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NextEra Energy
NEE

2,310 hedge funds and large institutions have $92.9B invested in NextEra Energy in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 1,025 increasing their positions, 902 reducing their positions, and 221 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $1.33B | Put options by funds: $857M

14% more repeat investments, than reductions

Existing positions increased: 1,025 | Existing positions reduced: 902

0.81% more ownership

Funds ownership: 77.91% → 78.72% (+0.81%)

4% less funds holding

Funds holding: 2,414 → 2,310 (-104)

21% less capital invested

Capital invested by funds: $117B → $92.9B (-$24.5B)

34% less first-time investments, than exits

New positions opened: 146 | Existing positions closed: 221

50% less funds holding in top 10

Funds holding in top 10: 60 → 30 (-30)

Holders
2,310
Holders Change
-104
Holders Change %
-4.31%
% of All Funds
36.66%
Holding in Top 10
30
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-50%
% of All Funds
0.48%
New
146
Increased
1,025
Reduced
902
Closed
221
Calls
$1.33B
Puts
$857M
Net Calls
+$474M
Net Calls Change
+$146M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$676M
2
JP Morgan Chase
JP Morgan Chase
New York
+$522M
3
Goldman Sachs
Goldman Sachs
New York
+$382M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$280M
5
Franklin Resources
Franklin Resources
California
+$275M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$565M
2
AIM
Alphinity Investment Management
Australia
-$361M
3
DZ Bank
DZ Bank
Germany
-$218M
4
Artisan Partners
Artisan Partners
Wisconsin
-$147M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$114M
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
826
FDx Advisors
Illinois
$2.53M -$2.24M -32,300 -42%
SW
827
StrongBox Wealth
Missouri
$2.52M +$619K +8,941 +25%
TNAM
828
Terra Nova Asset Management
New York
$2.52M – – –
JWCA
829
J.W. Coons Advisors
Ohio
$2.51M -$152K -2,200 -5%
BAM
830
Belpointe Asset Management
Nevada
$2.5M -$39.6K -572 -1%
OPW
831
Oxler Private Wealth
New York
$2.48M +$20.3K +293 +0.7%
CCG
832
Cypress Capital Group
Florida
$2.48M -$759K -10,971 -20%
BOH
833
Bank of Hawaii
Hawaii
$2.46M -$50.7K -733 -2%
HIM
834
Harbour Investment Management
Washington
$2.46M +$32.8K +474 +1%
SOAMC
835
Spirit of America Management Corp
New York
$2.46M +$291K +4,200 +11%
FNA
836
First National Advisers
Nebraska
$2.45M +$1.32M +19,115 +81%
KFS
837
Kurt F. Somerville
$2.45M +$374K +5,405 +14%
FAM
838
Fred Alger Management
New York
$2.44M – – –
JCM
839
Janney Capital Management
Pennsylvania
$2.44M +$185K +2,671 +7%
MWM
840
Modera Wealth Management
New Jersey
$2.44M -$1.12M -16,174 -28%
SAM
841
Sycomore Asset Management
France
$2.44M +$224K +3,237 +10%
Balyasny Asset Management
842
Balyasny Asset Management
Illinois
$2.44M +$1.76M +25,445 +149%
ST
843
Smithfield Trust
Pennsylvania
$2.43M +$145K +2,096 +5%
MWM
844
Mattern Wealth Management
Kansas
$2.43M +$101K +1,458 +4%
SHA
845
Seneca House Advisors
Virginia
$2.42M +$287K +4,140 +9%
GSC
846
G&S Capital
Colorado
$2.41M +$2.91M +42,074 New
IB
847
Iyo Bank
Japan
$2.4M – – –
SS
848
Simplicity Solutions
Minnesota
$2.39M -$294K -4,249 -9%
BFG
849
Bleakley Financial Group
New Jersey
$2.39M -$85.4K -1,233 -3%
CFM
850
Capricorn Fund Managers
United Kingdom
$2.39M +$1.73M +24,940 +149%
32 33
34
35 36

NEE Hedge Fund Activity: Q3 2023 in Review

2,310 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q3 2023, worth a combined $92.9B — down 21% from $117B a quarter earlier.

Sellers outnumbered buyers: 221 funds closed out of NEE and 146 opened new positions — a net loss of 75 holders — while 902 trimmed existing stakes and 1,025 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $676M. The largest seller was Capital International Investors, cutting an estimated $565M.

  • 2,310 institutional investors held NextEra Energy (NEE) as of Q3 2023, down from 2,414 in Q2 2023.
  • Funds reported $92.9B of NextEra Energy stock for Q3 2023, down 21% quarter-over-quarter.
  • 146 funds opened new NextEra Energy positions in Q3 2023 and 221 closed out, a net change of -75 holders.
  • The largest NextEra Energy buyer in Q3 2023 was T. Rowe Price Associates, an estimated $676M added.
  • The largest NextEra Energy seller in Q3 2023 was Capital International Investors, an estimated $565M sold.

Based on aggregated 13F filings for Q3 2023.