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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
TSW
1801
Thompson Siegel & Walmsley
Virginia
$577K -$31.5K -406 -5%
BT
1802
Brandywine Trust
Delaware
$574K
PWM
1803
Partnership Wealth Management
Maryland
$574K
CFA
1804
CWS Financial Advisors
Michigan
$573K +$311 +4 +0.1%
CFG
1805
Copley Financial Group
California
$572K -$10.8K -139 -2%
HCM
1806
Howland Capital Management
Massachusetts
$572K +$230K +2,965 +59%
CYG
1807
Clean Yield Group
Vermont
$571K
LAM
1808
L2 Asset Management
Massachusetts
$571K -$12.9K -166 -2%
FMTC
1809
Farmers & Merchants Trust Company
California
$570K
RAM
1810
Readystate Asset Management
Illinois
$570K +$617K +7,946 New
KWM
1811
Kolinsky Wealth Management
New Jersey
$569K +$18.6K +239 +3%
OAM
1812
Oak Asset Management
California
$568K
GWP
1813
Gen-Wealth Partners
Michigan
$568K -$19.2K -247 -3%
DLCIG
1814
D.L. Carlson Investment Group
New Hampshire
$564K -$1.31M -16,913 -68%
Wolverine Trading
1815
Wolverine Trading
Illinois
$564K +$368K +4,741 +152%
GPA
1816
Guerra Pan Advisors
New Jersey
$563K
GB
1817
Goepper Burkhardt
South Carolina
$563K -$79.3K -1,021 -12%
API
1818
Asset Planning Inc
California
$560K +$606K +7,806 New
TLA
1819
Tanglewood Legacy Advisors
Texas
$559K
FCCM
1820
First City Capital Management
Georgia
$559K -$15.1K -194 -2%
I
1821
InceptionR
California
$557K +$161K +2,076 +36%
FFG
1822
Frisch Financial Group
New York
$556K +$466 +6 +0.1%
NP
1823
Nilsine Partners
Colorado
$555K -$68.7K -884 -10%
NCMW
1824
Northern Capital Management (Washington)
Washington
$554K
CAI
1825
Capital Advisors Inc
Oklahoma
$553K -$93.1K -1,198 -13%

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.