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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
FA
2226
Fermata Advisors
California
$308K -$9.87K -127 -3%
SA
2227
Skyline Advisors
Washington
$308K -$9.71K -125 -3%
4A
2228
4Wealth Advisors
Illinois
$308K +$333K +4,292 New
CWA
2229
Canvas Wealth Advisors
Kansas
$307K +$14.3K +184 +4%
SXL
2230
Summit X LLC
Missouri
$306K +$1.48K +19 +0.4%
GSIS
2231
Global Strategic Investment Solutions
Arizona
$306K -$28.6K -368 -8%
APA
2232
Astoria Portfolio Advisors
New York
$306K -$1.32K -17 -0.4%
1C
2233
111 Capital
France
$305K +$331K +4,257 New
CW
2234
Channel Wealth
California
$304K -$546K -7,032 -62%
SL
2235
Salomon & Ludwin
Virginia
$303K
DCM
2236
DGS Capital Management
New Jersey
$302K +$20.4K +262 +7%
AWM
2237
Aprio Wealth Management
Georgia
$301K +$28.3K +364 +9%
CRWM
2238
Castle Rock Wealth Management
California
$301K -$1.94K -25 -0.6%
PBC
2239
Pavion Blue Capital
California
$301K
FPWM
2240
FSB Premier Wealth Management
Iowa
$300K -$155 -2 -0%
CCP
2241
Cassia Capital Partners
North Carolina
$300K -$370K -4,757 -53%
ALAM
2242
Asahi Life Asset Management
Japan
$300K -$317K -4,080 -49%
BAWM
2243
Bennett Associates Wealth Management
Pennsylvania
$300K +$114K +1,467 +54%
ETC
2244
Exchange Traded Concepts
Oklahoma
$298K -$39.9K -513 -11%
C1AG
2245
Client 1st Advisory Group
Florida
$298K +$155 +2 +0%
LWM
2246
LongView Wealth Management
Georgia
$298K +$932 +12 +0.3%
JSA
2247
Jacobson & Schmitt Advisors
Wisconsin
$298K
KSB
2248
Kennebec Savings Bank
Maine
$298K -$35.7K -459 -9%
CA
2249
Centerpoint Advisors
Massachusetts
$297K
DPW
2250
DiNuzzo Private Wealth
Pennsylvania
$297K -$155 -2 -0%

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.