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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
WWP
1651
WR Wealth Planners
Missouri
$743K -$268K -3,449 -25%
SQA
1652
Simon Quick Advisors
New Jersey
$741K +$25.9K +334 +3%
CAM
1653
Chesapeake Asset Management
New York
$739K +$12.7K +164 +2%
CPSC
1654
Carl P. Sherr & Co
Massachusetts
$738K
LGA
1655
Lebenthal Global Advisors
New York
$737K -$102K -1,309 -11%
NME
1656
Notis-McConarty Edward
$737K +$25.9K +334 +3%
AWAG
1657
ARS Wealth Advisors Group
Florida
$736K +$3.11K +40 +0.4%
ARMT
1658
Amica Retiree Medical Trust
Rhode Island
$734K -$69.1K -889 -8%
PCS
1659
Personal CFO Solutions
New Jersey
$734K +$283K +3,637 +55%
BC
1660
Burney Company
Virginia
$734K
FC
1661
FORA Capital
Florida
$731K +$792K +10,190 New
FUBT
1662
First United Bank & Trust
Maryland
$727K -$15.9K -205 -2%
CB
1663
Cadence Bank
Mississippi
$727K -$27.4K -353 -3%
BB
1664
Bell Bank
North Dakota
$727K +$41.1K +529 +6%
FPF
1665
First Pacific Financial
Washington
$725K -$15.5K -199 -2%
WIC
1666
Woodmont Investment Counsel
Tennessee
$725K +$4.27K +55 +0.5%
CI
1667
CX Institutional
Indiana
$725K +$110K +1,421 +16%
MCM
1668
Manchester Capital Management
Vermont
$724K +$2.02K +26 +0.3%
MBTD
1669
Mechanics Bank - Trust Department
California
$723K +$17.1K +220 +2%
MPI
1670
Mairs & Power Inc
Minnesota
$720K
IWM
1671
Integris Wealth Management
California
$718K +$19.4K +250 +3%
KCFA
1672
Key Client Fiduciary Advisors
New Jersey
$718K -$30.7K -395 -4%
LDB
1673
Lee, Danner & Bass
Tennessee
$718K -$8.54K -110 -1%
RK
1674
Rather & Kittrell
Tennessee
$718K +$1.32K +17 +0.2%
APC
1675
Aspire Private Capital
North Carolina
$717K +$27.1K +349 +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.