NextEra Energy
NEE
2,419 hedge funds and large institutions have $101B invested in NextEra Energy in 2023 Q4 according to their latest regulatory filings, with 301 funds opening new positions, 929 increasing their positions, 996 reducing their positions, and 155 closing their positions.
94% more first-time investments, than exits
New positions opened: 301 | Existing positions closed: 155
44% more call options, than puts
Call options by funds: $1.53B | Put options by funds: $1.06B
33% more funds holding in top 10
Funds holding in top 10: 30 → 40 (+10)
9% more capital invested
Capital invested by funds: $92.9B → $101B (+$8.36B)
5% more funds holding
Funds holding: 2,310 → 2,419 (+109)
2.48% more ownership
Funds ownership: 78.72% → 81.2% (+2.5%)
7% less repeat investments, than reductions
Existing positions increased: 929 | Existing positions reduced: 996
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.68B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$1.44B |
| 3 |
State Street
Boston,
Massachusetts
|
+$335M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$307M |
| 5 |
JP Morgan Chase
New York
|
+$281M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$818M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$723M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
-$553M |
| 4 |
Goldman Sachs
New York
|
-$277M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$261M |
NEE Hedge Fund Activity: Q4 2023 in Review
2,419 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q4 2023, worth a combined $101B — up 9% from $92.9B a quarter earlier.
Buyers outnumbered sellers: 301 funds opened new NEE positions and 155 closed out — a net gain of 146 holders — while 929 added to existing stakes and 996 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.68B. The largest seller was Bank of America, cutting an estimated $818M.
- 2,419 institutional investors held NextEra Energy (NEE) as of Q4 2023, up from 2,310 in Q3 2023.
- Funds reported $101B of NextEra Energy stock for Q4 2023, up 9% quarter-over-quarter.
- 301 funds opened new NextEra Energy positions in Q4 2023 and 155 closed out, a net change of +146 holders.
- The largest NextEra Energy buyer in Q4 2023 was Morgan Stanley, an estimated $2.68B added.
- The largest NextEra Energy seller in Q4 2023 was Bank of America, an estimated $818M sold.
Based on aggregated 13F filings for Q4 2023.