NextEra Energy
NEE
2,472 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, 1,030 increasing their positions, 857 reducing their positions, and 96 closing their positions.
186% more first-time investments, than exits
New positions opened: 275 | Existing positions closed: 96
20% more repeat investments, than reductions
Existing positions increased: 1,030 | Existing positions reduced: 857
8% more capital invested
Capital invested by funds: $121B → $131B (+$9.19B)
5% more funds holding
Funds holding: 2,344 → 2,472 (+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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$630M |
| 2 |
JP Morgan Chase
New York
|
+$484M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$280M |
| 4 |
BlackRock
New York
|
+$266M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$254M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$543M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$446M |
| 3 |
SP
Sarasin & Partners
London,
United Kingdom
|
-$314M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$288M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$261M |
NEE Hedge Fund Activity: Q4 2022 in Review
2,472 of the 6,222 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 1,030 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.
- 2,472 institutional investors held NextEra Energy (NEE) as of Q4 2022, up from 2,344 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.