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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
AFT
2326
Alpha Family Trust
California
$262K
GMA
2327
Glassy Mountain Advisors
Maryland
$262K
BWS
2328
Broadway Wealth Solutions
Texas
$262K +$284K +3,659 New
PWM
2329
PBMares Wealth Management
Virginia
$261K -$1.86K -24 -0.7%
HBT
2330
Heartland Bank & Trust
Illinois
$261K +$24K +309 +9%
FAM
2331
Flaharty Asset Management
Florida
$261K +$388 +5 +0.1%
CA
2332
Corrado Advisors
New Jersey
$259K -$10.5K -135 -4%
SA
2333
Stewardship Advisors
Pennsylvania
$259K +$34.2K +440 +14%
WCWM
2334
Willow Creek Wealth Management
California
$259K
BAMG
2335
Brand Asset Management Group
Missouri
$259K +$22.7K +292 +9%
DWM
2336
Destination Wealth Management
California
$256K +$62.9K +810 +29%
CWM
2337
Chemistry Wealth Management
New York
$256K -$38.1K -490 -12%
WWA
2338
Wingate Wealth Advisors
Massachusetts
$256K +$277K +3,565 New
MWM
2339
MBE Wealth Management
Wisconsin
$255K +$311 +4 +0.1%
FCG
2340
Fielder Capital Group
Tennessee
$255K -$17.1K -220 -6%
PGA
2341
Portland Global Advisors
Maine
$251K
CA
2342
Crewe Advisors
Utah
$251K -$92.4K -1,189 -25%
TFA
2343
Tobias Financial Advisors
Florida
$251K +$272K +3,497 New
FWM
2344
Foguth Wealth Management
Michigan
$250K -$13.8K -177 -5%
SRC
2345
Shufro Rose & Co
New York
$250K -$41.7K -537 -13%
GWA
2346
GGM Wealth Advisors
Maryland
$250K -$380K -4,897 -58%
VIPI
2347
Vista Investment Partners II
Indiana
$249K +$270K +3,478 New
BP
2348
BCK Partners
New York
$249K -$18.6K -240 -6%
UFF
2349
USA Financial Formulas
Michigan
$248K -$932 -12 -0.3%
MMHP
2350
Murphy Middleton Hinkle & Parker
Georgia
$247K -$5.44K -70 -2%

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.