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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
SC
1676
Savoie Capital
Illinois
$717K
CWM
1677
Crowley Wealth Management
Delaware
$716K +$776K +9,992 New
PMFA
1678
Plante Moran Financial Advisors
Michigan
$715K -$10.5K -135 -1%
CIC
1679
Chilton Investment Company
Connecticut
$714K
FFM
1680
Forum Financial Management
Illinois
$714K +$246K +3,164 +47%
SC
1681
Schulhoff & Co
Ohio
$710K
CAM
1682
CPA Asset Management
Florida
$709K +$311 +4 +0%
KIA
1683
Knollwood Investment Advisory
Maryland
$708K
AIMA
1684
Ables Iannone Moore & Associates
Georgia
$707K -$1.94K -25 -0.3%
GD
1685
Grandfield & Dodd
New York
$703K
ACP
1686
Argyle Capital Partners
California
$702K +$761K +9,797 New
TPM
1687
Triasima Portfolio Management
Quebec, Canada
$698K +$757K +9,740 New
NI
1688
Natural Investments
California
$698K +$757K +9,750 New
DFCM
1689
Dark Forest Capital Management
Puerto Rico
$697K +$218K +2,802 +40%
TCM
1690
Tufton Capital Management
Maryland
$696K
CPIA
1691
Cornell Pochily Investment Advisors
New York
$696K +$51.3K +660 +7%
W
1692
Wealthquest
Ohio
$695K -$10.4K -134 -1%
CG
1693
CFO4Life Group
Texas
$694K -$34.7K -447 -4%
BOPW
1694
Brandywine Oak Private Wealth
Pennsylvania
$693K +$9.4K +121 +1%
ACM
1695
Academy Capital Management
Texas
$692K
AP
1696
Atwood & Palmer
Missouri
$689K
QWP
1697
Quotient Wealth Partners
Texas
$688K -$33.2K -427 -4%
BI
1698
Bolthouse Investments
California
$688K +$746K +9,600 New
BCG
1699
Breakwater Capital Group
New Jersey
$688K +$84.1K +1,083 +13%
FC
1700
Forte Capital
New York
$687K -$83.5K -1,075 -10%

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.