PAYDEN & RYGEL INVESTMENT GROUP NEE β€” NEXTERA ENERGY

Ownership history in PAYDEN & RYGEL INVESTMENT GROUP  Β·  3 quarters on record

AI Ownership Summary

PAYDEN & RYGEL INVESTMENT GROUP reported NEXTERA ENERGY (NEE) in 3 quarterly 13F filings from 2024 Q1 through 2024 Q2. Peak portfolio weight reached 2.08% in 2024 Q2. The latest visible filing shows NEE at 2.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NEE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PAYDEN & RYGEL INVESTMENT GROUP's position in NEXTERA ENERGY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q2

NEE was reported at 2.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.08% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2024 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NEE stock page PAYDEN & RYGEL INVESTMENT GROUP fund profile PAYDEN & RYGEL INVESTMENT GROUP full holdings
How PAYDEN & RYGEL INVESTMENT GROUP held NEE β€” position size vs. price
% of Fund (quarterly)    NEE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q2 ADDED β€” β€” β€” 363,600 +133,900 +58.3% 2.08% $25.7M 2024-08-14 (Est.) $73.62
2024 Q1 ADDED β€” β€” β€” 229,700 +9,300 +4.2% 0.69% $14.7M 2024-05-14 $70.72
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding NEE

As of 2026 Q2 β€” sorted by position size

Slocum, Gordon & Co LLP 5.91% Asset Management Advisors, LLC 3Y 7Y 5.6% Portman Square Capital LLP 3Y 5.53% Ausbil Investment Management Ltd 3Y 5.26% Constitution Capital LLC 3Y 3.87% Gouws Capital LLC 3Y 3.46% SPRING CAPITAL MANAGEMENT, LLC 3Y 3.42% FNY Investment Advisers, LLC 3Y 7Y 3.41% LDIC Inc. 3.09% Sulzberger Capital Advisors, Inc. 3.04%

FAQ About PAYDEN & RYGEL INVESTMENT GROUP and NEE

These are the practical questions this page is built to answer before you even open the full history table.

How long has PAYDEN & RYGEL INVESTMENT GROUP reported owning NEE?

PAYDEN & RYGEL INVESTMENT GROUP reported NEE across 2 quarterly 13F filings, from 2024 Q1 through 2024 Q2.

What was the largest reported NEE position in PAYDEN & RYGEL INVESTMENT GROUP's portfolio?

The largest reported portfolio weight for NEE was 2.08% in 2024 Q2.

What is the latest reported NEE position on this page?

The most recent filing on this page is 2024 Q2, when PAYDEN & RYGEL INVESTMENT GROUP reported 363,600 shares, equal to 2.08% of portfolio, with an estimated market value of $25.7M.

What does the chart on this NEE ownership page compare?

The chart compares PAYDEN & RYGEL INVESTMENT GROUP's quarterly NEE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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