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
CS
176
Candriam SCA
Luxembourg
$62.1M +$9.83M +126,488 +17%
Zurich Cantonal Bank
177
Zurich Cantonal Bank
Switzerland
$61.6M +$6.78M +87,217 +11%
SEIA
178
Signature Estate & Investment Advisors
California
$60.9M +$4.41M +56,813 +7%
CB
179
Commerce Bank
Missouri
$60.8M +$381K +4,900 +0.6%
ClearBridge Investments
180
ClearBridge Investments
New York
$60.2M -$285M -3,672,437 -81%
Creative Planning
181
Creative Planning
Kansas
$60.1M +$517K +6,661 +0.8%
MIH
182
Meitav Investment House
Israel
$60M +$7.9M +101,698 +14%
Swedbank
183
Swedbank
Sweden
$59.9M +$13.5M +173,678 +26%
Federated Hermes
184
Federated Hermes
Pennsylvania
$59.7M +$5.72M +73,669 +10%
Adage Capital Partners
185
Adage Capital Partners
Massachusetts
$59M -$31.2M -401,500 -33%
Royal London Asset Management
186
Royal London Asset Management
United Kingdom
$58.4M +$1.25M +16,037 +2%
MSV
187
MN Services Vermogensbeheer
Netherlands
$58.1M +$1.31M +16,800 +2%
VanEck Associates
188
VanEck Associates
New York
$57.7M +$10.6M +136,557 +20%
WG
189
Welch Group
Alabama
$57.6M -$427K -5,503 -0.7%
LGF
190
LGT Group Foundation
Liechtenstein
$57.4M -$129K -1,657 -0.2%
Baird Financial Group
191
Baird Financial Group
Wisconsin
$56.7M -$398K -5,120 -0.6%
AAMU
192
AEGON Asset Management (UK)
United Kingdom
$55.9M +$432K +5,556 +0.7%
State of New Jersey Common Pension Fund D
193
State of New Jersey Common Pension Fund D
New Jersey
$54.5M
QP
194
Quilter Plc
United Kingdom
$52.6M +$8.66M +111,504 +18%
FFB
195
First Financial Bankshares
Texas
$52.6M +$821K +10,571 +1%
FWIA
196
Fort Washington Investment Advisors
Ohio
$52.1M -$3.26M -42,016 -5%
KK
197
KLP Kapitalforvaltning
Norway
$52M +$56.3M +725,112 New
Victory Capital Management
198
Victory Capital Management
Texas
$51.7M -$6.06M -78,014 -10%
RMDI
199
R.M. Davis Inc
Maine
$51.7M -$542K -6,973 -1%
VF
200
Vest Financial
Virginia
$51.2M +$3.56M +45,873 +7%

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.