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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$242M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$172M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$169M |
| 4 |
ZP
Zimmer Partners
New York
|
+$158M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$148M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.48B |
| 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
2,463 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.