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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
RZH
1776
Relyea Zuckerberg Hanson
Connecticut
$604K +$27.4K +353 +4%
MW
1777
Marcum Wealth
Ohio
$604K -$53.5K -689 -8%
DSC
1778
Duncker Streett & Co
Missouri
$596K -$15.5K -200 -2%
PAS
1779
PKS Advisory Services
New York
$595K +$645K +8,303 New
MFG
1780
Magnus Financial Group
New York
$595K -$85.6K -1,102 -12%
DWM
1781
Dynasty Wealth Management
Florida
$595K +$645K +8,297 New
WCF
1782
West Coast Financial
California
$594K -$80.1K -1,031 -11%
SAW
1783
Signal Advisors Wealth
Michigan
$594K +$56.5K +727 +10%
EFG
1784
Ethos Financial Group
Pennsylvania
$594K -$25.8K -332 -4%
SIM
1785
Sentry Investment Management
Wisconsin
$593K +$86K +1,107 +15%
FG
1786
Fiduciary Group
Georgia
$592K -$10.1K -130 -2%
NFSG
1787
Newbridge Financial Services Group
Florida
$591K +$6.14K +79 +1%
OWA
1788
Outlook Wealth Advisors
Texas
$591K -$155 -2 -0%
WDL
1789
Well Done LLC
Michigan
$585K
CSPIA
1790
Cary Street Partners Investment Advisory
Virginia
$584K -$1.07M -13,765 -63%
LCWP
1791
Legacy Capital Wealth Partners
Arkansas
$583K -$578K -7,437 -48%
NL
1792
NWAM LLC
Washington
$583K +$44.3K +570 +8%
ACM
1793
Advance Capital Management
Michigan
$583K +$15.1K +194 +2%
MWM
1794
MGB Wealth Management
Texas
$582K
BWP
1795
Barlow Wealth Partners
Kentucky
$581K -$227K -2,928 -26%
1WM
1796
1858 Wealth Management
Ohio
$581K -$2.8K -36 -0.4%
KIM
1797
Kestra Investment Management
Texas
$581K -$5.44K -70 -0.9%
CDWM
1798
Campbell Deegan Wealth Management
Virginia
$580K +$629K +8,096 New
AWA
1799
Aaron Wealth Advisors
Illinois
$580K +$64.9K +835 +12%
SFG
1800
SevenBridge Financial Group
Pennsylvania
$577K +$127K +1,633 +25%

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.