Carson Advisory
Georgia
$869K -$4.89K -63 -0.5%
FFA
1554
Fairfield Financial Advisors
Massachusetts
$869K -$118K -1,513 -11%
AAF
1555
Andra AP-fonden
Sweden
$867K +$839K +10,800 +831%
NA
1556
Navellier & Associates
Nevada
$866K +$6.45K +83 +0.7%
EWA
1557
Exencial Wealth Advisors
Oklahoma
$866K +$12.4K +160 +1%
SSCM
1558
Sovereign's Capital Management
Georgia
$864K +$937K +12,056 New
SJIM
1559
St. Johns Investment Management
Florida
$861K +$29.2K +376 +3%
HWM
1560
Hemington Wealth Management
Virginia
$861K -$31.9K -410 -3%
SAI
1561
Savvy Advisors Inc
New York
$861K +$179K +2,302 +24%
S
1562
Sachetta
Massachusetts
$861K -$6.21K -80 -0.7%
OCM
1563
One Capital Management
California
$857K -$139K -1,795 -13%
AIC
1564
Argus Investors Counsel
New York
$856K -$133K -1,718 -13%
LB
1565
Legacy Bridge
Iowa
$852K
SAM
1566
S.A. Mason
Michigan
$852K +$23.8K +307 +3%
BOS
1567
Bank of Stockton
California
$851K -$2.56K -33 -0.3%
RBWA
1568
RFG - Bristol Wealth Advisors
Massachusetts
$851K +$922K +11,867 New
TM
1569
TigerOak Management
New Mexico
$851K +$922K +11,866 New
WA
1570
WBH Advisory
Maryland
$849K +$40.9K +526 +5%
HFS
1571
Heritage Financial Services
Massachusetts
$848K +$26.8K +345 +3%
GWANC
1572
Guardian Wealth Advisors (North Carolina)
North Carolina
$846K +$94.1K +1,211 +11%
BO
1573
Bank OZK
Arkansas
$844K -$33.8K -435 -4%
MFGM
1574
Marshall Financial Group (Maryland)
Maryland
$841K +$32.5K +419 +4%
FCB
1575
First County Bank
Connecticut
$840K -$263K -3,385 -22%

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.