NextEra Energy
NEE
2,662 hedge funds and large institutions have $139B invested in NextEra Energy in 2024 Q3 according to their latest regulatory filings, with 253 funds opening new positions, 1,091 increasing their positions, 1,016 reducing their positions, and 96 closing their positions.
164% more first-time investments, than exits
New positions opened: 253 | Existing positions closed: 96
33% more funds holding in top 10
Funds holding in top 10: 57 → 76 (+19)
18% more capital invested
Capital invested by funds: $117B → $139B (+$21.5B)
5% more funds holding
Funds holding: 2,540 → 2,662 (+122)
7% more repeat investments, than reductions
Existing positions increased: 1,091 | Existing positions reduced: 1,016
5% more call options, than puts
Call options by funds: $2.61B | Put options by funds: $2.48B
0.48% less ownership
Funds ownership: 80.71% → 80.23% (-0.48%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$318M |
| 2 |
BlackRock
New York
|
+$308M |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$298M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$232M |
| 5 |
State Street
Boston,
Massachusetts
|
+$217M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$390M |
| 2 |
JP Morgan Chase
New York
|
-$345M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$200M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$177M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
-$155M |
NEE Hedge Fund Activity: Q3 2024 in Review
2,662 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q3 2024, worth a combined $139B — up 18% from $117B a quarter earlier.
Buyers outnumbered sellers: 253 funds opened new NEE positions and 96 closed out — a net gain of 157 holders — while 1,091 added to existing stakes and 1,016 trimmed.
The largest buyer was Franklin Resources, adding an estimated $318M. The largest seller was Capital Research Global Investors, cutting an estimated $390M.
- 2,662 institutional investors held NextEra Energy (NEE) as of Q3 2024, up from 2,540 in Q2 2024.
- Funds reported $139B of NextEra Energy stock for Q3 2024, up 18% quarter-over-quarter.
- 253 funds opened new NextEra Energy positions in Q3 2024 and 96 closed out, a net change of +157 holders.
- The largest NextEra Energy buyer in Q3 2024 was Franklin Resources, an estimated $318M added.
- The largest NextEra Energy seller in Q3 2024 was Capital Research Global Investors, an estimated $390M sold.
Based on aggregated 13F filings for Q3 2024.