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NextEra Energy

2,666 hedge funds and large institutions have $139B invested in NextEra Energy in 2024 Q3 according to their latest regulatory filings, with 252 funds opening new positions, 1,093 increasing their positions, 1,019 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 252 | Existing positions closed: 96

33% more funds holding in top 10

Funds holding in top 10: 5776 (+19)

18% more capital invested

Capital invested by funds: $117B → $139B (+$21.5B)

5% more funds holding

Funds holding: 2,5452,666 (+121)

7% more repeat investments, than reductions

Existing positions increased: 1,093 | Existing positions reduced: 1,019

5% more call options, than puts

Call options by funds: $2.61B | Put options by funds: $2.48B

0.67% less ownership

Funds ownership: 80.72%80.05% (-0.67%)

Holders
2,666
Holders Change
+121
Holders Change %
+4.75%
% of All Funds
38.21%
Holding in Top 10
76
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+33.33%
% of All Funds
1.09%
New
252
Increased
1,093
Reduced
1,019
Closed
96
Calls
$2.61B
Puts
$2.48B
Net Calls
+$135M
Net Calls Change
-$644M

NEE Hedge Fund Activity: Q3 2024 in Review

2,666 of the 6,978 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: 252 funds opened new NEE positions and 96 closed out — a net gain of 156 holders — while 1,093 added to existing stakes and 1,019 trimmed.

The largest buyer was Franklin Resources, adding an estimated $318M. The largest seller was Capital Research Global Investors, cutting an estimated $390M.

  • 2,666 institutional investors held NextEra Energy (NEE) as of Q3 2024, up from 2,545 in Q2 2024.
  • Funds reported $139B of NextEra Energy stock for Q3 2024, up 18% quarter-over-quarter.
  • 252 funds opened new NextEra Energy positions in Q3 2024 and 96 closed out, a net change of +156 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.