NextEra Energy
NEE
2,343 hedge funds and large institutions have $121B invested in NextEra Energy in 2022 Q3 according to their latest regulatory filings, with 152 funds opening new positions, 971 increasing their positions, 891 reducing their positions, and 87 closing their positions.
75% more first-time investments, than exits
New positions opened: 152 | Existing positions closed: 87
14% more funds holding in top 10
Funds holding in top 10: 98 → 112 (+14)
11% more call options, than puts
Call options by funds: $1.2B | Put options by funds: $1.08B
1% more funds holding
Funds holding: 2,311 → 2,343 (+32)
9% more repeat investments, than reductions
Existing positions increased: 971 | Existing positions reduced: 891
2% more capital invested
Capital invested by funds: $119B → $121B (+$2.9B)
0.04% less ownership
Funds ownership: 78.29% → 78.25% (-0.04%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$853M |
| 2 |
Neuberger Berman Group
New York
|
+$335M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$328M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$295M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$174M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$700M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
-$574M |
| 3 |
California Public Employees Retirement System
Sacramento,
California
|
-$181M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$174M |
| 5 |
JP Morgan Chase
New York
|
-$151M |
NEE Hedge Fund Activity: Q3 2022 in Review
2,343 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q3 2022, worth a combined $121B — up 2.4% from $119B a quarter earlier.
Buyers outnumbered sellers: 152 funds opened new NEE positions and 87 closed out — a net gain of 65 holders — while 971 added to existing stakes and 891 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $853M. The largest seller was T. Rowe Price Associates, cutting an estimated $700M.
- 2,343 institutional investors held NextEra Energy (NEE) as of Q3 2022, up from 2,311 in Q2 2022.
- Funds reported $121B of NextEra Energy stock for Q3 2022, up 2.4% quarter-over-quarter.
- 152 funds opened new NextEra Energy positions in Q3 2022 and 87 closed out, a net change of +65 holders.
- The largest NextEra Energy buyer in Q3 2022 was Wellington Management Group, an estimated $853M added.
- The largest NextEra Energy seller in Q3 2022 was T. Rowe Price Associates, an estimated $700M sold.
Based on aggregated 13F filings for Q3 2022.