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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
RCM
2076
Raleigh Capital Management
North Carolina
$380K -$13.8K -177 -3%
LIA
2077
LBMC Investment Advisors
Tennessee
$380K +$78 +1 +0%
LS
2078
Leelyn Smith
Illinois
$379K
CC
2079
Chicago Capital
Illinois
$379K
PCA
2080
Purkiss Capital Advisors
Connecticut
$379K +$410K +5,283 New
HA
2081
Huntleigh Advisors
Missouri
$378K +$410K +5,276 New
AIP
2082
ARS Investment Partners
New York
$377K +$108K +1,384 +36%
QPWM
2083
Quadrant Private Wealth Management
Pennsylvania
$376K +$855 +11 +0.2%
CH
2084
Cromwell Holdings
Wyoming
$375K +$16.4K +211 +4%
GWP
2085
Gateway Wealth Partners
Wisconsin
$375K +$1.4K +18 +0.3%
HFS
2086
Howard Financial Services
Texas
$374K +$161K +2,070 +66%
BW
2087
BIP Wealth
Georgia
$374K +$104K +1,336 +34%
FWI
2088
Facet Wealth Inc
Maryland
$373K +$233 +3 +0.1%
AWM
2089
Ameliora Wealth Management
Switzerland
$373K
SWAG
2090
Spectrum Wealth Advisory Group
California
$373K +$404K +5,200 New
ACP
2091
Aveo Capital Partners
Colorado
$372K -$12.5K -161 -3%
MLFP
2092
MPS Loria Financial Planners
Illinois
$372K
PTC
2093
Philadelphia Trust Company
Pennsylvania
$371K -$34.6K -445 -8%
YLHM
2094
Yelin Lapidot Holdings Management
Israel
$371K +$194K +2,502 +94%
CCA
2095
Childress Capital Advisors
Texas
$369K -$3.96K -51 -1%
ICM
2096
Intrepid Capital Management
Florida
$368K +$54.7K +704 +16%
CFA
2097
Cahill Financial Advisors
Minnesota
$366K -$117K -1,506 -23%
CTC
2098
Cetera Trust Company
Minnesota
$366K +$15.5K +200 +4%
AWA
2099
Arete Wealth Advisors
Illinois
$365K +$200K +2,575 +103%
GWSG
2100
GPS Wealth Strategies Group
Colorado
$365K -$12.9K -166 -3%

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.