We are live on ! Find out more
NEE icon

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
HS
2251
Horan Securities
United States
$296K -$1.79K -23 -0.6%
CPC
2252
Consolidated Planning Corp
Georgia
$295K
NRC
2253
New Republic Capital
North Carolina
$295K +$14.7K +189 +5%
FA
2254
FSA Advisors
Michigan
$295K +$320K +4,113 New
WPC
2255
White Pine Capital
Minnesota
$294K -$3.03K -39 -0.9%
JCM
2256
Jacobsen Capital Management
Utah
$294K +$155 +2 +0%
AWMG
2257
Alliance Wealth Management Group
New Jersey
$294K +$1.71K +22 +0.5%
GKIM
2258
GW&K Investment Management
Massachusetts
$293K +$78 +1 +0%
HFP
2259
Holistic Financial Partners
Indiana
$293K +$16.5K +212 +5%
BPW
2260
Bingham Private Wealth
California
$292K +$317K +4,077 New
NRG
2261
Nemes Rush Group
Michigan
$292K -$70.7K -910 -18%
OWP
2262
Obermeyer Wealth Partners
Colorado
$292K +$316K +4,073 New
AT
2263
Arlington Trust
Alabama
$291K -$51K -657 -14%
HBW
2264
Hazlett, Burt & Watson
West Virginia
$291K +$4.89K +63 +2%
FWM
2265
Fairhaven Wealth Management
Illinois
$290K -$20K -257 -6%
TIA
2266
Tiemann Investment Advisors
California
$290K -$1.55K -20 -0.5%
PWPS
2267
Pinnacle Wealth Planning Services
Ohio
$288K -$455K -5,856 -59%
HNB
2268
Hilltop National Bank
Wyoming
$287K
VPP
2269
Vertex Planning Partners
Illinois
$287K +$32.2K +414 +12%
SFG
2270
Snider Financial Group
Washington
$287K +$311K +3,999 New
SAM
2271
SignalPoint Asset Management
Missouri
$287K -$6.14K -79 -2%
FFA
2272
Fi3 Financial Advisors
Indiana
$286K -$2.33K -30 -0.7%
CFG
2273
Clayton Financial Group
Missouri
$286K
ADL
2274
Asset Dedication LLC
California
$285K -$421K -5,422 -58%
PAA
2275
Peregrine Asset Advisers
Oregon
$285K -$8.62K -111 -3%

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.