NextEra Energy
NEE
2,413 hedge funds and large institutions have $117B invested in NextEra Energy in 2023 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 1,065 increasing their positions, 901 reducing their positions, and 114 closing their positions.
35% more call options, than puts
Call options by funds: $1.25B | Put options by funds: $924M
21% more first-time investments, than exits
New positions opened: 138 | Existing positions closed: 114
18% more repeat investments, than reductions
Existing positions increased: 1,065 | Existing positions reduced: 901
0% more funds holding
Funds holding: 2,407 → 2,413 (+6)
5% less capital invested
Capital invested by funds: $123B → $117B (-$5.59B)
2.15% less ownership
Funds ownership: 80.06% → 77.91% (-2.1%)
35% less funds holding in top 10
Funds holding in top 10: 93 → 60 (-33)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$470M |
| 2 |
Morgan Stanley
New York
|
+$302M |
| 3 |
State Street
Boston,
Massachusetts
|
+$219M |
| 4 |
JP Morgan Chase
New York
|
+$210M |
| 5 |
Barclays
London,
United Kingdom
|
+$168M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIAM
OFI Invest Asset Management
Paris,
France
|
-$2.64B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$694M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$491M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$392M |
| 5 |
SP
Sarasin & Partners
London,
United Kingdom
|
-$316M |
NEE Hedge Fund Activity: Q2 2023 in Review
2,413 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q2 2023, worth a combined $117B — down 4.5% from $123B a quarter earlier.
Buyers outnumbered sellers: 138 funds opened new NEE positions and 114 closed out — a net gain of 24 holders — while 1,065 added to existing stakes and 901 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $470M. The largest seller was OFI Invest Asset Management, cutting an estimated $2.64B.
- 2,413 institutional investors held NextEra Energy (NEE) as of Q2 2023, up from 2,407 in Q1 2023.
- Funds reported $117B of NextEra Energy stock for Q2 2023, down 4.5% quarter-over-quarter.
- 138 funds opened new NextEra Energy positions in Q2 2023 and 114 closed out, a net change of +24 holders.
- The largest NextEra Energy buyer in Q2 2023 was T. Rowe Price Associates, an estimated $470M added.
- The largest NextEra Energy seller in Q2 2023 was OFI Invest Asset Management, an estimated $2.64B sold.
Based on aggregated 13F filings for Q2 2023.