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NextEra Energy

2,540 hedge funds and large institutions have $117B invested in NextEra Energy in 2024 Q2 according to their latest regulatory filings, with 234 funds opening new positions, 1,107 increasing their positions, 910 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 234 | Existing positions closed: 121

61% more call options, than puts

Call options by funds: $2.05B | Put options by funds: $1.27B

22% more repeat investments, than reductions

Existing positions increased: 1,107 | Existing positions reduced: 910

19% more funds holding in top 10

Funds holding in top 10: 4857 (+9)

13% more capital invested

Capital invested by funds: $104B → $117B (+$13.6B)

3% more funds holding

Funds holding: 2,4632,540 (+77)

1.54% more ownership

Funds ownership: 79.17%80.71% (+1.5%)

Holders
2,540
Holders Change
+77
Holders Change %
+3.13%
% of All Funds
36.68%
Holding in Top 10
57
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18.75%
% of All Funds
0.82%
New
234
Increased
1,107
Reduced
910
Closed
121
Calls
$2.05B
Puts
$1.27B
Net Calls
+$780M
Net Calls Change
+$244M
Name Holding Trade Value Shares
Change
Change in
Stake
MSRPS
451
Maryland State Retirement & Pension System
Maryland
$11.3M -$63.2K -891 -0.6%
CRM
452
Cramer Rosenthal McGlynn
Connecticut
$11.3M +$457K +6,438 +4%
DAC
453
Dividend Assets Capital
South Carolina
$11.3M +$631K +8,896 +6%
SC
454
SouthState Corp
Florida
$11.2M +$1.27M +17,905 +13%
MSU
455
Mizuho Securities USA
New York
$11.2M +$11.2M +158,416 New
DJSG
456
D.J. St. Germain
Massachusetts
$11.2M +$397K +5,596 +4%
HWM
457
HB Wealth Management
Georgia
$11.2M +$1.58M +22,329 +16%
SIC
458
SFE Investment Counsel
California
$11.2M -$211K -2,970 -2%
SPC
459
Spirepoint Private Client
Florida
$11.1M +$244K +3,435 +2%
DWA
460
Douglass Winthrop Advisors
New York
$11M -$21.1K -297 -0.2%
CCB
461
Country Club Bank
Missouri
$11M -$627K -8,833 -6%
KRS
462
Kentucky Retirement Systems
Kentucky
$11M -$70.3K -991 -0.6%
AI
463
Atria Investments
North Carolina
$10.9M +$1.84M +25,948 +20%
KWM
464
Kingsview Wealth Management
Oregon
$10.9M +$737K +10,393 +7%
DF
465
DNCA Finance
France
$10.9M +$10.9M +154,000 New
NCM
466
Noesis Capital Mangement
Florida
$10.9M -$30.2K -426 -0.3%
ASN
467
Advisory Services Network
Georgia
$10.9M +$826K +11,644 +8%
Lido Advisors
468
Lido Advisors
California
$10.8M +$363K +5,121 +3%
BCP
469
Blue Chip Partners
Michigan
$10.8M +$1.72M +24,239 +19%
KFC
470
Klingenstein Fields & Co
New York
$10.8M +$9.89M +139,328 +1,063%
D.E. Shaw & Co
471
D.E. Shaw & Co
New York
$10.8M -$143M -2,017,122 -93%
BPA
472
Beacon Pointe Advisors
California
$10.7M -$1.05M -14,813 -9%
ACA
473
Aptus Capital Advisors
Alabama
$10.7M +$2.22M +31,315 +26%
BCM
474
Bornite Capital Management
New York
$10.6M +$10.6M +150,000 New
FFIC
475
First Fiduciary Investment Counsel
Ohio
$10.6M -$15.9K -224 -0.1%

NEE Hedge Fund Activity: Q2 2024 in Review

2,540 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q2 2024, worth a combined $117B — up 13% from $104B a quarter earlier.

Buyers outnumbered sellers: 234 funds opened new NEE positions and 121 closed out — a net gain of 113 holders — while 1,107 added to existing stakes and 910 trimmed.

The largest buyer was DZ Bank, adding an estimated $1.14B. The largest seller was T. Rowe Price Associates, cutting an estimated $612M.

  • 2,540 institutional investors held NextEra Energy (NEE) as of Q2 2024, up from 2,463 in Q1 2024.
  • Funds reported $117B of NextEra Energy stock for Q2 2024, up 13% quarter-over-quarter.
  • 234 funds opened new NextEra Energy positions in Q2 2024 and 121 closed out, a net change of +113 holders.
  • The largest NextEra Energy buyer in Q2 2024 was DZ Bank, an estimated $1.14B added.
  • The largest NextEra Energy seller in Q2 2024 was T. Rowe Price Associates, an estimated $612M sold.

Based on aggregated 13F filings for Q2 2024.