NextEra Energy
NEE
2,391 hedge funds and large institutions have $142B invested in NextEra Energy in 2021 Q4 according to their latest regulatory filings, with 363 funds opening new positions, 938 increasing their positions, 771 reducing their positions, and 91 closing their positions.
299% more first-time investments, than exits
New positions opened: 363 | Existing positions closed: 91
32% more funds holding in top 10
Funds holding in top 10: 71 → 94 (+23)
22% more repeat investments, than reductions
Existing positions increased: 938 | Existing positions reduced: 771
20% more capital invested
Capital invested by funds: $118B → $142B (+$23.5B)
11% more funds holding
Funds holding: 2,154 → 2,391 (+237)
3% more call options, than puts
Call options by funds: $1.47B | Put options by funds: $1.42B
0.79% more ownership
Funds ownership: 76.89% → 77.68% (+0.79%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$493M |
| 2 |
JP Morgan Chase
New York
|
+$467M |
| 3 |
BlackRock
New York
|
+$339M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$266M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$185M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$176M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$171M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
-$157M |
| 4 |
D.E. Shaw & Co
New York
|
-$142M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$120M |
NEE Hedge Fund Activity: Q4 2021 in Review
2,391 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q4 2021, worth a combined $142B — up 20% from $118B a quarter earlier.
Buyers outnumbered sellers: 363 funds opened new NEE positions and 91 closed out — a net gain of 272 holders — while 938 added to existing stakes and 771 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $493M. The largest seller was Wells Fargo, cutting an estimated $176M.
- 2,391 institutional investors held NextEra Energy (NEE) as of Q4 2021, up from 2,154 in Q3 2021.
- Funds reported $142B of NextEra Energy stock for Q4 2021, up 20% quarter-over-quarter.
- 363 funds opened new NextEra Energy positions in Q4 2021 and 91 closed out, a net change of +272 holders.
- The largest NextEra Energy buyer in Q4 2021 was Fidelity Investments, an estimated $493M added.
- The largest NextEra Energy seller in Q4 2021 was Wells Fargo, an estimated $176M sold.
Based on aggregated 13F filings for Q4 2021.