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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
State of Tennessee, Department of Treasury
201
State of Tennessee, Department of Treasury
Tennessee
$50.7M -$8M -102,932 -13%
MAM
202
Madison Asset Management
Wisconsin
$50.4M -$2.23M -28,721 -4%
MIA
203
Madison Investment Advisors
Wisconsin
$50.4M +$54.6M +702,937 New
ACI
204
Alpha Cubed Investments
California
$49.9M +$3.05M +39,215 +6%
CI Investments Inc
205
CI Investments Inc
Ontario, Canada
$49.7M -$14.7M -188,836 -21%
VDI
206
Vaughan David Investments
Illinois
$49.5M +$136K +1,748 +0.3%
MML Investors Services
207
MML Investors Services
Massachusetts
$49.5M +$5.58M +71,872 +12%
GLA
208
Great Lakes Advisors
Illinois
$48.9M -$5.3M -68,269 -9%
LF
209
Lansforsakringar Fondforvaltning
Sweden
$48.5M +$52.6M +676,822 New
RAM
210
RWC Asset Management
United Kingdom
$48.3M +$39.6M +510,302 +313%
Mackenzie Financial
211
Mackenzie Financial
Ontario, Canada
$46.7M -$16.1M -207,805 -24%
RG
212
Rathbones Group
United Kingdom
$45.6M +$6.91M +88,955 +16%
Cetera Investment Advisers
213
Cetera Investment Advisers
Illinois
$44.9M +$1.81M +23,329 +4%
Osaic Holdings
214
Osaic Holdings
Arizona
$44.5M -$1.95M -25,126 -4%
ZP
215
Zimmer Partners
New York
$44.2M +$47.9M +617,000 New
GAM
216
Groupama Asset Management
France
$44M +$9.37M +120,613 +26%
RAM
217
Resona Asset Management
Japan
$43.8M -$2.06M -26,530 -4%
AAM
218
Aureus Asset Management
Massachusetts
$43.5M -$534K -6,870 -1%
UB
219
UMB Bank
Missouri
$43.4M -$1.48M -19,049 -3%
EIP
220
Energy Income Partners
Connecticut
$43.3M +$27.9M +359,335 +147%
ACM
221
Argent Capital Management
Missouri
$43.2M -$1.03M -13,263 -2%
LA
222
LBP AM
France
$42.9M +$25.3M +325,840 +120%
DADC
223
D.A. Davidson & Co
Montana
$42.9M -$335K -4,309 -0.7%
ASRS
224
Arizona State Retirement System
Arizona
$42.7M +$480K +6,175 +1%
WOC
225
West Oak Capital
California
$42.6M -$4.27K -55 -0.1%

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.