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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
EA
2026
Everpar Advisors
Oklahoma
$411K +$12.8K +165 +3%
KIG
2027
Kessler Investment Group
Indiana
$410K -$31K -399 -7%
CRIG
2028
Charter Research & Investment Group
Connecticut
$409K
NPFS
2029
Novak & Powell Financial Services
Florida
$406K
TDWM
2030
Topel & Distasi Wealth Management
California
$405K
TA
2031
TFB Advisors
Kansas
$404K -$3.26K -42 -0.7%
BFIC
2032
Bedell Frazier Investment Counselling
California
$403K -$4.2K -54 -1%
KCM
2033
Kathmere Capital Management
Pennsylvania
$403K +$41.8K +538 +11%
AA
2034
Argent Advisors
Louisiana
$401K -$35.7K -460 -8%
SAM
2035
Strategy Asset Managers
California
$401K +$19.7K +253 +5%
GAM
2036
Gemmer Asset Management
California
$400K +$433K +5,578 New
JSAM
2037
J. Safra Asset Management
New York
$400K +$116K +1,492 +37%
THCM
2038
Taylor Hoffman Capital Management
Virginia
$399K
SSWM
2039
Strait & Sound Wealth Management
California
$399K
CC
2040
Centiva Capital
New York
$399K -$451K -5,801 -51%
USB
2041
Union Savings Bank
Connecticut
$398K
QC
2042
Quent Capital
New York
$398K -$29.4K -379 -6%
CWC
2043
Carolinas Wealth Consulting
North Carolina
$397K +$2.25K +29 +0.5%
IAG
2044
Ipsen Advisor Group
Arkansas
$397K +$430K +5,537 New
WPC
2045
Waters Parkerson & Co
Louisiana
$397K
YDMI
2046
Y.D. More Investments
Israel
$396K -$6.37K -82 -1%
PFA
2047
Pathway Financial Advisors
Vermont
$394K +$26.5K +341 +7%
PIM
2048
Plato Investment Management
Australia
$393K +$353K +4,549 +494%
SG
2049
Sienna Gestion
France
$392K
S
2050
Sunpointe
Missouri
$392K +$9.48K +122 +2%

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.