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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
O3W
1876
Omni 360 Wealth
New Jersey
$511K -$19.3K -248 -3%
RWM
1877
Riverbend Wealth Management
South Carolina
$511K +$551K +7,096 New
FC
1878
Fairscale Capital
New Hampshire
$510K
BWM
1879
BankPlus Wealth Management
Mississippi
$510K +$552K +7,108 New
SWP
1880
Semus Wealth Partners
Florida
$508K -$9.32K -120 -2%
OCG
1881
Opus Capital Group
Ohio
$507K -$98.3K -1,265 -15%
OFS
1882
OneAscent Financial Services
Alabama
$507K +$107K +1,381 +24%
RPWA
1883
Regent Peak Wealth Advisors
Georgia
$507K -$4.27K -55 -0.8%
HWA
1884
Heartwood Wealth Advisors
Virginia
$507K +$3.65K +47 +0.7%
HWMG
1885
Hurlow Wealth Management Group
Indiana
$506K -$78 -1 -0%
CT
1886
Coastline Trust
Rhode Island
$505K -$14.3K -184 -3%
WP
1887
Wealthspan Partners
Iowa
$505K +$5.83K +75 +1%
WTA
1888
Washington Trust Advisors
Massachusetts
$505K -$56.5K -727 -9%
DFA
1889
Delta Financial Advisors
Louisiana
$503K +$4.2K +54 +0.8%
MIM
1890
Merrion Investment Management
New Jersey
$503K
JE
1891
JMAC Enterprises
Pennsylvania
$502K +$82.7K +1,064 +18%
VWM
1892
Vigilare Wealth Management
Arizona
$500K
BPC
1893
Bryce Point Capital
New York
$500K +$541K +6,970 New
VAG
1894
VisionPoint Advisory Group
Texas
$499K -$343K -4,412 -39%
SPA
1895
Sentinel Pension Advisors
Massachusetts
$499K +$540K +6,954 New
APWA
1896
Atlas Private Wealth Advisors
New Jersey
$498K +$2.25K +29 +0.4%
SG Americas Securities
1897
SG Americas Securities
New York
$497K -$14.3M -183,473 -96%
GSWM
1898
Golden State Wealth Management
California
$496K +$537K +6,916 New
KFS
1899
Keynote Financial Services
Connecticut
$496K -$81.2K -1,045 -13%
DWP
1900
Destiny Wealth Partners
Florida
$495K -$4.27K -55 -0.8%

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.