We are live on ! Find out more
NEE icon

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
PWP
1851
Phillips Wealth Planners
Mississippi
$529K -$1.94K -25 -0.3%
AWS
1852
Aspen Wealth Strategies
Colorado
$528K +$117K +1,511 +26%
NB
1853
Northwest Bancshares
Pennsylvania
$526K -$15.2K -196 -3%
RBI
1854
Raiffeisen Bank International
Austria
$526K +$572K +7,367 New
PIA
1855
Powell Investment Advisors
Florida
$525K
DWMS
1856
Dominguez Wealth Management Solutions
Virginia
$525K -$932 -12 -0.2%
UWPG
1857
Ullmann Wealth Partners Group
Florida
$524K -$544 -7 -0.1%
BIP
1858
Blueprint Investment Partners
North Carolina
$524K -$46K -592 -7%
FI
1859
Fosun International
China
$523K
NAS
1860
NWF Advisory Services
California
$522K -$83.4K -1,073 -13%
VF
1861
Virtu Financial
New York
$520K -$340K -4,379 -38%
SSWM
1862
Sheets Smith Wealth Management
North Carolina
$519K +$78 +1 +0%
EW
1863
Evexia Wealth
Wisconsin
$518K -$26.6K -342 -4%
GCWM
1864
Graham Capital Wealth Management
District of Columbia
$518K +$621 +8 +0.1%
LA
1865
LVW Advisors
New York
$517K +$372K +4,792 +198%
RC
1866
RBO & Co
California
$516K
Fayez Sarofim & Co
1867
Fayez Sarofim & Co
Texas
$515K -$77.7K -1,000 -12%
CPRC
1868
Consolidated Portfolio Review Corp
New York
$515K +$94.8K +1,220 +20%
AFW
1869
Avantra Family Wealth
Pennsylvania
$514K +$557K +7,176 New
RFA
1870
Register Financial Advisors
Georgia
$514K +$2.1K +27 +0.4%
Temasek Holdings
1871
Temasek Holdings
Singapore
$514K -$2.45M -31,540 -81%
SPWM
1872
Schrum Private Wealth Management
Florida
$513K -$365K -4,703 -40%
PJWM
1873
Philip James Wealth Mangement
Georgia
$512K -$466K -6,003 -46%
GAA
1874
Global Assets Advisory
Florida
$512K +$9.79K +126 +2%
BF
1875
Brucke Financial
Indiana
$512K +$555K +7,150 New

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.