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NextEra Energy
NEE

2,471 hedge funds and large institutions have $131B invested in NextEra Energy in 2022 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 1,029 increasing their positions, 857 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 275 | Existing positions closed: 96

20% more repeat investments, than reductions

Existing positions increased: 1,029 | Existing positions reduced: 857

8% more capital invested

Capital invested by funds: $121B → $131B (+$9.19B)

5% more funds holding

Funds holding: 2,343 → 2,471 (+128)

0.14% less ownership

Funds ownership: 78.25% → 78.11% (-0.14%)

6% less call options, than puts

Call options by funds: $1.48B | Put options by funds: $1.57B

4% less funds holding in top 10

Funds holding in top 10: 112 → 108 (-4)

Holders
2,471
Holders Change
+128
Holders Change %
+5.46%
% of All Funds
39.72%
Holding in Top 10
108
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.57%
% of All Funds
1.74%
New
275
Increased
1,029
Reduced
857
Closed
96
Calls
$1.48B
Puts
$1.57B
Net Calls
-$87.2M
Net Calls Change
-$207M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$630M
2
JP Morgan Chase
JP Morgan Chase
New York
+$484M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$280M
4
BlackRock
BlackRock
New York
+$266M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$254M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$543M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$446M
3
SP
Sarasin & Partners
United Kingdom
-$314M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$288M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$261M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2251
Poehling Capital Management
Wisconsin
$205K +$198K +2,449 New
PFS
2252
Physicians Financial Services
North Carolina
$203K +$197K +2,434 New
CFA
2253
Capstone Financial Advisors
Illinois
$203K +$196K +2,427 New
T
2254
TRUADVICE
Florida
$203K +$191K +2,363 New
GWM
2255
GDS Wealth Management
Texas
$202K +$196K +2,421 New
FVWA
2256
Foster Victor Wealth Advisors
South Carolina
$202K +$195K +2,414 New
MWM
2257
Merriman Wealth Management
Washington
$202K -$20.2K -250 -9%
AF
2258
Alerus Financial
North Dakota
$202K +$195K +2,414 New
HPWM
2259
High Pines Wealth Management
Massachusetts
$202K +$195K +2,412 New
IA
2260
Inspire Advisors
Idaho
$201K -$27.3K -338 -12%
SFS
2261
Solitude Financial Services
Virginia
$201K +$194K +2,407 New
BP
2262
Broadleaf Partners
Ohio
$201K +$194K +2,400 New
TA
2263
Tactive Advisors
Florida
$201K +$194K +2,403 New
LFG
2264
Lockerman Financial Group
California
$201K +$194K +2,402 New
IGGA
2265
Iron Gate Global Advisors
Utah
$201K +$194K +2,401 New
KIC
2266
Keating Investment Counselors
Florida
$201K +$194K +2,400 New
SA
2267
Sicart Associates
New York
$201K +$194K +2,400 New
WFS
2268
Widmann Financial Services
Maryland
$201K +$194K +2,400 New
KFP
2269
KMG Fiduciary Partners
Ohio
$200K +$194K +2,397 New
CP
2270
Castleview Partners
Texas
$199K +$10.5K +130 +6%
FFA
2271
Farther Finance Advisors
California
$196K +$190K +2,346 New
BLC
2272
Brown, Lisle/Cummings
Rhode Island
$194K +$8.08K +100 +4%
LOIP
2273
Live Oak Investment Partners
Texas
$191K – – –
PA
2274
PSI Advisors
Florida
$190K +$162 +2 +0.1%
GA
2275
GoalVest Advisory
New York
$189K – – –
89 90
91
92 93

NEE Hedge Fund Activity: Q4 2022 in Review

2,471 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q4 2022, worth a combined $131B — up 7.6% from $121B a quarter earlier.

Buyers outnumbered sellers: 275 funds opened new NEE positions and 96 closed out — a net gain of 179 holders — while 1,029 added to existing stakes and 857 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $630M. The largest seller was T. Rowe Price Associates, cutting an estimated $543M.

  • 2,471 institutional investors held NextEra Energy (NEE) as of Q4 2022, up from 2,343 in Q3 2022.
  • Funds reported $131B of NextEra Energy stock for Q4 2022, up 7.6% quarter-over-quarter.
  • 275 funds opened new NextEra Energy positions in Q4 2022 and 96 closed out, a net change of +179 holders.
  • The largest NextEra Energy buyer in Q4 2022 was Morgan Stanley, an estimated $630M added.
  • The largest NextEra Energy seller in Q4 2022 was T. Rowe Price Associates, an estimated $543M sold.

Based on aggregated 13F filings for Q4 2022.