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NextEra Energy
NEE

2,471 hedge funds and large institutions have $131B invested in NextEra Energy in 2022 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 1,029 increasing their positions, 857 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 275 | Existing positions closed: 96

20% more repeat investments, than reductions

Existing positions increased: 1,029 | Existing positions reduced: 857

8% more capital invested

Capital invested by funds: $121B → $131B (+$9.19B)

5% more funds holding

Funds holding: 2,343 → 2,471 (+128)

0.14% less ownership

Funds ownership: 78.25% → 78.11% (-0.14%)

6% less call options, than puts

Call options by funds: $1.48B | Put options by funds: $1.57B

4% less funds holding in top 10

Funds holding in top 10: 112 → 108 (-4)

Holders
2,471
Holders Change
+128
Holders Change %
+5.46%
% of All Funds
39.72%
Holding in Top 10
108
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.57%
% of All Funds
1.74%
New
275
Increased
1,029
Reduced
857
Closed
96
Calls
$1.48B
Puts
$1.57B
Net Calls
-$87.2M
Net Calls Change
-$207M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$630M
2
JP Morgan Chase
JP Morgan Chase
New York
+$484M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$280M
4
BlackRock
BlackRock
New York
+$266M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$254M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$543M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$446M
3
SP
Sarasin & Partners
United Kingdom
-$314M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$288M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$261M
Name Holding Trade Value Shares
Change 		Change in
Stake
AT
2501
AMF Tjänstepension
Sweden
– -$1.83M -23,362 Closed
YIH
2502
Y-Intercept (HK)
Hong Kong
– -$1.82M -23,159 Closed
E
2503
Ergoteles
New York
– -$1.78M -22,717 Closed
JF
2504
Jump Financial
Illinois
– -$1.73M -22,042 Closed
TCM
2505
Twin Capital Management
Pennsylvania
– -$1.52M -19,443 Closed
SEC
2506
Seven Eight Capital
New York
– -$1.49M -18,954 Closed
ECM
2507
ExodusPoint Capital Management
New York
– -$1.47M -18,705 Closed
CCMD
2508
Cypress Capital Management (Delaware)
Delaware
– -$1.29M -16,449 Closed
HP
2509
Hartree Partners
New York
– -$1.18M -15,000 Closed
EGM
2510
Engineers Gate Manager
New York
– -$1.14M -14,499 Closed
ACM
2511
Aquatic Capital Management
Illinois
– -$1.13M -14,400 Closed
SCM
2512
Stevens Capital Management
Pennsylvania
– -$1M -12,816 Closed
CC
2513
Centiva Capital
New York
– -$995K -12,694 Closed
BA
2514
Bridgewater Advisors
New York
– -$974K -12,418 Closed
ACM
2515
AlphaCrest Capital Management
New York
– -$932K -11,886 Closed
Arrowstreet Capital
2516
Arrowstreet Capital
Massachusetts
– -$915K -11,674 Closed
CAM
2517
Connacht Asset Management
New York
– -$787K -10,040 Closed
MS
2518
Maven Securities
Jersey
– -$766K -9,486 Closed
HPWM
2519
Highland Private Wealth Management
Washington
– -$728K -9,286 Closed
Members Trust
2520
Members Trust
Florida
– -$690K -8,802 Closed
AIM
2521
Axiom Investment Management
New York
– -$673K -8,578 Closed
CCM
2522
CTC Capital Management
Illinois
– -$612K -7,800 Closed
ER
2523
Enlightenment Research
Florida
– -$565K -7,200 Closed
WG
2524
Winton Group
United Kingdom
– -$429K -5,465 Closed
SDH
2525
Sloy Dahl & Holst
Washington
– -$420K -5,354 Closed
99 100
101
102 103

NEE Hedge Fund Activity: Q4 2022 in Review

2,471 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q4 2022, worth a combined $131B — up 7.6% from $121B a quarter earlier.

Buyers outnumbered sellers: 275 funds opened new NEE positions and 96 closed out — a net gain of 179 holders — while 1,029 added to existing stakes and 857 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $630M. The largest seller was T. Rowe Price Associates, cutting an estimated $543M.

  • 2,471 institutional investors held NextEra Energy (NEE) as of Q4 2022, up from 2,343 in Q3 2022.
  • Funds reported $131B of NextEra Energy stock for Q4 2022, up 7.6% quarter-over-quarter.
  • 275 funds opened new NextEra Energy positions in Q4 2022 and 96 closed out, a net change of +179 holders.
  • The largest NextEra Energy buyer in Q4 2022 was Morgan Stanley, an estimated $630M added.
  • The largest NextEra Energy seller in Q4 2022 was T. Rowe Price Associates, an estimated $543M sold.

Based on aggregated 13F filings for Q4 2022.