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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
BOJHT
1576
Bank of Jackson Hole Trust
Wyoming
$838K +$909K +11,696 New
AC
1577
Avestar Capital
New York
$838K +$84.8K +1,092 +10%
DAS
1578
Diversify Advisory Services
Utah
$837K -$18.2K -234 -2%
BCM
1579
Brasada Capital Management
Texas
$837K -$3.15M -40,504 -76%
BEAM
1580
Baker Ellis Asset Management
Washington
$836K +$11.7K +150 +1%
PCA
1581
Prosperity Capital Advisors
Ohio
$836K -$5.36K -69 -0.6%
SEP
1582
Southland Equity Partners
Missouri
$835K +$347K +4,470 +62%
HCM
1583
Hilton Capital Management
New York
$835K -$5.28K -68 -0.6%
CFO
1584
CVA Family Office
Colorado
$835K +$8.7K +112 +1%
CFP
1585
Catalyst Financial Partners
Massachusetts
$832K +$5.05K +65 +0.6%
CC
1586
Callan Capital
California
$832K -$64.5K -830 -7%
AHB
1587
Abner Herrman & Brock
New Jersey
$831K -$14.4K -186 -2%
FRA
1588
Front Row Advisors
California
$825K +$9.71K +125 +1%
CP
1589
Canopy Partners
Ohio
$825K +$454K +5,848 +103%
KAS
1590
KPP Advisory Services
Kentucky
$825K -$311 -4 -0%
PWA
1591
Prairie Wealth Advisors
Nebraska
$824K
KP
1592
Keel Point
Alabama
$823K +$56.2K +723 +7%
SFSG
1593
Sound Financial Strategies Group
Mississippi
$822K +$277K +3,563 +45%
RF
1594
Rossby Financial
Florida
$822K +$891K +11,468 New
SC
1595
Sepio Capital
Utah
$818K +$3.5K +45 +0.4%
EFI
1596
EHP Funds Inc
Canada
$817K +$886K +11,400 New
ECM
1597
EagleClaw Capital Management
Massachusetts
$815K
KWM
1598
KFG Wealth Management
Indiana
$815K +$3.5K +45 +0.4%
BP
1599
BBR Partners
New York
$813K -$43.3K -557 -5%
DC
1600
DeDora Capital
California
$811K -$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.