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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
VAM
2351
Verity Asset Management
North Carolina
$247K
LFA
2352
Legend Financial Advisors
Pennsylvania
$247K -$34.8K -448 -11%
PFWA
2353
Paces Ferry Wealth Advisors
Georgia
$247K -$4.74K -61 -2%
DOA
2354
D'Orazio & Associates
Virginia
$247K +$83.3K +1,072 +45%
TCOTS
2355
Trust Company of the South
North Carolina
$246K
AC
2356
ASB Consultores
Florida
$246K +$267K +3,433 New
HIC
2357
Harvey Investment Company
Kentucky
$246K
GA
2358
GSG Advisors
New Jersey
$246K -$248K -3,193 -48%
EWA
2359
Etesian Wealth Advisors
Oregon
$245K +$3.5K +45 +1%
WPW
2360
Watershed Private Wealth
Illinois
$244K -$155 -2 -0.1%
CA
2361
CGN Advisors
Kansas
$244K +$265K +3,407 New
BCM
2362
Bayesian Capital Management
New York
$244K -$2.58M -33,203 -91%
OP
2363
ORG Partners
Indiana
$242K +$42K +540 +19%
MAS
2364
MPWM Advisory Solutions
Georgia
$242K +$263K +3,380 New
PP
2365
Pacifica Partners
Canada
$242K -$11.7K -150 -4%
TWM
2366
Tanager Wealth Management
United Kingdom
$242K +$16.2K +209 +7%
IP
2367
Investment Partners
Ohio
$242K +$12.4K +159 +5%
AA
2368
Auxano Advisors
Washington
$242K +$36.4K +469 +16%
LWL
2369
Leo Wealth LLC
Texas
$242K -$58.2K -749 -18%
RA
2370
Riverstone Advisors
Texas
$242K +$70.1K +903 +37%
PCS
2371
Private Client Services
Kentucky
$242K +$12.5K +161 +5%
IAP
2372
Indie Asset Partners
Indiana
$241K +$2.25K +29 +0.9%
ACM
2373
Avalon Capital Management
California
$241K
PWP
2374
Parkwoods Wealth Partners
New York
$241K
PD
2375
Planning Directions
Pennsylvania
$240K +$9.01K +116 +4%

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.