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NextEra Energy
NEE

2,463 hedge funds and large institutions have $104B invested in NextEra Energy in 2024 Q1 according to their latest regulatory filings, with 212 funds opening new positions, 1,123 increasing their positions, 867 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 212 | Existing positions closed: 132

51% more call options, than puts

Call options by funds: $1.58B | Put options by funds: $1.04B

30% more repeat investments, than reductions

Existing positions increased: 1,123 | Existing positions reduced: 867

20% more funds holding in top 10

Funds holding in top 10: 40 → 48 (+8)

2% more funds holding

Funds holding: 2,418 → 2,463 (+45)

3% more capital invested

Capital invested by funds: $101B → $104B (+$2.57B)

2.03% less ownership

Funds ownership: 81.2% → 79.17% (-2%)

Holders
2,463
Holders Change
+45
Holders Change %
+1.86%
% of All Funds
35.48%
Holding in Top 10
48
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20%
% of All Funds
0.69%
New
212
Increased
1,123
Reduced
867
Closed
132
Calls
$1.58B
Puts
$1.04B
Net Calls
+$535M
Net Calls Change
+$70.2M

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$242M
2
Franklin Resources
Franklin Resources
California
+$172M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$169M
4
ZP
Zimmer Partners
New York
+$158M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$148M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.48B
2
JP Morgan Chase
JP Morgan Chase
New York
-$709M
3
State Street
State Street
Massachusetts
-$634M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$483M
5
PIF
Public Investment Fund
Saudi Arabia
-$387M
Name Holding Trade Value Shares
Change 		Change in
Stake
EOJOAM
2476
E. Ohman J:or Asset Management
Sweden
– -$4.93M -81,100 Closed
CANY
2477
Caxton Associates (New York)
New York
– -$4.8M -79,043 Closed
MF
2478
Magnetar Financial
Illinois
– -$3.46M -56,902 Closed
JAM
2479
JCIC Asset Management
Ontario, Canada
– -$3.44M -56,580 Closed
M1FG
2480
Mach-1 Financial Group
Arkansas
– -$3.42M -56,254 Closed
MFAM
2481
Motley Fool Asset Management
Virginia
– -$3.41M -56,202 Closed
GBWM
2482
Granite Bay Wealth Management
New Hampshire
– -$3.06M -55,390 Closed
OAM
2483
Occidental Asset Management
California
– -$2.09M -34,430 Closed
AAF
2484
Andra AP-fonden
Sweden
– -$1.98M -32,600 Closed
BA
2485
Bridgewater Associates
Connecticut
– -$1.94M -31,937 Closed
Group One Trading
2486
Group One Trading
Illinois
– -$1.86M -31,757 Closed
CCIA
2487
Campbell & Co Investment Adviser
Maryland
– -$1.91M -31,421 Closed
SAG
2488
SageView Advisory Group
California
– -$1.57M -26,471 Closed
SM
2489
Sciencast Management
New Jersey
– -$1.55M -25,599 Closed
VF
2490
Virtu Financial
New York
– -$1.55M -25,449 Closed
HNW
2491
High Note Wealth
Minnesota
– -$1.42M -23,320 Closed
Twin Tree Management
2492
Twin Tree Management
Texas
– -$1.36M -23,197 Closed
LWM
2493
Laidlaw Wealth Management
New York
– -$1.37M -22,588 Closed
BCM
2494
BlueCrest Capital Management
Jersey
– -$1.32M -22,516 Closed
MWM
2495
Meridian Wealth Management
Kentucky
– -$1.34M -22,065 Closed
FTB
2496
First Trust Bank
Bahamas
– -$1.32M -21,802 Closed
PAG
2497
Private Advisory Group
Washington
– -$1.31M -21,648 Closed
PMEF
2498
Point72 Middle East FZE
United Arab Emirates
– -$1.29M -21,167 Closed
TNAM
2499
Terra Nova Asset Management
New York
– -$1.25M -20,657 Closed
MTIM
2500
Marathon Trading Investment Management
Pennsylvania
– -$1.14M -18,780 Closed
98 99
100
101 102

NEE Hedge Fund Activity: Q1 2024 in Review

2,463 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q1 2024, worth a combined $104B — up 2.5% from $101B a quarter earlier.

Buyers outnumbered sellers: 212 funds opened new NEE positions and 132 closed out — a net gain of 80 holders — while 1,123 added to existing stakes and 867 trimmed.

The largest buyer was Norges Bank, adding an estimated $242M. The largest seller was Morgan Stanley, cutting an estimated $2.48B.

  • 2,463 institutional investors held NextEra Energy (NEE) as of Q1 2024, up from 2,418 in Q4 2023.
  • Funds reported $104B of NextEra Energy stock for Q1 2024, up 2.5% quarter-over-quarter.
  • 212 funds opened new NextEra Energy positions in Q1 2024 and 132 closed out, a net change of +80 holders.
  • The largest NextEra Energy buyer in Q1 2024 was Norges Bank, an estimated $242M added.
  • The largest NextEra Energy seller in Q1 2024 was Morgan Stanley, an estimated $2.48B sold.

Based on aggregated 13F filings for Q1 2024.