NextEra Energy
NEE
2,467 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, 1,126 increasing their positions, 867 reducing their positions, and 131 closing their positions.
62% more first-time investments, than exits
New positions opened: 212 | Existing positions closed: 131
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: 1,126 | 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: 2,421 → 2,467 (+46)
5% more capital invested
Capital invested by funds: $99.1B → $104B (+$4.73B)
0.32% less ownership
Funds ownership: 79.47% → 79.16% (-0.32%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$423M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$242M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$172M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$169M |
| 5 |
ZP
Zimmer Partners
New York
|
+$158M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$806M |
| 2 |
JP Morgan Chase
New York
|
-$709M |
| 3 |
State Street
Boston,
Massachusetts
|
-$634M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$483M |
| 5 |
PIF
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
|
-$387M |
NEE Hedge Fund Activity: Q1 2024 in Review
2,467 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q1 2024, worth a combined $104B — up 4.8% from $99.1B a quarter earlier.
Buyers outnumbered sellers: 212 funds opened new NEE positions and 131 closed out — a net gain of 81 holders — while 1,126 added to existing stakes and 867 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $423M. The largest seller was Neuberger Berman Group, cutting an estimated $806M.
- 2,467 institutional investors held NextEra Energy (NEE) as of Q1 2024, up from 2,421 in Q4 2023.
- Funds reported $104B of NextEra Energy stock for Q1 2024, up 4.8% quarter-over-quarter.
- 212 funds opened new NextEra Energy positions in Q1 2024 and 131 closed out, a net change of +81 holders.
- The largest NextEra Energy buyer in Q1 2024 was Morgan Stanley, an estimated $423M added.
- The largest NextEra Energy seller in Q1 2024 was Neuberger Berman Group, an estimated $806M sold.
Based on aggregated 13F filings for Q1 2024.