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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
MF
2451
Meridian Financial
Massachusetts
$215K -$23.3K -300 -9%
PP
2452
Pingora Partners
Wyoming
$215K -$100K -1,290 -30%
LKIM
2453
Lawson Kroeker Investment Management
Nebraska
$215K
ABTD
2454
Arvest Bank Trust Division
Oklahoma
$214K +$3.34K +43 +1%
B
2455
Bellecapital
Switzerland
$213K +$231K +2,976 New
OWA
2456
One Wealth Advisors
California
$213K +$231K +2,975 New
MCIA
2457
Mountain Capital Investment Advisors
Colorado
$213K +$234K +3,009 New
LFP
2458
Lakeshore Financial Planning
Michigan
$213K -$2.02K -26 -0.9%
IWP
2459
Invenio Wealth Partners
Florida
$212K -$580K -7,470 -72%
VFG
2460
Victory Financial Group
Texas
$211K +$229K +2,946 New
SAF
2461
Smith Anglin Financial
Texas
$211K -$60.3K -776 -21%
BAS
2462
Breakthru Advisory Services
Wisconsin
$211K +$228K +2,939 New
RCM
2463
RNC Capital Management
California
$210K +$228K +2,934 New
IA
2464
Insight Advisors
Pennsylvania
$210K +$8.23K +106 +4%
BCA
2465
Bray Capital Advisors
Florida
$210K
PFA
2466
Pinnacle Family Advisors
Missouri
$210K +$311 +4 +0.1%
LA
2467
LexAurum Advisors
Kansas
$210K +$40.6K +523 +22%
WLG
2468
Williamson Legacy Group
Indiana
$210K -$5.52K -71 -2%
FFA
2469
Frazier Financial Advisors
Ohio
$209K -$3.26K -42 -1%
NFC
2470
Northeast Financial Consultants
Connecticut
$208K
WFA
2471
Wellspring Financial Advisors
Ohio
$208K +$7.54K +97 +3%
WAG
2472
Wheelhouse Advisory Group
Missouri
$207K +$9.87K +127 +5%
SC
2473
Sawyer & Company
Massachusetts
$207K
FA
2474
Financial Advisors
Massachusetts
$206K
SWK
2475
Stephen W. Kidder
$206K +$24.5K +315 +12%

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.