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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
SCA
1826
Stonebridge Capital Advisors
Minnesota
$553K +$19.5K +251 +3%
PWMG
1827
Prestige Wealth Management Group
New Jersey
$552K +$27.3K +352 +5%
CCB
1828
Cutter & Co Brokerage
Missouri
$549K -$185K -2,379 -24%
AW
1829
Alteri Wealth
California
$549K +$595K +7,654 New
AIS
1830
American Investment Services
Massachusetts
$548K
MA
1831
MKT Advisors
California
$547K +$71.4K +919 +13%
CST
1832
Charles Schwab Trust
Nevada
$546K +$13.2K +170 +2%
GIM
1833
Generali Investments Management
Slovenia
$546K +$592K +7,619 New
TMWM
1834
Taylor & Morgan Wealth Management
Michigan
$546K -$10.3K -133 -2%
CG
1835
Clifford Group
Massachusetts
$545K -$165K -2,121 -22%
TTWM
1836
TCV Trust & Wealth Management
Virginia
$545K -$190K -2,450 -24%
CPW
1837
Cove Private Wealth
New York
$544K +$590K +7,594 New
FB
1838
First Bancorp
Maine
$544K -$4.04K -52 -0.7%
DLA
1839
Douglas Lane & Associates
New York
$544K -$2.95K -38 -0.5%
ASBI
1840
American State Bank (Iowa)
Iowa
$544K +$89.6K +1,153 +18%
JWM
1841
Jeppson Wealth Management
California
$542K +$78 +1 +0%
WKSWA
1842
White Knight Strategic Wealth Advisors
New Jersey
$541K +$587K +7,552 New
BCM
1843
Boltwood Capital Management
California
$540K -$1.55K -20 -0.3%
FWM
1844
FMA Wealth Management
Massachusetts
$537K -$46.6K -600 -7%
PA
1845
Prossimo Advisors
California
$537K -$35.8K -461 -6%
CA
1846
Cornerstone Advisory
Maryland
$537K +$176K +2,265 +40%
VC
1847
Veracity Capital
Georgia
$535K -$6.76K -87 -1%
UBV
1848
United Bank (Virginia)
Virginia
$535K -$108K -1,389 -16%
BFO
1849
Biltmore Family Office
North Carolina
$532K +$47K +605 +9%
AOWM
1850
Alpha Omega Wealth Management
Virginia
$530K

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.