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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
CB
2401
Centennial Bank
Arkansas
$230K
BC
2402
Broadwater Capital
Massachusetts
$230K
SFG
2403
Sunburst Financial Group
Alabama
$230K -$35K -450 -12%
TFA
2404
Trinity Financial Advisors
Ohio
$229K
GIP
2405
Granite Investment Partners
California
$229K
IWP
2406
IAG Wealth Partners
Wisconsin
$229K
NWA
2407
New World Advisors
Massachusetts
$229K
MWP
2408
Meriwether Wealth & Planning
Louisiana
$229K +$249K +3,200 New
RCG
2409
Regatta Capital Group
California
$229K -$4.66K -60 -2%
AFP
2410
Alpha Financial Partners
Kentucky
$228K +$38.1K +491 +18%
BFA
2411
Buttonwood Financial Advisors
Maryland
$228K -$64.6K -831 -21%
SLC
2412
Second Line Capital
Louisiana
$228K +$6.14K +79 +3%
ACA
2413
Affinity Capital Advisors
California
$227K
ONST
2414
Old North State Trust
North Carolina
$227K -$190K -2,450 -44%
CIS
2415
Connors Investor Services
Pennsylvania
$227K
OCBCO
2416
Oversea-Chinese Banking Corp (OCBC)
Singapore
$227K +$246K +3,164 New
MCM
2417
Marathon Capital Management
Maryland
$226K +$699 +9 +0.3%
TW
2418
Transform Wealth
Colorado
$226K +$245K +3,152 New
DF
2419
Dunhill Financial
United Kingdom
$225K +$97.6K +1,256 +66%
KC
2420
Kades & Cheifetz
Pennsylvania
$224K -$178K -2,286 -42%
CCC
2421
Compass Capital Corp
Massachusetts
$224K +$243K +3,122 New
SIG
2422
Sargent Investment Group
Maryland
$224K -$233 -3 -0.1%
RWA
2423
Redhawk Wealth Advisors
Minnesota
$224K -$10K -129 -4%
MAM
2424
McLean Asset Management
Virginia
$223K +$17.3K +223 +8%
SGI
2425
Summit Global Investments
Utah
$223K +$242K +3,109 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.