We are live on ! Find out more
NEE icon

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
TNBTD
2426
Trustmark National Bank Trust Department
Mississippi
$223K +$3.96K +51 +2%
ACA
2427
Anchor Capital Advisors
Massachusetts
$223K +$11.7K +150 +5%
TLCM
2428
Twin Lakes Capital Management
California
$223K +$388 +5 +0.2%
TIP
2429
Tandem Investment Partners
New Jersey
$222K +$241K +3,100 New
ECM
2430
Elgethun Capital Management
South Dakota
$222K
BW
2431
Blalock Williams
Alabama
$221K +$240K +3,089 New
SWM
2432
Stockman Wealth Management
Montana
$221K -$15K -193 -6%
OAJ
2433
Ogorek Anthony Joseph
New York
$221K +$699 +9 +0.3%
GWM
2434
GDS Wealth Management
Texas
$221K
SRC
2435
Sage Rhino Capital
California
$221K -$2.41K -31 -1%
MFG
2436
Mosaic Financial Group
Illinois
$220K -$32.7K -421 -12%
CCM
2437
Chilton Capital Management
Texas
$220K -$1.94K -25 -0.8%
TWA
2438
TCI Wealth Advisors
Arizona
$220K +$38.8K +500 +20%
CAL
2439
Capital Advisors Ltd
Ohio
$219K -$4.04K -52 -2%
WMN
2440
Wealth Management Nebraska
Nebraska
$218K +$236K +3,044 New
AIS
2441
AM Investment Strategies
Tennessee
$218K -$15.6K -201 -6%
WAG
2442
Winthrop Advisory Group
Massachusetts
$217K +$236K +3,033 New
KFI
2443
Key Financial Inc
Pennsylvania
$217K -$80K -1,030 -25%
EAM
2444
Empirical Asset Management
Massachusetts
$217K +$4.31M +55,505 +274%
EFL
2445
ERn Financial LLC
Wisconsin
$217K +$235K +3,028 New
SF
2446
Safeguard Financial
Wisconsin
$217K +$13.1K +168 +6%
SWM
2447
Silverlake Wealth Management
Vermont
$217K -$31.6K -407 -12%
LOIP
2448
Live Oak Investment Partners
Texas
$217K
MWM
2449
Merriman Wealth Management
Washington
$217K +$7.54K +97 +3%
IA
2450
Intellus Advisors
Florida
$217K +$235K +3,020 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.