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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
PCFFS
2051
Pacific Center for Financial Services
California
$392K +$1.01K +13 +0.2%
WP
2052
WMS Partners
Maryland
$391K +$31.2K +402 +8%
LC
2053
Landaas & Company
Wisconsin
$391K +$10.5K +135 +3%
GW
2054
Griffith & Werner
Georgia
$391K +$424K +5,452 New
BCP
2055
Berkeley Capital Partners
Georgia
$390K -$73.3K -944 -15%
SMH
2056
Sanders Morris Harris
Texas
$390K
OL
2057
OneFund LLC
Florida
$390K +$3.34K +43 +0.8%
TE
2058
Tema ETFs
New York
$389K +$422K +5,432 New
EIA
2059
Eldridge Investment Advisors
New Hampshire
$387K +$1.01K +13 +0.2%
JCM
2060
Jag Capital Management
Missouri
$387K -$8.71M -112,060 -95%
GSIAS
2061
Garden State Investment Advisory Services
New Jersey
$386K -$466 -6 -0.1%
FFO
2062
Fortitude Family Office
Arizona
$386K +$9.09K +117 +2%
CWA
2063
Crux Wealth Advisors
California
$386K +$418K +5,387 New
FCFC
2064
First Commonwealth Financial Corp
Pennsylvania
$385K
STA
2065
Smith Thornton Advisors
Alabama
$384K +$7.77K +100 +2%
PCM
2066
Penserra Capital Management
California
$384K +$405K +5,208 +3,156%
HVIA
2067
Hudson Valley Investment Advisors
New York
$384K -$342K -4,405 -45%
WMA
2068
Wealth Management Associates
New Jersey
$384K
MPM
2069
Meritage Portfolio Management
Kansas
$384K +$8K +103 +2%
PAM
2070
Peak Asset Management
Colorado
$383K
KA
2071
Kozak & Associates
Colorado
$382K +$10.9K +140 +3%
BI
2072
Ballast Inc
Kentucky
$381K -$233 -3 -0.1%
RPSA
2073
Richard P. Slaughter Associates
Texas
$381K -$1.55K -20 -0.4%
CPA
2074
Cathy Pareto & Associates
Florida
$381K +$413K +5,310 New
SFG
2075
Sather Financial Group
Texas
$380K

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.