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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
TF
1701
Tompkins Financial
New York
$685K -$17.2K -221 -2%
IP
1702
Integras Partners
Georgia
$684K +$741K +9,542 New
CAM
1703
Close Asset Management
United Kingdom
$684K
JWWM
1704
Johnson & White Wealth Management
Pennsylvania
$684K +$42K +541 +6%
AG
1705
AlTi Global
New York
$683K -$206K -2,657 -22%
LWAM
1706
Legacy Wealth Asset Management
Minnesota
$683K -$7.85K -101 -1%
LF
1707
LifeSteps Financial
California
$681K
BFM
1708
Boothbay Fund Management
New York
$681K -$187K -2,410 -20%
TCM
1709
Tandem Capital Management
New Jersey
$680K -$35K -450 -5%
TF
1710
Tudor Financial
Ohio
$680K +$54.7K +704 +8%
SFG
1711
Sovereign Financial Group
Connecticut
$680K -$4.43K -57 -0.6%
DFG
1712
Delta Financial Group
New Jersey
$678K +$1.32K +17 +0.2%
TBT
1713
Texas Bank & Trust
Texas
$677K +$733K +9,440 New
MSFS
1714
Main Street Financial Solutions
Pennsylvania
$675K -$169K -2,173 -19%
AIM
1715
AHL Investment Management
Florida
$671K
FWM
1716
Focused Wealth Management
New York
$671K +$2.33K +30 +0.3%
HAS
1717
HBW Advisory Services
California
$667K +$4.51K +58 +0.6%
SI
1718
Severin Investments
Missouri
$667K +$723K +9,303 New
CTB
1719
Country Trust Bank
Illinois
$666K
PVM
1720
Palogic Value Management
Texas
$666K -$4.74K -61 -0.7%
ILI
1721
Invesco LLC (Illinois)
Illinois
$663K -$91.4K -1,177 -11%
KSWWM
1722
Keyes Stange & Wooten Wealth Management
Florida
$660K -$6.84K -88 -0.9%
ACP
1723
Aviance Capital Partners
Florida
$659K -$60.6K -780 -8%
WP
1724
WealthPLAN Partners
Nebraska
$659K -$133K -1,706 -16%
PSB
1725
Piscataqua Savings Bank
New Hampshire
$656K -$7.77K -100 -1%

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.