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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
RRCM
2101
Rappaport Reiches Capital Management
Illinois
$364K -$10.8K -139 -3%
PBO
2102
Peoples Bank (Ohio)
Ohio
$364K -$5.83K -75 -1%
PMG
2103
Private Management Group
California
$364K
TCM
2104
Towercrest Capital Management
Pennsylvania
$364K +$1.79K +23 +0.5%
AGC
2105
Aspen Grove Capital
Colorado
$363K +$155 +2 +0%
FWA
2106
Flagship Wealth Advisors
Massachusetts
$363K +$393K +5,058 New
CCAL
2107
City Center Advisors LLC
Michigan
$362K
LP
2108
LGL Partners
Pennsylvania
$361K -$3.57K -46 -0.9%
BWM
2109
BCS Wealth Management
Tennessee
$361K -$2.56K -33 -0.7%
MWA
2110
Meridian Wealth Advisors
Texas
$360K -$233 -3 -0.1%
NCTC
2111
New Covenant Trust Company
Indiana
$360K -$3.34K -43 -0.8%
CF
2112
Convergence Financial
Missouri
$360K -$19K -245 -5%
SPWG
2113
Sage Private Wealth Group
Illinois
$360K +$13.4K +173 +4%
TWM
2114
Topsail Wealth Management
North Carolina
$359K +$389K +5,007 New
GCM
2115
Glaxis Capital Management
Florida
$358K +$388K +5,000 New
MCM
2116
Magnolia Capital Management
New York
$358K
DWM
2117
Diversify Wealth Management
Utah
$358K +$110K +1,417 +36%
CPCP
2118
Cedar Point Capital Partners
Iowa
$358K
EFM
2119
E Fund Management
China
$358K +$80.5K +1,036 +26%
CAM
2120
Covenant Asset Management
New Jersey
$357K -$3.5K -45 -0.9%
DIA
2121
Dean Investment Associates
Ohio
$357K
LI
2122
LifeWealth Investments
Florida
$357K +$387K +4,981 New
MAWA
2123
Moss Adams Wealth Advisors
Washington
$356K +$9.94K +128 +3%
ML
2124
McAdam LLC
Pennsylvania
$355K +$51.5K +663 +15%
OWP
2125
ORG Wealth Partners
Texas
$355K +$343K +4,418 +835%

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.