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NextEra Energy
NEE

2,408 hedge funds and large institutions have $123B invested in NextEra Energy in 2023 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 1,039 increasing their positions, 918 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 1,039 | Existing positions reduced: 918

1.94% more ownership

Funds ownership: 78.11% → 80.06% (+1.9%)

8% more call options, than puts

Call options by funds: $1.22B | Put options by funds: $1.12B

9% less first-time investments, than exits

New positions opened: 145 | Existing positions closed: 160

3% less funds holding

Funds holding: 2,472 → 2,408 (-64)

6% less capital invested

Capital invested by funds: $131B → $123B (-$7.58B)

14% less funds holding in top 10

Funds holding in top 10: 108 → 93 (-15)

Holders
2,408
Holders Change
-64
Holders Change %
-2.59%
% of All Funds
38.37%
Holding in Top 10
93
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-13.89%
% of All Funds
1.48%
New
145
Increased
1,039
Reduced
918
Closed
160
Calls
$1.22B
Puts
$1.12B
Net Calls
+$94.9M
Net Calls Change
+$182M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$998M
2
EWA
EP Wealth Advisors
California
+$494M
3
JP Morgan Chase
JP Morgan Chase
New York
+$297M
4
SP
Sarasin & Partners
United Kingdom
+$280M
5
ClearBridge Investments
ClearBridge Investments
New York
+$241M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$552M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$415M
3
State Street
State Street
Massachusetts
-$361M
4
DZ Bank
DZ Bank
Germany
-$258M
5
Artisan Partners
Artisan Partners
Wisconsin
-$256M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
851
IHT Wealth Management
Illinois
$2.98M +$940K +12,229 +46%
AT
852
Arden Trust
Delaware
$2.94M -$1K -13 -0%
GDP
853
Great Diamond Partners
Maine
$2.94M -$503K -6,535 -15%
ET
854
Equitable Trust
Tennessee
$2.94M +$183K +2,377 +7%
PG
855
Patten Group
Tennessee
$2.93M -$19.8K -258 -0.7%
HIP
856
HUB Investment Partners
Texas
$2.93M +$2.92M +38,026 New
FCBT
857
First Citizens Bank & Trust
North Carolina
$2.92M +$421K +5,471 +17%
WC
858
Wexford Capital
Florida
$2.92M +$2.91M +37,885 New
DWT
859
Dorsey & Whitney Trust
South Dakota
$2.92M +$187K +2,429 +7%
KC
860
Kenfarb & Co
Kentucky
$2.91M -$143K -1,860 -5%
VRM
861
Vectors Research Management
New York
$2.89M -$84.3K -1,096 -3%
JCM
862
Janney Capital Management
Pennsylvania
$2.87M +$283K +3,683 +11%
HCM
863
Highbridge Capital Management
New York
$2.85M +$2.85M +36,998 New
MIM
864
Moseley Investment Management
Florida
$2.85M +$147K +1,906 +5%
SFG
865
SevenBridge Financial Group
Pennsylvania
$2.85M +$1.43M +18,573 +101%
MSAM
866
Moloney Securities Asset Management
Missouri
$2.84M +$206K +2,685 +8%
MWM
867
Mattern Wealth Management
Kansas
$2.84M +$168K +2,191 +6%
EP
868
Eudaimonia Partners
Tennessee
$2.83M -$131K -1,702 -4%
KFS
869
Kurt F. Somerville
$2.82M +$892K +11,595 +46%
MGIA
870
Moneta Group Investment Advisors
Missouri
$2.82M -$115K -1,493 -4%
MWM
871
Mission Wealth Management
California
$2.82M +$248K +3,230 +10%
MWM
872
Meridian Wealth Management
Kentucky
$2.81M +$61.1K +795 +2%
BCM
873
Barometer Capital Management
Ontario, Canada
$2.8M -$1.69M -22,000 -38%
IIM
874
Ipswich Investment Management
Massachusetts
$2.79M +$7.69K +100 +0.3%
VA
875
Valmark Advisers
Ohio
$2.78M +$4.08K +53 +0.1%
33 34
35
36 37

NEE Hedge Fund Activity: Q1 2023 in Review

2,408 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q1 2023, worth a combined $123B — down 5.8% from $131B a quarter earlier.

Sellers outnumbered buyers: 160 funds closed out of NEE and 145 opened new positions — a net loss of 15 holders — while 918 trimmed existing stakes and 1,039 added.

The largest buyer was Wellington Management Group, adding an estimated $998M. The largest seller was Capital Research Global Investors, cutting an estimated $552M.

  • 2,408 institutional investors held NextEra Energy (NEE) as of Q1 2023, down from 2,472 in Q4 2022.
  • Funds reported $123B of NextEra Energy stock for Q1 2023, down 5.8% quarter-over-quarter.
  • 145 funds opened new NextEra Energy positions in Q1 2023 and 160 closed out, a net change of -15 holders.
  • The largest NextEra Energy buyer in Q1 2023 was Wellington Management Group, an estimated $998M added.
  • The largest NextEra Energy seller in Q1 2023 was Capital Research Global Investors, an estimated $552M sold.

Based on aggregated 13F filings for Q1 2023.