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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
ZF
2201
Zhang Financial
Michigan
$316K -$11.6K -149 -3%
SI
2202
Stonekeep Investments
New Mexico
$316K -$9.94K -128 -3%
BWM
2203
Blossom Wealth Management
California
$315K +$1.17K +15 +0.3%
TSS
2204
Thomas Story & Son
Indiana
$315K -$4.27K -55 -1%
LSV Asset Management
2205
LSV Asset Management
Illinois
$315K
FFS
2206
Fortress Financial Solutions
Arizona
$315K +$341K +4,393 New
ML
2207
Mayport LLC
Massachusetts
$315K -$17.9K -230 -5%
AWM
2208
Accredited Wealth Management
Kentucky
$314K +$340K +4,381 New
IDBONY
2209
Israel Discount Bank of New York
New York
$314K +$3.5K +45 +1%
LF
2210
Lee Financial
Texas
$313K +$23.4K +301 +7%
FPW
2211
Fairvoy Private Wealth
Alabama
$313K +$339K +4,363 New
PWMG
2212
Pinnacle Wealth Management Group
Michigan
$312K +$31.9K +410 +10%
VCM
2213
Versant Capital Management
Arizona
$312K +$55.4K +713 +20%
GHA
2214
GW Henssler & Associates
Georgia
$312K
EAM
2215
Evanson Asset Management
California
$311K +$855 +11 +0.3%
CW
2216
Code Waechter
Florida
$311K -$32.2K -414 -9%
DAM
2217
Delta Asset Management
Tennessee
$310K
UAG
2218
United Advisor Group
Ohio
$310K +$120K +1,543 +56%
AF
2219
Apexium Financial
Texas
$310K -$26K -335 -7%
OWM
2220
Opes Wealth Management
California
$309K -$7.3K -94 -2%
WI
2221
Wintrust Investments
Illinois
$309K +$93.4K +1,202 +39%
CWA
2222
CJM Wealth Advisers
Virginia
$309K -$11.9K -153 -3%
PWW
2223
Pettyjohn Wood & White
Virginia
$309K +$3.96K +51 +1%
LWM
2224
Liberty Wealth Management
California
$308K -$22.7K -292 -6%
SB
2225
Sunflower Bank
Texas
$308K +$17.4K +224 +5%

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.