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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
BFA
1976
Bill Few Associates
Pennsylvania
$441K -$38.1K -490 -7%
NW
1977
Naviter Wealth
Arkansas
$441K -$989K -12,730 -67%
LCGC
1978
Legacy Capital Group California
California
$440K
CCT
1979
Chemung Canal Trust
New York
$440K -$28.7K -369 -6%
NCM
1980
Neumann Capital Management
California
$440K +$85.5K +1,100 +22%
OL
1981
Optas LLC
Texas
$439K +$90.7K +1,168 +24%
DCM
1982
Dudley Capital Management
Virginia
$439K
MAM
1983
Meeder Asset Management
Ohio
$438K +$131K +1,690 +38%
BSTWA
1984
Blake Schutter Theil Wealth Advisors
Ohio
$438K -$663K -8,531 -58%
SIC
1985
Samalin Investment Counsel
New York
$437K +$1.86K +24 +0.4%
PCM
1986
Permanent Capital Management
Illinois
$437K +$474K +6,096 New
MTC
1987
McDaniel Terry & Co
Texas
$436K +$78 +1 +0%
CA
1988
Claro Advisors
Massachusetts
$432K -$1.39M -17,845 -75%
PFG
1989
Putney Financial Group
California
$432K +$468K +6,024 New
DWM
1990
Drive Wealth Management
Utah
$432K +$53.8K +692 +13%
NRI
1991
NFP Retirement Inc
California
$432K +$544 +7 +0.1%
AA
1992
Armis Advisers
Georgia
$431K +$467K +6,014 New
HWM
1993
Horizon Wealth Management
Illinois
$431K +$3.11K +40 +0.7%
SBF
1994
Sara-Bay Financial
Florida
$431K -$1.79K -23 -0.4%
BI
1995
Bramshill Investments
Florida
$429K +$465K +5,989 New
Members Trust
1996
Members Trust
Florida
$429K -$53.4K -687 -10%
PHIC
1997
Pine Haven Investment Counsel
Massachusetts
$428K +$33.4K +430 +8%
TWM
1998
Thrive Wealth Management
Pennsylvania
$427K -$3.26K -42 -0.7%
AIM
1999
Athena Investment Management
California
$427K
MCM
2000
MV Capital Management
Maryland
$427K

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.