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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
CF
1601
Claris Financial
Virginia
$811K +$878K +11,306 New
RCWM
1602
Royal Capital Wealth Management
Indiana
$810K -$20.2K -260 -2%
BFC
1603
Bedel Financial Consulting
Indiana
$808K -$3.19K -41 -0.3%
SP
1604
Successful Portfolios
Florida
$806K -$1.71K -22 -0.2%
SCI
1605
Stableford Capital II
Arizona
$806K -$15.2K -196 -2%
TSS
1606
Two Sigma Securities
New York
$805K +$873K +11,234 New
LFA
1607
Legacy Financial Advisors
Kentucky
$802K +$35.4K +456 +4%
MLL
1608
Moody Lynn & Lieberson
Massachusetts
$802K -$42K -540 -5%
CWM
1609
Centurion Wealth Management
Virginia
$802K +$1.01K +13 +0.1%
PHS
1610
Pekin Hardy Strauss
Illinois
$801K
BCMO
1611
Buckingham Capital Management (Ohio)
Ohio
$800K -$4.66K -60 -0.5%
RFA
1612
RTD Financial Advisors
Pennsylvania
$799K
RWPA
1613
Richard W. Paul & Associates
Michigan
$799K -$2.25K -29 -0.3%
AL
1614
Aspiriant LLC
California
$797K +$120K +1,539 +16%
CL
1615
CVFG LLC
Indiana
$797K +$863K +11,114 New
ECM
1616
Exchange Capital Management
Michigan
$794K -$12.4K -160 -1%
GLR
1617
Great Lakes Retirement
Ohio
$793K +$17.9K +230 +2%
CIC
1618
Cornercap Investment Counsel
Georgia
$792K +$858K +11,042 New
GWCM
1619
Godshalk Welsh Capital Management
Pennsylvania
$789K -$7.77K -100 -0.9%
CMANY
1620
Capital Management Associates (New York)
New York
$789K
TL
1621
Tradewinds LLC
North Carolina
$789K -$42.7K -550 -5%
CCM
1622
Cinctive Capital Management
New York
$787K +$853K +10,977 New
CCG
1623
Catalina Capital Group
California
$786K +$20.9K +269 +3%
HGA
1624
Hobbs Group Advisors
South Carolina
$785K -$358K -4,608 -30%
HIC
1625
Holderness Investments Company
North Carolina
$784K -$1.63K -21 -0.2%

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.