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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
DWP
901
Daymark Wealth Partners
Ohio
$2.48M +$128K +2,177 +6%
CT
902
Colonial Trust
South Carolina
$2.47M +$202K +3,456 +10%
CA
903
Clearstead Advisors
Ohio
$2.47M +$639K +10,909 +49%
FA
904
FDx Advisors
Illinois
$2.47M -$75.3K -1,285 -3%
GI
905
GLOBALT Investments
Georgia
$2.46M -$101K -1,726 -4%
PWA
906
Primoris Wealth Advisors
Florida
$2.46M +$294K +5,019 +15%
IAIM
907
International Assets Investment Management
Florida
$2.45M +$165K +2,810 +8%
AWM
908
Avitas Wealth Management
California
$2.44M +$22.7K +388 +1%
GKWIM
909
Gerber Kawasaki Wealth & Investment Management
California
$2.43M -$1.23M -20,997 -36%
MSS
910
Mitchell Sinkler & Starr
Pennsylvania
$2.43M -$150K -2,557 -6%
BRA
911
Bender Robert & Associates
California
$2.42M -$34.5K -589 -2%
PTC
912
Private Trust Company
Ohio
$2.41M +$1.58K +27 +0.1%
RPC
913
Rossmore Private Capital
Connecticut
$2.41M +$294K +5,011 +15%
FWP
914
FAS Wealth Partners
Kansas
$2.41M +$87.3K +1,491 +4%
RF
915
Robbins Farley
New Hampshire
$2.39M +$727K +12,410 +50%
SOAMC
916
Spirit of America Management Corp
New York
$2.39M -$214K -3,650 -9%
Fisher Asset Management
917
Fisher Asset Management
Washington
$2.38M -$1.98M -33,729 -48%
CAM
918
Cidel Asset Management
Ontario, Canada
$2.37M +$335K +5,725 +18%
LWA
919
Lineweaver Wealth Advisors
Ohio
$2.35M +$161K +2,754 +8%
MPPW
920
Mitchell & Pahl Private Wealth
Oklahoma
$2.34M +$76.9K +1,312 +4%
TA
921
TFG Advisers
Michigan
$2.34M -$39.3K -670 -2%
CWM
922
Cordatus Wealth Management
Pennsylvania
$2.34M +$82.2K +1,403 +4%
GPI
923
General Partner Inc
Pennsylvania
$2.33M +$178K +3,033 +9%
BA
924
Bristlecone Advisors
Washington
$2.32M +$56.4K +962 +3%
SF
925
Symphony Financial
Texas
$2.31M +$108K +1,851 +5%
35 36
37
38 39

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.