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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
CP
1901
Creekside Partners
California
$495K
OL
1902
one8zero8 LLC
North Carolina
$494K +$536K +6,896 New
LI
1903
LRI Investments
Florida
$494K -$16.3K -210 -3%
AA
1904
Alta Advisers
United Kingdom
$493K +$106K +1,370 +25%
LFA
1905
Level Financial Advisors
New York
$492K -$12.6K -162 -2%
SHFP
1906
Second Half Financial Partners
Florida
$490K -$2.2M -28,293 -81%
ACGA
1907
Atlanta Consulting Group Advisors
Georgia
$489K -$12.4K -159 -2%
SB
1908
Strategic Blueprint
Georgia
$489K +$10.2K +131 +2%
EA
1909
Enclave Advisors
Texas
$487K +$14.5K +187 +3%
DL
1910
DOHJ LLC
Washington
$487K +$5.28K +68 +1%
SI
1911
Seeds Investor
New York
$486K -$21.3K -274 -4%
GAB
1912
German American Bancorp
Indiana
$486K -$621 -8 -0.1%
AFP
1913
Ausdal Financial Partners
Iowa
$486K +$67.7K +871 +15%
IP
1914
Isthmus Partners
Wisconsin
$485K -$5.83K -75 -1%
LGW
1915
Leslie Global Wealth
Illinois
$484K -$35.5K -457 -6%
NED
1916
Nancy E. Dempze
$483K +$4.2K +54 +0.8%
BWP
1917
BSW Wealth Partners
Colorado
$483K -$21.1K -272 -4%
IIC
1918
Ironwood Investment Counsel
Arizona
$482K -$8.78K -113 -2%
SPF
1919
South Plains Financial
Texas
$480K +$520K +6,694 New
DA
1920
Detalus Advisors
Missouri
$480K -$75.3K -969 -13%
SWM
1921
Shepherd Wealth Management
Ohio
$479K +$519K +6,678 New
GWM
1922
GSB Wealth Management
Connecticut
$478K -$777 -10 -0.1%
FIM
1923
Fruth Investment Management
Texas
$476K -$2.17K -28 -0.4%
CPA
1924
Cardiff Park Advisors
California
$475K
PAS
1925
Professional Advisory Services
Florida
$475K

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.