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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$14.7B +$162M +2,090,538 +1%
BlackRock
2
BlackRock
New York
$11.4B +$423M +5,447,115 +4%
State Street
3
State Street
Massachusetts
$7.77B -$67.3M -866,212 -0.8%
JP Morgan Chase
4
JP Morgan Chase
New York
$5.98B +$266M +3,418,029 +4%
Morgan Stanley
5
Morgan Stanley
New York
$4.31B -$94.1M -1,211,586 -2%
Norges Bank
6
Norges Bank
Norway
$3.48B +$179M +2,308,278 +5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.13B +$106M +1,359,268 +3%
Franklin Resources
8
Franklin Resources
California
$2.91B +$143M +1,846,164 +5%
Bank of America
9
Bank of America
North Carolina
$2.26B -$175M -2,258,840 -7%
Wells Fargo
10
Wells Fargo
California
$2.19B -$22.7M -292,376 -0.9%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$1.69B -$353M -4,549,986 -16%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$1.66B +$45.7M +587,957 +3%
Northern Trust
13
Northern Trust
Illinois
$1.66B +$158M +2,030,331 +10%
Koshinski Asset Management
14
Koshinski Asset Management
Illinois
$1.64B -$139K -1,785 -7%
UBS Group
15
UBS Group
Switzerland
$1.5B +$221M +2,839,495 +16%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.47B +$42.9M +552,617 +3%
N
17
Nuveen
North Carolina
$1.43B -$7.46M -96,059 -0.5%
Goldman Sachs
18
Goldman Sachs
New York
$1.43B +$456M +5,865,464 +42%
Legal & General Group
19
Legal & General Group
United Kingdom
$1.12B -$28.6M -368,742 -2%
Deutsche Bank
20
Deutsche Bank
Germany
$1.08B +$36.9M +474,611 +3%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$1.08B -$29.3M -376,667 -2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.04B +$45.7M +588,038 +4%
Charles Schwab
23
Charles Schwab
California
$977M +$26.9M +345,999 +3%
UBS AM
24
UBS AM
Illinois
$926M +$133M +1,707,933 +15%
Raymond James Financial
25
Raymond James Financial
Florida
$803M +$870M +11,198,940 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.