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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
HFAS
2176
Hummer Financial Advisory Services
Illinois
$330K -$62.1K -800 -15%
NG
2177
Norden Group
Utah
$330K +$2.95K +38 +0.8%
KJHP
2178
K.J. Harrison & Partners
Ontario, Canada
$329K +$357K +4,600 New
WAM
2179
WNY Asset Management
New York
$329K -$51K -656 -12%
LSPW
2180
Lake Street Private Wealth
Illinois
$329K -$3.19K -41 -0.9%
RL
2181
Rogco LP
Oklahoma
$329K -$544 -7 -0.2%
JWA
2182
JFS Wealth Advisors
Pennsylvania
$329K +$15.5K +200 +5%
KAM
2183
KEB Asset Management
Illinois
$327K -$38.4K -494 -10%
RL
2184
Retireful LLC
Michigan
$326K +$353K +4,546 New
AC
2185
Apella Capital
Connecticut
$325K +$388 +5 +0.1%
LFG
2186
Lockerman Financial Group
California
$324K
ACM
2187
Aljian Capital Management
Nevada
$324K -$13.9K -179 -4%
WTB
2188
Washington Trust Bank
Washington
$324K -$30.6K -394 -8%
G
2189
GenTrust
Florida
$324K +$2.17K +28 +0.6%
FHB
2190
First Hawaiian Bank
Hawaii
$323K -$684K -8,801 -66%
WG
2191
Wealth Group
North Carolina
$323K -$233 -3 -0.1%
DBG
2192
De Burlo Group
Massachusetts
$323K -$23.3K -300 -6%
LG
2193
LaFleur & Godfrey
Michigan
$323K +$31.1K +400 +10%
MMCM
2194
Murphy & Mullick Capital Management
New York
$322K +$349K +4,491 New
TCOO
2195
Trust Company of Oklahoma
Oklahoma
$321K
EPAM
2196
Evelyn Partners Asset Management
$320K +$347K +4,467 New
SI
2197
Saxon Interests
Texas
$319K +$67.7K +871 +24%
GA
2198
Geller Advisors
New York
$318K +$777 +10 +0.2%
AWA
2199
Amplius Wealth Advisors
Pennsylvania
$317K +$8.93K +115 +3%
AWM
2200
Angeles Wealth Management
California
$317K +$60.2K +775 +21%

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.