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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
NA
2276
Nautilus Advisors
California
$284K +$308K +3,966 New
HBWM
2277
Hollow Brook Wealth Management
New York
$284K
HCMG
2278
Howard Capital Management Group
California
$283K -$22.9M -295,263 -99%
SDJVC
2279
St. Denis J. Villere & Co
Louisiana
$283K
CSWM
2280
Cassady Schiller Wealth Management
Ohio
$283K +$12.7K +163 +4%
SN
2281
Sittner & Nelson
Oregon
$282K
SCM
2282
Saxony Capital Management
Missouri
$282K -$88.9K -1,145 -23%
MSWM
2283
Master's Wealth Management
Pennsylvania
$281K +$305K +3,920 New
NFG
2284
Nadler Financial Group
Illinois
$280K +$304K +3,910 New
EBA
2285
Eagle Bay Advisors
New York
$280K +$7.69K +99 +3%
BCPWM
2286
Bradley & Co Private Wealth Management
Florida
$279K +$303K +3,894 New
CRI
2287
Colonial River Investments
Virginia
$279K -$33.8K -435 -10%
Optiver Holding
2288
Optiver Holding
Netherlands
$279K +$26.8K +345 +10%
WDG
2289
Wealth Dimensions Group
Ohio
$278K +$12.5K +161 +4%
FNT
2290
First Nebraska Trust
Nebraska
$278K
HCM
2291
Highview Capital Management
Illinois
$277K
GC
2292
Garde Capital
Washington
$277K
KHCM
2293
Kirtland Hills Capital Management
Ohio
$277K +$4.97K +64 +2%
BCG
2294
Bravias Capital Group
New Jersey
$276K +$300K +3,858 New
RW
2295
Rockport Wealth
Ohio
$275K +$17.5K +225 +6%
AGWCA
2296
Annis Gardner Whiting Capital Advisors
Florida
$275K -$5.36K -69 -2%
DFA
2297
Davies Financial Advisors
California
$275K
FFC
2298
Frederick Financial Consultants
Maryland
$275K +$298K +3,833 New
EF
2299
Exeter Financial
Arizona
$274K -$7.77K -100 -3%
CAC
2300
Certified Advisory Corp
Florida
$274K +$21.9K +282 +8%

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.