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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
HNWAG
1951
High Net Worth Advisory Group
Florida
$453K -$9.09K -117 -2%
HWA
1952
Heritage Wealth Advisors
Virginia
$453K -$227K -2,921 -32%
FDDB
1953
Fidelity D&D Bancorp
Pennsylvania
$452K +$57.2K +736 +13%
MCA
1954
MSH Capital Advisors
Arizona
$452K +$102K +1,317 +26%
GXJ
1955
Global X Japan
Japan
$450K +$53.4K +687 +12%
TSWM
1956
Tyler-Stone Wealth Management
Ohio
$450K -$96.3K -1,239 -16%
AFM
1957
Armstrong Fleming & Moore
District of Columbia
$450K -$19.9K -256 -4%
WI
1958
Wedgewood Investors
Pennsylvania
$450K
BFG
1959
Bouchey Financial Group
New York
$449K +$77.4K +996 +19%
CCG
1960
Coastwise Capital Group
California
$445K +$11K +142 +2%
WP
1961
Westmount Partners
California
$445K -$7.61K -98 -2%
BAM
1962
Broyhill Asset Management
North Carolina
$445K +$482K +6,207 New
DW30
1963
Drucker Wealth 3.0
New Jersey
$445K
CBT
1964
Central Bank & Trust
Kentucky
$444K +$22.1K +285 +5%
BFIM
1965
Beese Fulmer Investment Management
Ohio
$443K -$9.32K -120 -2%
SCM
1966
Sterling Capital Management
North Carolina
$443K -$245K -3,151 -34%
MG
1967
McHugh Group
Ohio
$443K +$480K +6,180 New
MWA
1968
Midland Wealth Advisors
Illinois
$443K -$28K -361 -6%
PWM
1969
Paulson Wealth Management
Illinois
$442K -$6.76K -87 -1%
CSC
1970
Caldwell Sutter Capital
California
$442K -$18.3K -236 -4%
RAG
1971
RIA Advisory Group
Iowa
$442K -$10.2K -131 -2%
FAB
1972
First American Bank
Illinois
$442K +$29.8K +384 +7%
RIP
1973
Reliant Investment Partners
North Carolina
$441K +$478K +6,156 New
BPFA
1974
Barnes Pettey Financial Advisors
Mississippi
$441K
OPOWM
1975
One Plus One Wealth Management
Florida
$441K -$5.05K -65 -1%

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.