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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
BWA
2376
Bestgate Wealth Advisors
Maryland
$240K +$260K +3,345 New
DRD
2377
Dennis R. Delaney
$239K +$259K +3,340 New
WGC
2378
Watts Gwilliam & Co
Arizona
$239K -$55.3K -712 -17%
SA
2379
Sage Advisors
Colorado
$239K
HT
2380
Headlands Technologies
Illinois
$238K -$707K -9,095 -73%
FAG
2381
Fortitude Advisory Group
Washington
$237K -$20K -257 -7%
WFI
2382
West Family Investments
California
$237K -$209K -2,684 -45%
PM
2383
Parametrica Management
Hong Kong
$237K +$256K +3,300 New
IA
2384
IFG Advisors
Missouri
$236K +$29.5K +380 +13%
MSR
2385
Main Street Research
Connecticut
$236K +$256K +3,293 New
PIA
2386
Perennial Investment Advisors
California
$236K +$3.03K +39 +1%
NCM
2387
Northside Capital Management
Oregon
$235K +$62.1K +800 +32%
MWP
2388
Madison Wealth Partners
Wisconsin
$235K +$6.84K +88 +3%
DWA
2389
Dougherty Wealth Advisers
Minnesota
$235K
IPW
2390
IronBridge Private Wealth
Texas
$234K +$254K +3,264 New
WIM
2391
Warwick Investment Management
Texas
$234K -$7.22K -93 -3%
LIM
2392
Loudon Investment Management
New Hampshire
$233K -$4.12K -53 -2%
AZ
2393
Alpha Zero
Florida
$232K +$252K +3,239 New
CCM
2394
Crew Capital Management
Ohio
$232K +$1.09K +14 +0.4%
MHR
2395
Matthew Hamilton Rosenberg
$231K -$23.1K -298 -8%
CBB
2396
Citizens Business Bank
California
$231K -$93.6K -1,205 -37%
VNA
2397
Valley National Advisers
Pennsylvania
$231K +$28.7K +369 +13%
LRPA
2398
L. Roy Papp & Associates
Arizona
$231K
LWP
2399
LMG Wealth Partners
Louisiana
$231K
SWP
2400
Significant Wealth Partners
Illinois
$230K -$55.2K -710 -18%

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.