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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
RP
1751
Riverwater Partners
Wisconsin
$627K +$1.24K +16 +0.2%
DE
1752
Diversified Enterprises
Delaware
$627K +$6.91K +89 +1%
HCM
1753
Hollencrest Capital Management
California
$622K
SWMP
1754
Signature Wealth Management Partners
New Jersey
$622K
RWB
1755
RMR Wealth Builders
New Jersey
$619K -$108K -1,393 -14%
PWS
1756
Peterson Wealth Services
Utah
$618K +$65.3K +841 +11%
AWM
1757
Accel Wealth Management
Iowa
$618K +$11.3K +145 +2%
EGWAG
1758
Elwood & Goetz Wealth Advisory Group
Georgia
$617K +$5.05K +65 +0.8%
AWM
1759
Accurate Wealth Management
Florida
$617K +$18K +232 +3%
HEIP
1760
Hudson Edge Investment Partners
New Jersey
$617K
CAM
1761
Cypress Asset Management
Texas
$616K -$48.2K -621 -7%
PAS
1762
Point72 Asia (Singapore)
Singapore
$616K +$667K +8,586 New
PWAM
1763
Pinnacle West Asset Management
Wyoming
$615K
HAI
1764
Hennessy Advisors Inc
California
$614K
MG
1765
Mather Group
Illinois
$612K -$134K -1,719 -17%
RA
1766
Rational Advisors
New York
$611K +$622K +8,010 +1,564%
PW
1767
Paladin Wealth
Minnesota
$610K +$77.5K +997 +13%
NCFG
1768
New Century Financial Group
New Jersey
$610K -$234K -3,008 -26%
PIA
1769
Pinion Investment Advisors
Kansas
$609K -$8.78K -113 -1%
PWS
1770
Proactive Wealth Strategies
Georgia
$607K +$4.51K +58 +0.7%
BMC
1771
Benin Management Corp
Connecticut
$606K
OHWA
1772
Oak Hill Wealth Advisors
Virginia
$606K +$657K +8,453 New
BMCM
1773
Burns Matteson Capital Management
New York
$605K -$6.76K -87 -1%
EFG
1774
Embree Financial Group
Illinois
$605K +$39.8K +512 +6%
C
1775
Certuity
Florida
$604K +$17.8K +229 +3%

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.