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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
NL
2151
Navalign LLC
California
$343K
CG
2152
Cynosure Group
Utah
$343K -$65.6K -844 -15%
WSWA
2153
Warren Street Wealth Advisors
California
$343K -$6.14K -79 -2%
CV
2154
Counterweight Ventures
North Carolina
$341K
LWP
2155
LeClair Wealth Partners
Ohio
$340K +$368K +4,743 New
MFT
2156
Moisand Fitzgerald Tamayo
Florida
$340K
SFG
2157
Synergy Financial Group
California
$339K -$96.7K -1,245 -21%
SWA
2158
Sax Wealth Advisors
New Jersey
$339K +$137K +1,760 +59%
CIA
2159
Cape Investment Advisory
Georgia
$338K +$9.01K +116 +3%
PB
2160
Pinnacle Bancorp
Nebraska
$338K
NC
2161
Napatree Capital
Rhode Island
$337K +$165K +2,125 +82%
SAM
2162
Sawgrass Asset Management
Florida
$336K -$83.1K -1,070 -19%
HB
2163
HTLF Bank
Colorado
$335K -$334K -4,296 -48%
MA
2164
MJP Associates
Connecticut
$335K +$28.3K +364 +8%
MQWP
2165
Morey & Quinn Wealth Partners
Nebraska
$335K +$363K +4,667 New
GAM
2166
Griffin Asset Management
New York
$334K
CWM
2167
Cahaba Wealth Management
Georgia
$334K +$2.49K +32 +0.7%
GWM
2168
GoalFusion Wealth Management
Texas
$334K
IWA
2169
Invera Wealth Advisors
Oregon
$334K +$8.31K +107 +2%
PFGIA
2170
Patriot Financial Group Insurance Agency
Massachusetts
$333K +$6.53K +84 +2%
HPM
2171
Hoxton Planning & Management
West Virginia
$333K -$5.36K -69 -1%
AAG
2172
Armstrong Advisory Group
Massachusetts
$332K +$11K +142 +3%
WAM
2173
Walker Asset Management
Missouri
$331K +$9.71K +125 +3%
KWMG
2174
King Wealth Management Group
Florida
$331K +$4.35K +56 +1%
BOM
2175
Bank of Marin
California
$330K +$38.8K +500 +12%

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.