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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
AA
2301
Apriem Advisors
California
$273K +$8K +103 +3%
WA1
2302
Wimmer Associates 1
California
$273K +$4.66K +60 +2%
MS
2303
Marshall & Sullivan
Washington
$273K -$9.71K -125 -3%
BGAI
2304
Bruce G. Allen Investments
Colorado
$273K -$311 -4 -0.1%
ADBIC
2305
A.D. Beadell Investment Counsel
Wisconsin
$272K
SWM
2306
Sugarloaf Wealth Management
Georgia
$271K +$26.3K +339 +10%
MCM
2307
Mengis Capital Management
Oregon
$271K
NPA
2308
Nichols & Pratt Advisers
Massachusetts
$271K -$92.4K -1,189 -24%
HKIM
2309
Hayek Kallen Investment Management
Alabama
$270K -$59.4K -764 -17%
AI
2310
Accredited Investors
Minnesota
$270K -$155 -2 -0.1%
ACM
2311
AlphaStar Capital Management
North Carolina
$268K -$3.65K -47 -1%
TFM
2312
TFC Financial Management
Massachusetts
$268K -$29.4K -379 -9%
FA
2313
FDx Advisors
Illinois
$268K -$38.9K -501 -12%
MCP
2314
Mirador Capital Partners
California
$268K -$5.36K -69 -2%
CWMGO
2315
Capstone Wealth Management Group (Oregon)
Oregon
$268K +$290K +3,734 New
GWA
2316
Gratus Wealth Advisors
Virginia
$267K
PRP
2317
Peak Retirement Planning
Ohio
$266K +$259K +3,338 New
OCM
2318
Objective Capital Management
Ohio
$266K +$27.7K +357 +11%
CCP
2319
Carmel Capital Partners
California
$265K +$1.71K +22 +0.6%
TWP
2320
Triad Wealth Partners
Kansas
$265K +$288K +3,701 New
OWA
2321
ORBA Wealth Advisors
Illinois
$265K -$2.49K -32 -0.9%
AWM
2322
Austin Wealth Management
Texas
$265K +$9.55K +123 +3%
SDWMA
2323
Schneider Downs Wealth Management Advisors
Pennsylvania
$265K
CCA
2324
Cottonwood Capital Advisors
Utah
$264K +$45.5K +586 +19%
TCM
2325
Tuttle Capital Management
Connecticut
$263K +$285K +3,674 New

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.