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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
MDA
1626
Minot DeBlois Advisors
Massachusetts
$783K +$848K +10,920 New
PL
1627
Perpetual Ltd
Australia
$782K
PNAA
1628
Pictet North America Advisors
Switzerland
$781K -$27.7K -356 -3%
UWP
1629
Uniting Wealth Partners
Kansas
$777K +$842K +10,834 New
EWS
1630
Eagle Wealth Strategies
New Jersey
$776K +$9.87K +127 +1%
CP
1631
Cornerstone Planning
North Carolina
$774K +$838K +10,790 New
AMBIA
1632
Allen Mooney & Barnes Investment Advisors
Georgia
$771K -$14.4K -186 -2%
1M
1633
1248 Management
Missouri
$770K +$834K +10,738 New
HFS
1634
Hantz Financial Services
Michigan
$766K -$1.53M -19,731 -65%
HI
1635
Hudock Inc
Pennsylvania
$765K +$233 +3 +0%
GHAM
1636
Gilman Hill Asset Management
Connecticut
$765K +$14.4K +185 +2%
FPGK
1637
Financial Partners Group (Kansas)
Kansas
$762K -$7.3K -94 -0.9%
OPCM
1638
Osborne Partners Capital Management
California
$760K -$9.94K -128 -1%
MLA
1639
MB, Levis & Associates
Pennsylvania
$756K -$621 -8 -0.1%
LFA
1640
Laraway Financial Advisors
Minnesota
$755K +$1.01K +13 +0.1%
KCPG
1641
Kavar Capital Partners Group
Kansas
$755K -$71.5K -920 -8%
MCM
1642
Maple Capital Management
Vermont
$754K +$21.3K +274 +3%
ZIG
1643
Zullo Investment Group
Pennsylvania
$754K -$17.6K -226 -2%
KF
1644
Krilogy Financial
Missouri
$754K -$559K -7,202 -41%
WCM
1645
Weaver Capital Management
Georgia
$752K -$37.6K -484 -4%
LC
1646
Lindbrook Capital
California
$749K -$10.6K -137 -1%
OC
1647
Opinicus Capital
Florida
$749K +$3.19K +41 +0.4%
SAA
1648
Southeast Asset Advisors
Georgia
$748K
MWS
1649
Maxwell Wealth Strategies
California
$748K -$35.7K -460 -4%
WAL
1650
W Advisors LLC
Tennessee
$748K

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.